CIO

Revan44723

I know that’s a popular saying but I’ve always hated it. I feel like it obscures reality. It’s just capitalism. Capitalism has always crushed the vast majority of people and made the owning class fabulously wealthy at the expense of extreme poverty for workers. The period between 1945-1980 was a brief blip, a divergence from the normal trend thanks to WW2 destroying all of the other advanced economies and unions/direct action movements like the CIO and Civil Rights movement among others building up a social welfare net that literally didn’t exist for the first 160 years of US history. Socialism has never really existed by contrast, it was crushed by both the US and USSR. There were brief outbreaks of it during the Spanish Civil War, German Revolution of 1919, Hungarian Revolution of 1956, the Free Territories of Ukraine, and others but it always gets snuffed out by the capitalists quick.

Magikarp_to_Gyarados

Again, check out Panasonic's 2023 presentation on You Tube: "The Future of Connected Manufacturing PENA at Palantir AIPCon" Panasonic Energy North America (PENA)'s VP and CIO explains the functionality and benefits of their Foundry integration. There are many other commercial customers doing similar things with Foundry/AIP. If the software didn't work, Palantir would not be gaining commercial contracts as quickly as they are, across many industries.

Magikarp_to_Gyarados

Pansonic North America's VP and CIO gave a presentation on how Panasonic uses Palantir Foundry to manage production processes. You can find the video on You Tube (Reddit deleted my comment because this sub disallows links) The software integrates control and monitoring systems in the manufacturing equipment to give employees a full picture of the overall production process. This allows them to spot problems and potential bottlenecks.

lemondhead

I'm nine years into my career, four into actual practice in-house at a hospital. I can't tell how concerned I should be. We're a small team of three, with two retiring this year, and I have great client relationships. We will replace the GC, which should put me next up for that role. The thing that saves me might be that I'm a generalist who has a high pay ceiling but currently makes less than a biglaw associate. If my work was just contracts, I'd probably be a bit concerned. Thankfully, it's contracts, risk, operations, and serving as the first point of contact for client crises. My clients seem to value having someone to talk with. Idk. I don't know enough about AI to know whether I should be worried. I think a non-lawyer claiming that 80% of us will be gone seems a little extreme. Like you said, though, there seem to be things that AI can do well. Our CIO and GC have indicated that there's no plan to adopt AI (besides Copilot) any time soon, and they want me to review its output on contracts. Maybe it'll take drafting from me and free me up for other things. I hope so, anyway. I have no other discernible skills besides lawyering.

Vimes-NW

Long time ago, working in IT, we dealt with IBM global services - bodyshop of incompetent and useless offshore resources. They fucked up the project so bad, we had to redo most of their work, while paying them. So, for the next big project (millions of dollars) when our CIO said he wants to use them again, everyone in the room turned to him and gave him the "Are you a fucking regard?!" stare. Like that reporter did. And he said "what? They wouldn't fuck us twice." This just overshadowed it. (excluding politics)

LEAP-er

Windows is less than 12% of MSFT’s revenue now. Linux now generates approximately 45B (est based on Azure’s workload) vs $25b or so for windows. I’m pretty sure Microsoft has forgotten about Linux as a threat a long time ago. 100% of their azure capacity is sold out (same story for all the hypers) which is why they keep ramping up their capex. There is zero factual evidence that MSFT losing any customers that truly matter, in fact CIO surveys by piper Sandler and Morgan indicate 80% expect to ramp up copilot in 2026, and overall 7% increase in spent within MSFT platforms.

No_Yogurtcloset7776

You could know they got a new CMO, who came from home depot, New CIO who came from tech, etc., and that they'd be making changes.

JackORoses

MBOT pumping in premarket. They presented at the CIO recently.

Due-Glove-2165

Here are my 2 cents, these types of companies are almost NEVER going to speculate FX. At least those with a sane CIO. FX is the most hedged risk there is, nobody has a tolerance on speculating it, nor should they be focusing on it either. These companies are not hedge funds. Most likely they have a big complex project coming up that will require financing in GBP. And they don’t want to bother with hedging FX the correct way.

ThatsAllFolksAgain

I used to be a data architect. One of the companies where I worked moved from on premises to cloud. The costs jumped from $2 million to $6 million annually and the transition failed because of many non cloud related issues so they had to keep the on premises infrastructure and the cloud infrastructure because the CIO didn’t want to admit to failure. Total cost $8 million and growing.

somerhaus

Also: This doesn’t even have to be about writing accurate code. No one wants to maintain the system for reliability, compliance, security, and to meet regulatory rules. At any time a company could move off the cloud and back to on premise and it would save them money. But no one does it!!! Because they can’t maintain the same reliability and scalability as AWS, azure, etc. the same is true for SaaS… yes you could save money with build but can guarantee you no CIO wants to be responsible for managing the reliability, compliance, security, and updates of a CRM when Salesforce does it better than they could.

somerhaus

This doesn’t even have to be about writing accurate code. No one wants to maintain the system for reliability, compliance, security, and to meet regulatory rules. At any time a company could move off the cloud and back to on premise and it would save them money. But no one does it!!! Because they can’t maintain the same reliability and scalability as AWS, azure, etc. the same is true for SaaS… yes you could save money with build but can guarantee you no CIO wants to be responsible for managing the reliability, compliance, security, and updates of a CRM when Salesforce does it better than they could.

