CIO

szmeagol

Yep, give it a little push and it might explode. Could also be a good long term investment since it’s a profitable business with a new expert CIO.

Cap-Puckhaber-2

FLWS announced a new CIO and surged +32% today. Pump and dump or legit interest?

Late-Tadpole-2318

“Neuberger CIO Shannon Saccocia says expected Fed rate cuts, along with AI-driven productivity gains, could lift equities and other risk assets. Stocks typically perform well when the economy isn’t in recession and the Fed is easing.” Lotta verbal hedging here I don’t like it

jarstiffler

I did a DD on FLWS yesterday. New CIO announced yesterday; has experience with Amazon, Bed Bath Beyond, etc.. 95% short float. 35 DTC. Not super expensive to borrow yet, but with volume/pressure from retail, that will change. I like the set up.

DangKilla

You can see I'm still a mod on r/Filmstruck (a product for Criterion to live stream). Management is inept, WB internally was corrupted by ladder climbers. The ATT CIO wanted to deliver a hardware box during the age of rising Smart TV's with them built-in. The company was being stripped down to fumes after I left. A lot of things were outsourced. This is all my opinion. They were positioning to fail after Project 2020 where they started getting rid of retirement pensions.

PurpleReign123

*Is there an A.I. bubble out there?* Morgan Stanley’s CIO (Mike Wilson), Equity Analysts, Equity Sales, Asset Mgmt: **No bubble! S&P500 to hit 7,800 by end-2026** Morgan Stanley’s Credit Risk Managers: **Get this shite off the loan books before they explode!**

Kcecelia

Found this post when asking what is going on with Scott Bessent. He is Yale educated, came from a liberal background working for George Soros including being Soros's CIO until 2015 when he started his own fund with Soros funds, is gay, married with two kinds, sold a pink mansion in Charleston to buy a $12.5M DC mansion, and yet yesterday in the Trump cabinet meeting in which Trump fell asleep after a night of bizarre social media posting, Bessent dutifully complimented Trump as he was required to do. I don't understand how someone like Bessent can accept the ignorant, hate-filled stupidity of Trump and his minions. He is not who I thought he was given his background. He doesn't need to be in this role. Why is he choosing what must be nonsensical and unpleasant.

Je5terSAP_

Every CIO. Every senior Manager.

AmbitiousString

Expect nothing less from the me too CIO. Watch how many bad directions Brett takes the company from a technology pov. He has zero innovation abilities.

Galaxy_AI

**JPMorgan's CIO Bob Michele ($800B AUM) claims US economy strong, tariffs well-absorbed. Expects Dec Fed rate cut boosting 2026. ** Can we pump it now then?

Bravadette

Why are analysis on NBC and the CIO of robinhood saying something good is about to happen just SPIT IT OUT

hsfinance

Microsoft wasn't a cloud company either. What they have is the lock in and the privilege to walk into many CFO/CIO offices. Apple is consumer, I am sure there are companies that are all Macs but lot more companies that are dominant or all Windows/Office. AWS had no other reach into CIO offices outside AWS. Oracle has that reach because of their enterprise software but that's if they execute. And google probably has it by being such a dominant cloud platform. So if Microsoft hook on to a good AI engine and bundle that into "azure premium" offering, maybe even a privacy centered (where what is asked to AI does not go out of company's firewall); azure hosted one, they could be a lead player in AI too. And with their investment in open AI, they are already laying the groundwork for that.

One-Yard9754

Dang that’s a good group. I would attend just to hit on Ms Barnes, lol. Some of these profile pictures are questionable, and the CIO of Verano looks like he could be a real life Dexter.

Efficient_Design379

Yes it is nothing burger and bofa CIO said that rate cut isn’t needed in market rally

Scientific_Socialist

The unions shot themselves in the foot. Ever since WWII they were more concerned with protecting the national economy, kicking out communists and selling out to the bosses rather than organizing more workers or militantly defending their interests. They became instruments for capital to control the workers, which is why workers left the unions en masse. Any new movement is gonna need new unions, bc the AFL-CIO is rotten to the core.

CertifiedDegener8

Imagine thinking being diluted is a positive thing lmao! You guys are literally getting gaslit by the CIO of the company. Have fun being exit liquidity for Ramaswaamy

AdvancedUsernaming

Not to be a pedant, but hedge fund owners typically have the title CIO not CEO. 

Jealous-Birthday-213

The CIO said they won’t exercise them, but Idk

chainer3000

I saw the CIO commenting briefly regarding a short squeeze potential via discussing available float and that scared me off. I don’t see a world where the CIO should ever discuss that publicly

Old-Pomegranate3634

yes you trust the CIO cause he controls all the warrant holders?

