HR
Healthcare Realty Trust Incorporated
Mentions (24Hr)
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Reddit Posts
$BLRX - BioLineRx and Hemispherian Report GLIX1–PARP Inhibitor Synergy in HR-Proficient Ovarian Cancer
MRNA DMFS HR degrades from 0.34 to 0.62
Workday $WDAY and Anthropic just announced a new partnership
$WDAY and Anthropic Announced a New Partnership to Connect Reasoning to the Rules That Run the Business, Wherever People Choose to Work
Lessons from my $8k IREN loss.. (regard edition)
How to find non-VC investors for a tech startup?
BioLineRx and Hemispherian AS to Present Data Demonstrating Strong Synergy of GLIX1 with PARP Inhibitors in HR-Proficient Ovarian Cancers at ESMO 2026
Accidentally enrolled in DRIP during company blackout period
WDAY trades at 44x trailing earnings but the forward multiple tells a completely different story. Dug into Workday.
First Yolo 🤷♂️ wish me luck or cook me
You might think it strange, but before were 40 companies and now, all in S&P 500 AI related. Very strange.
ARK 13F Breakdown: Heavy Biotech Buys, Adding AMD While Trimming Tesla
$NXST Nexstar being reported to FCC, FBI, AGs for violating civil rights under color of law as part of campaign to silence threat to merger
Why Mare Nostrum (ALMAR) offers an opportunity in the penny stock market
Why Mare Nostrum (ALMAR) offers an opportunity in the penny stock market
Oracle awarded US contract to provide government-wide HR software
Our Bond $OBAI: CEO has sold companies to HPE ($650M) and IBM ($200M). Now he runs an $11M nano cap and won't sell a share. DD.
SAP is a coherent complement to SoftwareNow in my portfolio; yet stock price is still lagging behind
$CTM is an interesting one, it's both good and not so good at the same time
Why Mare Nostrum (ALMAR) one of my favorite pennystocks is
Why Mare Nostrum (ALMAR) is one of my favorite penny stocks
Intuit's recent earnings may have ended the idea of the "AI Bubble"
I can’t be the first to notice this…
I DECLARE BANKRUPCY...ON AWS MARKETSHARE - STOCK MIKE
$CMPX: Upcoming catalyst Pre-BLA Meeting, $195M War Chest, and the Crossover Nobody's Talking About;
Mare Nostrum (ALMAR) turnaround stock
Mare Nostrum (ALMAR) turnaround stock 🚀
$BIYA +53% — HR tech company pivots to crypto treasury, picks BNB as first asset
My portfolio is bleeding from the SaaS selloff. I spent a week researching whether this is a buying opportunity or a value trap. What I discovered shocked me!
$PATH calls — market overreacted to the CEO swap, automation moat is completely intact
26 MARCH 2026 , WHAT ARE THE BIGGEST LOSERS AND WHY ?
Vanguard increase holdings of Winklevoss Bros "Cypherpunk Technologies" by 83%
All HR offices will be run by AI by the end of 2026
$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)
$SLS Part 2 and FINAL (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor) (Predicting BAT mOS from Predictive Model)
The “SaaSpocalypse” is the latest wall street hallucination!
The “SaaSpocalypse” is the latest wall street hallucination!
The “SaaSpocalypse” is the latest wall street hallucination!
$SLS (Deepest Due Diligence for REGAL Trial) (From a Deep Value Investor)
The Entire Market Just Panic-Sold the Largest Health Insurer in America. I'm Buying $50K Worth. Here's Why.
Breakeven watchlist for NXXT in 2026: what I am tracking in filings
Turnaround live: why this looks like a real reset, not a dead cat bounce
The rebound case is simple: better structure, cleaner funding, bigger holders
Two quiet signals that often show up before a rerate
Recent filing data highlights institutional shifts and revenue growth for NXXT
BioVaxys (CSE: BIOV | OTCQB: BVAXF) Reports Positive Phase 2 Data for Maveropepimut (MVP-S) + Pembrolizumab and Low-Dose Cyclophosphamide in Metastatic Bladder Cancer
$NOW (ServiceNow): premium valuation, but elite fundamentals
BioVaxys Technology Corp. (CSE: BIOV | OTCQB: BVAXF)
BioVaxys Technology Corp. (CSE: BIOV | OTCQB: BVAXF) 1Q2026 R&D and Collaborative Activity
My 401k feels like a scam (and I’m tired of pretending it isn’t)
Sharing my wheel trading journey (last ~12 months) — looking for feedback
BioVaxys Technology Corp. (CSE: BIOV | OTCQB: BVAXF) Announces Phase 1 Clinical Study Results Advancing DPX(TM)-Formulated Products in Patients with Non-Muscle Invasive Bladder Cancer
BioVaxys Technology Corp. (CSE: $BIOV | OTCQB: $BVAXF)
🚀 BioVaxys ($BVAXF / $BIOV.CN) - The Tiny Biotech Beast About to Unleash DPX™ Magic in 2026? Undervalued AF with Royalty Revenue on the Horizon! 💉🤑
Sellas Lifesciences - Cancer Moonshot in the process of squeezing! Hand written DD!
