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Good week to be long TDC

TDC is up 63% over the past year. Weird, I don't remember that being in any of the doom threads here. SM and SA steered right through everything this board swore would sink us, and the market just voted. I'm up over $60k in stock gains. That's what happens when you trust leadership and keep working instead of refreshing a layoff forum. Congrats to everyone who stuck around and delivered. As for the rest of you, I'm sure the next countdown thread will be the one you finally get right.


25% market premium in stock value if Elon buys us

In the world of M&A, you typically pay 20-30% above the current value of a public company to buy it. In other words, its in our best interest to be bought by SpaceX. Due your fiscal duty and make this sh-t happen. Especially since there's no other hope of raising our stock price.


Our 5 day example

"But Stellantis is 5 days" has been the go to retort for any RTO4 grievances ever since they implemented their policy. Look up their stock price sitting around $10-12 a year ago and it took a drastic, steady decrease this year after implementing 5 days with shares hitting under $4 now. Their c-suite is spinning this any way they can but clearly RTO5 was not the savior they claimed it to be and there is proof. On the other hand, GM went 3 days almost immediately and they've stuck with that 3 days ever since. Guess which of the big 3 is kicking our a-s in terms of stock price, employee morale, vehicle selection, and customer satisfaction. Now if you were in charge of the longevity of Ford, which company of the two would you choose to model after, now that you've seen these strategies play out in similar companies.


Sell now

Anyone else take advantage of the stock being up a buck today? I will take what I can get before it goes lower and is worth literally nothing.


The top!

Can we talk about all the top leaders running GTM and transformation? Did you watch the townhall? The only respectful leader who presented was Anthony Cinterino! The RA-RA campaign they are trying to show house is just hysterical. PEPNA…can we talk about it? Is it actually working? Is Brad Jordan the person who should be running it with only having Frito experience? Does he need a package?

Rich Tompkins….should he be responsible for the downfall of S&D? What about his teams?

What about the Wade brothers? Brad and Sterlin, does everyone know they are brothers? How do we feel about brothers both being in VP roles. Looks like Brad does a good job and is respected. Sterlin was just a market director a few years ago and had the worst performing P&L. Now, all SDSS report to him. So, he is ultimately responsible for the Q4 mandates & AOP builds. Let’s see how they pan out. Take a look at the non-diversity on these teams.

Bring on the re-org and get it over with. Hearing it’s early November and is only focused on AFM. There is NO WAY that’s it.

Let’s see if RAM sends out a fair-well note in th coming days maybe the stock price will go up a few bucks.

Signed,
A guy who got let go in the last reorg after 23 years out of Texas and has a wife still slinging drinks out there.


Equate plus restricted stock

I was laid off in October 2025. In June 2025 we were given some restricted stock when the consent order was lifted from Wells Fargo. I tried to access the account but wasn’t able to do so. I called Equate plus and they were not able to help me access the account. Should I call Wells Fargo human resources to see if I can gain access to that account?


Almost < $6/Share

What did you buy your employee shares for? Ugh. Starlink doesn’t need a fiber line…like cell towers. Cell towers might become the next Fixed Wireless Internet ..too expensive to maintain…..who knows what the future holds.. Starlink putting a data center in space doesn’t need fiber lines either does it… yikes... I remember when Windstream sank below $5 a share.. then below $1 a share… and remember all those angry coworkers that invested in stock….almost seems like that was just yesterday.


Oracle: where this is heading

Here's how I see the next two years playing out.

It starts with a Q4 earnings miss. The stock drops. Then the data center timelines slip, and it drops again. Neither hit is fatal on its own, but together they shake the confidence the whole story depends on.

Meanwhile, the layoffs don't stop. They won't come as one big announcement. They'll keep arriving quietly, team by team, the surgical cuts we've already been watching.

The reorg is where the real damage shows. The new structure won't hold, and it will break hardest in the old GIUs that now report into different leaders and serve different priorities. Those units ran on deep domain knowledge and their own way of working. Pull that apart, and the industry-specific products start to stall. Some won't just slow down. They'll fall off a cliff and go into negative growth.

None of this shows up in the numbers right away. Strategy decisions take time to work through a company this size. By Q4 2027, though, the consequences will be impossible to ignore, and that's when the stock craters.

By 2028, Oracle is in full recovery mode. I am voting with my checkbook and accumulating stock right now - I've been known to make grave investment mistakes and read this with a dose of caution.


Why does Nike’s stock keep falling, and why does the company continue buying back shares at prices of $120, $100, $80, $50, and now around $30?

What happened to that all that excess capital: How is this taking care of shareholders?

Why does Nike’s stock keep falling, and why does the company continue buying back shares at prices of $120, $100, $80, $50, and now around $30? We’ve spent billions buying back stock at progressively lower prices, only to watch shareholder value continue to decline. At what point do we question whether these buybacks are actually creating value for shareholders?


T-Mobile Pushes Back After SpaceX Spectrum Deal Triggers Telecom Selloff

  • T-Mobile stock fell more than 13% on Friday after SpaceX announced plans to acquire more wireless spectrum.

  • Wall Street is skeptical SpaceX can upend the wireless industry soon, citing its lack of spectrum and the years needed to build infrastructure.

  • T-Mobile Chief Technology Officer John Saw argued that spectrum alone is not enough to deliver a great mobile experience to millions of customers.

https://www.barrons.com/articles/t-mobile-stock-spacex-spectrum-deal-74cff9f9


Karma

Let all those good people go last Nov for.a brief stock jump - stock took a dump back down to where it was. Wait until Elon starts taking subs - game over. Verizon will be a fiber biz at best and we can’t even do that effectively.

Watch it happen - 2-3 yrs max .