COO

The_Bull_Whisperer

Not like they were on the factory floor at GD. David Ibbetson — Board Director 25 years at General Dynamics Former General Manager, General Dynamics Mission Systems International Led major programs including Land C4ISR, CH-148 Cyclone and CP-140 Aurora. Harry Webster — COO Worked on the CH-148 Maritime Helicopter Program at General Dynamics Mission Systems. Elisabeth Preston — SVP & Chief Legal Officer Former Chief Legal Counsel and VP of International Compliance, General Dynamics Mission Systems International.

The_Bull_Whisperer

Three people on management and board had careers at General Dynamics. Harry Webster — COO Worked on the CH-148 Maritime Helicopter Program at General Dynamics Mission Systems. Elisabeth Preston — SVP & Chief Legal Officer Former Chief Legal Counsel and VP of International Compliance, General Dynamics Mission Systems International. David Ibbetson — Board Director 25 years at General Dynamics Former General Manager, General Dynamics Mission Systems International Led major programs including Land C4ISR, CH-148 Cyclone and CP-140 Aurora.

lasooch

What I’m getting at is I doubt OAI ever gets to IPO. Their finances are a horror show and 14 execs left their company this year. Including CRO, COO and Head of Data Centres just _this month_. You don’t get that kind of exodus in a company that’s _actually_ IPO ready and definitely not right before that IPO happens. The fact they did an internal liquidity round at the previous funding round price also means they were desperate to cash out and either don’t believe the IPO is I’ll happen _or_ they believe if it does happen it will be worthless by the time their lockups expire. And once Anthropic IPOs (which is still an ‘if’ - anything goes wrong and they might not get another chance as China eats more of their lunch), it’s game over for OAI.

Non-mon-xiety

CRO left. COO left. CTO left. Product guy left. Fidji Simo left. That is not a normal level of ‘shakeup’ for a company that’s supposedly going to IPO as soon as the end of this year

bradferg

If you read the Form 4. This was newly vested Class B shares counting as ~$36M of income. The Class B shares are converted to Class A shares and the sale of ~$8.6M was to withhold the tax on that income. (The Class B shares are not publicly tradeable.) The COO can't actually sell shares until end of lock up. The money from the sale goes to the IRS. The COO now holds 120,000 shares. This was all planned/automatic and doesn't represent and decision made by the COO.

TheDinosaurWeNeed

This guy is a Dave guy. Was COO when the company was doing well in the second half of 2010s.

VauserVonShepherd

Insider trader, Jen Wong the COO sold 30 million dollar worth of shares like a few days later RDDT executives keep selling off every month, if you look at the graph, everytime there's a pump, it goes back down within a week

PossessionPrior1223

COO sold 8.6M worth shares on 8/18/26 , so you should be good 🫡 https://www.sec.gov/Archives/edgar/data/2021728/000162828026058313/xslF345X05/wk-form4_1787270737.xml

wanggoesinataco

KEEL CEO has bought nearly 98k shares this past week. COO has bought 27k shares. KEEL to the 🌙

CD274

KEEL insider buy by COO of 30k shares just now filed

MrNiceGuy973

Nope . Had 3 calls expiring on the 21st. Due to the. Recent COO news . Never moved . Pulled the trigger yesterday. The pray it moves lol

Specialist_Case2155

I’ve been watching Enovix for 3 years.  It was good to swing trade but it is looking pretty bad now. The COO more or less failed and left, now the CEO too.  While the product actually works, it’s much harder to manufacture at scale.  Every quarter it doesn’t hit yields, its future shrinks a lot because of such fierce competition and innovation.  There’s not much indication that the new leadership will do any better.  Also, OP may be a bot, but anyway the smart glasses are a rounding error compared to the money from phones. 

Uzofugs2112

I find it simply astonishing that anyone would invest in RDDT. The worst ad placement I have ever seen online despite being a theoretically perfect environment for ad placement. An app that looks and performs like a college student’s DIY project. Extremely run of the mill takes on either side of basically any controversy will get you banned from most major subreddits depending which mod is doing it for free at that time. Trigger happy permabans for, again, run of the mill opinions that most people hold while struggling to grow users. COO ostensibly would short it if possible. LLM training data that is simply not anywhere near as important to Google as Redditors seem to think and, more importantly, has already been sold to Google for pocket change. They’ll be delisted within a decade.

sorrow_anthropology

Well don’t ask Sam. ask his COO… oops just missed him. Alright, ask the CRO… ah, she just turned in her badge. Ethics…? Safety systems…? Okay, ask one of the top level executives that hasn’t just left with unvested stock options in a supposedly Trillion dollar company.

SanDisk_Made_Me_Rich

Denise Dresser joined as OpenAI's Chief Revenue Officer in December 2025 from the Slack CEO job to run global revenue across enterprise. In April she absorbed most of Lightcap's COO responsibilities. So: hired December, given the operating chief's portfolio in April, gone by August. Roughly eight months. Senior enterprise-sales executives don't leave a pre-IPO AI company eight months in unless something is wrong either the enterprise revenue trajectory isn't what she was told, or she lost an internal fight over how commercial the company becomes. She was hired during what Altman had internally declared a "code red," specifically to build stable enterprise-grade revenue. That mandate leaving the building this fast is information that OpenAI is falling apart.

creemeeseason

Good luck! He's actually pretty interesting, previous position was the COO of Shopify. It's definitely a turn around, and those fail. Not for everyone in every case!

george_alto

TMobile CEO is missing or underestimating the following SpaceX developments - he's only comparing current state which is never what Musk is about: 1. The Multiplier Effect of Next-Gen Satellites and Spectrum CEO points out that sharing a single satellite's signal among millions of urban users destroys its bandwidth capacity. However, he is overlooking the combined power of SpaceX’s roadmap: * **Massive Capacity Increase:** SpaceX COO Gwynne Shotwell stated that once their next-generation satellites and newly acquired spectrum are deployed, the service will be **100 times better** than the current direct-to-device offering. Elon Musk added that it will likely deliver higher bandwidth than existing cellular providers. * **The Spectrum Advantage:** While critics argue SpaceX cannot replicate carrier networks using minimal spectrum, SpaceX expanded its potential bandwidth significantly by acquiring **65 MHz of EchoStar spectrum** with terrestrial rights. This vastly scales their data capacity far beyond initial carrier partnerships. 2. The Built-In Urban "Mini-Tower" Network CEO states that cities require thousands of physical ground towers and small cells to handle high user density which is true but he claims SpaceX lacks and would take decades to build. That is where he misses a massive structural loophole SpaceX already possesses: **small cells mounted on existing Starlink dishes**. Instead of building traditional telecom towers from scratch, SpaceX can activate a dense network of mini-cellular hubs using the Starlink hardware already installed on millions of homes and businesses nationwide. This essentially decentralizes the infrastructure requirement in urban and suburban environments. This will be complete disruption to the Mobile industry and something a CEO should be prepared for but he instead is in denial.

Lunarisation

OpenAI COO just resigned, definitely bearish.

ThinkingOfTheOldDays

zillow to 0, possibly COO just bailed and left a suspiciously short note about it on zee linkedin

nondisgruntledgooner

ugggh. Doubt you’ll read this but here’s why I threw 20 grand today at market open… from my reply on another thread: “This one caught my eye earlier this afternoon because I saw a 200k Yolo post on it. I had no idea of a potential short squeeze and that has me more skeptical than hopeful. I am entering on Monday and I will give you the gist of why. I just looked at the 5 year chart and the story is there - they screwed the pooch with their EV fleet, Used car market cooled off, depreciation increased, and their balance sheet went to shit. Seems like wall street had this pegged (nice) for bankruptcy. But I still see them at every airport I went to for the last 2 years. A simple napkin math exercise - If I get in at 2.50 and it reclaims a third of what it dropped over the last 5 years, thats 5x... at this price that is enough asymmetric risk to reward for me I simply asked ChatGPT to find out how many locations have closed in the last 2 years, how much of that as a percentage of how many locations they had 2 years ago (11.5%) and whether or not there is a story behind the numbers (I.E. airport locations are unscathed but stand alone locations are getting annihilated). I personally don't think 11.5% of locations closing is indicative of "Catastrophic Failure". So did some more prompts. One thing that really catches my attention is them appointing a new CEO in April 2024. Admitting defeat and hiring the former COO of Delta Airlines and GM's autonomous driving company. I don't think you would leave that cushy spot and risk your professional reputation if you didn't think you could turn a company around - that is not data at all, 100% just my sentiment. This was not a singular hire, there has been significant leadership restructuring with it. Credit Markets haven't shut them out either. They are not behaving like its destined for bankruptcy, although they are naturally taking advantage of their vulnerability and charging a premium. Finally, ER are showing a legitimate financial turn around... Unless they are fudging numbers (sadly becoming more common nowadays) there is something substantial just in Revenue, EBITDA, and net income. I was planning on buying and holding for a couple years anyway, with my own price target of 10 a share just based on some arbitrary aforementioned 1/3 of a rebound is 5x return. The elephants in the room are leveraged debt, a still relatively weak balance sheet, and dilution risk. But if they can keep the numbers like this and avoid used car prices going to shit and further depreciation, I actually think this is a solid medium/long term hold. Just some thoughts from a random internet stranger/semi shitty stock market participant 🤷‍♂️