Impressive-Cat-3144

CIO confirmed plan is not to execute warrants

chainer3000

Even the CIO was commenting on the subject indirectly - stay far away something fucky is going on here

Standard_Brave

He’s referencing the comments from the CIO, not *you* ya fucking plum. 😂

CertifiedDegener8

I just had a discussion with someone who linked a twitter post from the ASST CIO gaslighting and explaining their share dilution as if it was some positive thing for the shareholders... not sure if they are paid shills or just that stupid, but watch out! Link to the post: [https://www.reddit.com/r/pennystocks/comments/1ogfhto/asst\_cio\_just\_cleared\_up\_the\_whole\_135\_warrant/](https://www.reddit.com/r/pennystocks/comments/1ogfhto/asst_cio_just_cleared_up_the_whole_135_warrant/)

Armaanwadhwa

Did you just reply to your own comment? 🤦🏼‍♂️ it's okay. Keep your red flags to yourself. And who am i to be desperate? Whole point of this post is to state facts from the publicly shared info by the CIO.

chainer3000

There is no reason the CIO should be commenting on this as if addressing a possible short squeeze at all

Armaanwadhwa

https://www.reddit.com/r/pennystocks/s/UHmWhW81vk ASST – CIO just cleared up the “2.2x dilution” confusion + why the real float is way lower than people think 💬 What this means for $ASST It fits the same setup pattern: • Overblown dilution panic • CFO clarification that the dashboard is wrong • Compressed price near the floor with high volume accumulation If that correction hits official data platforms (or even spreads through retail chatter), you can absolutely see a fast re-rate — maybe not a 10x like CEI or COSM, but a sharp 1.5–3x move in a short window isn’t unrealistic, especially if a Semler update drops around the same time.

Armaanwadhwa

https://www.reddit.com/r/pennystocks/s/UHmWhW81vk ASST – CIO just cleared up the “2.2x dilution” confusion + why the real float is way lower than people think 💬 What this means for $ASST It fits the same setup pattern: • Overblown dilution panic • CFO clarification that the dashboard is wrong • Compressed price near the floor with high volume accumulation If that correction hits official data platforms (or even spreads through retail chatter), you can absolutely see a fast re-rate — maybe not a 10x like CEI or COSM, but a sharp 1.5–3x move in a short window isn’t unrealistic, especially if a Semler update drops around the same time.

jerrtremblay101

The CIO has an AI profile pic of a faceless dude in a hoodie with a Bitcoin sign on it? Sign me up!

Armaanwadhwa

https://www.reddit.com/r/pennystocks/s/UHmWhW81vk ASST – CIO just cleared up the “2.2x dilution” confusion + why the real float is way lower than people think

sirathanasius

Honestly they have had no meaningful interaction with retail. Vivek is too busy running for Ohio. But their CIO is pretty good and their structure, while heavily diluted, has no debt, unlike a similar company like NAKA. I do think the stock is oversold right now.

Ok_Cartoonist6749

ASST went in @1.30. VOLUME WAS high.Some one said Mke bought 1M, n it was SPAC with big PIPE investor. They have new CIO who understand the BITCOIN treasures.

Chad_Permabull_GOD

Dr Mohamed A. El-Erian, PhD, CFA, ex-PIMCO CIO, ex-Cambridge, ex-IMF, has said: The AI bubble is rational

pateyhfx

All my homies love Dr Mohamed A. El-Erian (PhD, CFA, ex-PIMCO CIO, ex-Cambridge, ex-IMF)

Frequent_Optimist

I always listen to Dr Mohamed A. El-Erian (PhD, CFA, ex-PIMCO CIO, ex-Cambridge, ex-IMF) for all my investing moves.

Chad_Permabull_GOD

**Dr Mohamed A. El-Erian, PhD, CFA, ex-PIMCO CIO, ex-Cambridge, ex-IMF, has said:** **The AI bubble is rational**

Chad_Permabull_GOD

**Dr Mohamed A. El-Erian, PhD, CFA, ex-PIMCO CIO, ex-Cambridge, ex-IMF, has said:** **The AI bubble is rational**

borat_he_like_you

Treasury Secretary Scott Bessent has cut the list of potential Federal Reserve chair nominees from 12 to 6 candidates after a round of interviews. Remaining candidates include: Michelle Bowman – Fed Vice Chair for Supervision Christopher Waller – Fed Governor Kevin Hassett – Director of the National Economic Council Kevin Warsh – Former Fed Governor Rick Rieder – BlackRock Fixed Income CIO Borat - the guy who wrote this post below. *Yes I made it to round 2* https://www.reddit.com/r/wallstreetbets/s/CnSGRuPalg

TollTroll

"I think the people that are talking about the AI bubble risk are the people that got out in March and April and didn't remember to get back in," Nancy Tengler, CEO and CIO of Laffer Tengler Investments

TollTroll

bears are simply bad people "I think the people that are talking about the AI bubble risk are the people that got out in March and April and didn't remember to get back in," Nancy Tengler, CEO and CIO of Laffer Tengler Investments

Lopsided-Cloud-5786

Solid take and DD. Enterprises need super strong scaffolding to do this at scale with governance, trust and security. UiPath will boom in 2026 once CIO's understand their play. Their Agentic Testing kicks ass as well - testing of Agents and also more broadly all software!

