Zoom is hanging by a thread, facing three obsticles:
#1 - Vaccine roll-out is accelerating meaning the days of exclusivity of meetings done virtual are numbered
#2 - People are sick and tired of virtual calls and want in person interaction
#3 - Money printing, initially means higher asset prices, but the delayed impact means interest rate pressure which weights on interest rate sensitive sectors (i.e. technology).
Target $200
#1 - Vaccine roll-out is accelerating meaning the days of exclusivity of meetings done virtual are numbered
#2 - People are sick and tired of virtual calls and want in person interaction
#3 - Money printing, initially means higher asset prices, but the delayed impact means interest rate pressure which weights on interest rate sensitive sectors (i.e. technology).
Target $200