#investors

Confirmed here: https://www.computerworld.com/article/1374043/sas-plans-to-go-public.html

How come other stocks bounce back and xrx not so much? When xrx drops it makes a moist soft wet sound… Bring back the dividend!

From 2008 - 2026 the U.S. Stock Market has had an average return of 11.65% PER YEAR. When CVS purchased Aetna, the sell price was $80.71 per share. In 8 YEARS, we (as well as the entire investor community) have had a 0% return on the CVS stock. 0%!! I do not understand AT ALL, why they would keep the CVS name in the health care business company going forward. NOBODY in their right mind wants to invest in any ticker that begins with "CVS". They are complete id--ts for not using this opportunity to rebrand back to Aetna and bring back the AET ticker, so people will feel a little more confident investing in us. Nobody wants to throw their money at a company with a name that basically sounds like "a doomed dr-gstore".

High debt spooked the investors.
P/E is 4.6, still investors getting out.

Management - Jim Johnson, Stephen Nundy, Don Duet and others, is not at all interested in turnaround. They are raking millions. They know that they will not get same remuneration anywhere else.

Fifty publicly traded companies, including Nvidia, Nike, Costco, Micron and Reddit, have now formally objected to having their shares tokenized on OKXICE, the joint venture between OKX and Intercontinental Exchange.

https://finance.biggo.com/news/546d7067-f2c5-4f1f-a9d1-705eaf76bd2a

https://youtu.be/M3hvIUwAL7c?si=zKMf4w4t3pEUscSz

Why does everyone keep bringing up XFS? Xerox sold that off to PEAC two years ago, and PEAC has managed to do nothing but run it into the ground. Why is the activist investor so hellbent on talking up an entity that doesn’t exist anymore?

Stock was down this morning, then POOF up 10%. All because of rosy predictions from Safra's "non-GAAP" spreadsheet.

I've never seen so much "non-GAAP" this and "non-GAAP" that from a supposed finance person.

I guess it is enough to fool some investors...

On October 22, Neil Subin raised his stake in Optimum from 5.5% to 13.3% per public SEC filing.

Neil Subin — Profile and Optimum Play

Who He Is

Neil Subin is President and CIO of MILFAM LLC, a private investment firm, and the managing partner of Dark Mirage LP, the vehicle holding the Optimum stake. He also founded Broadbill Investment Partners LP and Trendex Capital Management. He is not a household name in finance but is a well-known figure in distressed telecom and special situations investing — the kind of investor who shows up quietly before a bankruptcy and positions for the restructuring.

His Chapter 11 Track Record

Subin has a documented history of involvement with companies that went through bankruptcy:

FiberTower (2012): Board Director from 2001–2014. FiberTower was a wireless backhaul telecom company that filed a prepackaged Chapter 11 in 2012 after spectrum licensing issues crippled its business model. It was ultimately acquired by AT&T for its spectrum assets. Subin was on the board before, during, and after the bankruptcy — suggesting he stayed involved to maximize asset recovery value.

Movie Gallery (2008–2010): Chairman through its bankruptcy and liquidation. Movie Gallery was the second-largest video rental chain in the US. It filed Chapter 11 in 2007, emerged briefly, then liquidated in 2010. Subin chaired it through the final wind-down.

Hancock Fabrics (2009–2016): Director through its Chapter 11 filing in 2016 and subsequent liquidation.

Centrus Energy (2017–2023): Director. Centrus (formerly USEC) was a uranium enrichment company that emerged from bankruptcy in 2014. Subin joined post-emergence and served through its recovery period.

The pattern across all four: telecom or distressed companies, board-level involvement, present through the restructuring process. He is not a passive bystander — he takes seats, participates in governance, and positions for asset recovery.

His Optimum Position

He initiated his position in early June 2026 and doubled down aggressively through October, culminating in an amendment filed the exact day the WSJ reported the bankruptcy prep. He went from 5.4% to 13.3% — adding nearly 6 million shares — while the company was visibly heading toward restructuring.