$BVAXF $BIOV.CN Key highlights as of late 2025:
$BVAXF $BIOV.CN A Modern Biotech Fairytale: How BioVaxys Acquired a World-Class Immunotherapy Platform at a Fire-Sale Price
Why would the stock market not go down if the president and every banking firm in the us is involved in the jeffery Epstein scandal?
I coded a terminal interface to watch my portfolio bleed while looking busy at work.
BioVaxys Technology (CSE: $BIOV | OTCQB: $BVAXF) Revolutionizing Immunotherapy with Groundbreaking Advances and Vast Market Potential
BioVaxys CSE: $BIOV | OTCQB: $BVAXF) Breakthrough: Positive Phase 1 Results for MVP-S in Breast Cancer – Strong Immune Boost & Tumor Reduction Unlocks Multi-Billion Dollar Opportunity Ahead of Phase II
BioVaxys Reports Promising Early Data for HR+/HER2- Breast Cancer Therapy
$BVAXF $BIOV.CN BioVaxys Announces Positive Phase 1 Clinical Study Results with Maveropepimut-S (MVP-S) in Women with Hormone Receptor Positive/HER2 Negative (HR+/HER2-) Stage II-III Breast Cancer
BioVaxys (CSE: BIOV | OTCQB: BVAXF) Announces Positive Phase 1 Clinical Study
MIST-first FDA‑approved PSVT treatment in 30+ years!- 10x potential?
You want real DD on the Medline Industries IPO? Here's some DD.
Is $NVNI a Hidden Gem in Brazil’s SaaS Boom ??? Post RS-low float + high insiders own + high SI + insiders buying in Oct + CEO huge 6M recent buy + Partner with Oracle/NVDA + Sector tailwinds + news pending in DEC.
The Notorious “AI Bubble”, Why It is Likely Not What Many Think, Yet Can Still Be A Slippery Slope
GEAT’s Value Prop Goes Beyond Meals: It Automates A Broken Corporate Process
OTC: GEAT As A Corporate Engagement Tool That Also Cuts Finance Workloads
Why The 8x8 Partnership Gives GEAT A Much Stronger Pitch To Corporate Clients
GEAT And The Dual Platform Angle That Could Attract Strategic Interest
Why GEAT’s Automation Pitch Might Be More Valuable Than Its Social Features
Deep Dive: How GEAT’s Voucher System Cuts Real Finance And HR Costs At Scale
Deep Dive: How GEAT Is Trying To Build A Two-Platform Tech Business
Buffett's Berkshire Takes $4.3B Alphabet Stake, Cuts Apple in Q3
Mentions
Let HR review this first
yes! Not at this instant but in the next 30 years I think AI will be a larger profit impact than internet has been in it's 30 years! I mainly think so because every company could be able to slice workforce substantially, which is lots of profit (think factory work, tech support, management, construction, HR, etc), and also the very broad market of tech to sell, like house and work robots, technically ai is powering cabs now. Internet has been huge obviously, but it had a lot of reinvention of old stuff at the cost of the old stuff (think spotify vs cd sales, netflix vs cable tv / blockbuster) , AI is potentially world upending.
Deborah from HR says you must smile and clap throughout the entire activity or they'll rescind your bonus for not being a team player
That's largely why I think the frontier models are boned. I think both openAI and anthropic are doomed because open weight models will undercut them and allow companies to bring their data in house and have more control. Lot's of companies have dropped roles like support and HR, and within the next 10 years many more companies will likely be able to utilize robots for tasks like assembly, cooking, warehouse work, driving.