cbusoh66

We're barely scratching the surface with what Claude or other systems can do, they will be writing their own code and improving things on their own. So all you have to do as a company CTO or CIO is grab a couple of your smart guys, give them access to highest Claude tier and tell it to either copy what that other SaaS is doing or even better, tell it to make things much more efficient, much more easier to use, whatever, and let it do the work. It's really that simple, you just saved your company $10 million in annual licensing fees. There will be a whole new industry that spawns from one smart guy who will build whatever you want on a weekend. Let it run a week on your company's system and improve itself. Right now, it's not clear which companies are most vulnerable so the entire sector is being punished. I think few companies will survive, 90% will not.

Bigus-Dogus

I recently talked to a CIO of a mid size biz. He states that a on-premise trend is coming. SaaS is getting too expensive for budgets. It is cheaper to build out a data center than continue with all the subscription expenses.

WordsHappenedHere

The cost of switching is enormous for enterprises. I’m in a Fortune 500 and it’s deeply embedded. No CIO is going to just switch out to Retard.ai and risk the corporation. Additionally NOW is actually showing ROI on their AI offerings. I’d rather buy it than chase MU up 400%.

Potential-Win-582

BlackRock CIO will be announced as the new fed chair soon. God help us all..

Difficult-Level7038

Government headed for another shutdown, trump putting 100% tariffs on Canada, hopefully y'all got some cash to buy the dip tomorrow. Obviously don't want to sell crypto right now so.. also, next Fed chair is gonna be the CIO from Blackrock? This year is going to be bananas

iratezero

It will at some point, here’s why it might not drop quite yet: 1. Another government shutdown on the way 2. Potential new 100% tariffs on Canada 3. President Trump actively looking to acquire Greenland 4. US “armada” heading toward Iran 5. DOJ investigation into Fed Chair Powell 6. BlackRock’s CIO as the likely next Fed Chair 7. 🥭 calling for $2,000 stimulus checks and 1% interest rates

jnas_19

BlackRock's CIO is now the favorite to be the next Fed Chair. I LOVE BLACKROCK!

Bluefin_in_Dresden

This was done over the last year, didn’t start recently. Searched 5 sitesYes. Swedish pension fund Alecta has sold most of its U.S. government bonds (U.S. Treasuries) Based on recent reporting: Since early 2025, Alecta has gradually reduced its holdings of U.S. Treasuries in several rounds. By early 2026, those reductions amounted to the majority of its previous holdings . The total divestment is reported to be around 70–80 billion SEK , roughly $7.7–$8.8 billion . Alecta’s CIO has linked the decision to: Increased political and policy risk in the U.S. Reduced predictability of U.S. economic policy Concerns over large budget deficits and rising government debt . So yes: Alecta hasn’t just trimmed; it has sold off most of its U.S. Treasury bond position, and explicitly cited U.S. political and fiscal risk as the reason.

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 who good their sales team was. 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.

TWSTrader

**Institutional background here (14 years).** You are spot on with the thesis, though for accuracy, it was **Dan Ivascyn (Group CIO)**, not the CFO, who gave that interview to the FT yesterday. When a $2 Trillion shop like PIMCO publicly announces a "multi-year diversification away from US assets", they are signaling a repricing of **"Term Premium."** * **The Logic:** Bonds hate uncertainty. If the administration is attacking the Fed's independence (the DOJ probe into Powell) or threatening rapid tariff reversals, the "Risk Free Rate" isn't so risk-free anymore. * **The Move:** They aren't necessarily dumping *all* US exposure, but they are rotating into **Emerging Market Local Debt** and global bonds where the real yields are higher and the political risk is actually *priced in*. Basically, Ivascyn is saying the US Dollar and Treasuries are currently priced for "Perfection," and the political environment is anything but. It’s a classic **Capital Preservation** pivot.

Former_Island_4730

Zero users like their products. They all get pushed down peoples throats after being sold as a big package to CIOs looking for a quick flashy transition that saves money in the short term. Helps the CIO keep their job for 5 years and then dash when things suck again.

Metal_LinksV2

CIO of Global Fixed Income at Blackrock, also used to work at Lehman Brothers 

SpicyElixer

100% Mandatory full watch: https://youtu.be/RxCqxhRsHiY?si=ahH2vN1cPkGfinGA This guy is a CFP, CIO, CFP btw.

sailortyx56

They are interviewing BlackRock CIO Rick Rieder for Federal Reserve Chair. Larry Fink openly controlling the Fed instead from the shadows. lol.