What He Is Likely Doing

Given his history, this is almost certainly a calculated distressed play with one or more of these goals:

1. Equity blocking position. In Chapter 11, a reorganization plan requires approval. Large equity holders can object, delay, and create leverage. At 13.3% he cannot block a plan alone, but he can be disruptive enough that the new lender-owners negotiating the plan find it easier to offer equity holders a small stub recovery than fight him.

2. Board seat in reorganized company. His FiberTower and other histories show he pursues board representation. In a restructured Optimum where Drahi and his son are off the board and new lender-shareholders are building a new governance structure, a 13.3% equity holder with telecom board experience is a natural candidate for a seat — or at minimum a negotiating chip.

3. Spectrum or infrastructure asset thesis. His FiberTower experience was ultimately about spectrum value hidden inside a failing company. Optimum's cable infrastructure — the physical plant, the franchise agreements, the customer base — has real underlying asset value that a pure debt restructuring may not fully capture for equity holders. He may believe equity isn't entirely worthless if the reorganized company is properly run.

4. Conversion to 13D. He is currently passive (13G). If he files a 13D amendment, that means he has shifted to active/activist mode — formally declaring intent to influence management, governance, or the restructuring outcome. Watch for that filing.

Bottom Line

Neil Subin is a seasoned distressed telecom investor who has been quietly building a 13.3% position in a company he has watched approach bankruptcy for months. He has sat on bankruptcy boards before. He knows exactly what he's doing. He is positioning to have influence over — or at minimum extract value from — whatever Optimum becomes on the other side of Chapter 11. He is not there to lose money passively as equity gets wiped out. He has a plan.

https://www.linkedin.com/pulse/atts-stellar-earnings-explain-why-wall-street-running-jayson-gnall-ff3kc/

Stock lost more than half the value. There may be pressure for layoffs. Hopefully not restaurants who’re understaffed.

He ruined Arby’s when he was there and now ruining Chipotle. Investors should focus on Scott’s track record and performance instead of handing keys to destruction of Chipotle from within

That means cuts. Be ready, folks.

https://stocks.apple.com/AG5isVNuPSZ699_5ESgEFxg

Here we go again; more stock buybacks today to full the investors to try and get some momentum going.

Can never simply rely on relying on the fruits of the day to day operations to do our talking for us. Always have to manipulate the markets. Pitiful.

Stock pattern looks like divestment by big holders.
Undervalued? lol. Hope you divested in your 401k
Zero confidence in aero ability to pull it out.
This is ISC after all.

https://seekingalpha.com/article/4948663-qualcomm-the-ai-story-is-far-more-limited-than-bulls-want-to-believe-strong-sell

Oracle Corporation is currently under investor observation due to recent workforce reductions within its cloud infrastructure division. These layoffs affected a significant portion of the Americas Cloud Infrastructure unit. Simultaneously, the company is dealing with financial pressures related to its ambitious Project Jupiter data center, with a substantial amount of associated debt reportedly in a stressed financial state. Despite these challenges, Oracle has announced a new pharmacovigilance partnership with Wipro Ltd. to enhance dr-g safety services. This collaboration aims to leverage Oracle's Life Sciences Argus platform within Wipro's AI-powered solutions.

Redwood City, California

https://www.benzinga.com/markets/tech/26/09/61929494/oracle-investors-weigh-fresh-wipro-deal-against-layoffs-project-jupiter-debt-stress

I hope that anyone who has anxiety or stress about the possibility of being laid off or being “percented” finds peace. This company is failing and desperate to satisfy investors. It really isn’t you, it’s bp. Leadership has failed. If you are let go, it will su-k and it won’t feel good. But you’re smart, you’re talented, and you’re experienced. You’ve got this. Go out there and get it. <3

Jfc ,at this rate it will touch 300 soon.

