herbgreenberg
@herbgreenberg.bsky.social
Editor Herb on the Street/Red Flag Alerts. Hype-buster, creator/proprietor of the ORIGINAL Hostile React-o-Meter™. herbgreenberg.com
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herbgreenberg
@herbgreenberg.bsky.social
· Dec 18
A friendly reminder and reality check if you own a stock that is up 10% one day, 20% the next, 15% the next, etc etc: It is not likely because you are smart. Have a good day.
Reposted by herbgreenberg
WOW! AN HONOR! — GCN
December 6, 2025 at 4:16 AM
WOW! AN HONOR! — GCN
Seems like just yesterday this was "the next big thing..." www.bloomberg.com/news/article...
Meta’s Zuckerberg Plans Deep Cuts for Metaverse Efforts
Meta Platforms Inc.’s Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse, an effort that he once framed as the future of the company and the reason for chan...
www.bloomberg.com
December 4, 2025 at 2:30 PM
Seems like just yesterday this was "the next big thing..." www.bloomberg.com/news/article...
The end market finally saying... no mas! It's like, do I really need this new AI tool? How many of us have already shut it off on our iPhones, Macs, PCs, etc. because it interferes, rather than helps?
Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products
In a rare move, Microsoft has lowered sales quotas for newer AI products as customers resist paying more.
Read more from Aaron Holmes 👇
https://thein.fo/44rdw75
In a rare move, Microsoft has lowered sales quotas for newer AI products as customers resist paying more.
Read more from Aaron Holmes 👇
https://thein.fo/44rdw75
Microsoft Lowers AI Software Sales Quotas as Customers Resist Newer Products
Executives at Microsoft and other enterprise software firms heralded 2025 as the year artificial intelligence would be capable of automating tasks that involve multiple steps, such as generating dashb...
www.theinformation.com
December 3, 2025 at 2:49 PM
The end market finally saying... no mas! It's like, do I really need this new AI tool? How many of us have already shut it off on our iPhones, Macs, PCs, etc. because it interferes, rather than helps?
I guess 5x leveraged got their attention. Trouble is, that rocket ship has already left the launch pad.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
SEC Halts High-Leveraged ETF Plans in Warning Over Risks
The US Securities and Exchange Commission has issued a flurry of warning letters to some of the country’s most prolific providers of high-octane exchange-traded funds, effectively blocking the introdu...
www.bloomberg.com
December 3, 2025 at 1:55 PM
I guess 5x leveraged got their attention. Trouble is, that rocket ship has already left the launch pad.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Seriously? Good news for Intel, perhaps, but a mixed message for Apple... suggesting it's reaching deep and low for growth.
Analyst: Apple to Use Intel to Manufacture Low-End Chips for Macs and iPads
Apple plans to use Intel to manufacture low-end chips for its laptops and iPads, according to Ming-Chi Kuo , a prominent Apple supply chain analyst.
Although Apple has no plans to return to using ...
www.theinformation.com
December 1, 2025 at 12:41 PM
Seriously? Good news for Intel, perhaps, but a mixed message for Apple... suggesting it's reaching deep and low for growth.
The older you get, the faster time seems to speed by. Except, with the rollout of ChatGPT, which seems like an eternity ago. www.axios.com/2025/11/30/c...
ChatGPT's third year rewrites the rules of work
AI can amplify or atrophy your skills.
www.axios.com
November 30, 2025 at 2:46 PM
The older you get, the faster time seems to speed by. Except, with the rollout of ChatGPT, which seems like an eternity ago. www.axios.com/2025/11/30/c...
That time of year again, San Diego style...
November 29, 2025 at 6:58 PM
That time of year again, San Diego style...
Happy Thanksgiving, Del Mar beach.
November 27, 2025 at 7:28 PM
Happy Thanksgiving, Del Mar beach.
I'd be stunned if it did anything to pull the rug out from under, especially w/all the AI at its disposal to create the setup that shouldn't. (He said, somewhat but not entirely sarcastically.)
Handicapping the reaction to Nvidia results across the market is both inevitable and futile.
What would've been a smart way to set up for its last report in August? Typical beat-and-raise released Aug. 27 with the stock hovering just below a record high....
What would've been a smart way to set up for its last report in August? Typical beat-and-raise released Aug. 27 with the stock hovering just below a record high....
November 19, 2025 at 8:15 PM
I'd be stunned if it did anything to pull the rug out from under, especially w/all the AI at its disposal to create the setup that shouldn't. (He said, somewhat but not entirely sarcastically.)
Win, lose or draw - the market's hanging by the quarterly earnings of a single company. (Nothing to see here, folks...)
Blip, dip, pullback or the beginning of the end? Global investors weigh in on equities sell-off
Blip, dip, pullback or the beginning of the end? Global investors weigh in on equities sell-off
Once asset light businesses have morphed into capex-heavy hyperscalers, leading to investor concern.
cnb.cx
November 19, 2025 at 2:20 PM
Win, lose or draw - the market's hanging by the quarterly earnings of a single company. (Nothing to see here, folks...)
Good luck eradicating what appears to be yet another edition of a Whac-A-Mole of stock market fraud. The question: How does Meta allow it to continue? www.herbgreenberg.com/p/possible-f...
Possible Fraud Alert – THEY'RE BACK!
Good luck eradicating what appears to be yet another edition of a Whac-A-Mole of stock market fraud. The question: How does Meta allow it to continue?
www.herbgreenberg.com
November 18, 2025 at 4:24 PM
Good luck eradicating what appears to be yet another edition of a Whac-A-Mole of stock market fraud. The question: How does Meta allow it to continue? www.herbgreenberg.com/p/possible-f...