iMakeGOODinvestmemts

$META $RDDT Top Picks for 2026 - Piper $META Checks remain strong. We're most focused on 1Q rev guide & see bogey at ~$53BN on the high-end, or +25% y/y growth $RDDT Users Steady (+): Buyers into 4Q25 following solid PSC user data and expect US users to improve q/q. Ad checks remain +ve and point to ad pricing at ~1/2 of SMID peers. Admittedly, expectations are high given a large 3Q25 rev beat. We see a 4Q revenue bogey of ~$695MM relative to $655-$665MM guide and global DAUs of ~120MM. We expect 1Q guidance of $590-$600MM Positive on $AMZN - Recent CIO Survey data was positive and we see potential for AI to drive AWS revenue to +25% y/y growth. Anthropic should be ramping. The ads business should be margin accretive and CTV checks are strong. We see the 4Q AWS bogey at ~22% y/y, op income at ~$24BN

bask_oner

I truly despise their software, having been forced to use it at a Big 4 due to obvious quid pro quo involving Consulting. Ironically the Big 4 CIO was given a seat on their board. Seriously, every time you open it, an entire app is downloaded to your browser. And it takes a crew of developers to change a simple workflow. Argh!

hjablowme919

Currently a CIO with a degree in computer science and an MBA. I’ve been to several technology leadership conferences. You’d be surprised how many people in the role of CIO, CTO, CISO, CPO (chief privacy Officer), CDAIO (chief data and AI officer) have little to no background in technology.

StochasticCalc

You'd make a decent CIO for a trust

Noseknowledge

*Gemini overview* ---Elon Musk's involvement in the 2024–2025 U.S. political landscape, particularly his role in the Trump administration and the Department of Government Efficiency (DOGE), has led to numerous allegations of corruption, conflicts of interest, and ethical breaches. Reports and investigations highlight a significant intersection between his business interests (Tesla, SpaceX, X, Neuralink) and his influence over federal policy, regulation, and personnel. Key allegations regarding potential corruption include: Massive Conflicts of Interest: Musk’s companies, which rely on billions in government contracts, saw pending enforcement actions stalled or dismissed after he became a top donor and advisor to the Trump administration. Regulatory Capture: Musk allegedly used his influence to select personnel for agencies that regulate his companies, such as the Department of Transportation (DOT) and the Federal Aviation Administration (FAA). Leveraging Federal Power for Personal Gain: Reports indicate Musk used his position to secure foreign deals and influence immigration and foreign aid policies to benefit his parochial interests. "DOGE" Impact: As head of the Department of Government Efficiency (DOGE), Musk was accused of dismantling federal agencies, conducting mass layoffs of federal workers, and accessing sensitive, non-public data, including information on competitors. Illegal Activity and Misinformation: Worker Safety: AFL-CIO records indicate Musk’s companies have faced numerous safety violations and deaths, with allegations of ignoring OSHA regulations. Data Vulnerabilities: Concerns were raised about DOGE’s technological incompetence creating cybersecurity risks at agencies like the Treasury and Department of Energy. Misleading Claims: Reports suggest Musk misrepresented cost-saving figures, such as claiming $8 billion in savings on a contract that was actually valued at $8 million. Foreign Bribery Rule Suspension: The Trump administration paused enforcement of the Foreign Corrupt Practices Act, a law previously used to fine suppliers for Tesla. A report by Senator Elizabeth Warren documented 130 potential acts of corruption or ethical breaches during Musk's first 130 days in the administration.--- (Start looking into these claims and you will find much much more to follow)

retromullet

Commenting on How to Profit from the Great RAM Drought For real. My CIO told me about this a month ago and I was basically like, welllll I guess we’re paying 30% more. Nothing to be done. We need them, cost of doing business.

Curious-Knee4759

Been building a LLM model to ingest and reference key fundamentals for shorts and squeezes. Here is what it explained: Key things holding it down: * **Business is still weak.** Revenue is shrinking (FY 2025 sales down about 8% to $1.69B) and the company posted a big net loss (\~$200M), including a $143.8M impairment hit. Earnings calls keep talking about softer demand, operational issues, and lower guidance.​ * **Recent news has been “interesting,” not transformational.** The stock popped 15–20% on the new CIO hire and some contrarian write‑ups, but those are *story* changes, not proof that profits are actually turning around, so moves have been faded and followed by profit‑taking drops (like the -8% day after the rally).​ * **Shorts still feel the thesis is on their side.** Articles highlight that losses have worsened \~77% annually over five years, and that FLWS trades cheap mainly because earnings show no clear improvement yet. From a short’s view: “yeah, it’s crowded, but the company is still losing money and guiding to revenue declines,” so they’re not forced out.​ * **No big upside surprise yet.** Recent quarters: revenue sometimes beats slightly, but profit metrics disappoint and guidance gets cut; that’s not the kind of “shock” that triggers a short squeeze in a big, liquid name.​ So even with very high short interest and \~5+ days to cover, FLWS hasn’t launched because the **catalyst has been missing**: there hasn’t been a strong enough, credible “business is turning” moment with huge volume to flip the narrative and force shorts to rush for the exits. NFA, may be wrong as well. Still working on adding more material to reference to and how it uses the information.