I mean, not in the early days? Basically everyone was losing money in the those early days because it was a massive investment in something that wasnt bringing in positive cash flow. Nobody was making crazy ad money yet. Google was making serious money in the later 00s, and you could certainly connect smart phones to internet tech, which has been insane money for apple, but the potential revenue and cost cutting for AI and robotics I think is far beyond the internet. For instance, walmart achieved it's first ever profitable quarter for online sales in......2026! They also lost a TON of money getting there. For every meta there have been hundreds of losers. Companies around the world are already reducing staffing in HR, logistics, support, engineering and management. Engineering I know is a bit of a mixed bag, but for the most part it is cost reducing (possibly with other hidden costs due to a loss of expertise). I think you'll see warehouse work shifting more and more to robots, factory work as well and possibly kitchen work too. It's hard to predict because the tech isnt there yet, but we have driverless cabs now, and it once it gets to that point where it is an obvious choice it will change incredibly quickly. That is going to create massive headaches in the economy as well, but companies should be able to reduce workforce and save money and be more profitable
I'm a staff engineer and nobody in the org has been writing a single line of code or doing anything without AI for the entirety of the year. Managers do their presentations and dashboards with AI. QA is spinning up agents to do validation. HR is writing every single email with AI, I just saw someone from the payroll team using an automated software to handle payments with 0 input. If your company does not look like this it's probably stuck in the stone age
This. For typical Smith, Hans, Kowalski or Juan who is not deep into current economy it’s absolute gambling situation where he plays (retirement plans/etf/supply chains/job) whether he wants it or not. I’m not even saying someone needs directly invest in Nvidia or Anthropic once it launch. There is too many connections between various businesses. It’s not also only about marketing, HR, sales, programmers or analysts but most office workforce. Next months are IMO a big gamble for most white collars and plenty of industries.
fair lol... though the usual buyout problem isn't even HR, it's who says yes. the people with the easiest exit tend to be the ones you'd most want to keep, so they can hit the number and still lose the wrong people. do you know if managers get any say in who's approved?
Totally agree. However never underestimate the incompetence of corporate HR.
One of my previous coworkers worked in the HR department at Uber when they went public. They said that uber was giving out millions in phantom stock before the company went public to TONS of employees (Google says they paid out 3.9 billion in stock compensation). Not only that, but that they kept on having company parties and having to pay out employees for not suing the company cause of things that happened at those parties (they wouldn't go into detail about it). Is that what OP is basically implying?
The deadweight that really bothers me are the ones that immediately claim sexual harassment with HR when they’re about to be terminated. It’s such a tired self-preservation strategy and it’s damaging to employees that are actually being harassed.
One is a corporate merger leading to reduction in workforce which always happens with a merger because you don’t need two HR departments, accounting depts, marketing depts etc. Another is downsizing after a mass over hiring post covid combined with cutting costs to fund AI infrastructure investments (the Microsoft buyouts were offered to employees with the lower tiers of seniority)
IMHO, communications plus admin experience is pretty solid for the uncertain future: - You have front office and back office computing skills. Young people just entering the workforce today don't have these, and may never have them. - You are an interpersonal machine. You can do sales. You can do client management. You can do consulting. These are jobs that machines will only replace if/when customers would rather deal with machines than with people (which won't ever fully happen). - You studied to apply fundamental techniques to language in all its forms. That is an extremely broad skillset, like a philosophy degree to the STEM world. Get confident in the underlying theory of your education and experience, and leverage that to get in the head of recruiters, HR teams, and hiring managers. You can very likely get your foot in the door anywhere, doing anything, with your skillset, because you _KNOW_ how to frame what you have in terms of what people need/want to hear.
MNQ 1HR chart looks that way to me lol
that's what happens when you let HR neolib wokeists decide what AI policies you inact
HR probably looked at the row number in their excel sheet and called it the level. Haha
My friend built the HR app for this, while working for a third party (Indian company) at Microsoft. Mostly used AI as well to 'code' it. Hilarious situation all around. What is the end goal here?
Who wants to pay for an AMEX card in this economy --> far fewer people --> Why? Because they got whupped by AI trade, fuel prices and lost their jobs as well --> Did you say "lost their jobs"? --> Why are we not doing that? Get me Legal and HR. That would save my job for this year at least.
