Semler Scientific founder: Zoom should adopt Bitcoin strategy to boost stock price

Odaily News Eric Semler, founder of Semler Scientific, wrote on the X platform that Zoom Communications (ZM) should adopt a Bitcoin strategy to break the growth stagnation and increase shareholder value. He believes that Zoom is currently in the "zombie zone" and urgently needs new growth momentum. Zoom has $7.7 billion in cash reserves, $2 billion in annualized free cash flow, and low-cost financing capabilities. If it invests in the Bitcoin field, it can quickly become one of the world's largest corporate Bitcoin holders.

Semler cited SMLR as an example, saying that it adopted Bitcoin as a company asset in mid-2024, and borrowed the MicroStrategy (MSTR) model, and has purchased a total of 3,192 BTC (worth about US$305 million). The stock price has doubled since the disclosure of BTC holdings.