COO

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.

insbordnat

Which is also wrong. Maybe "most" employees numbers wise sell their shares (subject to blackout etc.) but insiders/section 16 officers/etc. where the majority of the shares are parked typically don't sell (at least immediately). That'd be a huge red flag if CEO/CFO/COO directors are unloading shares as soon as they vest and the stock would react accordingly. More likely they'll have a 10b-5 plan where they gradually pare down holdings over a period of time, but they'll keep the majority

Icy_Technology_4607

Here are my criteria for gaining an advantage: 1. Open market purchase only - transaction code P, no option exercises, no awards. 2. No 10b5-1 plan - must be discretionary, not pre-scheduled. 3. C-suite or significant insider - CEO, CFO, COO, President, Chairman preferred. 4. Minimum purchase value - $500K for large cap, $200K for mid cap, $50K for small cap. 5. Cluster of 2+ insiders - multiple people buying the same stock within 30 days. 6. Stock near 52-week low - within 20% of the bottom, buying into weakness. 7. Recent negative catalyst - bad news, market selloff, or sector rotation (not company fraud). 8. Purchase represents more than 1% of insider’s estimated net worth. 9. Healthy fundamentals - positive cash flow, stable revenue, D/E below 3x, Big 4 auditor. 10. No SEC investigation (clean regulatory status). 11. Act within 24 hours, signal decays fast after filing date. 12. Hard stop at −15%, non-negotiable exit if thesis fails. The three most important criteria are: no 10b5-1 plan, cluster of 2+ insiders, and stock near 52-week low. Everything else is confirmation.​​​​​​​​​​​​​​​​

OilBerta

From Bobby. Employee of the month. Son of the late COO Hank Hill.

ChefBoyRD-92

FWRG down 35% YTD. News of COO departure to be announced before open Monday.

Amazing-Topic2827

There is no tweet from the USA CEO or COO that can change this now. I’m not sure what you all don’t get.

elgrandorado

COO selling 3% is immaterial. CTO is exercising his shares and selling. Sold more than 20%, but we have no clue as to why he's selling. He's a cofounder in the company and there's many reasons as to why he might want to sell.

reaper527

> You point me to when Huffman sold 20% of his shares, if we're comparing CEOs. no, we're comparing executives. you brought up karp in response to a comment about reddit's CTO and COO offloading a bunch of shares after the company dropped 50-60%.

reaper527

> Holy god RDDT. what an absolute disastrous crash over no news. just because you didn't see the news doesn't mean there is no news. the CTO sold 20% of his reddit shares (and the COO sold 3%). large insider sales aren't exactly a good omen.

reaper527

> If I had more dry powder, now would be the day I would double down on RDDT. their executives would be me than happy to sell it to you. their COO and CTO unloaded a bunch of shares in the last few weeks.

pyro383

Bed Bath & Beyond. So much backdoor bs. Like the COO falling out a 25story window. Failure to sell BuyBuyBaby. Cohen and Sue in bed.

Dapper_Zombie7874

Abitibi Metals Corp - AMQ.CN Found them here while holding Foran Mining (FOM.to). Once the COO left Foran to join here, I decided to finally take the plunge.

MCSharkStudios

> The CEO has a background in material science I'd consider this statement extremely deceptive. She has a *fore*ground in materials science, as in she started attending college for it AFTER become Hydrograph's COO. A bit of a red flag IMO, as much as I want to love this stock.

Pickpockets_warning

I'm watching this one. To be fair the "portfolio manager" title is something I've seen with other people who worked in advertising and it means something different than portfolio manager on finance. So it's possible that this is why in the prospectus she put digital advertiser. The Omada COO vs consultant discrepancy I don't have an explanation. But overall, while I see potential for their product, I don't know enough about the science behind it, and it reminds me a bit of IBRX which also had a recent run up and also is very focused on one guy who came up with something that they are marketing. Different industry but similar online sentiments. I'm also cautious about what the CEO said that their clients don't want the public to know that they are buying this product. I can see why some might want an NDA if it's military or something but having *all* the clients be confidential is giving me a pause. That and what happened with GMG. I just don't know about this one. Could be wrong though, and maybe they will do really well. Who knows.

lozinja

Errrrrrrrr........wtf? I asked gemini and it came up with: # 2. Qualifications and Technical Background Her qualifications have been a point of debate among investors, specifically regarding the *timing* of her education versus her role: * **Education:** She holds a **Master of Science (MSc) in Materials Science and Engineering** from Arizona State University (ASU). * **The "Experience" Gap:** Critics often point out that when she was hired as HydroGraph’s first employee and COO in 2020, her primary degree was a **BSc in Political Science**. She completed her technical Master’s degree *while* serving as an executive at the company. This suggests her early value to the company was in **business development and strategy** rather than deep-bench engineering. * **Professional Experience:** Prior to HydroGraph, her experience was largely in the Canadian startup space, specializing in **emerging technologies** like machine learning, blockchain, and data analytics (working with firms like Theorem Synthetic Intelligence and Omada Technologies).