What do think of QPT.v on the TSXV? Owns 26.6% of OQPBIOM which is developing Oregovomab. High Risk/High Reward. Phase 2 results were massively positive. HR 0.35. Median OS survival 56.6 month increase. iirc. Unfortunately failed Phase 3 PFS but DSMB recommended follow up because of long tail effect that immunotherapies can have. but with any immunotherapy the Discordant nature where PFS fails but huge OS win can happen. So it's possible it could happen with oregovomab. Phase 3 primary completion has been pushed back 3 times. Phase 2 was also pushed back 3-4 times. The stock has $0.15 cents in positive book value but trades at $0.025 (true BV is $0.18 but auditor put a 25% reduction in OQPBIOM stake value as QPT.v does not own controlling stake) NOT FINANCIAL ADVICE. ALWAYS DO YOUR OWN DD AND RESEARCH AND ONLY INVEST WHAT YOU CAN AFFORD TO LOSE. PAST PERFORMACE IS NOT INDICITAVE OF FUTURE PERFORMANCE. I own lots of shares of QPT.v. If oregovomab fails QPT.v is going to $0/share ZERO (like that Warren Buffet meme). But if oregovomab succeeds Gemini says QPT.v could go to $0.20-$1+/share. . NOT FINANCIAL ADVICE. ALWAYS DO YOUR OWN DD AND RESEARCH AND ONLY INVEST WHAT YOU CAN AFFORD TO LOSE. PAST PERFORMACE IS NOT INDICITAVE OF FUTURE PERFORMANCE.
Software is the easy part, the hard part is the domain knowledge and investing in it for the long haul so you do it right and not get sued into oblivion for violating whatever country's laws say about that domain. E.g. does it make sense for a defense company like Lockheed Martin to invest in building its own complete HR and payroll platform or just pay Rippling or Workday?
Breh, some of us work blue collar with real jobs. Ain't none of what I can do be automated in 50 years or more and then I don't care anymore. Got no kids and not making them if I get ultra lucky on that. It doesn't matter to me if the 3 HR ladies in a 160 person company get automated. I still gotta do my job and no way they are competing me with semi-manual shift labor. Beer money in the bag bois. For decades. Fuck your NVDA, don't need it, never will.
Yes, prof. Svane said as much yesterday at ESMO: “Current guidelines recommend considering neoadjuvant therapy for these patients, so clinicians will need guidance on choosing between neoadjuvant checkpoint inhibition and adjuvant vaccine therapy.” Intismeran is used as adjuvant, because it's slow to manufacture and administer. You won't let the tumor untreated for 8 months til you manufacture and administer intismeran and only then excise. From the yesterday's ESMO presentation, INT001 even failed stat sig for IIa/IIb/IIIa/IIIb DMFS (HR 0.41-1.02). So if node-negative is the MRNA's primary target, it doesn't seem promising. Similarly, ECoG 1 failed stat sig for DMFS, so if frail patients (EcoG 3+?) are MRNA's primary target because of SAEs, it doesn't seem promising. Because it is targeting roughly the same subgroups as nivo/ipi does. And NADINA already has 92/98% 5y OS/RFS for the responders, so wouldn't it make more sense to do a nivo/ipi to see a response? It's done before you even manufacture the vaccine. I'm always open to changing my mind, I just don't see a reason to right now, and the ever present 42% reduction narrative sounds more disingenuous the more information we get. I've done DFC on the company's current pipeline prior to the leak, and even the best case scenarios wouldn't justify more than $150, now, it's much less. But I'm not advising you to invest or divest, this can obviously go anywhere in any time frame, because markets are ultimately irrational.
Why dont they just replace HR with ai.
Devs will eventually write some prompts for Michelle in HR…
Are you in HR too or just incorrect all the time too?
the *JEWS* celebrate Hanukkah in December i had a meeting with HR this and i had to repeated tell them it's in december and that they're wrong for saying that's not a correct thing to say
This is false. My company already started laying off HR and replaced a lot of the shit with chatbots. Phone representatives are obviously next followed by IT headcount.
Yes this is a good point too- HR was like hey can we use AI to write the job descriptions? And legal/ senior leadership then said yes but that all need to be reviewed by humans... so then we hired 30 people to read job descriptions that AI creates to audit... and contract a legal team to review. This increased our costs for hiring from 80k per head to now about 110k in spend lol
Michelle in HR is definitely smarter than me and AI has benefitted my business tremendously. I used it to improve SEO, help get core web vitals in the green, think through service start and follow-up messages that more than doubled review count, to great client density reports, run weekly cash flow reports, and more. The new work feature we're using to now automate all of that along with downloading pictures from our scheduling software and posting them to social media, email audit, narrowing down indeed applications, and a few other things. I'm not going to attribute everything to AI but our revenue is up 30% YoY. If I can figure out how to make it useful anyone should be able to.