Nausteri

Not the communication system but a PROTOTYPE. Army CIO has also commented that the proto issues were immediately addressed and fixed. Considering this was a proto, sounds like a very typical development project. Palantir also issued a statement yesterday there were no vulnerabilities detected in the Palantir platform.

Unfair-Impress1972

AI Bubble Bursting according to Government Investment Corporation of Singapore (GIC) Chief Investment Officer (CIO).

Holiday_Arachnid8586

I don't think he ever claimed to be rich and he discloses his job as CIO in an investment management and financial planning firm at the beginning of every video.

Cabrim

Don't know much about it, but it looks like warrants started trading this month, and they're at a premium for some reason. Oh. The founder is a very reputable investor & long-time crypto bull. >1RT Acquisition, a blank check company formed by 1RoundTable Partners targeting digital assets and blockchain, raised $150 million by offering 15 million units at $10. Each unit consists of one share of common stock and one-quarter of a warrant, exercisable at $11.50. >1RT Acquisition is led by CEO and Chairman Dan Tapiero, the Founding Partner, CIO, and CEO of both private equity firms 1RoundTable Partners and 10T Holdings, both of which are affiliates of the sponsor. It plans to target the digital assets and blockchain space, focusing on businesses with enterprise values $1 billion or more.

Happy_Discussion_536

Bru... it's not a conspiracy to those who have been paying attention. You're just very uneducated and misinformed. Look at dotcom financial and credit conditions vs. today: https://fred.stlouisfed.org/graph/fredgraph.png?g=1L3YT&height=490 https://i.imgur.com/qqQcLaM.png Now... let's all look at today's chart. The literal opposite. https://fred.stlouisfed.org/graph/fredgraph.png?g=1L3Va&height=490 https://i.imgur.com/lwFwi7r.png Many are calling for even higher than 3%. Consensus is building for higher inflation. WSJ - https://www.wsj.com/opinion/the-fed-should-carefully-aim-for-a-higher-inflation-target-reserve-powell-greenspan-5fef5051 BIS - https://greencentralbanking.com/2025/02/18/3-inflation-target-climate-former-bis-executive/ Cambridge President, former CIO of PIMCO: https://www.youtube.com/watch?v=t2ppETF4oUA&t=1s [The Case for a Long-Run Inflation Target of Four Percent](https://www.imf.org/external/pubs/ft/wp/2014/wp1492.pdf) [A 4% inflation target?](https://cepr.org/voxeu/columns/4-inflation-target) [It is time to revisit the 2% inflation target](https://www.ft.com/content/02c8a9ac-b71d-4cef-a6ff-cac120d25588) [The Fed Has Targeted 2% Inflation. Should It Aim Higher?](https://www.nytimes.com/2023/03/24/business/inflation-federal-reserve-interest-rates.html) [Alternatives to the Fed’s 2 percent inflation target](https://www.brookings.edu/articles/alternatives-to-the-feds-2-percent-inflation-target/)

A1L1V2

P/E ratios off the charts. Markets barely blinked when a 30% tax was placed on imports. The value of the stock market is twice that of the US GDP. Government debt is out of control. Bond markets support equities. If bonds fail, equities go with it. Consumer debt, mortgage debt, credit card debt, student loan debt. Delinquencies are rising. FHA mortgage delinquencies are over 10a% now. The euphoria probably still has a way to go. People hate missing out on gains. It could be months til a correction, could be a year or two. We are in an equity and housing bubble, some may argue a crypto bubble. Debt isn’t a desirable asset class due to inflation and the difficulty in servicing the interest payments. We still have time before the market freaks out. And when it does, most people won’t know. That includes me. Locking in some profit and diversifying into multiple assets classes help smooth out volatility in a portfolio. Morgan Stanley CIO recently recommended a 60/20/20 portfolio. 60% equities 20% bonds 20% alt assets like gold/silver —— I’ve been sitting in precious metals, miners, AI, quantum, robotics, clean energy, and short term t-bills since November 24, right after trumps election.

Ask3647

I’m glad I gave you something to think about. Hopefully I can stop thinking about it and fall asleep tonight. Gold has gone up in recent years totally uncorrelated to the stock market. It is now a safe haven and out-performer — although most media isn’t talking about it. Saying it only performs during crashes is not consistent with your recognizing its performance in recent years. But I get that it really shines at those scary moments. I would also encourage you to look at the miners (eg. GDX, GDXJ, SIL, SILJ, etc). They are highly undervalued and printing cash. Gold’s performance of late should make any prudent investor want to carefully consider it. It certainly has impressed Mike Wallace, CIO of Morgan Stanley, and the biggest bond salesman of all, Jeff Gundlach. Commodity bull cycles happen.

Ask3647

If central banks are collectively now holding more gold than treasuries, I’m a buyer. If the dollar is devaluing as part of an overall strategy to make American goods cheaper or to prop up our stock market, or because we screwed up the appeal of relying on America to print the dominant currency, I’m a buyer. If Mike Wallace, CIO of Morgan Stanley is saying 20% of your portfolio should be in gold, I have to laugh, but I agree. Jeff Gundlach, who makes his living selling bonds, is now recommending at least 25% of a portfolio should be in gold. I don’t laugh at Jeff. He’s too successful. And probably correct.

bengo_dot_ai

“Lost 90% of the value of his fund” ? Or his AUM went down 90% which is understandable because he doesn’t work there any more. Anyone investing in Key Square because SB is the CIO will obviously redeem when he joined the administration. Your post is utter nonsense and misleading.

