1. Riskified's growth is expected to accelerate in 2026 due to new products and easier year-over-year comparisons; 2. Key products like Policy Protect and Dispute Resolve are projected to drive double-digit revenue growth; 3. A strong net cash position (44% of market cap) and aggressive share buybacks reduce downside risks, though competition and high stock-based compensation remain concerns.

1. AMD's stock outperformed the market post-sell recommendation, fueled by strong profits and a $6 billion buyback; 2. The article argues AMD remains overvalued relative to fundamentals and growth prospects despite financial strength; 3. Limited shareholder return potential and valuation risks justify a cautious investor outlook at current levels.

1. EOG Resources is shifting from dividends to share buybacks, signaling confidence in its undervalued stock and financial resilience. 2. The company plans to leverage its balance sheet by adding moderate debt to enhance shareholder returns, focusing on buybacks. 3. EOG's Utica Shale production is expanding, with wells outperforming averages, demonstrating management's careful, long-term growth approach.

1. AT&T's high dividend yield of 5.6% does not fully reflect its potential upside due to the inclusion of total shareholder yield, which includes share buybacks and debt paydowns. 2. Share repurchases at discounts can result in wealth transfer from selling shareholders to remaining shareholders. 3. Debt paydowns enhance the company's attractiveness by reducing enterprise value and improving valuation metrics.