The irony here, as obvious as it may be, is simply too rich.
November 18, 2025 at 1:19 PM
The irony here, as obvious as it may be, is simply too rich.
Reposted by herbgreenberg
Regardless of what happens next, if nothing else, “the past few days and weeks demonstrate that stocks priced for infinity and beyond are often no better than Buzz Lightyear thinking his jetpack and lasers are real.” www.herbgreenberg.com/p/the-wrap-w...
The Wrap: When Gravity Takes Hold
Also, AI's surprising impact on healthcare costs and... what exactly is a bubble? Plus, the widely ignored role AI is playing in pushing healthcare costs higher.
www.herbgreenberg.com
November 16, 2025 at 1:44 PM
Regardless of what happens next, if nothing else, “the past few days and weeks demonstrate that stocks priced for infinity and beyond are often no better than Buzz Lightyear thinking his jetpack and lasers are real.” www.herbgreenberg.com/p/the-wrap-w...
Regardless of what happens next, if nothing else, “the past few days and weeks demonstrate that stocks priced for infinity and beyond are often no better than Buzz Lightyear thinking his jetpack and lasers are real.” www.herbgreenberg.com/p/the-wrap-w...
The Wrap: When Gravity Takes Hold
Also, AI's surprising impact on healthcare costs and... what exactly is a bubble? Plus, the widely ignored role AI is playing in pushing healthcare costs higher.
www.herbgreenberg.com
November 16, 2025 at 1:44 PM
Regardless of what happens next, if nothing else, “the past few days and weeks demonstrate that stocks priced for infinity and beyond are often no better than Buzz Lightyear thinking his jetpack and lasers are real.” www.herbgreenberg.com/p/the-wrap-w...
From the "truth is stranger than fiction" file: “A bubble is only a bubble if it bursts.” Yes, he really said it. Echoes, for old-timers, of Chuck Prince before the GFC. (Look it up, kids.)
November 12, 2025 at 1:26 PM
From the "truth is stranger than fiction" file: “A bubble is only a bubble if it bursts.” Yes, he really said it. Echoes, for old-timers, of Chuck Prince before the GFC. (Look it up, kids.)
Round and round it goes, where it stops, nobody knows... www.herbgreenberg.com/p/connecting...
Connecting A Few Dots on CoreWeave
In light of that mysterious 'delay,' a few fun facts.
www.herbgreenberg.com
November 12, 2025 at 12:44 AM
Round and round it goes, where it stops, nobody knows... www.herbgreenberg.com/p/connecting...
What we're learning about AI, PLUS the rising AI credit crisis, my efforts to us ChatGPT to build a spreadsheet and my chipping Apple Keyboard... www.herbgreenberg.com/p/the-wrap-m...
The Wrap: Making it Up As They Go Along
Also, AI fatigue, the rising AI credit crisis and my chipping Apple keyboard.
www.herbgreenberg.com
November 9, 2025 at 4:28 PM
What we're learning about AI, PLUS the rising AI credit crisis, my efforts to us ChatGPT to build a spreadsheet and my chipping Apple Keyboard... www.herbgreenberg.com/p/the-wrap-m...
If you’ve been wondering what my take is on SharkNinja’s $SN quarter and other companies on my red flag alerts list, let’s just say it appears that hubris is in high gear. So is evasion. My latest… www.herbgreenberg.com/p/updates-sh...
Updates: SharkNinja, Paycom, Genpact, UPS.
Hubris in high gear on earnings calls, but so is evasion.
www.herbgreenberg.com
November 8, 2025 at 6:16 PM
If you’ve been wondering what my take is on SharkNinja’s $SN quarter and other companies on my red flag alerts list, let’s just say it appears that hubris is in high gear. So is evasion. My latest… www.herbgreenberg.com/p/updates-sh...
@peteratwater.bsky.social in for the win....
November 4, 2025 at 9:08 PM
@peteratwater.bsky.social in for the win....
When things are off the baseline...
www.herbgreenberg.com/p/lotsa-tens...
www.herbgreenberg.com/p/lotsa-tens...
Lotsa Tension and Pressure Out There
I'm talking about some of the recent rants from a few CEOs about the shorts. And I'm wondering... Why?
www.herbgreenberg.com
November 4, 2025 at 8:31 PM
When things are off the baseline...
www.herbgreenberg.com/p/lotsa-tens...
www.herbgreenberg.com/p/lotsa-tens...
Oh, no! Hang on, kitty.... we're comin' for ya!
Happy Saturday, everybody, from Lafayette, CA. Also, if you missed it: SharkNinja SN. Plus, LRN, FI, IR, OMC, UPS and more... www.herbgreenberg.com/p/the-wrap-s...
The Wrap – Market Hangs by a Thread
Also, if you missed it: SharkNinja. Plus, LRN, FI, IR, OMC, UPS and more...
www.herbgreenberg.com
November 4, 2025 at 2:55 PM
Oh, no! Hang on, kitty.... we're comin' for ya!
Who woulda thunk? Of course, the day's still young.
November 4, 2025 at 2:52 PM
Who woulda thunk? Of course, the day's still young.
Laughable. Same thing happened during dot-com era when bankers tripped over themselves to do deals until... a some turned out to be outright frauds. The standard response was... they lied to us.
Wall Street Intensifies Scrutiny of Fraud After Spate of Loan Losses
Lenders are increasing due diligence and demanding access to more data.
www.wsj.com
November 4, 2025 at 12:34 PM
Laughable. Same thing happened during dot-com era when bankers tripped over themselves to do deals until... a some turned out to be outright frauds. The standard response was... they lied to us.