NoOneMan79

Im going to paste AI Slop from my agent. It **DOES NOT make decisions/determinations**. All numbers come programmatically and the trade heuristics are deterministic. It simply narrates/explains the 800+ heuristic trading signals in combination with the prompt, stock news, and text books by subject matter experts. In the future, I will try to make the agent a bit more involved in choosing reranking the signals contextually. ====== ## Bottom Line Up Front **This is a live social-media pump attempt riding on genuinely elevated short interest — not a confirmed short-squeeze setup, and not obviously becoming one.** There's real fuel: **29.7% of float shorted**, ~10 days-to-cover at current volume, **~$328M net cash, $0 debt**, and a pending Nasdaq compliance decision. But the three ingredients that turn a candidate into a squeeze — **volume ignition, a tape-moving catalyst, and crowd coordination** — are all absent. Friday's restatement + earnings release (the "biggest news in months") bought the stock just **+5.9% on one-third of its average volume**. And the options market has already priced the squeeze in: **IV ~123% vs realized 64%**. You'd be paying 2–7× "fair" volatility for a lottery that is fighting a down-trend. ## Market Context - Price: **$1.61** (+5.9% Friday) · 52W range: $1.30 – $7.43 (**−78%**) - IV: **122.7%** (Aug 21 ATM), 104.8% (Aug 28) — **inverted term structure** - Realized vol (20-day Parkinson): **64.4%** → IV/RV ratio ≈ **1.9×** - Daily 1σ expected move: **$0.124 (±7.7%)** - Below SMA50 ($2.00) and SMA200 ($2.92) — primary trend is down - Avg volume 10.6M (50-day) · Friday volume 3.6M (**RelVol 0.34**) - Open interest: $2.00 Aug 21 calls **3,820** · $3.00 Sep 18 calls **9,013** · $3.00 Jan 2027 calls **13,661** **Volume is the story:** it has collapsed from 30M+/day in May to 3–6M/day. The reversal is unconfirmed. ## The Financial Reality Check | Metric | Value | Read | |---|---|---| | Market cap | ~$360M | vs $4.93M TTM sales → **P/S ≈ 73** | | FQ2 revenue / net | $1.5M / −$276K | Tiny; negative margins (-417% TTM) | | Net income TTM | −$20.6M | Op margin −524% | | Cash + ST investments (restated 8/7) | ~$328M | Cash/sh $1.47 vs price $1.61 | | Debt / total liabilities | $0 / $7.4M | Balance sheet genuinely clean | | Book value | $1.59/sh | Trading essentially at book | | Employees | 55 | IPO Nov 2023 | **What the Reddit DD got right:** the cash pile is real (~89% of market cap — the market values the whole operating business at ~$40–46M). A "runs out of money" short thesis is weak. **What it glosses over:** - **SEPA (Standby Equity Purchase Agreement)** — named in the restatement itself. A death-spiral facility: the company can print shares at a discount into any rally. May's $38.7M offering at $2.60–3.20 shows management will absolutely sell into strength. **This caps squeezes.** - **Class action** over allegedly misleading Microsoft-partnership statements. Restatement of FY2024/FY2025 + multiple quarters. **Nasdaq delisting notice pending** on the 7/20 compliance plan. - **Insiders have been distributing the entire ride:** COO sold ~$1.3M at $2.48–5.11 (2025); former officers sold at $2.68–3.00 in Feb 2026. Zero insider buys. - History (from an ex-holder in the threads): the "NVIDIA collaboration" — hype tweets before Jensen's keynote, then no mention, no partner-board listing. A repeated pattern of statement-driven pumps, now the subject of litigation. ## The "DD" — What's Actually In Those Four Threads Same author, same essay pasted **verbatim into 4 subreddits in 5 days**, self-described: *"I write this all to increase exposure of course."* No position disclosure. An "update" version went up 2 hours before I priced this. | Claim in the DD | What the data says | |---|---| | SI 37.64% / 63.81% of active float | Official: **29.72%**. "Active float" math is self-inconsistent (84.6M in part 1, 125M in part 2) | | 11.8 days to cover | 5.08 on trailing volume; **~10.3 on current 20-day volume** (partial credit — volume did dry up) | | "$2.00 call → $0.15–0.25 if RR hits $1.85" (4–7x) | Black-Scholes at 110% IV: **$0.10**. At realized 64%: **$0.04** — overstated 2–5× | | 2,394 contracts at $2.00 | Actually **3,820** (they undercounted) | | Cash: "$35M" → "$250M + $110M" → "$328M" | $328M is real — but the story changed 3 times in a week | | "Gamma ramp forming" | Call OI is real but small: full delta-hedge of the $2.00 stack = ~80K shares vs **54M short** vs 10M daily volume. Gamma is a spark, not the engine | | "OBV/ADL mathematically proving accumulation" | Unverifiable; author admits AI-generated analysis | | "450 deployments, 100% renewal, global retail giant MSA" | Unverifiable PR claims, none in filings | **Community reception is the tell:** total engagement across all four threads is ~60 upvotes. The DeepFuckingValue one scored **1 point (55%)**. Top comments are skeptical ex-holders ("hobby projects cobbled together with Temu parts", "repeatedly misleading statements", "same BS every few days"), Glassdoor complaints, and one r/Shortsqueeze user calling it out directly — *"write an article to convince people to throw money at my bagholder stock, then I'll buy calls, then spend 2 weeks spamming forums."* One commenter admitted buying $50 "because this came on my feed." That's the cohort these pumps farm — and there aren't enough of them yet. ## Squeeze Scorecard (against the standard screening framework) - ✅ Short interest / float: 29.7% (≥20% = candidate, >30% = extreme) - ✅ Days to cover: ~5–10 (elevated-to-high) - ⚠️ Cost to borrow: unknown — not verifiable - ✅ Float concentration: 31% institutional + 18.7% insider → shorts may be ~43% of actively traded float - ✅ Dense call OI near/OTM ($2 and $3 strikes) - ❌ **Catalyst moving the tape: restatement + earnings → +6% on ⅓ volume** - ❌ **Volume ignition: RelVol 0.34, 3 months of declining volume** - ❌ **Coordination: ~60 upvotes, skeptical comments, 4 crossposts** - ❌ **Dilution machinery: SEPA + demonstrated ATM selling** Most heavily shorted stocks **do not** squeeze: without a catalyst, high SI gets absorbed gradually; and IV on high-SI names already prices in squeeze probability, eating the edge. RR matches the profile of a candidate that never ignites — and it's down 78% for real reasons (litigation, delisting risk, restatement, fake-partner history). The systematic read (819 trading-rule heuristics evaluated on live data): **trend DOWN, strategy affinity: long puts > long calls**, top fired rules: exit longs in a bear trend, prefer the short side in a downtrend, use a probability calculator, keep positions small. The play being pitched (naked near-the-money calls) is **counter-trend**. ## The Long Call Menu — Premiums and Break-Evens Prices are last-trade 8/7. ⚠️ **Bid/ask is essentially absent on this board** — expect brutal spreads; the DD's own $0.03/$0.04 quote is the only live two-sided market I saw. | Expiry | Strike | Prem | Break-even | Move needed | Δ | Note | |---|---|---|---|---|---|---| | 8/21 | $1.50 | $0.20 | **$1.70** | +5.6% | 0.67 | closest to money; 5 sessions; theta + IV crush risk | | 8/21 | $2.00 | $0.04 | **$2.04** | +26.7% | 0.21 | the DD's example — fair value at $1.85 is ~$0.10, not $0.15–0.25 | | 8/28 | $2.00 | $0.06 | **$2.06** | +28% | 0.26 | | | 9/18 | $2.00 | $0.15 | **$2.15** | +33.5% | 0.39 | best outright-call risk/reward | | 9/18 | $3.00 | $0.04 | **$3.04** | +88.8% | 0.13 | pure lottery | | 11/20 | $2.00 | $0.28 | **$2.28** | +41.6% | 0.49 | | | Jan'27 | $2.00 | $0.36 | **$2.36** | +46.6% | 0.54 | longest cushion | | Jan'27 | $3.00 | $0.22 | **$3.22** | +100% | 0.36 | fair at 123% IV, **7× its 64%-vol fair value** | **The math behind the warning:** at $1.85 — the DD's own "if" — the 8/21 $2.00 call is worth **$0.10** even with IV held at 110% (a 2.5×, not 4–7×). If IV mean-reverts to the 64% realized level on the bounce — the normal sequence on these names — it's worth **$0.04, exactly what you paid, after the stock rallied 15%**. The squeeze scenario is already in the option prices. ### If you still want to be long the squeeze Defined-risk structures only (this is also the standard guidance for squeeze participation): - **Sep 18 $2.00/$3.00 bull call spread** — debit ~$0.11 · break-even **$2.11** (+31%) · max profit $0.89/contract · max loss $0.11 → **~8:1 reward:risk** - **Jan 2027 $2.00/$3.00 bull call spread** — debit ~$0.14 · break-even **$2.14** (+33%) · max profit $0.86/contract · max loss $0.14 → **~6:1** - 8/14 $1.50/$2.00 (6 DTE) — debit ~$0.16 · BE $1.66 · max profit $0.34 — tempting, but that's a 6-day gamma/theta lottery Position size: **1–2% of the account, one spread, predefined exit.** Squeezes end abruptly and reverse sharply — most commonly within days of the peak. Don't hold a winner through the top. ## Verdict - **Pump-and-dump in the making? Yes — and a weak one.** Same author, four subreddits in a week, undisclosed position, self-admitted exposure motive, AI-generated "741/GME" numerology bait, inflated and self-contradicting stats, and a comment section full of people this company's press-release game already burned. - **Real short-squeeze setup? Not yet.** Genuine SI fuel and a genuinely cashed-up balance sheet — but no volume, no catalyst confirmation, no crowd, insider selling, and a SEPA sitting ready to sell into any rally. Friday was the tell: the single best news in three months produced a 6% bounce on sleeping volume. - **The flip that changes the call:** a Nasdaq compliance **approval** announcement *with* volume >30M and a weekly close above **$1.70**. Then $2.00–2.05 (SMA50 / max-pain / volume-node confluence — the only part of the DD I'd credit) becomes live gamma territory. Until that prints, the odds are on the side of the stock doing what it's been doing. *Data: last-trade option quotes 8/7 (illiquid board — confirm executable prices before committing), Finviz snapshot cached ~10h, 20-day Parkinson realized vol from daily candles. Not financial advice — and the "DD" author's own closing line applies: don't get attached to a stock.*