NoKarmaForYou2

For such large company like Oracle it's going to be very difficult because they do so much: on premise, cloud, infrastructure and even hardware (that's dying so don't even know how much they still do) with 100s of apps . The decisions to use them is done at CIO level or close so the opinion of regular folks are not really common to consider. The most simplistic way to kind of get a sense is to use some research company paper. For example, Gartner's magic quadrants (companies like to tout when they are reviewed favorably) would give some idea where the software stacks up against competition from higher up level perspective. Kind of like [this]( https://www.pngfind.com/mpng/hmRmooR_gartner-magic-quadrant-for-cloud-hcm-suites-for/)

Longjumping-Ad8775

It’s always a good question as to what causes what and to scale. Right now with ai, it’s about that build out of data centers as if customers will be there on the other side. I don’t know. I’ve talked to enough high end consulting and CIO friends to really question it for main stream development and applications.

EvolvingDior

Once your company gets in bed with Oracle, Larry has the CEO and CIO by the balls.

Sam8872

Since ASST is gaining traction, thought I'd post this up here from my original response (with a little bit extra) to a comment. Bit of background, I've been in ASST before the rise with a dollar average. Judging by my own experience (watching the chart and volume almost every day for 5 months, coupled with the fact that I've read pretty much every press release, SEC filing and correspondece officially related, e.g. twitter messages from Matt Cole (CEO of Strive and CIO of Strive Asset Management)), I would not be surprised if this goes back to at least $10 (it hit double digits in late May). However realistically, if you want this to be anther thousand plus percenter, it's all luck. This stock has a 14-ish million float, so it wouldn't have trouble going up if it wanted to, but here's the thing, the initial $750m PIPE is priced in at $1.35 per share. This isn't necessarily a bad thing as the market has shown that FOMO and irrationality can move things (e.g. OCTO's news shared 185m new shares at $1.46 per share). The price now seems fair, however, I would feel remiss if I didn't mention that this stock has behaved irrationally in the past, and as such don't be surprised if it dips below your average. End of the day, all it needs is one big volume day (like OCTO) and we could see this at double digits. Expanding on this, we're already almost at double digits, though you may have wondered what stopped this from rising higher on 27 May, well that's when they announced the PIPE price. Moreover, while the final ticker will be not-so great for current shareholders (ASST stockholders will retain 5.8%), the stock still requires clearance by Nasdaq for the listing, so I can see this going up until the announcement/listing. If I'm being completely honest, I didn't expect it to hit almost $10 already AM, so my current estimate is around $15-20 within the next couple weeks, especially when taking into account the fact that it hit $13 before approval.

Sam8872

Hmm, judging by my own experience (watching the chart and volume almost every day for 5 months, coupled with the fact that I've read pretty much every press release, SEC filing and correspondece officially related, e.g. twitter messages from Matt Cole (CEO of Strive and CIO of Strive Asset Management)), I would not be surprised if this goes back to at least $10 (it hit double digits in late May). However realistically, if you want this to be anther thousand plus percenter, it's all luck. This stock has a 14-ish million float, so it wouldn't have trouble going up if it wanted to, but here's the thing, the initial $750m PIPE is priced in at $1.35 per share. This isn't necessarily a bad thing as the market has shown that FOMO and irrationality can move things (e.g. OCTO's news shared 185m new shares at $1.46 per share). The price now seems fair, however, I would feel remiss if I didn't mention that this stock has behaved irrationally in the past, and as such don't be surprised if it dips below your average. End of the day, all it needs is one big volume day (like OCTO) and we could see this at double digits.

scm66

The CIO of Blackrock's name is Dick Rieder.

According-Page8618

JUST IN: 🇺🇸 BlackRock CIO says the Federal Reserve should cut interest rates by 50 basis points next week. the market has a 25bp cut priced in, imagine the feds cut it by 50bp, we will reach highs no one ever witnessed

stickman07738

Laughing and smiling at this comment. 15 years ago I was part of a 10-memebr team for a Fortune 500 company evaluating upgrading our CRM / ERP systems. Our system was developed in-house by a very eccentric guy - it worked great and everyone love it. We got a new SVP /CIO and he wanted us to evaluate Salesforce (CRM). The product actually sucked at the time - it could not do everything we did with our in-house system. I was one of 3 who voted against Salesforce as the other did not want to upset the new SVP. The software sucked but their sellers (sales and support team) were very good - after the decision, I wanted to invest because of their sales team, but I did not. Our company signed a multi-year agreement and it was a total bomb causing us 3-4X the original investment to get it to work. The SVP got fired. Salesforce actually hired our guy because of all his "good ideas" and simple solutions (like linking email correspondence - he wrote of couple lines of codes and we could migrate everything in our in-house system). He lasted one year, got his sign on bonus and left Salesforece. The company still pays millions for an inferior product. I am glad I retired.