I don't even get RSUs , still as an employee, I want them to succeed, but dang this shi is tanking fast.

Wonder what the elliot vultures are thinking seeing this shi

I thought that's one of the main reasons for cuts: show investors that you're cutting costs, insuring more profit in the future. So what went wrong? Are layoffs suddenly no longer the magic move that fixes everything for those on top?

Surely there is someone out there who has the info that proves how investors have been misled by Proxxima

Seems like ba--s, and glass ba--s at that, are dropping every day. People getting hurt, process safety near miss, and unplanned shutdowns. Is this the beginning of a long downward spiral. Investors run, run like the wind

Is there anything that LCS is doing that is adding value? Why is the farce continuing?

Aren't we past the Engine 1 / activist investor era...

Marketing got a whole lotta $$$ from an investor group two weeks ago. But gotta use it by end of 26. How does this group roll? Nothin smooth. No job seem safe and keep fillin these peeps with contract folk.

Qualcomm produced nothing in AI. Failed to get into data center business. Modem losing market share. Laptop business getting nowhere. Poor employee moral. Investor day failed bad. Investors gave up on the stock.
Very bad situation with no way out

A roller coaster ride is coming if investors are fooled again. I doubt such investors still exist

I would like to congratulate the PEP team for this outstanding achievement. This is truly a testament to your dedication, leadership and passion for winning ! Not every organization with a Market Cap of $194B and 300,000 employees worldwide is capable of providing a lower rate of return to its investors than a Money Market fund. Although this may not create smiles for our investors, who cares, it's important to remember that change is difficult and just achieving this small positive number is something you can all be proud of. Let's try for +1.04 in the last 4 months of 2026 !

Stock price under our new CEO is down 24%. Not giving investors a lot of confidence.

Was supposed to be mid 2026. When is it happening and why is it getting pushed out?

Who knew that accountability really meant managing things HORRIBLY for a couple of years and then applying reactive management and tossing human beings out of the back of the plane they could never fly or land? Their plan going forward? Buy AI pre-built tools and outsource everything to automation. These guys are totally clueless how to run a company.

Why are people investing in the stock at all? They’re easily the worst band of do-nothings I’ve EVER seen in my 20+ years of working in enterprise companies. If the analysts and investors could peek behind the curtain they would be horrified!

Heh-heh. Did you see these guys this morning?

Fiserv drops at the open and suddenly the Lyons Widows are dancing around like they just inherited Webistics. “It’s collapsing!” “Takis is finished!” One stunad was probably pricing a commemorative plaque.

Then the stock claws almost the entire dip back and finishes in the same general neighborhood as the Dow and FIS.

Now, suddenly, everybody’s quiet.

These people don’t understand stocks, fundamentals, or companies. They understand refreshing a red number and becoming emotionally aro--ed. The market gives them fifteen bad minutes and they think they’re Warren Buffett. Heh-heh.

And this obsession with Lyons? Madonn’. The man leaves behind a crater and they defend him like he personally tucked them in at night. Takis inherits the mess, the stock fights back after bad guidance, and they’re disappointed it didn’t go bankrupt before lunch.

They’re not investors. They’re hecklers with Yahoo Finance open.

Commendatori, Takis. As for the glorified Lyons fan club, next time wait until the closing bell before you start licking the frosting off the bankruptcy cake.

As part of our continued commitment to strategic transformation, we're excited to welcome a Chief Product Officer to help accelerate the next chapter of our journey.

Following another successful organizational redesign, we're looking for someone who can help us unlock the next phase of our transformation roadmap while preserving the momentum generated by the previous transformation roadmap. You'll inherit a focused product portfolio, an exceptionally lean engineering organization and a roadmap that's been thoughtfully reprioritized every quarter since 2017.

