#stock

Broadcom executive claims he was fired to prevent $5 million stock vesting
https://www.calcalistech.com/ctechnews/article/xuk58bnta

Kim C put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc. (NASDAQ:MU) at the top of his technology stock list

Obviously still very early days but there is a part of me that is worried this guy got overvalued more because he looks the part than is

PNC REVENUE: Q1 2024 vs Q3 2026
Metric Q1 2024 Q3 2026 Change
Total revenue $5.15B $6.56B +27%
Net interest income $3.26B $4.21B +29%
Noninterest income $1.88B $2.36B +25%
Diluted EPS (GAAP) $3.10 $4.97 +60%
Adjusted EPS $3.36 $5.09 +51%
Net interest margin 2.57% 2.94% +37

STOCK PERFORMANCE vs S&P
FISV – Lyons exit (post) Jun 15 $47.91 $62.88 +31.2% -2.3% +33.6

TFC – Lyons Day 1 Aug 31 $49.58 $49.38 -0.4% -4.0% +3.6

Coincidence? Nope.

Even mad money is hitting the sell sell sell siren.

He’s purchased over $2 million in Truist stock over the last 2 months. Take with that what you will

https://www.investing.com/analysis/oracle-buybacks-gone-bad-and-special-market-trading-update-200690992

But seriously, WTF does Warren Buffett know?

Re: stock buybacks over the last decade, and the reissuance this week-

"If it had saved the money for future investment instead of buying back shares, its credit rating would not be on the verge of a downgrade to junk, and it would not rely so heavily on dilutive equity issuance to fund its AI-related investments. Poor judgment designed to bolster the stock price a few years ago leaves the company in a precarious position today."

Good grief. Tech is fu---d.

Larry Ellison Falls Out Of Top 10 In Billionaire Rankings As Oracle Plunges

https://www.forbes.com/sites/fionariley/2026/11/05/larry-ellison-falls-out-of-top-10-in-billionaire-rankings-as-oracle-plunges/

New layoffs announced and shitTel will steal all your shares ?

Tough period ahead?

Most employees will be left holding their worthless Equity bonuses for next 2 to 3 years which is one way for sc--wing them up.

Buy low. Sell high.

Please explain me the reason to buy this sh-t why you are being laid off

It's a blood bath for Dell today

Layoff most Intel employees to earn billions of dollars for nothing
Cause the most stock price drop in a single day to earn billions of dollar for nothing

LBT cannot save intel stock price again. GOP loses both house and senate.

Think of what a company like 3M could do with $6B. Dozens of acquisitions. R&D. Capex for expansion into new markets, plant safety measures, modernization of lines held together with gum and Scotch(TM) tape, sustainable OTIF improvements. Hire and retain people with knowledge, skills and experience instead of gambling that third party service providers won't get bought by PE and ensh*ttified or leveraged out of existence within the next 5 years. LTIP for more than the golden few. Pay off legal settlements instead letting them be an overhang for the next decade.

Stock buybacks were illegal until 1982 for a reason. They're market manipulation, pure and simple. But since everybody is doing it and companies are only valued now for making cash and not things, out the cash flows. All so BB can goose the stock to $200 in time for his last tranche of signing RSUs to vest next spring.

Is there a way to get rid of Cigna stock investments in my Empower Retirement portfolio and move those funds into a different investment option? It seems to be locked, and I’m unable to make any changes.

I disagree with Cigna’s decision to reduce its workforce, and I’m concerned about the company’s future outlook and potential decline. I would prefer not to have my retirement savings invested in Cigna stock. Has anyone experienced this or knows how to make changes?

Did anyone realize this is our last stock together as a company and its being paid out over the next several years! Rather than being straightforward they send some BS email that we getting it but yet we cant withdraw it now i see why all these leaders leaving like flies lol honestly being a manager now a days is not even worth it anymore all the stress and pressure

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

Except cvs all stocks up

That hurts. Is the bubble popping?

It’s time to save the INTU stock

Less layoffs More stock crash
No layoff No fun
More layoffs More fun
No job No problem

Sadness Halloween 202X !!!

if you are not getting ready with your CVs to apply outside of Tech, your future family financials and careers are in risk.

It was Annaliese. Interesting timing along with the end of FY26. Looks like we will hear any day now.

Wall Street sentiment heavily suggests high volatility rather than a certain direction, as analysts forecast a steep year-over-year earnings decline. According to options market data compiled by Bloomberg, the market is pricing in an implied stock price move of roughly 8.2% immediately following the November 6, 2026 Q3 earnings release.

if it continues to slide, we will have major problems

Hmmmm, hope it recovers soon

WTF? My stash just got cut in half.

Here is the article:

https://www.msn.com/en-us/money/top-stocks/michael-burry-called-it-one-of-the-more-common-frauds-oracle-stock-is-down-45-since

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.

PepsiCo Director Loads Up: 184,646 Shares Added in One Day

Pohlad Piles Into Pepsi: Director’s Stake Jumps 74% as the Stock Slides

The Only Insider Buying PepsiCo: Pohlad’s 184,646-Share Move

While Wall Street Hesitates, a PepsiCo Director Adds 74% to His Position

Watch out

https://www.cnbc.com/2026/10/26/microsoft-msft-voluntary-buyouts.html

Something we might see from FDS?

Severance + accelerated vesting of stock + more than 1 month of COBRA insurance would be fantastic.

Down double digits this year.

Thanks for Enrique and Jamie