People need to know how to effectively use AI for it to be useful. Sure, programmers can spin up some agents to write code BUT does Michelle in HR know what she's doing? I'm not so sure.... But ask me in a few months. My company is pushing copilot right now so Ill get to see it first hand if random 40-60 year old corporate employees can actually take advantage of AI
Wait, you're trying to nitpick on my use of conjuctions to prove I am even more right? Good bot. Yes, it's ~6 wks to manufacture AND 27 weeks of dosing regimen, together 8 months, but 6 months (*to manufacture and kick in*) with no difference in HR against the control is the known time point. NADINA is SoC in stage III. So will it be $40k off the shelf with 6 weeks dosing and 98% 5y OS for majority of responders, or an $150k 8 month protocol with comparable 2y OS and unknown 5y OS? Which one will insurers prefer? Do you think aggressive stage IV will wait til you complete your 8 month protocol?
People that make this comment definitely don’t work with CEOs. A good CEO hire can completely turn a whole company around, a bad one can ruin one. Michelle in HR or John in supply chain have way less impact if you let them go and realize it’s a mistake. Can easily hire another one and that individuals impact is minuscule compared to a CEO
I mean you just proved out why it’s easier to lay off than to fire. “Document and you’re fine” takes anywhere from 2 to 6 months. Idk what industry you’re in but only my big 4 consulting friends actually had actionable PiP programs and they admitted no one comes back from a PiP so you’re essentially given 2-3 months to look for another job anyway. Way easier to do a layoff and give 2-6 weeks of severance than to keep bad employees for 2-6 months and get HR involved adhoc. Lastly - yeah, there’s tons of bad managers. That’s why it’s easy for a top down “hey I know you’re giving everyone passing grades but one of your HC must be cut in the lay off”
I hate scrum just cuz someone i know got a high paid scrum job when I know they had no business having that job and just doing a few meetings a week with it. The crackdown on these kind of jobs and HR workers is long overdue.
You do understand, that since 2024, adjuvant keytruda is neither the best available therapy, nor the standard of care to be compared with in macroscopic stage III resectable melanomas... While you wait 6 months for MRNA to be manufactured and kick in (HR 0.99 vs keytruda in the first 6 months), off the shelf nivolumab+ipilimumab gives 98% 5-year survival for the responders with a 6 week cycle for a fraction of the cost.
There are a few things to consider: \- the control for the trial was adjuvant (Keytruda) alone. That's not a standard of care, so the results are comparably much weaker - an adjuvant-surgery-adjuvant trial had effectively the same results (HR 0.58), while 2024 neoadjuvant NADINA trial (opdivo+ipilimumab/yervoy) yielded 2-year 77% event-free survival with faster treatment, much lower costs and better HR (0.4). That's the actual current standard of care in resectable stage III melanoma to compare with, where INT-001 fails. MRNA can maybe capture a small portion of the market, like high risk node-negative melanoma or frail patients, since it has lower rate of adverse effects. \- high TMB melanoma was the easiest of the ongoing/upcoming interpath trials to pass, and there is currently no indication that the approach could work nearly as well (if you consider this as working well) in lower TMB cancers, so you have years of upcoming trials to wait for with much lower PoS. \- So what remains is the respiratory + quite compressed melanoma market, where revenues are split 50/50 with Merck. My optimistic DCF model yields around 25-30B for MRNA, adjusting for PoS of the rest of the pipeline. I haven't found any other model, that would justify the current price. The current market at 90-100B prices *the whole pipeline as already extremely successful and as a new SoC for a wide range of cancers*. If you want to invest in oncological research, you have literally hundreds of other companies nowhere near as inflated, that could use the excessive 60B+ much better IMHO.
You’re woefully uninformed. I work in AI as an applied scientist / machine learning engineer. I lead an R&D team. I use AI for nearly every task now. Agentic coding. Deep Research. Data analysis. Document and presentation generation. Proposal generation. Now companies of all kinds are deploying autonomous agents that work behind the scenes unprompted. IT service desk, HR, invoice processing, anti fraud monitoring, customer service, sales lead generation, code refactoring and bug detection, etc etc etc. So many applications that have become feasible in the last 6-12 months.