JeromePowellLovesMe

Analysts will place ridiculous PTs on stocks while their firms trim positions. Happens a lot. A CIO doesn't need to listen to their intern's thoughts on where valuations should land.

Wild_Capital7202

I'm the CIO of a family office. Changing advisors isn't necessarily the key. More importantly, it's about whether your asset allocation and long-term strategy are sound. What's your biggest concern? Tell me and I can help you analyze it. 🌿

BPDMisery

I find a reason to go home every Monday to work remote. Boss is on a fucking cruise and I have to tell my CIO. What’s the excuse today boys?

Happy_Discussion_536

It is but they cannot say it. I've shown you numerous respected economists arguing for as high as 4%. Just recently former PIMCO CIO and cambridge president argued they will and should land at 3. My personal feelings? Very tricky. In an ideal world where Congress and president is responsible, Fed should cut aggressively to prevent burdening consumers and the financial system. What is inflation is complicated by metric ton of fiscal stimulus levels not seem since WW2. But it is peacetime and off a boom. Is the job of the Fed to discipline Congress and force responsibility? Or inflation a shared responsibility and not all the Feds fault? It's hard to answer. But what I can say is that here's what the public basically wants: * Fiscal stimulus, they don't care about debt at all for now. * And lower rates.

Happy_Discussion_536

The problem with prior Fed's is that by focusing too much on low inflation, Fed was killing income growth of the poorest (or at least the argument goes) when economy was doing its best and resetting them at the worst time. Consensus is building for higher inflation. WSJ - https://www.wsj.com/opinion/the-fed-should-carefully-aim-for-a-higher-inflation-target-reserve-powell-greenspan-5fef5051 BIS - https://greencentralbanking.com/2025/02/18/3-inflation-target-climate-former-bis-executive/ Cambridge President, former CIO of PIMCO: https://www.youtube.com/watch?v=t2ppETF4oUA&t=1s [The Case for a Long-Run Inflation Target of Four Percent](https://www.imf.org/external/pubs/ft/wp/2014/wp1492.pdf) [A 4% inflation target?](https://cepr.org/voxeu/columns/4-inflation-target) [It is time to revisit the 2% inflation target](https://www.ft.com/content/02c8a9ac-b71d-4cef-a6ff-cac120d25588) [The Fed Has Targeted 2% Inflation. Should It Aim Higher?](https://www.nytimes.com/2023/03/24/business/inflation-federal-reserve-interest-rates.html) [Alternatives to the Fed’s 2 percent inflation target](https://www.brookings.edu/articles/alternatives-to-the-feds-2-percent-inflation-target/) Fed can't say it outright. But they will target 3% for now. Here's Powell focusing more on jobs: https://old.reddit.com/r/wallstreetbets/comments/1mo4kmc/daily_discussion_thread_for_august_12_2025/n8aae72/

Ambitious-Maybe-3386

Why didn’t the CEO, CIO, CTO and others buy too?

Happy_Discussion_536

>>>cut inflation = recession. drops mic >>We're not cutting inflation though. Fed will target 3% not 2%. >source for this 3%? u/Distribution_Low Consensus is building for higher inflation. WSJ - https://www.wsj.com/opinion/the-fed-should-carefully-aim-for-a-higher-inflation-target-reserve-powell-greenspan-5fef5051 BIS - https://greencentralbanking.com/2025/02/18/3-inflation-target-climate-former-bis-executive/ Cambridge President, former CIO of PIMCO: https://www.youtube.com/watch?v=t2ppETF4oUA&t=1s [The Case for a Long-Run Inflation Target of Four Percent](https://www.imf.org/external/pubs/ft/wp/2014/wp1492.pdf) [A 4% inflation target?](https://cepr.org/voxeu/columns/4-inflation-target) [It is time to revisit the 2% inflation target](https://www.ft.com/content/02c8a9ac-b71d-4cef-a6ff-cac120d25588) [The Fed Has Targeted 2% Inflation. Should It Aim Higher?](https://www.nytimes.com/2023/03/24/business/inflation-federal-reserve-interest-rates.html) [Alternatives to the Fed’s 2 percent inflation target](https://www.brookings.edu/articles/alternatives-to-the-feds-2-percent-inflation-target/) Fed can't say it outright. But they will target 3% for now.

