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Jim Cramer Is Out

He admits he stayed too long in the stock, thought EH turn around plan was solid, had high hopes

He now realizes he was wrong

All investors have a timeline and then they lose patience, take the loss and move on

Should we do the same, that espp hurts being down 50%..in some cases much more

In essence, it's either going down more, or will never recover, even if it does, it will take long, better to realize the loss and put the remainder into something that actually performs


Zacks “Strong Sell” downgrade - 03/20/2026

Zacks Research lowered OPTU from a “hold” to a “strong sell” rating this morning , which is the most direct news item today that would be pushing shares down. Zacks also issued forward EPS estimates that are all deeply negative — projecting losses of $0.54 per share for FY2026, $0.49 for FY2027, and $0.69 for FY2028  — a worsening trajectory that doesn’t inspire confidence.


The AI hype is the definition of sunk cost fallacy

Doubling down because they've already poured billions in, not because the payoff is certain. But there's a major cost and a lot of pain waiting for us at the end of this. The disruption is going to be massive on so many levels. Sure, efficiency sounds great on paper. But one of the really bad outcomes, the one not really talked about, is the loss of invaluable accumulated skills and competence. The people who actually know their stuff, who understand the systems and the history and the nuance? They'll be pushed out or made obsolete. And once that knowledge walks out the door, it's not coming back. AI can generate answers. It can't replace years of hard-earned instinct. But by the time leadership figures that out, the damage will already be done.


Ford needs to new business plan to stop the hemorrhage of profit losses or they will end up being short of cash to fund operations

What Ford must do immediately is to do away with offering any kind of implied Warranty on all new Ford vehicles offered for sale and state Ford vehicles will only be sold AS-IS WHERE IS. This bold change in Fords sale tactics will have a immediately positive effect on Fords bottom line. Because it will stop the massive cash burn to cover Ford vehicle recalls, lawsuits and other expenses related to offering vehicle warranties.

Having eliminated offering vehicle Warranty's Ford will no longer have a need for massive staffs for internal groups such as Ford Owner support groups, or groups that put together repair documents and any other groups that are involved with customer care post buyer support. With no need of these internal groups, Ford can most easily cut staff by 20-30%.

Ford needs to start thinking outside the box to determine other ways they can slow the internal cash hemorrhaging. Other wise Ford may fine themselves unable to fund continued day-to-day operations and having to file for Chapter 11 protection.


5B more net outflows in January 2026

That’s according to the release. It feels like a never ending losing streak.

Does anyone else find the Business and Distribution teams keep losses to themselves and only announce client wins… however small, if at all.

Another large loss in my country… I found out from around the industry and not from anyone in the company.


Kyndryl’s $2.8 Billion Vanishing Act: Short Sellers Vindicated as the SEC Moves In

"For nearly a year, the company dismissed short-seller allegations as mere 'falsehoods,' but today those chickens came home to roost with a $2.8 billion loss in market cap."

https://www.chartmill.com/news/KD/Chartmill-41541-kyndryl-accounting-implosion-sec-gotham-city-vindicates


Loss Prevention

Why do we even have loss prevention in our stores? They can’t apprehend anyone anymore. They don’t actually do anything except walk around the store and chat with the sales associates. Honestly, it feels like a complete waste of money.


It's all collapsing

SMCI just ate our lunch on the OpenAI deal. We lost it strictly on price because OpenAI is finally getting squeezed on their burn and moving to a cost-plus model. It’s a total repeat of the cloud cycle where we lost the CSPs to direct ODM relationships. Enterprise AI is dead in the water—nobody knows how to actually win these accounts or what the roadmap even is. Good luck hitting quota.


$19.5B EV disaster

https://www.newsbreak.com/share/4465210319262-they-ll-never-make-money-as-ford-ceo-concedes-defeat-after-19-5b-ev-disaster?s=a7&share_destination_id=MzM0NzE4NTM5LTE3Njk3MzAyMDczNDg=&pd=0MeRa7lC&hl=en_US&send_time=1769730207&actBtn=bottomBar&_f=app_share&trans_data=%7B%22platform%22%3A1%2C%22cv%22%3A%2226.3.2%22%2C%22languages%22%3A%22en%22%7D


Citi cites $1.2B loss on Russia sale

You don’t make up for that loss overnight. I remember when it was considered a bad idea to throw money into that region but Citi “saw an opportunity” and it turned out to be a 1.2 billion $ mistake.

Gotta chop the heads to make up for the loss. Here comes the blood bath. Good luck everyone.


FIS lost their biggest client: Franklin Templeton Investments Transfer Agent

FIS lost the FT TA contract, their largest which includes Customer Service because they could not successfully provide the kind of service that FT financial professionals and their shareholders were used to receiving. FIS platforms su-k, the rollout of the new websites was equally bad. So many top producing financial professionals moved their business out, that FT is in the process of taking back their TA. It is a sh*tshow of the highest order. Didn't see this mentioned in this thread. Everyone who was moved over to FIS, will now have to try to get their jobs back at FT. The legacy FT employees did not cause this, but they have to live with the consequences which includes layoffs in May of 2026, if not sooner. Will the shareholders at both locations notice? Which line items on the budges will reflect this total failure? How will FIS sell this one?


100 Billion

How much did AT&T lose on Time Warner and DirecTV?
Months before it sold Warner Media to Discovery, it spun off the satellite broadcaster DirecTV, another prong in AT&T's media strategy, with a loss to shareholders of about $49 billion. By The Times's calculation, between the Time Warner and DirecTV deals AT&T has squandered close to $100 billion!!!
How do we lose soooo much money and still have the same dum dums at the helm!???


Any one else feel like this company is failing?

I try to keep up with the stocks and stuff and it seems like we did so bad this year then i saw the other day that we lost another contract in Fla and then the tax credits for our market place plans are going away. And then the medicaid cuts are gonna lose us more members. does it feel like maybe this company won't be around very long?


Sending empathy to all those affected this week

I have been in similar shoes and I just want to send my words of encouragement out to everyone experiencing the potential grief this week. I call it grief because that’s what it is—a loss of a life, job, career, leaders, coworkers you once held dear.

Take at least a day or two to just process. Try not to be solutions oriented immediately. I already see some friends posting on LinkedIn. I know the desperation is seeping in, but please, take time to just grieve and process this first.

Then pick yourself up and reach out to friends who have left COP previously and talk to them about what they did to leave. There is a life after. You will be okay. Sending you strength.


Why hire a CFO from Renault's leadership during major fraud and a $12B loss from joint venture ?

So really, the best option we had for a CFO was someone from Renault-Nissan's Excom during the time of a massive financial corporate fraud committed by Carlos Ghosn, and involved in a $12B loss to Renault from their essentially failed joint venture with Nissan?

That's the best we've got? What is it with Geoff wanting to bring on either his cronies, people bound to fail (e.g. Amazon, Walmart, GE) or c-suite colleagues from failed experiments?


Could the Goodwill Impairment Charge rech $2BN?

The current total XRX Goodwill is only $1.91 BN, but.... Lexmark has goodwill as well. With a total market cap of less than 1/3 of the Goodwill, you have to wonder if they have ANY Goodwill value left. They wrote down 1BN a yer ago when the stock was at $9, now it's $3. I was thinking before the Q3 loss would be 1BN, but now I'm thinking closer to $2 BN.