nondisgruntledgooner

This one caught my eye earlier this afternoon because I saw a 200k Yolo post on it. I had no idea of a potential short squeeze and that has me more skeptical than hopeful. I am entering on Monday and I will give you the gist of why. I just looked at the 5 year chart and the story is there - they screwed the pooch with their EV fleet, Used car market cooled off, depreciation increased, and their balance sheet went to shit. Seems like wall street had this pegged (nice) for bankruptcy. But I still see them at every airport I went to for the last 2 years. A simple napkin math exercise - If I get in at 2.50 and it reclaims a third of what it dropped over the last 5 years, thats 5x... at this price that is enough asymmetric risk to reward for me I simply asked ChatGPT to find out how many locations have closed in the last 2 years, how much of that as a percentage of how many locations they had 2 years ago (11.5%) and whether or not there is a story behind the numbers (I.E. airport locations are unscathed but stand alone locations are getting annihilated). I personally don't think 11.5% of locations closing is indicative of "Catastrophic Failure". So did some more prompts. One thing that really catches my attention is them appointing a new CEO in April 2024. Admitting defeat and hiring the former COO of Delta Airlines and GM's autonomous driving company. I don't think you would leave that cushy spot and risk your professional reputation if you didn't think you could turn a company around - that is not data at all, 100% just my sentiment. This was not a singular hire, there has been significant leadership restructuring with it. Credit Markets haven't shut them out either. They are not behaving like its destined for bankruptcy, although they are naturally taking advantage of their vulnerability and charging a premium. Finally, ER are showing a legitimate financial turn around... Unless they are fudging numbers (sadly becoming more common nowadays) there is something substantial just in Revenue, EBITDA, and net income. I was planning on buying and holding for a couple years anyway, with my own price target of 10 a share just based on some arbitrary aforementioned 1/3 of a rebound is 5x return. The elephants in the room are leveraged debt, a still relatively weak balance sheet, and dilution risk. But if they can keep the numbers like this and avoid used car prices going to shit and further depreciation, I actually think this is a solid medium/long term hold. Just some thoughts from a random internet stranger/semi shitty stock market participant 🤷‍♂️

KDingo2

Lumn CEO bought 100k shares. COO purchased as well

PSUMtnMan

Spongetech: CEO Michael Metter and COO Steven Moskowitz Mullen Motors: David Michery

Full_Pear449

Leverage did contribute to his FAIURE. What is fairly apparent and was sorely missung was RISK MANAGEMENT. Yoy CAN NOT lose 67% and blame that on anyone else but yourself. Here's what was missing: CIO, COO, Head of Risk Management, someome with a SPINE to tell BOY GENIUS that he needs to REVERSE HIS POSITION. He may know lots of things , Trading is not one of them. I Traded for 25yrs at a TOP 3 Primary Dealer. Situational's last 13F filling showed a Portfolio Valuation of $13.7bln. The 4 traders on my desk each has sheets bigger than that. Members of my Family who trade on the Street, today,have considerably bigger sheets than that. Sheet size most od the time doesnot matter ,it's the Trade/position management skills that matter. Leopold Aschenbrenner’s hedge fund [Situational Awareness](https://www.nytimes.com/2026/07/31/business/situational-awareness-leopold-aschenbrenner.html) operated with a tiny staff of about eight total employees and only four investment professionals, and did not have a publicly named dedicated executive heading risk management. Founder and manager [Leopold Aschenbrenner](https://en.wikipedia.org/wiki/Leopold_Aschenbrenner) ran the fund himself and took full personal responsibility for the portfolio's concentrated leverage and subsequent July 2026 meltdown. This is the perfect scenario for 67% Meltdown, yes 400% leverage helped that disaster along , BUT, no on and I mean NO ONE is the an encompasssing aall powerful OZ. In the book "The wizard of OZ" the Wizard is presented and understood as the Supreme , absolute authority. The Cultural significance here is the ALLUSION of Control, soon to be highlighted in the actual presence of an ordinary person using smoke and mirros to project ABSOLUTE DOMINANCE/AUTHORITY