Your Mission
Deliver a bold new product vision every six months.
Rename existing features to reflect current market trends.
Replace shipped features with strategy slides.
Convert customer churn into "portfolio optimization."
Ensure every roadmap slide contains at least one arrow pointing upward.
Ensure every release contains at least one AI feature nobody requested.
Find innovative ways to describe doing less with fewer people.
Help leadership explain why this year's reset is fundamentally different from last year's reset.

Preferred Experience
Proven experience joining companies at exactly the right stage of their transformation.
Experience building roadmaps that extend comfortably beyond the company's current runway.
Ability to explain why shrinking customer base actually reflects a more focused customer base.
Ability to describe maintenance work as platform innovation.
Experience creating AI strategies before identifying customer problems.
Familiarity with saying "the fundamentals have never been stronger" while Finance quietly updates the forecast.

What We Offer
Market-leading generous salary and equity.
A customer base that's becoming increasingly curated.
The unique satisfaction of building tomorrow's narrative before today's results arrive.
Unlimited exposure to meetings about meetings.
Unlimited opportunities to "build momentum" and "circle back".
Countless opportunities to make an immediate impact on next quarter's reorganization and the unique opportunity to define the future before the next strategic refresh defines it again.

Join us as we remain relentlessly focused on becoming the company our investor deck says we already are and as we continue laying the foundations for the strategic turnaround we'll be announcing again next year.

Investors want to maintain some level of order. Without that the company should dismantle completely. Think about it.

Sturm, Ruger & Co. achieved nearly $7 million in net income for the second quarter, a significant improvement from a loss in the same period last year. This financial turnaround was driven by increased firearm demand and enhanced production efficiency. The company also implemented a new "Ruger Business System" initiative to standardize operations and align employees with strategic goals. Ruger incurred severance expenses related to past job reductions, but these were lower than in the previous quarter. Additionally, the company reached an agreement with its largest investor, Beretta Holding SA, allowing Beretta to increase its stake while imposing a standstill on further ownership growth.

Mayodan, North Carolina

https://www.unionleader.com/news/business/uptick-in-demand-boosts-ruger-to-7-million-in-net-income-after-90-layoffs-in/article_bb92434d-965e-4975-b1f2-49e9154bf38d.amp.html

Looks like Humana executives are at it again with their artificially inflating the stock market with their stock buybacks.

I wonder if actual investors are that easily fooled with this utter nonsense. Seems like you would have to be rather naive if you didn’t first research what was presented in yesterday’s Q2 Earnings call in regards to the announced exiting of many Medicare plans, which will effect some 600k members and only 40% of them possibly might get recouped under other larger plans. Doesn’t give me a lot of confidence.

INVESTORS DUMP YOUR STOCK BUD. YOU NEED A NEW APPROACH.

Hearing that our ELT had just returned from time away in Aspen together.

While we never see them here in Houston and never take meetings off the executive-only floors, they apparently need fresh mountain air to recover from the rigors of their hectic schedules entertaining on the private island, flying $60MM private jets to New York to speak to investors, and host happy hours with VIPs on the 14th floor.

AI is overhyped and I think investors are starting to catch on. I have yet to hear how the AI companies, (ChatGPT, Claude...etc....) are going to make back the money money being spent on datacenters,(100s of billion$). As far as I can tell there really doesn't seem to be a big demand since both Meta and Google are selling their comute to the AI firms rather than using it for their own needs. Also, there is now a race to the bottom on token pricing further exacerbating the issue of profits. I don't see the profits meeting the expenses or even coming close. So, How does this effect Corporate America's embrace of the tech?

1. Continued market share losses across beverages and snacks, last four weeks, last 12 weeks, last 52 weeks, last 5 years
2. GLP-1 adoption accelerating in US, rest of the world is just getting started.
3. A disappointing M&A track record that generates negative shareholder value
4. Executive Leadership that you wouldn’t trust to look after your dog and even worse bench of leaders

You can solve the first three but you can’t solve the fourth one. Investors also have just given up.