OutlandishnessUsed24

One more thing on "hardly GME working a turnaround": **You're right - this ISN'T a meme with no fundamentals. That's the point.** FLWS has 30+ years of customer purchase data going back to the 1-800 phone order days. Birthdays, anniversaries, Mother's Days, sympathy occasions - decades of purchase patterns tied to life events. **That data alone is arguably worth the current market cap (\~$275M).** They're not a dying retailer hoping to pivot. They're a $1.9B revenue company with: * Exposed first-party customer data from before the internet existed * Recent AI transformation (new CIO Alex Zelikovsky announced) * Predictable recurring revenue tied to calendar events * Multi-brand portfolio (Harry & David, Cheryl's Cookies, Shari's Berries) **The squeeze is the asymmetric upside. The floor is fundamental value.** If the squeeze thesis is wrong? I own a profitable company trading at a discount to its data asset value during an AI boom where first-party data is gold. GME's turnaround is speculative. FLWS already HAS the revenue, the data, and the recurring customer base. Worst case: I own a cheap stock. Best case: Squeeze + AI catalyst repricing. That's not "relying purely on squeeze." That's asymmetric risk/reward.

ryzetard

i doubled down but a bit too late ffs. its still a company that is not getting delisted or bust anytime soon and has \~1.6 billion USD revenue past 12 months - just need the new CEO and CIO to fix their strategies and tech integration and the squeeze potential is also high

OutlandishnessUsed24

Preciscely my dear watson! But here's what makes FLWS structurally different from almost every other squeeze setup—the dilution risk that kills most of these plays is essentially zero here: **1. Dual-class share structure locks control:** * Class B shares (27M): 10 votes each, held exclusively by McCann family = 88% voting control * Class A shares (36.6M): 1 vote each, publicly traded * If Class B shares are transferred to non-family → they automatically convert to Class A and lose super-voting power The family literally cannot sell, lend, or dilute without surrendering control of their own company. **2. 49 years of behavior:** McCann family has held since 1976. They've never diluted. Never sold. They've weathered every cycle for half a century without issuing shares. **3. Recent actions confirm it:** * Just voluntarily prepaid $25M on their term loan * Amended credit facility in May 2025 for covenant relief through Dec 2026—no forced recapitalization risk * Hired transformation leadership (new CEO, CMO, CIO)—not liquidation advisors **4. No shelf registration:** We searched SEC filings—no S-3 shelf registration for an ATM offering. They haven't even set up the mechanism to dilute if they wanted to. **Why this matters:** Most squeeze plays die when the company issues shares into the rally. Here, the family's control structure makes that a self-destruct button they've never pressed in 49 years. Shorts are betting on behavior that has never happened from people who have every incentive not to do it.

OutlandishnessUsed24

**$FLWS - 1-800-FLOWERS** — This is a rare setup where squeeze mechanics are forced, not hoped for. **WHY THIS IS NEARLY UNSTOPPABLE:** *The Math Problem Shorts Can't Solve:* * 527K FTDs hit T+35 forced settlement Dec 16-18 * 600K shares available to borrow (down 81% from 3.1M last week) * **Short Interest: 106% of float** (Fintel/Capital IQ) * They literally don't have enough shares to cover obligations In October they rolled 3.68M FTDs using 8,240 options contracts + 3M borrow inventory. That trick depleted their resources—they can't run it again with 80% less ammo. *The Trap They Built:* * Borrowed 2.5M shares to suppress the post-CIO spike * Pushed it down 21% but couldn't break $3.80 * Used 81% of inventory for a temporary suppress * Now facing settlement week with nothing left *The Family Problem:* * McCann family owns 51%—they don't lend, won't dilute, won't sell * Shorts bet on bankruptcy behavior from a family that's held since 1976 **THE CATALYST:** New CIO hired Dec 8 for AI transformation. $1.4B revenue trading at 0.17x sales. FTD settlement is mechanical—Dec 17 alone has 306K shares due. **POSITION:** 155x $5c 12/19 + 400 shares. This isn't about hoping retail piles in. The buying happens whether Reddit shows up or not.

OutlandishnessUsed24

BYND left a lot of people burned. But the setups are structurally different: Dilution risk: BYND had active debt-to-equity conversions adding shares during the squeeze window. FLWS has a dual-class structure where the McCann family controls 51% via Class B shares. They've never diluted in 49 years of ownership—and can't lend those shares without losing super-voting control. The squeeze catalyst: BYND's window existed only because of a temporary debt restructuring situation. Once that closed, the thesis died. FLWS is built on T+35 FTD settlement—a regulatory calendar with specific dates (Dec 16-18) and specific share quantities (527K) that must be bought or located. That's not a "window"—it's a deadline. Bankruptcy risk: BYND has material weakness disclosures, SEC investigations, and ongoing cash burn. Real bankruptcy candidate. FLWS has $1.4B revenue, is guiding $65-75M EBITDA, just voluntarily prepaid $25M on their term loan, and hired transformation leadership (new CEO, CMO, CIO). They're priced for bankruptcy at 0.17x sales—but they're not actually going bankrupt. Both got compared because "meme stock with high SI." But the mechanics underneath are different animals. Appreciate the engagement though—healthy skepticism keeps DD honest.