RedPlumpTomato

My AI Slop Analysis: **\[QTEX\]** Deep Dive #2 — HARD AVOID The first dive called it at $1.61 when the internet was screaming mini-GME. The stock has since bled another 45% to $0.881, and every mechanism that was going to drive it lower has now clicked visibly into place like a machine designed by someone who specifically hates your portfolio. Here is what you are actually looking at. A failed Israeli life-support device company that spent four years proving it could not sell its product, filed thirteen separate equity raises since its 2021 IPO to keep the lights on anyway, and then in May 2026 put on a quantum computing costume and ran headlong into retail Twitter. The costume worked for about three weeks. The stock went from $0.37 to $3.85 and then physics reasserted itself, giving back 77% off the peak. The officers sold $371K worth of shares into that pump — the CFO and COO cashing out between May 27 and June 1 at prices ranging up to $3.51. Not a single one of them has spent a personal dollar buying shares at the current $0.881 where, by the company's own quantum-narrative logic, the opportunity has only gotten more attractively priced. Funny how that works. Zero open-market cash purchases in the past year against eight insider sells, and the most recent insider activity is another 550,000-share grant issued to an officer who already paid himself $321K worth of stock at the $3.37 peak. The people who know every line of this company's books have had months to buy at prices 75% lower than where they sold, and none of them have pressed the fucking button. Before you think about touching this on the dip, understand what's on the calendar. Twelve days out — August 6 — is earnings, the first look at whether any of the commercial momentum announcements translated into actual recognized revenue. The company has now disclosed three separate commercial transactions and every single one of them came with a disclosed dollar amount of zero, nothing, absolute zip. The CEO did promise that revenue would exceed the most recently reported annual revenues of certain publicly traded quantum computing companies, which is a sentence you can make true with a $5,000 purchase order since some early-stage quantum hardware names reported under $500K in their first year. The current TTM is $289K against a $49 million market cap. If August 6 prints a genuine surprise, the thesis cracks. If it prints another quarter of sub-$100K, you have your answer. Any position into that date is a pure event trade — size it like the coin flip it is, not like a thesis. Thirty-four days out is the Annual General Meeting on August 28. Most of the agenda is insider-pay theater: raises for the CEO, RSU grants to the Chairman, director fee bumps across the board. The load-bearing item is a proposal to increase authorized share capital. They already have 55.7 million shares outstanding and enough warrants and grants outstanding to push the fully diluted count to 77.9 million — a 40% dilution overhang sitting above the float right now. They need more authorized shares to keep the machine running. This is not a growth company raising capital for an acquisition. This is a company asking shareholders to vote on the next batch of paper before the current batch finishes printing. On July 21, the company filed to register 6.79 million additional shares — Armistice Capital's warrants from the February 2026 private placement, exercisable at $0.70. Those are already in the money at $0.881, which means Armistice can convert and flood the market at any moment they choose. On the same day they filed yet another employee stock plan registration — their fifth or sixth such filing, because you can apparently never have too many grant spigots aimed at your existing shareholders. The one genuinely clean piece of capital structure news: the 1.64 million IPO Warrants at $5.50 expired worthless on July 15. That is the complete list of positive developments. The new board member, Dr. Shlomit Chappel-Ram, is the real deal — formerly VP R&D at Nano Dimension with hands-on AME hardware experience and peer-reviewed IEEE publications. She is the most substantively credible addition since the rebrand. She is also exactly one board seat inside a structure built around serial dilution and a management team that has put zero personal cash into the stock at these prices. The situation that did not exist at the prior dive has now arrived: three consecutive closes below Nasdaq's $1.00 minimum bid threshold — $0.906, $0.886, and $0.881 on July 22-24. The rule requires thirty consecutive closes before a formal deficiency notice lands. The company already burned through a prior 180-day cure window before the May-June pump rescued it. This time the pump already ran, already failed, and the retail crowd has gone completely silent. The cure options — stock recovers, reverse split, or another equity offering — are all bad for anyone holding at current prices. The AGM to approve more authorized shares falls about a week after the rough end of the recovery window, right around when the deficiency notice could be arriving. Revenue is $289K TTM, dilution is structural and accelerating, insiders treat it like something to sell, not accumulate. **Scalp:** August 6 earnings is the one real event trade in the window. If the commercial order dollar amounts get disclosed and surprise upside, you get a pop worth playing with a hard floor below $0.75. Sized like the binary it is. **Short:** Structurally correct, tactically difficult — borrow is expensive and a single unnamed-partner press release can spike this 40% intraday before you can adjust.

Earningsalgo

Yes that’s a real possibility(activist investor plus new CFO. COO all have M&A history), also they aren’t losing cash, they are adding to their cash and their buy back program is literally 20% of outstanding shares. We have to look at the health of their operations. Their eps is negative yes because of GAAP depreciation on rental units that were on the book prior to the new leadership. This is a different company than it was 18 months ago but the market has not re priced

miss_L_fire

My COO just emailed me personally asking to meet and review using Gemini and making me more familiar with it. Is this the beginning of the end? 🫠

BarbellPadawan

CVNA’s CFO and COO have been selling $3-4MM of their stock every month. 🤔

MirthandMystery

SpaceX pre IPO value was a ponzi/bitcoin like scam to lure in investors, stay high enough to pump and hype it, attract financial news interest that did more of it for free giving the company free publicity and legitimacy, which creates a mini frenzy attracting more retail buyers. Some insiders were selling into the IPO rally while others sold at the IPO and first lockup end. One who held nearly 1% of the company was Russian oligarch close to Putin who engages in money laundering using Citibank as their broke for the Heritage Trust firm, which supposedly was sanctioned but they likely moved most profitable assets into other shell companies https://fincrimecentral.com/citigroup-investigation-sanctions-compliance/ The IPO hype also benefited Gwynne Shotwell, SpaceX's President and COO, who made headlines pledging 2 million shares of her personal SpaceX stock to Trump account holders. This was a tax avoidance scheme and brought free publicity to SpaceX, Musk, and Robinhood who was the sole approved account fintech broker, where Joshua and Jared Kushner were early investors.

RedPlumpTomato

My AI Slop Analysis: [mm] GLOO — Gloo Holdings Down 67% from its 52-week high near $9.98 and down 58% from its November IPO price near $8, Gloo Holdings sits at $3.335 with a market cap around $297 million and an enterprise value post-offering of about $279 million. Revenue over the trailing twelve months is $123.9 million, putting you at 2.25 times revenue for a company that management itself says may not survive. Q1 revenue hit $41.5 million, up 238% year over year, which looks like a rocket ship until you read the footnotes. Their own annual filing disclosed that 56% of fiscal 2025 revenue came from acquisitions, not organic customer wins. They bought growth, paid for it with stock, and now they're running on fumes. The July 9th secondary offering priced 7 million new shares at $3.25, raised $22.75 million gross, and closed four days ago. The offering prospectus contains language about substantial doubt regarding the company's ability to continue as a going concern. Both the annual report and the most recent quarterly filing carry that same going-concern clause. Post-offering they're sitting on roughly $53 million in cash against $35 million in debt, burning about $17 million per quarter. Seven months of runway from today. Scott Beck has been CEO since he co-founded this thing in 2013. He controls 53% of the voting power through a dual-class share structure, which means every public shareholder combined still can't outvote him on a single thing. His prior track record includes being COO at Blockbuster during its ascent and founding Boston Market, which went bankrupt. He has been running Gloo at a loss for thirteen straight years and has incinerated $438 million in cumulative losses since founding. Pat Gelsinger is now Executive Chair and Head of Technology. He bought $265,000 worth of stock in April at $7.22 a share and has genuine conviction in this mission. At Intel he also bought stock on the way down through a tenure that ended with shareholders down 62%, Intel getting booted from the Dow, and Gelsinger getting ousted by the board. His Intel insider purchase record is zero percent profitable at negative 28% average return. The man buys what he believes in and loses. Here is where the "insiders just bought millions" narrative falls apart. The Form 4 filings from July 10th show Beck and Gelsinger buying at $3.25, and the retail crowd noticed. But the offering prospectus explicitly required that Beck, Gelsinger, and other board members commit to purchasing at least $6 million in shares to make the deal work. Those are contractually obligated participation buys, not spontaneous open-market conviction. The real insider signal was the April purchases at $7 to $8 per share — actual discretionary money — and those insiders are now sitting more than 55% underwater on that position. Meanwhile the biggest outside institutional holder, with more than 10% of shares, has been quietly selling in the $3.75 to $4.80 range all through July. Five analysts cover this, all with buy ratings, average price target $13.20, nearly four times current price. That consensus almost certainly comes from the same underwriters who got paid to take it public. File it under marketing. The retail crowd is essentially silent on this name. A couple of organic posts this week noted the Form 4 filings and asked good questions. That is it. Hard pass. The product is real, the niche is real, and the revenue is genuinely growing. But thirteen years and $438 million in losses don't evaporate because a famous technologist took an operating role and agreed to write a check to keep the offering alive. If Gloo actually hits adjusted EBITDA breakeven by end of October and GAAP profitability by January, this story changes completely at 2.25 times revenue. Watch for that. Do not own it waiting.

bpope23

ENVX up 15% - New COO from Apple

No-Comfortable9123

Dude posts bull thesis on $GRPN. Well thought out. I don’t read it. I read the chart. Looks good. Buy call position fifteen minutes before close. Market closes. Company announces new COO. Shrek dick volume candle 😎

Allout-Okarun

I’m that guy you’re talking about and found the right company, within two and half years the CEO made me COO and talks about how I will replace him. All you need to do is be resourceful and get results.

