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Investment Thesis
Post Q1, Zoom (NASDAQ:ZM) has been relatively flat due to what the market saw as weak guidance. However, I believe this is the wrong move. Based on what I see from their current
Zoom Q1: AI Translation Could Be Big
Summary
- Zoom's AI developments, including the AI Companion, enhance productivity and streamline workflows, making it an integral tool for businesses.
- OpenAI's real-time voice translation model can eliminate language barriers, driving increased adoption and usage of the platform.
- Zoom's stock is undervalued and has significant upside potential, especially with the integration of real-time AI translation features.
This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributor Elijah Buell.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of ZM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Noah Cox (account author) is the managing partner of Noah’s Arc Capital Management. His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes. Invest at your own risk.
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