On February 14th, Eric Semler, the founder of Semler Scientific, expressed concerns over Zoom Communications’ (ZM) current growth trajectory, labeling it as a “zombie zone.” In a recent statement on X platform, Semler proposed that adopting a Bitcoin strategy could serve as a catalyst for renewed growth and increased shareholder value. With impressive liquidity characterized by $7.7 billion in cash reserves and an annualized free cash flow of $2 billion, Zoom possesses the financial flexibility necessary to explore cryptocurrency investments.
Semler drew parallels with companies like SMLR, which embraced Bitcoin as a corporate asset and successfully followed the MicroStrategy (MSTR) model. Since mid-2024, SMLR accumulated a significant 3,192 BTC, currently valued at approximately $305 million, resulting in a stock price surge that has doubled since the announcement. This trajectory suggests a promising road ahead for corporations considering similar routes in the cryptocurrency landscape.