GloveBrilliant1190

Did you read the post? This is the performance of WEN vs. SPY while Bob was COO

GloveBrilliant1190

Don't get me wrong, there are definitely issues. There are issues with restaurants as a whole right now, and there are issues specific to Wendy's. But there's a legit turnaround happening as well. The past two years, the company was run by Kirk Tanner (CEO) and Ken Cook (CFO), both who have zero restaurant experience in their lives. Now, the company is run by Bob Wright (CEO) and Steve Cirulis (CFO). Bob has 30 YoE in fast food, including 14 at Wendy's, and the two of them just executed a turnaround at Potbelly, producing an 11x return in 5 years ($50M to $566M). Despite the horrible mismanagement the past two years, revenue grew in Q1 by 3.3%. But the real turnaround comes from getting two fast food executives who have incredible track records of producing shareholder returns. Bob was the COO of Wendy's for over five years, and in his tenure the stock produced double the return of the S&P 500. Steve also has extensive experience at McDonald's. You also have to consider that the stock is dirt cheap. The current price, even after this little pop is pricing in massive failure for Wendy's going forward. So even a modest return to growth will produce significant returns over the next 2-3 years.

CarteBlanchDevereau

At this point, I am pretty convinced that they will be announcing a partnership in the very near term. From the interviews they've given, and my own conversation with the COO...b they seem to believe that that partnership will cover what they need to commercialize.

redditpossible

Since it’s my idea Shaq, I should probably be COO.

_c0ldburN_

No one is profitable in AI other than those selling GPUs and RAM. AI isn't getting cheaper, the models are getting more expensive. Uber is now capping their staff from using AI - [https://techcrunch.com/2026/06/02/uber-caps-employee-ai-spending-after-blowing-through-budget-in-four-months/](https://techcrunch.com/2026/06/02/uber-caps-employee-ai-spending-after-blowing-through-budget-in-four-months/) >Uber’s COO, Andrew Macdonald, also recently cast doubt on AI’s productivity impact, noting during a podcast appearance that “it’s very hard to draw a line” between AI usage and new consumer features. OpenAI are delaying their IPO...a week after their financials were leaked. Very curious. The fat lady isn't singing yet but she is certainly warming her vocal cords...

ClassySmokeCannabis

They need to let AI pick your meal for you based off your purchase history. Unlocks after 50 orders on your wendys account for a data base. 😎 someone make me COO

creemeeseason

It was a meme. Still written off as one. However they changed management last year. Brought in the COO from Shopify to run the company. It's actually becoming a potential hub for real estate.

beholdthemoldman

maybe they can get a new COO

Willing-Angle-2203

I agree, don't think its going away also. But its hard to predict where we are at. I think there's a lot of good arguments to suggest the "AI Euphoria" currently outweights its benefits. its for sure useful in many applications, but the question is: is it worth the cost? Its so expensive, its insane. We've finally entered the era where enterprise clients are questioning the costs, for example, see the Uber COO comments recently. I agree Anthropic/OpenAI have a moat for now, but I don't think its super relevant for now because no one is making a profit on that yet. Maybe the future will be many smaller, local LLMs on our machines instead of these massive data centers. Idk, will be interesting to watch, but I hope we get some more accountability on these companies soon. I think it will be healthy for the economy as a whole to put a more accurate price tag on the AI narrative

dormantredditor

For real though, Bob Wright and Steve Cirulis are a dynamic duo. Turned $PBPB around and sold it. Bob was COO of $WEN and should know what he's getting into. They're going to focus on letting franchisees make a little money, and that will save the company. They need to de-emphasize beef ($$$) and push harder into chicken (less inflation right now) with menu innovation. Finally allowing franchisees to close unprofitable stores (WEN used to make franchisees open a new store for every one closed... insane!), as well as killing off breakfast at stores where it makes no sense, should allow franchisees to finally make money again.

Odd_Ant_5994

I'm the COO, I say we fight till the end 

Affectionate-Idea690

Listen up, apes: Wall Street suits are calling a Tesla/SpaceX merger an absolute lock for 2027 after SpaceX finally IPO'd last week, and the hype train is leaving the station. The word on the street is that SpaceX is going to swallow TSLA whole in a massive stock swap to build Elon's $3.4 trillion mega-corporate empire. They are already splitting the bill on a $50 billion "Terafab" semiconductor plant with xAI to build robot brains and rocket data centers, meaning the synergy is too juicy for Musk to ignore. Regulatory nerds and China risk might try to throw a wet blanket on it, but the degenerate prediction markets are already pumping a 50%+ chance this mega-deal crosses the finish line ..A merger between Tesla and SpaceX is highly likely, with top Wall Street analysts putting the probability at 80% to 90% for a combination as early as 2027. Leadership at both firms, prediction markets, and deep technological overlaps heavily point toward an eventual consolidation into a singular Elon Musk mega-ecosystem SpaceX President and COO Gwynne Shotwell openly stated that a merger "might make Elon's life a little easier" and confirmed there is a "convergence" in what both companies are trying to accomplish. Wedbush Head of Tech Research Dan Ives noted he would be "shocked" if a merger does not happen, viewing it as Musk's "holy grail" to control his massive AI ecosystem under one corporate roof.

NormalAttitude233

The insider selling is actually way more coordinated than you mention. I track Form 4 filings pretty closely and what happened at RKLB in late May/early June was a full leadership exodus near the top: * Director Slusky sold 80K shares in two tranches ($149 on May 28, $123 on Jun 2), roughly $11M total * Director Frank sold 91K shares on May 29 and cut 63% of his entire position * CFO Spice sold 62K+ shares on May 29 * The President, COO, and General Counsel all trimmed the same week around $139-$146 And zero open-market purchases from any insider during this period. The only "buys" in the filings are stock grants at $0, which is just compensation, not anyone putting their own money on the line for the company trajectory. Insiders sell for all sorts of reasons and I wouldn't read too much into one person trimming. But when the CFO, President, COO, General Counsel, and two directors all sell in the same two-week window near all-time highs, I'm getting a bit more suspicious about future projections. The business might be executing great, but the people running it clearly thought the stock was full enough to lighten up.

anjoot

The news comes amid the departure of several top executives, including the CEO, last month. The company’s SEC filings from June indicated that CEO Amro Albanna, COO Rowena Albanna, director Shahrokh Shabahang, Chief People Officer and Corporate Secretary Christopher Porcelli, and Non-Executive Chairman Brian Brady resigned. [https://www.msn.com/en-us/money/companies/why-is-adtx-stock-in-spotlight-today/ar-AA25dmCc?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1](https://www.msn.com/en-us/money/companies/why-is-adtx-stock-in-spotlight-today/ar-AA25dmCc?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1)

Dry_Kangaroo_1234

Ubers COO just said the company’s AI spending is getting hard to justify. Google CEO openly said he’s getting a ton of complaints from customers about costs.

Short_Log_42069

**$AMPG — shorts piled 33% of the float into a stock breaking a 5-YEAR base and I'm holding 100 ITM calls like a fistful of lottery tickets 🚀** **Position or ban: 100x Oct 17 '26 $5C, avg $3.36, \~$39K notional. Yes that's real. No I will not be taking questions from anyone who bought SOFI at $25.** **The company (yes there's an actual company):** AmpliTech. 23-year-old radio shop from Long Island that spent two decades quietly making amplifiers so cold they run at 4 Kelvin for literal quantum computers, then said "screw it" and built the **only US-made O-RAN certified 64T64R massive MIMO 5G radio.** That word salad means: every carrier on earth that doesn't want Huawei or a Samsung monopoly has exactly one American option, and it's this $200M company with 47 employees. Revenue $9.5M → $25.2M (+165%), Q1 +48.6%, 48% margins, $20M backlog, $18M cash, ZERO debt, guiding $50M+. Shipping to a Tier-1 North American carrier that's named in actual SEC filings. I checked. I read them. My wife left anyway. **The setup:** June 8 PR drops → +27% → smashes through the old 52wk high → smashes through the 2024 quantum-pump high → now in blue sky for the first time since 2021. $5 to $9.30 in SIX sessions on 10x average volume. Stock has a bell on my phone like a cow in the Alps. **Now the degen part 🌶️**: my broker says short interest is** 7.29M shares. The float is 22M. That's 33% OF THE FLOAT SHORT**. And it TRIPLED on the way UP. These geniuses are shorting a breakout in a stock where one 8-K — one purchase order from the carrier they're ALREADY shipping to — turns the exit into a clown car door. 4-5 days to cover. We've seen this movie. I have the popcorn and October expiry. **The part the rocket emojis won't tell you (read it, regard):** shorts aren't suicidal, they're playing dilution. \~9M rights convert at $5/$6 — that's 36% more shares, first wave lands **July 18.** Management dilutes like it's a religious obligation — they top-ticked their own chart with an offering in 2021 TO THE DAY. CFO and COO both sold in the $5s last month. And this whole leg ran on a PR that contained zero — ZERO — new orders. This is a knife fight between squeeze fuel and a paper printer. I'm just here with leverage and a calendar. **The calendar:** rights expiry 7/18 (company pockets \~$22M, overhang clears). 5G IP deal closing due this quarter or next. Q2 earnings mid-Aug where the COO already promised revenue "definitely much higher" than Q1. My Octobers outlive ALL of it. That's the whole trade — I paid \~$0.15 of time premium. It's stock with 2.4x leverage for people whose risk manager is a Magic 8 Ball. **Exit plan (yes I have one, I'm degenerate not stupid):** ⅓ off near $9, ⅓ near $10, runners through earnings. Daily close under $5 = thesis dead, I take the L and post it. Closed today \~$8.49. TL;DR: real revenue, only-American-vendor moat, third of the float short, 5-year breakout, 5 months of dated catalysts — vs guaranteed July dilution from management that has never once seen a candle they wouldn't sell into. 🚀🚀 *Not financial advice. Positions shown. My exit liquidity could be YOU.*