OutlandishnessUsed24

**Good questions—let me hit each one:** **"Volume all over the place"** That IS the setup. Dec 9-10: 7M volume (CIO spike). Dec 12: shorts borrowed 2.5M shares at 7:15 AM to suppress. Post-suppression volume is low because they used 81% of available inventory. Days to cover at current SI = 16+ days. That's the trap. **"CTB at 3%"** FLWS baseline CTB is always 2.5-3.5%. It's a LAGGING indicator here—historically availability drops first, price moves, THEN CTB spikes after. The 2.5M borrowed Dec 12 dropped inventory from 3.1M to 500K in 16 minutes. CTB didn't move because prime brokers reprice slowly. When 306K shares are due Dec 17 with only 500K available, CTB will spike—but the move will already be happening. **"Shorts not pressured without catalyst"** T+35 FTD settlement IS the catalyst—and it's not optional: * Dec 16: 27K due * Dec 17: 306K due (largest day) * Dec 18: 193K due * Total: 527K forced settlement vs 500K available In October they rolled 3.68M FTDs using 8,240 options + 3M borrow inventory. Current inventory: 500K. They can't run that play with 83% less ammo. This isn't "pressure to cover"—it's regulatory forced buying with a calendar date.

OutlandishnessUsed24

**$FLWS - 1-800-FLOWERS** — This is a rare setup where squeeze mechanics are forced, not hoped for. **WHY THIS IS NEARLY UNSTOPPABLE:** *The Math Problem Shorts Can't Solve:* * 527K FTDs hit T+35 forced settlement Dec 16-18 * 600K shares available to borrow (down 81% from 3.1M last week) * **Short Interest: 106% of float** (Fintel/Capital IQ) * They literally don't have enough shares to cover obligations In October they rolled 3.68M FTDs using 8,240 options contracts + 3M borrow inventory. That trick depleted their resources—they can't run it again with 80% less ammo. *The Trap They Built:* * Borrowed 2.5M shares to suppress the post-CIO spike * Pushed it down 21% but couldn't break $3.80 * Used 81% of inventory for a temporary suppress * Now facing settlement week with nothing left *The Family Problem:* * McCann family owns 51%—they don't lend, won't dilute, won't sell * Shorts bet on bankruptcy behavior from a family that's held since 1976 **THE CATALYST:** New CIO hired Dec 8 for AI transformation. $1.4B revenue trading at 0.17x sales. FTD settlement is mechanical—Dec 17 alone has 306K shares due. **POSITION:** 155x $5c 12/19 + 400 shares. This isn't about hoping retail piles in. The buying happens whether Reddit shows up or not.

cakestapler

There’s no premise to refute. You think, excuse me, Anthropic thinks a CIO focused on the biggest buzzword of the last 5+ years in tech and purchasing data from the 1980s is more important than the fact that this company is losing more than 20% of their already flagging stock price every quarter. It’s a 40 year old business that can’t turn a profit with $1.7b in revenue. Something is deeply wrong there as this isn’t a startup building a business and working towards an economy of scale and profitability. And I mean, come on dude, you posted about this more than 20x in the past day. Acting like you don’t care whether or not people buy into it is disingenuous at best lol

OutlandishnessUsed24

1. "Embarrassing ticker" That "embarrassing" 1-800-FLOWERS name is a brand asset worth tens of millions on its own - instant consumer recognition built over 40 years. But here's what you're missing: the real value isn't the phone number, it's the data that phone number generated since 1990. Three decades of consumer gifting behavior, seasonal patterns, and logistics optimization - collected before anyone knew what "big data" meant. That dataset plugged into today's AI infrastructure is wildly undervalued. You know who would pay real money for "when does zip code 75024 spike flower orders for Mother's Day" predictive data? Amazon. Walmart. Any retailer trying to optimize perishable logistics. That's not a joke ticker - that's a proprietary dataset nobody else has. 2. "Not profitable" Fair - they're not profitable right now. Q1 showed a $53M loss. But context: Q1 is seasonally their worst quarter (gifts = holiday business), they're mid-turnaround after a botched order management system the CEO literally called a "colossal screw-up," and they've got $67M in cost cuts planned ($17M already done). Gross margins are still 35.7% - the business model works, execution didn't. That's exactly why new leadership was brought in. The bet isn't "they're printing money today" - it's "a $1.4B revenue company with 35%+ gross margins trading at $250M market cap is mispriced if new management stabilizes." Big difference. 3. "Amazon/Walmart/CVS competition" You're thinking about this backwards. FLWS isn't competing on selling gifts off a shelf - they're a logistics company that's been delivering perishables to every zip code in America for 40 years. Amazon doesn't have that data. Walmart isn't running same-day perishable delivery through Uber Direct. The Uber partnership isn't something a "mom & pop" gets - that's enterprise-level logistics integration that validates their data and infrastructure are worth something. 4. "Boomer management" This is how I know you haven't actually looked. New CEO (first non-family ever), new CMO (ex-Home Depot), new CIO hired Dec 8 specifically for AI and digital transformation. And it's not just C-suite - go check LinkedIn. They're actively hiring middle managers under these execs to build out the new org structure. I know because I applied to one. 5. "This doesn't happen" It literally does. Netflix collected DVD rental preference data for years before anyone cared - then used it to build the recommendation engine that powers their $250B market cap streaming business. Domino's was a "dying pizza company" that pivoted to a tech-first model using delivery and ordering data - now 70%+ of sales are digital and they trade at a premium. John Deere went from "tractor company" to precision agriculture data platform by monetizing sensor data from equipment. Legacy data + new AI infrastructure = transformation. FLWS has a nearly identical setup: decades of proprietary consumer data, new AI-focused leadership, and a market treating them like they're already dead. You see the ticker. I see the balance sheet, the float, the data moat, and the transformation.