Happy_Discussion_536

>>We're not cutting inflation though. Fed will target 3% not 2%. u/Distribution_Low >source for this 3%? Consensus is building for higher inflation. WSJ - https://www.wsj.com/opinion/the-fed-should-carefully-aim-for-a-higher-inflation-target-reserve-powell-greenspan-5fef5051 BIS - https://greencentralbanking.com/2025/02/18/3-inflation-target-climate-former-bis-executive/ Cambridge President, former CIO of PIMCO: https://www.youtube.com/watch?v=t2ppETF4oUA&t=1s [The Case for a Long-Run Inflation Target of Four Percent](https://www.imf.org/external/pubs/ft/wp/2014/wp1492.pdf) [A 4% inflation target?](https://cepr.org/voxeu/columns/4-inflation-target) [It is time to revisit the 2% inflation target](https://www.ft.com/content/02c8a9ac-b71d-4cef-a6ff-cac120d25588) [The Fed Has Targeted 2% Inflation. Should It Aim Higher?](https://www.nytimes.com/2023/03/24/business/inflation-federal-reserve-interest-rates.html) [Alternatives to the Fed’s 2 percent inflation target](https://www.brookings.edu/articles/alternatives-to-the-feds-2-percent-inflation-target/) Fed can't say it outright. But they can take their sweet ass time getting to 2% if they want. Powell himself has referenced many times there are benefits to varying speeds of achieving 2%.

PoliticsIsDepressing

I knew AI was overhyped when I heard my CIO talking about processes we automated 5 years ago that don’t use AI, rather they are just automated algorithms. 99% of people pushing AI have no idea that it’s just not there yet. Give it 10+ years and it might be there, but this is a dot com bubble.

BPDMisery

Boss is on a cruise til nearly September. Do I just work remote without consulting my CIO or do you think my coworkers will snitch

pandoraslost

If anyone wants to do more digging on RDAR, I looked into their filing and of 13 new share issuances (basically funding/business loans via stock) 8 were to the same low profile investment company Leonite Capital LLC. Specifically its CIO Avi Geller. Finding out more about that guy and group will probably get to the core of what the hell RDAR is up to. Genuinely believes in company? Stocking up for share buyback at higher par value when revenues and profit margin lift off for H2 2025? Complete OTC circle jerk scam? Figure out that guy and I bet we figure out the game on RDAR/Telvantis.

Own_Relationship5047

i would be a lot richer if i had listened to him on both stocks and cryptos. he was more bullish on earlier interest rate cuts but i find a lot of his commentary really really smart. hr was the CIO of J.p. morgan before starting his own incredibly innovative firm. i find his analysis of macro data is often contrarian and very smart, and he’s been right a lot more often than he’s been wrong. when institutional investors were pulling their assets out of equities in April. he correctly predicted a V shaped rally, for reasons that turned out to be exactly right. he’s also the first traditional investor to legitimize the crypto industry in 2017, and that was quite a call. my impression is that other investors have a lot of respect for him. never heard anyone call him a kook.

AmberLeafSmoke

He's a Yale grad who has worked in High Finance for his entire career who served as CIO of one of the most successful funds in history. Are you seriously suggesting his opinion is unqualified?

CigInside

CIO referred to a group of people as a khaki and blue blazer group to mean they are unsophisticated frat dudes. I was wearing the same…. Took off my coat then

ivegotwonderfulnews

smed caps are for the most part crushed rn. Wont take much to get them moving but hard to allocate to the space thru passive etfs (so much trash in the passive indices) . So many smed names are rate dependent so if the "rate cut ahead" narrative gains traction inside CIO offices at big funds, I suspect these forgotten names will have a decent 2nd half.

actuallyrealperson

Just took a scroll through the CIO's Twitter account... nothing but unadulterated cringe as far down as you could see. I mean, really? Studio Ghibli JPow strangling a bull? https://preview.redd.it/zqx8zyzue8if1.jpeg?width=1024&format=pjpg&auto=webp&s=25dbdbf87e71843ada643f92324fb75d737b552c

avatarfire

Take that my former CIO! 

Own_Step1953

They will not be bought out. They are a foutune 4 company, no chance. They would more liekly buy out a bigger competitor. THey're trying to control a large part of the healthcare market with UHC and Optum. I work there on the tech side, and I can tell you the new CEO, Stephen Hemsley (also was the prevous CEO for 10 years) is coming in with more of a financial strict aproach where instead of potential that has mostly failed he is focasuing on actaul uses for new products. The company is actauly trying to make healthare and plans more open and have better ocmunication with some of their new products that will come out even before the shooting of Brian Thompson. They test out their new plans on employees and in my new plan I can pick my healthcare people, knowing information liek price and scraped data for their qulaity. I work on the tech side and they are trying to make general. Can't say too much more in detail, but we are replacing many low-skilled americans with cheaper indians and killing a bunch of usless jobs. I hear there's gonna be more changes comign soon too (I'm not close to the executives, but I regularly give meetings to one of the CIO's (he is bellow the main CIO who is right bellow Hemsley) and I worked ont he Luigi case too since I am on the tech side and they needed some data behind the ugh website)

stickman07738

When I see CRM, it always puts a smile on my face as a missed opportunity but now glad I did not invest. 15 years ago I was part of a 10-memebr team for a Fortune 500 company evaluating upgrading our CRM / ERP systems. Our system was developed in-house by a very eccentric guy - it worked great and everyone love it. We got a new SVP /CIO and he wanted us to evaluate Salesforce (CRM). The product actually sucked at the time - it could not do everything we did with our in-house system. I was one of 3 who voted against Salesforce as the other did not want to upset the new SVP. The software sucked but their sellers (sales and support team) were very good - after the decision, I wanted to invest because of their sales team. I did not. Our company signed a multi-year agreement and it was a total bomb causing us 3-4X the original investment to get it to work. The SVP got fired. Salesforce actually hired our guy because of all his "good ideas" and simple solutions (like linking email correspondence - he wrote of couple lines of codes and we could migrate everything in our in-house system). He lasted one year, got his sign on bonus and left Salesforece. The company still pays millions for an inferior product. I am glad I retired.