Short_Log_42069

**$AMPG — shorts piled 33% of the float into a stock breaking a 5-YEAR base** **The company (yes there's an actual company):** AmpliTech. 23-year-old radio shop from Long Island that spent two decades quietly making amplifiers so cold they run at 4 Kelvin for literal quantum computers, then said "screw it" and built the **only US-made O-RAN certified 64T64R massive MIMO 5G radio.** That word salad means: every carrier on earth that doesn't want Huawei or a Samsung monopoly has exactly one American option, and it's this $200M company with 47 employees. Revenue $9.5M → $25.2M (+165%), Q1 +48.6%, 48% margins, $20M backlog, $18M cash, ZERO debt, guiding $50M+. Shipping to a Tier-1 North American carrier that's named in actual SEC filings. I checked. I read them. My wife left anyway. **The setup:** June 8 PR drops → +27% → smashes through the old 52wk high → smashes through the 2024 quantum-pump high → now in blue sky for the first time since 2021. $5 to $9.30 in SIX sessions on 10x average volume. Stock has a bell on my phone like a cow in the Alps. short interest is **7.29M shares. The float is 22M. That's 33% OF THE FLOAT SHORT.** And it TRIPLED on the way UP. These geniuses are shorting a breakout in a stock where one 8-K — one purchase order from the carrier they're ALREADY shipping to — turns the exit into a clown car door. 4-5 days to cover. We've seen this movie. I have the popcorn and October expiry. **The part the rocket emojis won't tell you (read it, regard):** shorts aren't suicidal, they're playing dilution. \~9M rights convert at $5/$6 — that's 36% more shares, first wave lands **July 18.** Management dilutes like it's a religious obligation — they top-ticked their own chart with an offering in 2021 TO THE DAY. CFO and COO both sold in the $5s last month. And this whole leg ran on a PR that contained zero — ZERO — new orders. This is a knife fight between squeeze fuel and a paper printer. I'm just here with leverage and a calendar.

Trafficsigntruther

Seriously. A billion people are going to see this photo and you can’t keep your hands off the female COO’s body?

be_blessed_bruh

This mar a lago looking heifer is my COO?

TheGoodSurgeon

Ummm this COO ain’t it

Puzzleheaded-One-607

Terribly unimpressive interview from the SpaceX COO on CNBC right now

testfire10

Gwynne shotwell, SpaceX OG, badass and COO

dralva

No one told me SPCX COO/president was a Gilf. I’m all in.

Asian_Dumpring

COO got $700k in shares in 2025 for $35.99/share

tragedy_strikes

OAI non-GAAP ARR = financial shenanigans. They pick their best month and extrapolate that x12 and "leak" the number. All the revenue from enterprise is based on heavily subsidized rates. Uber COO asking what's the ROI is the calm edge of the panic in enterprise rn and that's with just a smaller subsidy turning on this week. Check back on August 1st when all the subsidies are gone. The enterprise customers will be squealing from costs exploding.

tragedy_strikes

The "demand" for AI compute has been based on subsidized token rates. Microsoft finally started to introduce something closer to the true costs of tokens to customers on June 1st, they still have a small subsidy for June and a smaller one in July before full pricing is in effect in August. Boy, you could hear the enterprise squeel like pigs this week just go look in their subs. The Uber COO worrying about ROI is the calm version of this panic. It's a complete reversal of the time leaderboards from last year. Costs are exploding and everyone is scrambling to figure out how to contain them. This is just the first week of closer to actual cost. It's only going to get more expensive from here. All the data center builders are going to get wiped out as demand from paying customers craters. Jenseng is getting nervous about people actually taking deliveries on Blackwell cards that don't have any racks ready to be plugged in.

WheredoesithurtRA

Can I be COO

creemeeseason

I think all these are legal tickers, sorry if they're too small mods... Some recent buys for me... CHCI Real estate developer with the founder of NVR on the board. Amazing company pulling back to long term support. KWY Operator of an accelator fund with great management history. Growing their accelator division well in excess of 20% annually. They buy businesses and grow them rapidly through in.house operators in residence. OPEN The former COO of SHOP is trying to turn this into a platform for real estate sales. If they succeed, the business will be massive. Risky, but pretty cheap here for a company with great shareholder focus. DIN Owner of Applebee's and IHOP, operating with a franchise heavy model. Surprisingly good business that's buying back a ton of stock.

Ahamadrayasbaboon

Their CEO said the N word live on TV, then the COO yeeted him into the afterlife with a 40w laser.  Anyway, off to the moon. See ya later

eastcoastblaze

> The $39/head/month Copilot thing is not all you can eat ... Only GPT5 mini is unlimited access, That was hyperbole, but the core principle still stands, Microsoft was subsidizing a lot of usage which is why they are moving to usage based. Regarding the rest of your response, I dont disagree with any of that, but i think were we disagree is business value. Im 100% okay with my company scaling back AI usage because there needs to be a measurable ROI. If we look at the comments from the COO of Uber, they burned through their annual AI budget in 4 months. Has Uber shipped any features in those 4 months thats going to provide a meaningful revenue boost that justifies and earns back the money that just got spent? Not that i can see. Using agents and LLMs definitely makes me feel more productive, but I also understand that if spending that extra money to deliver a feature quicker does not provide a measurable boost to revenue thay not only covers that spend but brings in more, corporations are going to be careful with the budget

joshTheGoods

The $39/head/month Copilot thing is not all you can eat ... Only GPT5 mini is unlimited access, everything else you have limits and overage rates IIRC. They make it hard to know what you're buying with the "premium requests" model, but it's definitely not unlimited. > We don't have KPI's for AI usage We've debated this internally for months now (with no end in sight). My argument is that even if people are using our LLM accounts for personal projects over the weekend, they are learning to use these tools while they do it and that experience is invaluable when they show up on monday to do work that benefits the company directly. We're in a race to turn our already excellent engineers into even better engineers in the same way you might take a squad of A+ musketeers and end up in an existential race to see who can learn to use a modern AR first with the consequences of failure being quite obvious. In that situation, do you not want a KPI for number of rounds fired from an AR even if they're doing it over the weekends hunting hogs on their property or whatever? Obviously my COO not super pleased when she sees one engineer spend 1k over the weekend in API usage and immediately she's wondering what we paid for him to build, but in a world where my engineers could go work at a FAANG for 20% more cash, I have to latch on to any benefit I can provide my guys, and at this point access to all of the best models at any time is becoming a form of secondary comp. At the end of the day, API usage has become a KPI if only because my CEO is always desperate for evidence my guys are kicking ass because we're fully remote and it's super hard to judge engineering efficacy in all setups. I shield my team from that bullshit, but I still have to have that argument at least once a quarter ("how can we measure productivity of your team?" ... "how many times do I have to tell you that will never fucking work?"). Now, I point to API usage and say: look, we can see Engineer X went on a coding binge this weekend, now look at all of the tickets that got updated, you KNOW engineer X is working AND you have a rough approximation for how big that work was (how many tokens used) as long as you assume all work via LLMs is valuable to the company even if not directly applied to company owned software/docs/processes, you have a legit metric to use that is actually comparable across teams. On top of that, we have internal MCP server setup that let's engineers/support read our internal systems for various purposes (logs, various knowledge bases, etc) and we can look at MCP tool calls for an even better proxy for "work relating to the business" our of not just engineers but technical analysts and sales/marketing. All of this is actually part of a larger argument over monitoring of usage. We _could_ very easily log and evaluate peoples' prompts. I used my exec veto on that shit specifically because of my position on personal use. I can't tell my guys they're free to use it as they will and also say we're evaluating every prompt for value to the company. Anyway, this turned into a novel. Happy to go further on the debate about LLM usage as a KPI and why that has actually been working quite well for me and the various arguments I've faced over it coming out of the business side of the company.