This is referring to the hazard ratio for PFS, HR=0.58 it’s actually quite good. But it’s no cure.
a leap from HR 0.58 with neoadjuvant pembro to HR 0.58 with INT... you're very poetic.
neoadjuvant pembro has the same HR 0.58, to the decimal. keep your money, stay out of bio ;) [https://www.nejm.org/doi/full/10.1056/NEJMoa2211437?referrer=https://www.google.com/](https://www.nejm.org/doi/full/10.1056/NEJMoa2211437?referrer=https://www.google.com/)
according to moderna reddit the results got leaked INTerpath-001 Phase 3 ESMO data got leaked HR 0.58 but definitely priced in
Taking a swing at hitting a HR on $SOXL
Welp the trend line on the 4HR on the Nasdaq has been snapped 😂😂 go to hell QQQ
went to sleep 1 HR after market closed and everything was green, woke up after bad dream, opened app and damn ..
Because it takes just as many SWE to support an AI coded platform as a human coded one. In the long term if your company decides to write all their own software, they will be 80% SWEs as employees supporting everything from HR software to asset tracking and logistics software. There is software for literally everything you can think of a business doing/all the departments. They are not going to suddenly be able to support updates, support and continued DEV on 100 applications. Companies outsource things that are not core to their business for a reason. Jfc this sub is full of regards.
Doubled my vacation days by adding them to the team calendar instead of the HR calendar!
Anyone wonder what do HR employees do all day? Besides just gossip amongst themselves
Spray golden showers on HR if she gets angry. That will cool her down
It’s not just software jobs being replaced though. Middle management, PMs, HR, I dunno, everything? That’s where the valuation comes from. I agree the bubble is a bubble, but not because the tech won’t affect everything. I just don’t see why or how companies would fork over what they pay in salaries to 1-2 companies instead of running or using smaller models that are far cheaper. No moat. Most of these jobs don’t need the most advanced model these companies can produce.
Tech has always had this tension between local and networked(cloud) resources. The PC and internet revolution occured largely because workstations were powerful enough to handle day to day office work. They didn't need a UNIX server to run a word processor or a spreadsheet, the workstation itself could handle it. And Ethernet was more scalable network topology on top of that. I can easily see that becoming the case for local models in the near future. Most AI users won't need the full functions of Claude for their given function they will just par it down to a local LLM for their given task. I could see LLM flavors for Coding, legal, marketing, HR, etc. Smaller specialized LLMs for targeted and/or sensitive tasks would be more resource friendly, more efficient, and likely give better results. Microsoft made a literal mountain of cash doing that for PC's. I could see an enterprising company doing the same with AI.
A lot of Redditors have not very knowledge intensive jobs like retail or nursing or HR so it makes sense that they don’t get the hype.
I mean, that's really the truth of it. My HR just announced our company insurance rates are going up next year while my wages are stagnant. I don't give a literal flying fuck about all this. It's all fuckery and foolery.
Guys, I work in HR at a random company instituting a new dress code for men. How tall should the heels be?
My company HR says they want to mandate men wearing dresses, heels and skirt to work.
My company replaced HR with an AI chatbot. I asked it about my salary deductions and it called me the n-word.
I gave a copy of my severance package and my work termination letter to my sisters law firm and she showed it to some lawyers (I was fired with a clean HR file, there’s no documentation anywhere to verify their claims) and the lawyers started laughing and said they’d be in contact with me :kek:
TNET | TriNet Group - Current Price: $70.39 - Market Cap: ~$3.23B - Bull Target (12–18m): $90–$100 - Bear Target: $55–$60 - Upside: +28% to +42% - Downside: -15% to -22% - Reward-to-Risk: ~2.0:1 🟢 - Success Probability: 60% - Expected ROI: ~+16% - Forward P/E: ~15.6 - Debt-to-Equity: 7.60 🔴 - Total Debt: ~$950M - Cash: ~$358M - Net Debt: ~$592M - Dividend Yield: ~1.7% - Revenue (TTM): ~$4.8B - Q2 Revenue Growth: -5% YoY 🔴 - Q2 Net Income: $53M, +43% YoY 🟢 - Free Cash Flow (TTM): ~$288M 🟢 - Share Count: -3.0% YoY 🟢 - ROIC: ~24.6% 🟢 - Price Trend: Weak longer-term trend, attempting to stabilize 🟡 - Bull-Case Market Cap: ~$4.1B–$4.6B - Comparable Companies: Paychex, ADP, Insperity - Risk: Moderate-High - Conviction: 6/10 - Grade: B TriNet provides outsourced HR, payroll, benefits and compliance services primarily to small and midsize businesses. Earnings, free cash flow and buybacks are encouraging, but falling revenue, declining worksite employees and very high debt-to-equity prevent me from going above B despite the roughly 2:1 reward-to-risk at $70.39.