Environmental-Web150

I agree, there’s something we don’t know , the new public offering would’ve sent the stock much lower but it found resistance at around 2.8 , and Monday their CIO loaded 50k more shares at 3.04 price , I guess we’ll have to wait until their earnings report to find out

lowkethevile

CIO

AppleTree98

Very clever. Yes absolute emails from the top. I once had a CIO during an outage event say "I just googled how you should fix this issue" to an entire vendor/business/IT call. BTW this was the largest healthcare provider in the US. BTW his solution wasn't the problem/fix to the issue. But you bet we had to assign engineers to chase down his wisdom.

Tetrem

OPEN will have great earnings. Expectations are as low as they can be and they are finally EBITDA positive with a new management team and CIO

avatarfire

One of my former CIO bosses boasted to me he got a job by pitching Intel Lucky he was looking for a job pre-AFC. He would be out of a job today.

bladzalot

Don’t forget about them escorting out their CTO and CIO as well as firing all their up and coming probationary employees…

Street_Medicine3694

So no directors recently resigned? There was no conversion factor for the promissory notes? Come on. The company has less than $2M in cash. Directors are leaving. Clear signs I wouldn’t touch it with a 10’foot pole. Not saying others would. CEO stayed for what 3 months? CIO resigned. Other directors abruptly resigned. Good luck!

firstapex88

This take, all the way. The enterprise play is to offer a bit of every application that the business will need and focus on longterm support. Sell to the CIO, not the individual contributor. You don’t need best of breed in enterprise.

AlphaWolf

Exactly what our last CIO did. Brought in consultants to parrot his incredible bad strategy, and sell the CEO on it. No other reason.

SadPrometheus

I know everyone likes to bash consultants (and the criticism is well deserved) but there is one thing that they do which is actually quite helpful for a company. They can give you advice on conducting a big corporate change - such as converting to SAP (god forbid). The consultants have seen it dozens of times at lots of different companies. So they can give a pretty good estimate of cost, resources needed and the amount of time to implement. That advice is expensive, sure, but the service is actually quite valuable. Makes the whole process much more transparent and efficient. We had a good CIO at a company I worked at that ignored hiring consultants to save money. But his budget and time to implement for the conversion were off by an order of magnitude. He set aside 1.5M and it cost the company something like 10M. Which was a mistake that cost him his job. Instead if the CIO had asked the corporate board for 2M for consultants, it likely would have been approved no big deal. Just the cost of doing business. And the resulting estimates for the conversion would have been solid. In that instance, hiring consultants likely could have saved the CIO's job.

Amikuto

Sure but can you do it with enterprise lockin, regulatory cover and 100 Fortune 500 CIO nodding along in meetings they barely understand? That the real moat. It not just the credits it the ecosystem tax.

BboySparrow

Updated rankings based on records for the longest consecutive positive close (green day) on the US stock market, focusing solely on stocks: Ticker Company Series Length META Meta Platforms 16 days ESEA Euroseas Ltd. 12 days ASTS AST SpaceMobile, Inc. 10 days BWMN Bowman Consulting Group Ltd. 10 days CIO City Office REIT, Inc. 10 days ASTS gonna hit 13 days

stickman07738

Not heard it from a friend, but 15 years ago I was part of 10-memebr team for a Fortune 500 company evaluating upgrading our CRM / ERP system. Our system was developed in-house by a very eccentric guy - it worked great and everyone love it. We got a new SVP /CIO and wanted us to evaluate Salesforce (CRM). The product actually sucked at the time - it could not do everything we did with our in-house system. I was one of 3 who voted against Salesforce as the other did not want to upset the new SVP. The software sucked but their seller were very good - after the decision, I wanted to invest because of their sales team. I did not. Our company signed a multi-year agreement and it was a total bomb causing us 3-4X the original investment to get it to work. The SVP got fired. Salesforce actually hired our guy because of all his "good ideas" and simple solutions (like linking email correspondence - he wrote of couple lines of codes and we could migrate everything in our in-house system). He lasted one year, got his sign on bones and left Salesforece. The company still pays millions for an inferior product.

avatarfire

Are you a former or current CIO? This is way to complex for even CFPs to understand.

perceptive_AI

I'm the CEO and founder of my company Singularity. I have a extremely good team working for me. Gemini 2.5 PRO is my CFO , chatGPT o4 is my COO , Claude Opus 4 is my CTO , grok is my CMO , deepseek is my CIO

Lucaslouch

Other banks are currently recording videos of their CIO and analysts to feed their AI model to create deep fake of their analyst in order to generate customize constraints, so I would not be very surprised…