SnooHedgehogs5162

COO Jeff Clarke explicitly stated that "demand continues to exceed supply with memory as the primary constraint." Dell is facing a literal memory crisis trying to build these AI servers, forcing them to accept price hikes and secure long-term supply. If Dell has a $51B+ AI backlog and can't get enough RAM, memory makers are holding all the pricing power. Incredibly bullish for Micron, SK Hynix, and Samsung.

Willing-Angle-2203

on a scale from crypto to industrial revolution AI is much closer to crypto. Its honestly just not that useful when you account for its real price (and not the currently mostly subsidized shit) this is not coming from me, but from several studies already that talk about the productivity gains vs costs. Look at Uber COO comments recently. we're going to see a crash not because this revolutionizes anything (it absolutely doesnt) but because we are literally pouring trillions of dollars into something that will not see the return it needs

spellbadgrammargood

look at all those SaaS companies, PLTR (is lucky because they are in bed with the government), even Uber COO said the cost of Ai isnt worth it

Annual_Negotiation44

See the comment from Ubers COO?

Willing-Angle-2203

no way we go on for 5 years, Scam Altman has to pay up bigly in the next year or so. We're talking about trillions in capex that need to eventually turn a profit, and so far AI is too expensive and shitty to do so (source: work with this and also just look at what Uber COO said for example)

harrison_wintergreen

the COO of Uber said it appears AI tokens are a waste of money. >After reportedly exhausting its annual AI budget just four months into 2026, Uber is now questioning whether it’s actually seeing meaningful returns on its investments. In an interview with Rapid Response, Uber president and chief operating officer Andrew Macdonald said the company isn’t seeing a connection between rising token consumption for Claude Code and more useful features being delivered to consumers. https://www.theverge.com/transportation/937116/uber-ai-investment-hard-to-justify

CelebrationNo1242

Uber COO also came out and said how expensive AI is And Google internally is pushing their own devs to use Gemini Flash and actually locked Gemini Pro from their own devs to save money lmao They also recently introduced token quotas that refresh every 24 hours

Porcupinesolos

Zuckerberg has no strategy but to waste their FCF to the next FAD. AI is an expensive technology with no ROI for most businesses as Uber COO pointed out today. MAG7 NEED TO CUT CAPEX NOW and put these parasitic memory companies in their place that steal their FCF. Fuck ZUCK

ajibtunes

JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.

LankyGuitar6528

Amazing timing. I've been training my AI to act like a mini Bloomberg terminal. It's scraping SEC data and 2 seconds before I read your post it fired this to me: **May 18, 2026 three top officers ALL sold simultaneously:** * **Susan Li (CFO):** \~$5.6M across 7 lots at $604-$611 * **Andrew Bosworth (CTO):** \~$4.8M across 8 lots at same price range * **Javier Olivan (COO):** \~$893K across 5 smaller lots **Combined: \~$11M+ in coordinated officer selling on a single day** — and that's just the top three. No buying. Zero insider open-market purchases.

Rich-Kaleidoscope-12

You’re right, it’s a lot of trial and error not just at this level. However look at the company as a whole, I search for companies with a product not an idea, who uses the product, is it tied in to other things? Example: GPUS has bitcoin in its bank, if the value of BTC drops so does their cash at hand. If BTC is 🚀 they will follow, There’s a lot of penny stocks that rely on the big guys to do well specially NVDA. I was in ABAT and shifted over to USEG @ .73 in April sold at 1.23, and waited I’m now back in at .89. I looked at USEG as having a physical product, helium, and contract at hand (5m in the UK) even though their financials were garbage due to them shutting down the oil refinery to expand their helium. Once that plant is done and the contract is executable they should hit target of 1.6-2.0 but it’s speculation. So that’s the risk. I guess what I’m saying is, don’t just research on where the company is now, look at what affects it and where the market could be headed. Also look at their leadership. New CTO new COO? A new board member could be joining to prove something depending on their background. If they come from a big tech they probably got let go, or made enough money to make this their new project. If they came from nowhere or somewhere small they are excellent and want to prove they can grow it OR dad cashed in a favor. Got to do your research. But the volatility of these small stocks is so fast, you got to do it on the fly and sometimes throw it in on black and hope it hits. CXAI is my double 00 right now and killing it, up 30% and climbing. In a nutshell I practice the research by looking at these companies that do well and see what was the factor on why they went up and then look for future ones following those footsteps. lol 😅 I feel like I’m rambling, over caffeinated! Have a good one!

Dev_Im

This post ended up on my feed. So, I'll reply to you. Most of what you said is wrong. How do I know? I've analyzed POET, real fundamentals, instead of suppositions like you did.  First of all, if you're analyzing a company, you should know the products behind it, current dynamics, and targets.  It is true that POET's past performance doesn't give any kind of confidence. But, this time it could be different. 1. I made a post explaining the Marvell case on the official sub of POET. 2. The agreement with Lumilens is a win-win for both companies. It's an EOI designed to be tested in 2026 and launched in 2027. If it works, POET is validated, and Lumilens gets a substantial pie with the warrants. If they don't succeed, that's all. 3. What you're missing is that POET is doing these movements because they are trying to ramp up production. And that means cash. This isn't a dilution to scam investors. 4. POET has a preorder of 5M with a secret integrator for the second half of 2026, for specific optical engines Infintity series(400G-800G). They are testing in Penang facilities (Malaysia) this (stress tests). If this is validated, POET immediately will surge, independently of Lumilens or other deals. 5. POET has reliable partner collaborators. They won awards, and were present at the OFC 2026 Los Angeles. This isn't a scam company, just a risky small cap.  6. They are planning to redomiciliate to the US, and are restructuring the board. They hired a new COO in order to help them ramp up production and more moves, the CFO that made the mistake with the NDA will leave the role in the following months, POET is hiring more engineers and stuff. As I said, this is a small cap, highly volatile, and risky. But the x10 or more is real if they ramp up production. In any case, this isn't a scam company like you supposed.

PigeonManBro

I'm feelin' bullish on COO

Neel_Crashkari

I'm the COO of Dogshit

West_Lavishness6689

damn, COO is down 30%, might be a good time to get better PR manager and fix this tanking bird

jonsnowick

It's COO

SmoothOperator423

Simple DD for tomorrow - Pigeon says “Coo” - Full port $COO -Profit?

Critical_Valuable_19

Here is the AI response to my feeding it the yahoo article on today’s poet news: 1. Lumilens is Accton’s photonics spearhead. Accton invested in Lumilens’ Series B structure in April 2025, initially described as up to $106.5M of Series B preferred, then later a closed tranche of about $9.2M at a roughly $400M post-money valuation.   That makes Lumilens look less like a random startup customer and more like a strategically financed vehicle sitting near Accton’s AI networking roadmap. 2. Ankur Singla is the hinge. Lumilens lists Ankur Singla as CEO/founder, and Accton-related sources show he had Accton board/director involvement, including resignation from one Accton independent director/audit role effective May 23, 2025, then appointment as representative of institutional director Golden Tengis effective June 12, 2025.   That is the “hmm” part: Lumilens’ founder is not merely backed by Accton; he appears embedded in Accton governance orbit. 3. Accton has the exact strategic need. Accton/Edgecore is deep in 800G/1.6T AI switching, and Edgecore recently described 1.6T/open-networking AI infrastructure as central to its offering.   Lumilens’ own site says it is building high-density pluggable, near-packaged, and co-packaged optics for scale-out and scale-up AI architectures.   POET’s interposer pitch slots directly into that bottleneck. 4. The warrant is the smoke. If this were just a vanilla supply deal, why give Lumilens a massive nine-year warrant package? The obvious answer is incentive alignment. The conspiratorial answer: Lumilens becomes both customer and quasi-equity upside vehicle, and because Lumilens is Accton-backed, Accton gets indirect economic exposure to POET’s success without Accton publicly announcing “we are betting on POET.” 5. Timing is suspiciously convenient. POET got smashed after Marvell/Celestial cancelled orders over alleged confidentiality breaches in late April 2026.   Then, within weeks, POET announces a much larger Lumilens framework: $50M initial PO, possible $500M over five years, COO appointment, and manufacturing ramp language.   Red-string interpretation: the “Marvell rug” may have forced POET to reveal or accelerate the Accton/Lumilens track. My best thesis: Accton may be using Lumilens as a semi-independent photonics architecture layer for future AI-networking systems. Lumilens needs optical engines/manufacturing help. POET needs validation, scale, and a post-Marvell credibility reset. The $50M PO plus warrant says: “prove you can build this, and if you do, we all win.” The hidden prize is not just transceivers; it is POET becoming part of an Accton-adjacent 1.6T/NPO/CPO supply chain.