OutlandishnessUsed24

(This Week) 526K FTDs hit T+35 forced settlement Dec 16-19 Dec 19 OPEX stacks gamma on a ~5M share float 9.4M shares short vs 600K available to borrow (15.7x imbalance) Shorts dumped 2.5M borrowed shares Dec 12 to push it from 4.40→3.90 - couldn't break support, running out of ammo AI TRANSFORMATION (2025) New CIO (Zelikovsky) hired Dec 8 for "AI and digital commerce" - stock ripped 30% New CEO (Villagomez) - first non-family CEO ever New CMO (Babcock) - ex-Home Depot Entire C-suite rebuilt this year. AI chatbots already driving 70% increase in customer interactions. DATA Moat (2026) 30+ years of consumer gifting and logistics data Uber Direct + Uber Eats partnerships launched 2025 This data could be worth hundreds of millions if monetized through AI VALUATION (2026+) $1.4B revenue at ~$250M market cap Actually profitable Conservative target: $10-15 | AI execution target: $20-30+ (detailed modeling in follow-up DD) Valentine's Day + Mother's Day catalysts ahead Bears see "dying flower company." I see a logistics data company mid-transformation.

OutlandishnessUsed24

(This Week) 526K FTDs hit T+35 forced settlement Dec 16-19 Dec 19 OPEX stacks gamma on a ~5M share float 9.4M shares short vs 600K available to borrow (15.7x imbalance) Shorts dumped 2.5M borrowed shares Dec 12 to push it from 4.40→3.90 - couldn't break support, running out of ammo AI TRANSFORMATION (2025) New CIO (Zelikovsky) hired Dec 8 for "AI and digital commerce" - stock ripped 30% New CEO (Villagomez) - first non-family CEO ever New CMO (Babcock) - ex-Home Depot Entire C-suite rebuilt this year. AI chatbots already driving 70% increase in customer interactions. DATA Moat (2026) 30+ years of consumer gifting and logistics data Uber Direct + Uber Eats partnerships launched 2025 This data could be worth hundreds of millions if monetized through AI VALUATION (2026+) $1.4B revenue at ~$250M market cap Actually profitable Conservative target: $10-15 | AI execution target: $20-30+ (detailed modeling in follow-up DD) Valentine's Day + Mother's Day catalysts ahead Bears see "dying flower company." I see a logistics data company mid-transformation.

OutlandishnessUsed24

$FLWS - 1-800-FLOWERS: The Setup Nobody's Talking About SQUEEZE MECHANICS (This Week) 526K FTDs hit T+35 forced settlement Dec 16-19 Dec 19 OPEX stacks gamma on a ~5M share float 9.4M shares short vs 600K available to borrow (15.7x imbalance) Shorts dumped 2.5M borrowed shares Dec 12 to push it from 4.40→3.90 - couldn't break support, running out of ammo AI TRANSFORMATION (2025) New CIO (Zelikovsky) hired Dec 8 for "AI and digital commerce" - stock ripped 30% New CEO (Villagomez) - first non-family CEO ever New CMO (Babcock) - ex-Home Depot Entire C-suite rebuilt this year. AI chatbots already driving 70% increase in customer interactions. DATA MOAT 30+ years of consumer gifting and logistics data Uber Direct + Uber Eats partnerships launched 2025 This data could be worth hundreds of millions if monetized through AI VALUATION $1.4B revenue at ~$250M market cap Actually profitable Conservative target: $10-15 | AI execution target: $20-30+ (detailed modeling in follow-up DD) Valentine's Day + Mother's Day catalysts ahead Bears see "dying flower company." I see a logistics data company mid-transformation. POSITION: 155x $5 calls 12/19, plus shares. If squeeze doesn't hit, I'm exercising and holding for the turnaround. Not financial advice - do your own DD. I could be wrong on timing, and you can lose 100% on options.

OutlandishnessUsed24

Fair read - I get the skepticism. October wasn't the squeeze though, it was the setup. Stock got crushed to $3.13 on earnings, shorts piled in, SI actually increased into the December move. What's different now: 526K FTDs hit T+35 settlement this week, Dec 19 OPEX stacks gamma exposure on a 5M share float. That's a specific mechanical window, not recycled hopium. Could I be wrong on timing? Absolutely. But I also think the stock is undervalued independent of the squeeze. This isn't just a flower company - they're sitting on 30+ years of consumer gifting and logistics data, they just launched Uber Direct/Uber Eats partnerships for same-day delivery, and they hired an AI-focused CIO (Zelikovsky) last week specifically to monetize these assets. New CEO (first non-family ever), new CMO, new CIO - entire C-suite rebuilt around digital transformation. The bear case is 'dying boomer flower company.' The bull case is 'logistics data company with AI monetization potential trading at a ~$250M market cap on $1.4B revenue.' Conservative turnaround target is $10-15. If they actually execute on AI-driven supply chain optimization and data licensing - and the Uber partnership suggests they're serious - loose modeling puts long-term value in the $20-30+ range. I'll break down that valuation math properly in a follow-up DD this weekend. If the squeeze doesn't hit and I have to exercise my calls, I'm fine holding shares. This isn't an all-or-nothing lotto ticket for me.