QuietRainyDay

The only fundamental that the markets care about rn is the $4 trillion of additional deficits the GOP is hell-bent on adding I know some of yall will never, ever be convinced to stop thinking the stock market is tethered to the real economy, but it's a fact. It's been a fact for *years*. Stock prices are not driven by real GDP growth or the health of the middle class or any of these other things that are getting whacked right now. It is driven by liquidity and debt. Simple as that. Stock price movements are literally telling you that, if yall just listen. They collapsed on the tariff news, then came roaring back when people realized the $4TN of additional deficit spending will dwarf the impact of the trade war. Japanese yields are sky-rocketing. US 10-year is sky-rocketing. https://www.cnbc.com/quotes/JP10Y-JP https://www.cnbc.com/quotes/US10Y Everyone now realizes we are in a full-blown deficit-driven inflationary environment and is dumping bonds and rushing back into risk because they literally have to. No CIO is going to risk losing his job by staying in bonds when governments everywhere are telling us that they'll keep spending for as long as they can.

1acedude

I’ll be honest a lot is parroting some of the big boys guidance. That specifically is from Morgan Stanley’s CIO. Their guidance is that the worst of the tariffs is over. That we are in a deescalation period.

CalRippedken

A different CEO would be bullish, especially if Elon takes a CIO position or something. Doesn't mean he's leaving the company or selling his ownership stake

burnerAccountDuh24

Imagine being a CIO or something in this market spending 80 hours per week trying to make sense of this shit show haha 

CarbonatedCoins

I agree with most of this but I think a lot people overestimate the current strength of the Chinese economy and view it from 2015 Rose Tinted Glasses. I went to a John Quincy-CFR talk at Citi Bank in summer 2019 and their CIO for East Asia was talking about how they’ve known China has been lying about at least 2-3% of their growth since 2015 looking at raw output in tonnage and correlating it to smoke stack activity, there were several other ways of measuring that also led to the same conclusion. Supposedly their economy is currently growing, while they have been simultaneously experiencing deflationary pressure for the last year. So if I had to pick between Ray Dalio and Peter Zeihan I would say Peter is probably closer to right and most people agree with his assessment but not the apocalyptic degree to his conclusions.

FlashFiringAI

Did you know they didn't even come up with that slogan or idea? They stole it from a small business in Atlanta where the CIO had personal ties to Schwab's daughter.

Stallone92109

Well, apologies for the TDS comment (but it is very prevalent on this site). Here's a good article I think you might like: Part 1: President Donald Trump’s announcement of sweeping import tariffs has caused the expected ruckus in global financial markets. And rightly so. This isn’t some light policy tweak. It’s a full-blown trade regime reset. As of April 5, a universal 10% baseline tariff on all imports into the United States will go into effect. Days later, a raft of reciprocal tariffs—as high as 49% on Cambodia and 54% on China—will begin rolling out country by country. Predictably, investors didn’t take the news well. Headlines around the world screamed “global trade chaos.” But behind the noise, something remarkable happened in the bond market: the 10-year U.S. Treasury yield dropped, signaling a flight to safety and expectations of looser monetary policy ahead. And if you’re like U.S. Treasury Secretary Scott Bessent, former Soros CIO and a prominent Trump economic backer, that’s precisely the point. Let’s get to what’s happening beneath the headlines. The mainstream financial press is chasing the obvious—but wrong—narrative. The Trade Imbalance That Was Always There The Trump administration's rationale for the new tariffs is “economic self-defense.” It argues that the U.S. has been a free lunch provider for global exporters while receiving little in return. And, frankly, they’re not wrong. Here's a rough snapshot of the tariffs other countries charged on U.S. goods before the announcement: China: 15–20% average, with some goods much higher. European Union: 3–5%, but 10% on autos, up to 30% on some agricultural goods. India: 17% average, up to 100% on vehicles. Vietnam, Thailand, Bangladesh, Cambodia: 10–25%, often higher on finished goods. Japan and South Korea: Lower nominally, but with heavy non-tariff barriers. Taiwan: \~6%, but often high in key categories like steel. In contrast, the U.S. charged low single-digit tariffs on most imports, and zero in some sectors. Trump’s move—especially the “reciprocal” element—aggressively attempts to rebalance this situation. Instead of endless trade negotiations, he’s opting for brute force: slap a tariff on everything, then tailor higher rates to specific offenders. It’s not subtle but might be effective. Why Scott Bessent Loves It The immediate consequence of these tariffs, outside of hurt feelings in Brussels and Beijing, is economic friction. Tariffs act like a tax. They raise prices, slow global trade, and typically spark inflation. Yet Scott Bessent, Trump’s economic whisperer and one of the savviest macro investors around, is thrilled. Why? Because higher tariffs = slower growth = lower interest rates. As equities sold off, yields on the 10-year Treasury yield dropped from yesterday’s high of 4.236% to 4.066%, an over 4% drop. In fixed income, that’s a big single-day move. That’s the endgame for Bessent, as lower rates grease the wheels for the real economy.