Zoom Video Pandemic Boom

Cause

A novel coronavirus starts rapidly spreading beyond China. Governments worldwide severely underestimate the threat initially, but exponential spread eventually forces unprecedented global lockdowns.

Process

In mid-February, while the broader market is still near all-time highs and ignoring the impending threat, aggressively purchase ZM (Zoom Video Communications) shares and call options. Zoom is uniquely positioned due to its frictionless onboarding and superior video compression technology compared to Webex or Skype.

Result

As lockdowns are announced globally in March, enterprise, education, and personal use of Zoom skyrockets. The stock becomes the ultimate "stay-at-home" trade, surging from ~$84 in mid-February to an astronomical peak of over $500 by October 2020, even as the rest of the market experiences a violent crash and recovery.

🚀 Time Traveler's Playbook (How to Exploit This)

• 🎯 Target Acquisition: ZM (Zoom Video Communications) stock and long-dated OTM call options.
• 🛠️ Core Operation: Execute purchases around February 14th when the stock is near $84. Avoid broader index funds as they will crash in March. Focus entirely on pure-play remote work software.
• 💰 Profit & Extraction: Sell all positions in mid-October 2020 when the stock surpasses $550 and vaccine hopes begin to emerge. This yields a 6x return on stock and exponentially more on options.