OutlandishnessUsed24

Nice spread. I still think FLWS is the best here. **Quick comparison:** |Ticker|The Problem| |:-|:-| |BYND|Already ran multiple times, fundamentally broken (revenue declining, no path to profit, has diluted shareholders repeatedly)| |UAVS|Low float plays are fun but no fundamental floor - if squeeze fails you're holding a shell| |MIST|Biotech = binary event risk, one bad trial and it's -50% overnight| |NFE|Decent company but debt-heavy and not a squeeze setup| |**FLWS**|Squeeze setup + fundamental floor| **Why FLWS stands out:** The squeeze mechanics: * 9.4M shares short vs 500K available = **18.8x imbalance** * Shorts used 84% of their ammo Thursday pushing it down 9% * Someone borrowed another 100K shares overnight Saturday (loading up for Monday) * Dec 16-18 is T+35 settlement window * Dec 19 options expiration with max gamma at $5 The fundamental floor (this is what the others don't have): * $1.7B revenue at $285M market cap = **0.17x sales** * $93M EBITDA last year * New AI-focused CIO hired Dec 8 (stock popped 30%) * Insiders just got granted 133K shares (accumulating, not dumping) * McCann family owns 42% - they're not diluting their own stake **The difference:** BYND squeeze fails → you're holding a company burning cash with no turnaround plan FLWS squeeze fails → you're holding a $2B revenue company at all-time lows with new leadership executing a turnaround Two out of three outcomes favor longs. That's why I'm heaviest in FLWS. Not financial advice, just my reasoning for the allocation.

OutlandishnessUsed24

This is the right call. FLWS has a much cleaner setup than SGBX. Here's the data as of this weekend: **Borrow availability:** * Started last week at 3.2M * Thursday morning: dropped to 600K after shorts borrowed 2.6M to attack * Saturday overnight: dropped again to **500K** * Someone borrowed 100K shares on a weekend ahead of Monday **The imbalance:** * 9.4M shares short (FINRA) * 500K available to borrow * That's **18.8x imbalance** **What happened Thursday:** Shorts threw 2.5M shares at it in a concentrated attack and only got a 9% drop. Price held $3.90 support. They used 84% of their ammo and barely moved it. **What's different from SGBX:** * SGBX float expanded (dilution), FLWS hasn't diluted * SGBX insiders selling, FLWS insiders just got granted 133K shares (accumulating) * SGBX DTC < 1 day, FLWS has almost no shares available to cover with * SGBX no catalyst, FLWS just hired AI-focused CIO Dec 8 (stock popped 30%) **The part people are missing:** Even without the squeeze, FLWS is a $1.7B revenue company trading at $285M market cap (0.17x sales). That's priced for bankruptcy - but they're not going bankrupt. $93M EBITDA last year, new leadership team (first non-family CEO ever), and the McCann family owns \~42% and isn't selling. So the way I see it: * Squeeze works → big win * Squeeze doesn't work → I own a $2B revenue company at all-time lows SGBX doesn't have that floor. Sources: [Fintel](https://fintel.io/ss/us/flws) | [iBorrowDesk](https://iborrowdesk.com/report/FLWS)

OutlandishnessUsed24

I'm deep in FLWS (1-800-Flowers) next week. Been building a position and just posted DD on it if you want the full breakdown. Quick version: **The mechanical setup:** * 9.4M shares short, only 600K available to borrow (15.7x imbalance) * Shorts used 81% of borrow inventory Friday to push it down 9% - and it held $3.90 support * Dec 19 options expiration with max gamma at $5 strike **Why I'm not worried about downside:** * $1.7B revenue company trading at $285M market cap (0.17x sales) * That's priced for bankruptcy, but they're not going bankrupt - $93M EBITDA last year * New CIO just hired (AI/digital transformation focus), stock popped 30% on the news * Insider just got awarded 133K shares - they're accumulating, not dumping **The way I see it:** * Squeeze works → big win * Squeeze doesn't work → I still own a $2B revenue company at all-time lows with new leadership Two out of three outcomes are in my favor. Asymmetric risk/reward. Check my post history for the full DD with sources. Not financial advice, just sharing what I'm watching.