RevolutionaryPhoto24

Well, for a long time they funded R&D through investors with little hope of a return, created amazing tech (optical interposer - another bottleneck for speed of processing,) and now may be actually monetizing it with a new COO to scale operations.

Snoo-90587

Poets new COO “KUMAR” what is that like 5 o and 6 r

Alert_Level7741

This is a Chinese company - US goverment will do not anything with it. Nobody will be chasing them in China 😄 They are having 5 employees: * **Xiao Jian Wang:** Chairman of the Board, President, & CEO * **Zihao Zhao:** Chief Financial Officer (CFO), Secretary, & Director * **Cai Lu:** Chief Operating Officer (COO) * **Shuang Zhang:** Vice President * **Independent Directors:** Lei Zhang, Shuaiheng Zhang, Yun Zhang Just accept that you lost money and move on.

Old-Commission2782

POET COO needs to say something stupid again.

Thebaxxxx

I think if we press hard enough we can collectively push poet into the trillion dollar club. Hear me out. > bulls are itching for something that only goes up but doesnt cost 12,000 a share. To copycat the mu/sandisk rise they missed aka fomo > so far we have nearly 3 weeks of confirmed and constant bollish sentiment. > forget about what they do or what they make. Doesnt matter. Fundamentals havent mattered since covid. Nvda is apparently worth 200 trillion according to goldman sachs, so poet can hit a trillion pre rev no sweat. > if they announce another round of "raising cash" to pay the new COO's sign on bonus who gives a shit? Just hodl. Bers would be absolutely devastated if the stock mooned on such an announcement (and it will) > We take profit daily in the overnight session. China and europeans buy anything that looks really bollish. > imo if you are a spy ber, this is where you can excersise your inner ber by being the inverse on poet. By runnimg up poet to the trillions, we invalidate the whole system and send the rest of the market to rock bottom. > sure the guys running poet make a killing but so do we. Who cares?

TheBigCheese514

Small tidbit. I spoke to the COO via email and they are aware of the retail investors. Jorge Flores got back to me in 45 minutes thanking me for being a small shareholder and that they are working on a full revamp of website and marketing to help investors deeper understand the company.

Thebaxxxx

Everyone welcome sandeep 👳‍♀️ he is new poet COO. His salary is kinda big, so the next time they raise cash might need a lil more this time from share sales 😉

Thebaxxxx

The new poet COO job hops more than me and thats saying something

AMCorBUST2021

Traded the markets for 25 years. I have never seen a company with such a strong insider sales signal. Not just Garcia. It’s the CFO, COO, President Special Product, VP of Accounting.. over the past year 223 Insider sells versus zero buys Valuation doesn’t matter. Finances don’t matter. Insider sells don’t matter. Just get Shaq for a commercial and boom pumpity-dumpity

No_Current3675

I am the only human being in history to understand my org’s business rules. I generated the abstract code that runs a quarter-billion dollar operation. There’s no one else who’s studies this shit for 13 years AND has enough knowledge to write maintainable code AND can act as both CFO and COO. I will be in this job until we run out of money in \~20 years.

emerging-tub

Kinda weird considering their CEO and COO have been selling

rpez89

Results on Monday, both CEO and COO presenting at Needham next day on Tuesday, imo you wouldn't put your head above the parapet to current and potential investors at a conference if you had just reported shitty news, fingers crossed they announce something exciting, it's long overdue - there has been progress over the last weeks re ordinance approvals, etc. but tbh I think most of this run is sector hype, BTC / general tech equity market tracking, and pre results anticipation. I have options and shares, shares I'm holding, options I'm taking partial risk off the table given this week's rally, just to hedge against disappointment come Monday

saulbenacerraf

And I’ll provide a less-technical analysis here as a supplement: it’s funny because XRX is also straight ass of a company that I almost want to pull for the shorts to send it into the abyss, but alas with recent years of renovations I’m not surprised this is due for something monumental, especially since their now CEO used to be the COO when things were in the gutter and saw the carnage during COVID. They owned thousands and thousands of printing patents before selling them back in October. Their last CEO was an archaic fossil that had no idea what to do with the company as it plummeted 90%, and this unfortunately was a result of failing to capitalize on digital technologies in the 90s. They had too many white elephants for them to handle, and they couldn’t progress without seeing how far away they really were. It was truly a death by a thousand cuts. With a pivot towards AI, it could do wonders for a resurgence. It’s only a small step forward, but the revenue flip could prove big

A-Money1994

That creature COO they have keeps selling

Pete26l96

I just discovered the reddit COO is being paid $100M a year, 50x more than the average COO in a company with $20B-$40B market cap Twice as much as Jensen Huang LOL

cramers_asshole

I’ve just had an interview and the startup COO showed up last. Good sign?

HistorianWestern7870

Mawson potential fair value (execution-dependent; high-risk/high-reward transformation story): As traditional BTC miner (130–150 MW): $100M–$150M (aligns with lower-end peer BTC-only multiples; current market cap reflects discount due to size, liquidity, and transition uncertainty). Partial AI/HPC transition: $150M–$300M (reflects early re-rating as some peers trade at $7M–$10M+/MW with AI pipeline). Successful full AI/HPC pivot at scale (or merger/integration with Big Digital Energy (BDE) → ~250 MW combined company): $300M–$500M+ (or materially higher if large customers/contracts secured). Small-cap BTC miner / infrastructure owner (~$27–33M market cap at ~$5–6/share); 5.49M shares outstanding; public float ~2.47M (effectively ~1.5–2M tradable after insiders/long-term holders). Core asset: 130–150 MW grid-connected power infrastructure, primarily used for Bitcoin mining today; viewed as primary value driver for potential AI/HPC pivot. Recent changes: Activist-led restructuring by Endeavor Investor Group (includes Big Digital Energy / BDE); full board/management overhaul; strategic shift toward AI/HPC colocation evaluation. Leadership: Executive Chairman Joshua Kilgore (Endeavor Blockchain founder, majority BDE owner; ~25–30% MIGI ownership / ~1.5M shares; background in BTC mining, AI/HPC infra, large-scale deals). CEO Phil Stanley (capital markets/finance). COO Cody Smith (BDE-linked; cybersecurity/ops). Board brings energy infra, AI/HPC, finance, and strategy experience. BDE relationship: BDE holds 100 MW+ infrastructure; shared leadership/ownership creates potential for JV, asset contributions, or integration (no formal merger announced yet). AI/HPC status: Early-stage; GPU testing ongoing (delayed by supply chain); no confirmed large-scale customers or meaningful AI revenue yet. Peer trading levels ($/MW enterprise value for current/contracted capacity, 2026 data): Pure-play BTC miners: ~$3.6M–$12M per MW (examples: MARA ~$3.6M, HUT ~$5.2M, CIFR ~$9.8M, WULF up to $12M; peer average often cited ~$7M/MW for those with AI optionality). AI/HPC-pivoted or colocation miners: $9M–$15M+ per MW (e.g., WULF ~$15.1M contracted MW; AI-ready build costs ~$8M–$15M/MW vs. BTC infra ~$0.7M–$1M/MW; hyperscaler deals drive premium valuations). At AI/HPC peer levels ($8M–$15M/MW), a 250 MW entity could theoretically support $2B+ EV in optimistic scenarios with contracted revenue, though realistic near-term fair value remains in the $300M–$500M range given execution, capital needs, and customer acquisition risks. Overall thesis: High-risk, high-upside play centered on real power assets + activist-led pivot to AI/HPC (with BDE synergy potential). Success hinges on execution, GPU supply resolution, customer wins, capital access, and any formal BDE integration. Tight market structure amplifies upside volatility on positive catalysts.