Eric Semler, chairman of Semler Scientific, suggests that Zoom Communications should adopt a bitcoin treasury strategy to improve its sluggish growth and stock performance. He highlights that Zoom's considerable cash reserves, totaling $7.7 billion, position it well to become a major corporate holder of bitcoin. Semler cites his company's success in accumulating 3,192 BTC, valued at $305 million, after implementing a similar strategy. He notes that Zoom's stock has plummeted approximately 85% from its 2020 peak, contrasting with the broader market's gains. By leveraging its solid financial standing, he argues that Zoom could enhance shareholder value and shake off its status as a 'zombie company' in a competitive, slow-growth market. Semler draws from the example of MicroStrategy's Michael Saylor and promises to identify more companies that could benefit from a bitcoin strategy in the future.

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