OutlandishnessUsed24

[https://www.sec.gov/Archives/edgar/data/1084869/000143774925037662/0001437749-25-037662-index.htm](https://www.sec.gov/Archives/edgar/data/1084869/000143774925037662/0001437749-25-037662-index.htm) This insider grant is a bigger deal than people realize. Let me explain. **The alignment piece:** SVP and General Counsel just took 133K shares as compensation. This is the guy who handles all legal/compliance - he sees everything. If he thought this ship was sinking, he'd negotiate for cash. Instead he's going long with us. That tells you something about where insiders think this is headed. **Now here's the real thesis people are missing:** FLWS does nearly **$2 billion in annual revenue**. Let that sink in. Two billion. They're not some speculative startup - they're a logistics machine that's been delivering flowers and gifts across America for decades. The problem? Their cost structure is a mess. They're barely breaking even (or losing money) on massive sales volume. The margin compression is killing them. **But that's actually the opportunity.** They don't need to figure out how to get customers. They have customers. They don't need to build logistics infrastructure. They have it. They don't need demand. They have demand. All they need to do is **fix costs**. That's it. That's the whole turnaround. **Enter Zelikovsky and the AI transformation:** New CIO just hired, AI and digital focus. New CEO earlier this year (first non-family CEO ever). New CMO. They're rebuilding the entire leadership team around operational efficiency. AI-driven supply chain optimization is literally the lowest hanging fruit here. Demand forecasting, route optimization, inventory management, vendor negotiations - this is exactly what modern AI tools crush. **But here's what nobody's talking about:** FLWS has been delivering gifts to basically every address in America for 40+ years. They're sitting on one of the most valuable consumer logistics datasets in existence. * Seasonal demand patterns by zip code * Delivery success rates by carrier/route * Customer purchasing behavior across demographics * Peak demand forecasting data * Last-mile delivery optimization data You know who would pay a fortune for this data? Every AI company trying to train logistics models. Every retailer trying to optimize delivery. Every supply chain startup. They could literally monetize this data as a separate revenue stream if they wanted to. Or use it to build proprietary AI tools that give them a competitive moat. **The math:** $2B revenue with garbage margins = struggling company $2B revenue with fixed costs + AI efficiency = printing money They don't need a miracle. They just need competent execution on cost optimization. The new leadership team is aligned (taking equity), the playbook exists (AI supply chain), and the data asset is already built. The short thesis was "dying boomer flower company." The long thesis is "logistics data company going through AI transformation with aligned leadership." Shorts are about to learn the difference.

OutlandishnessUsed24

This insider grant is a bigger deal than people realize. Let me explain. **The alignment piece:** SVP and General Counsel just took 133K shares as compensation. This is the guy who handles all legal/compliance - he sees everything. If he thought this ship was sinking, he'd negotiate for cash. Instead he's going long with us. That tells you something about where insiders think this is headed. **Now here's the real thesis people are missing:** FLWS does nearly **$2 billion in annual revenue**. Let that sink in. Two billion. They're not some speculative startup - they're a logistics machine that's been delivering flowers and gifts across America for decades. The problem? Their cost structure is a mess. They're barely breaking even (or losing money) on massive sales volume. The margin compression is killing them. **But that's actually the opportunity.** They don't need to figure out how to get customers. They have customers. They don't need to build logistics infrastructure. They have it. They don't need demand. They have demand. All they need to do is **fix costs**. That's it. That's the whole turnaround. **Enter Zelikovsky and the AI transformation:** New CIO just hired, AI and digital focus. New CEO earlier this year (first non-family CEO ever). New CMO. They're rebuilding the entire leadership team around operational efficiency. AI-driven supply chain optimization is literally the lowest hanging fruit here. Demand forecasting, route optimization, inventory management, vendor negotiations - this is exactly what modern AI tools crush. **But here's what nobody's talking about:** FLWS has been delivering gifts to basically every address in America for 40+ years. They're sitting on one of the most valuable consumer logistics datasets in existence. * Seasonal demand patterns by zip code * Delivery success rates by carrier/route * Customer purchasing behavior across demographics * Peak demand forecasting data * Last-mile delivery optimization data You know who would pay a fortune for this data? Every AI company trying to train logistics models. Every retailer trying to optimize delivery. Every supply chain startup. They could literally monetize this data as a separate revenue stream if they wanted to. Or use it to build proprietary AI tools that give them a competitive moat. **The math:** $2B revenue with garbage margins = struggling company $2B revenue with fixed costs + AI efficiency = printing money They don't need a miracle. They just need competent execution on cost optimization. The new leadership team is aligned (taking equity), the playbook exists (AI supply chain), and the data asset is already built. The short thesis was "dying boomer flower company." The long thesis is "logistics data company going through AI transformation with aligned leadership." Shorts are about to learn the difference.

jarstiffler

There really isn't even volume to die down. For example, today's volume was 1.16m so far. The 3 month average is 1.53m. So today was already a below average volume day. It really just needs retail to believe in it. But the retail that is on reddit is distracted by other opportunities currently. IF **another** (we had one with the new CIO) catalyst comes, that would be an easy way for it to squeeze right now. But it really just needs retail to latch on to it and it will bring the rest of the market with it if it has enough retail volume. The set up is there.

Pale_Energy2177

Well new CIO and shareholder meeting was a non event, so I'm just very uncertain here

ryzetard

FLWS has just appointed a new veteran CIO, new CEO this year and hopefully there are some good news coming from the shareholder meeting regarding their new strategies and tech integration. Aside from that it has one of the stronger short squeeze setups due to both high SI (at least 30% or even up to 80% depending on the sources) and very high DTC (at least a week) values which are the most important factors , uavs has nothing going for it just like CVU - i dont understand these two tickers getting hyped

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/)