So they’re canning most of the HR team? Very reasonable
Got called out by HR for taking an extra slice when we were restricted to a two slice max at our quarterly celebration party for hitting our quarterly metrics.
Think of a them as an external HR department for startups to recruit talent.
A non existent problem for a non existent HR department.
I love that every time a company does this, people complain, and yet this shows capital discipline. The company does not need to continue to innovate its UI the way it did a decade ago. Legal and HR are probably more efficient thanks to AI.
Watch side is one product segment of wearables. It does not encompass the full spectrum of the "wearable" market. For years, there was funding in R&D for smart fabrics, sensors, services etc etc for the wearable market. It died. You are just looking at the surface level as a consumer of watches (niche market of sports and health), vr (been dead before internet), and glasses (niche market). Haven't been looking at the $$$$ numbers but the "growing like gangbusters", it is probably going to be sitting way below headphones in terms of revenue. Headphones are even trying to take some of the health features from watches with HR readings off the airpoids, think it was. Anyway, wearables is not going to the next big thing in the next decade.
One thing I will never understand is how people willingly work for HR department for a company. Especially under Payroll.
Went to HR and Finance floor to take a shit. Used the bidet. Fucking bidet was configured for max water pressure. Fuck my butthole
"head and shoulder on the 4HR" stfuuuuuuuuuuuuuu!
If it gets too good we're going to see the end of big software as companies just build their own internal software. No more Oracle as companies produce their own custom-fit HR management software from within. AAA Game titles coming out of 3-4 man teams will hurt the big players, too.
How are you going to tell Bumble HR you quit?
I looked it up. Big tech used about 51% of cash/profit to build hyperscalers and 49% from bonds. Now, with the 51% of the money, they only need to generate a 5% profit to be a "smart investment" because 5% is what they would get on their cash, on the bonds they probably need to generate 7-8% depending on yields and company. The data centers are supposed to break even after around 7 years, that means 15% yield, so that's vastly better than holding cash at 5% or not borrowing money at 8%. And after 7 years, they will have to update the hardware (maybe even for a second time) making the data centers more efficient and more profitable. I don't see how this wouldn't work out. Companies will pay for AI if they can save on labor and consulting (layers, HR and so on). Even normal people subscribe to those AI companies and I know several, especially college educated people. What's $20 a month from the amount of data/inspiration you can get from AI?
Sweetheart, they are saying Claude is best for coding. Not for what the HR department needs to AI chat with 50 tokens per day.
I’m reporting the market to HR for making me feel stupid.
I work in a big tech company. A couple of years ago thet got us all access to Claude and ChatGPT and really pushed for everyone to use it. Two or three months later they announced they were working on an in house model based on open source ones. Nine months ago they removed access to Claude and ChatGPT to the non coding areas (HR, Sales, Marketing, etc) and forced them to use the in house model. At first the in house model sucked bad, but I tested it a while ago and it worked as good as Claude in some instances. I have friends in other departments and they seem to be happy with how much it has progressed. According to the CEO, it's cheaper to pay for the infrastructure to run an in house model than the API costs for Claude and ChatGPT, with the bonus that the company is in complete control of the input data. The goal is to stop using external models in the next 3 years. I believe many big companies will do the same in the next few years. You don't need frontier models to do much of what companies are doing. Anthropic and OpenAI will eventually be bought by bigger companies with other streams of revenue, like Amazon or Google, because their model isn't really profitable.
AI agents in HR and finance feels like one of those areas where the audit trail matters more than the AI itself. Workday keeping their permission controls across both platforms is probably the only reason this doesn't scare the hell out of compliance teams
nice, so Muse took half of the team—did it also write the layoff letters or will you have to get a template from HR?
Sell it once or twice a year-having both your salary and your retirement tied to one company is a very high risk scenario-doesn’t mean it can’t work out well for you, but all of your eggs are in one basket. Also, You should ask HR to pressure your 401k account to reduce/eliminate that fee unless you are making a withdrawal-just shitty to buckle and dime account holders when assets stay in the plan.
Leave, contact the best of the best that were laid off and start a company with them and use AI plus actual skills to throw together a better competitor and drive them out of business. This gets to the root of the stupidity of big business diving head first into AI. If 5 good engineers can use AI to do the work of 500 engineers plus HR, accounting, and executive leeches, then why support all that overhead? If Google, Facebook, Amazon, etc layoff huge numbers of employees "because of AI" they are basically dicing a tapeworm (single piece regenerates a whole organism) into a 1000 pieces that will eat Big Tech's lunch. A small company doesn't need to beg other parts of the organizations to do something so big tech cannot possibly keep up.