Level2Capital

Its more than that but its WSB after-all.. my bet is on their COO who spent 20 years on Amazon. Amazon needs to put in a bid and stop the bullshit…. My humble and probably wrong opinion

Tony_Cheese_

Fuggin hilarious they even show their faces in Fayetteville anymore. Former Beyond Meat COO Doug Ramsey was arrested in September 2022 for biting a man’s nose and ripping the flesh during a road rage incident in a parking garage near Donald W. Reynolds Razorback Stadium in Fayetteville, Arkansas. The altercation followed an Arkansas Razorbacks football game. Ramsey later pleaded guilty to charges.

DJ_Rex_Number1Fan

CEO, CFO, COO, VP, etc, etc

Competitive-Ant2876

Why? Cause their grow facility in FL is back online? I bet they will see inventory ballon q over q. Their new COO seems clueless.

dwhiz

The “thank you for your attention to this matter” pisses me off every time. My last company COO said this at the end of every monthly (probably AI generated) email update he would send about the company, before disappearing doing whatever until the next month.

Impressive_Reality11

Look into Auto loan delinquencies. Cvna basically has the most net exposure to subprime auto loans aka 2008 2.0. Delinquencies on 60 day loans hit ath today. Legal issues with books. 10-12% used car loans vs 3-4% new vehicles. Used vehicle demand issues. Early February insider sales COO & CFO. Send it to zero with haste.

NVDAismyg0d

Literally every single CEO, COO and CRO 

pink_ego_box

The President and COO said publicly that they've been selling Uranium way above spot prices for a while now

Rare-ish_Birb

Fwiw, when SEC reports CEO or CFO or COO or CLO of a meme stock selling ~30% of their stock, it means they want to sell 100% of their overbought company, but legal counsel said no way to do it without spooking retail investors.

Regular_Hawk8513

They just named new COO

LisaSu92

I do that with BPTRX. If you own $40,000 in any Baron fund you get invited to their nyc conference and they treat you like a celebrity. Elon musk routinely speaks on stage, along with the CEO’s of their biggest positions. I heard the CEO’s of red rock resorts, cloud shoe company, COO of SpaceX, executive from Shopify, and countless others talk on stage. They give you some killer breakfast, lunch, along with surprise famous singers and comedians (Seinfeld’s been there for example) and a super famous surprise performance that is supposed to be the banger to end the conference (last year it was pink and the year before that Michael Buble). And then at the end, they hand out free bags and shirts made by Figs (one of their positions they own) and free ice cream by one of Ron barons ice cream companies he owns. BPTRX also has a 30% holding in spacex so easy mutual fund to own even without the free conference

Contraversy7

I’ve been speculating this since they published an important patent for mRNA therapy on 9/4/26. The writing is on the wall here, this pass Wednesday the COO resigned which is common in late stage acquisitions because that position is usually filled by the acquiring company. The 8k disclosing his resignation didn’t give a reason or a replacement standard NDA type of 8K. The CEO is 73 years old and has a golden parachute of 14M in a change of control. He sold his first company in 2004. The stock trades at 5.8M market cap disconnected from its true value which is common in acquisitions also. The company has been silent over 100 days which is typical in late stage deals. Industry standard is 3-5 times revenue which is 115-190M without including the “remarkable” oncology pipeline and its generic drug network not to mention their US expansion potential. Once the announcement is made shorts will be forced to buy on the open market, this will be one of the biggest plays of the entire year IMO. NFA all speculation until it’s not

Competitive-Ant2876

They are over leveraged in Florida, that’s a fact. As far as rolling back rec programs, I don’t see it happening either but I feel like it should be talking about since three states are trying to start the process to do so. Look at their store count, look at their peers store count, and then look at trulieves store count in FL v other states. Let’s not even get into the declining new med card applicants, that’s been going on for 2 years. There was a small pop around rec vote, but other than that it’s declining. If there’s no new customers coming into stores, they will try to off set that by increasing basket size. To do that they’ll will drop prices, which will hurt margins and then also potentially start a price war. Trulieve would feel it on their top line the most out of msos in the state. Verano should worry about consistency through out the states, and also their ballooning inventory. Their new COO seems clueless.

BarbellPadawan

I know what you mean, but that’s not true at the level I’m trying to convey. This was a whole other universe of talk-around snake oil salesman bullshit. If a c suite level exec can’t explain what his/her company does, that’s a huge problem. And edit: it was the COO, not CFO.

Ok_Cartoonist6749

MIST Zacks #1 buy in commercial stage. RMTI ZACKS #2 buy ER on line n new COO N SIGNIFICANT improvement in clients. ALT got Institutual dilution will go up after feb/Mar rite now accumulate zone. VOYG pull back defence+space+NASA

West-Candidate8991

It's funny that Reddit even has a COO that oversees business strategy. Like wtf does she even do, this site rarely ever changes and seems, as it has been for many years, entirely dependent on its popularity to continue

vassman86

It shows in SEC filings. Jennifer Wong COO sold about 19%, and I believe she sold another portion last Tuesday too. Christopher Slowe (CTO) sold 7.71%