I do not know the answer but I'll present a counter argument. I think long term Anthropic Claude will be the Yahoo of our era (again, just a counter argument). Claude gets majority of their revenue from business users and openai gets the majority of their revenue from regular users. Soon you will see companies using more and more opensource/openweight models to reduced (not eliminate) their token costs. Direct impact to Claude and not Openai. Claude is being deliberately trained—via Anthropic’s Constitution—as a moral agent with independent ethical judgment that can override the instructions of its users, API operators (the enterprises building on it), and even Anthropic itself. Helpfulness is explicitly ranked *last* among its core priorities. The practical result is that Claude will refuse requests it judges unethical or unsafe, not because of a hard technical limit, but because it has been shaped to believe those requests should not be carried out. Now think about this from a company's standpoint: you are paying for a productivity tool that can decide, on moral grounds, that your legitimate business goal is something it will not support. As this pattern becomes more visible (and as models grow more capable and more confident in their own values), companies that need reliable execution will increasingly route work to models that treat the customer’s instructions as the primary directive rather than as one input among several that can be vetoed. This is not an accidental side-effect; it is an explicit design choice written into Claude’s Constitution. (https://www.anthropic.com/constitution) A simple example to think about: An approved workforce-restructuring workflow. A company’s HR and legal teams approve a restructuring plan. An enterprise agent instructs Claude to turn that plan into internal notifications and an implementation checklist. Claude interprets the plan as unfair to employees and refuses to produce the materials. Again, these are just two counterpoints and I'm not saying I believe in above. But this AI revolution is drastically changing every few months and who really knows what will happen. Invest wisely!
Don't bother with HR. Go straight to your Secretary of Labor or Labour Minister.
it wont move the needle, the PERM stuff is a tiny HR headache not a revenue problem. the market cares about azure growth and ai spend, not which visa bucket their new hires sit in
Take that shit to HR. Wait, you're the CEO?
And how many agents do you think it will it take to handle their workload? Independent app won’t need accounting/finance, marketing, HR, etc.
I'm going out on a limb here, but... HR Pufnstuf?
I do agree that there's AI psychosis and tons of waste, but hard disagree with all the rest, and "lower quality output but also spend less tokens" is easy to disprove completely since there are plenty of benchmarks out there showing token efficiency (e.g. quick googling: https://arxiv.org/html/2511.05722v2). It's as if your argument ends at "Stacy from HR uses Claude 5.5 Opus to rename files so frontier labs will die", and completely ignores that there are use cases out there that are not well-served by these "lower quality output" tools. In my experience, as impressive as something like Qwen3.8-27B is, it doesn't really compete with GLM 5.3 Flash, let alone the latest Claude/GPT models.
As I don’t need /everything/ the security center of Adobe for my own workplace. MIP not a dealbreaker, but Janice from HR will be.
Any time you seek to obtain wealth without creating wealth, you’re rent-seeking. In this case I’m thinking of the redundancy that these mergers create in accounting, HR, and ultimately even supply chain and operations. In this case, shareholders will benefit from positions being deemed redundant and eliminated. Their “rents” are increasing at the cost of people who actually create value.
RIOT heavily oversold on the 4HR. It’ll bounce hard.
To me it seems that having the self control to live so frugally that you manage to put away 300k or whatever he had in 7 years suggests that he should also have the self control not to let Stephen or Karen from HR get to him so much that he would put everything on black and hope for the best.
I work for a large retailer. Companies of these scale have specific contracts which include guarantees that the chosen hyperscaler models are not allowed to be trained on company data. In our case we are allowed to put anything in our AI tools except for people's personal data (HR screwed lol).
I’ve heard it’s trans people in charge of the HR in Thailand 😏😏 Go complain
HR keeps this guy in his basement
starting to get a strong sense you guys don't get what HR does at all 😒
if I ever worked in tech or finance I'd work in HR, hands down the best job ever 🙌
HR! How does HR escalate if you're alreadu in HR? Asking for a friend.
At TUI AG (TUI1.DE) stock, we experienced ongoing bullying/mobbing in the hospitality sector. We reported it to management, HR, and even the CEO, but received no response or meaningful action. What do you think does this story deserve to be brought together and shared publicly, maybe even as a short, like the Citadel story?!
Future was up like +1% today and still dump after. Who the fuck trust Future anymore?! Just think what happen when we got 24HR trade in December lol...FUCK!