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herbgreenberg @herbgreenberg.bsky.social · 7h

Cue Jackie Wilson.

A Giant New AI Data Center Is Coming to the Epicenter of America’s Fracking Boom

herbgreenberg @herbgreenberg.bsky.social · 1d

Another day, another press release - or series of them. But riddle me this: What happens when the press releases stop?

The Wall Street Journal @wsj.com · 1d

Exclusive: An Nvidia-backed AI startup plans to build a giant data-center complex with CoreWeave that is capable of generating its own power on a site two-thirds the size of Central Park.

CoreWeave and Poolside announce partnership for a data center built on a sprawling ranch in West Texas.

on.wsj.com

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herbgreenberg @herbgreenberg.bsky.social · 2d

Separating what's real from what's not in the current state of the AI infrastructure boom - some numbers and one WAY off-the-radar company to watch as an indicator. www.herbgreenberg.com/p/quick-hit-...

Quick hit: The Reality of Those ‘New’ Data Center Press Releases

It’s one thing to announce a new data center deal, it’s another to actually build the data center.

herbgreenberg @herbgreenberg.bsky.social · 2d

The race not to be last.

"CDC is over": RFK Jr. lays off over 1,000 employees in Friday night massacre

herbgreenberg @herbgreenberg.bsky.social · 2d

Interpret at will..., via @financialtimes.com www.ft.com/content/094e...

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herbgreenberg @herbgreenberg.bsky.social · 3d

In his San Diego show last night, @mulaney.bsky.social pulled no punches in his hilariously brutal RFK bit.

Ed Maibach @maibached.bsky.social · 4d

The Mad King and his equally insane court jester are burning America’s public health agency to the ground. We—all Americans—will pay a very dear price for this madness in the form of harm to our health.

Let’s hope Congress and the courts will intervene to
#StopTheMadness

Amid the ongoing shutdown, the HHS secretary wiped out entire offices that investigate disease outbreaks, manage infectious disease responses and collect data.

www.msnbc.com

herbgreenberg @herbgreenberg.bsky.social · 4d

Their side of the one we share, yes.

herbgreenberg @herbgreenberg.bsky.social · 4d

Nah, a 2 foot difference between elevations. No slide area but the wall IS ready to fall. It's between me and the neighbor.

Weekly Wrap – ‘Not Normal’ is the New Normal

herbgreenberg @herbgreenberg.bsky.social · 4d

The conviction in this market is as strong as the brick wall on the side of my house, which is leaning so badly to one side that I’m surprised it hasn’t caught the eye of the prediction markets. My latest… www.herbgreenberg.com/p/weekly-wra...

I’m talking about the market, of course, but the ‘signs’ of stretch would appear to be everywhere, as they have been... all the way up!

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

herbgreenberg @herbgreenberg.bsky.social · 7d

This image from @theinformation.com .... a picture really IS worth a thousand words.

The Information @theinformation.com · 7d

President Trump demanded that Microsoft fire its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. Microsoft's response could set a precedent for how tech firms handle political pressure. Full story here: https://thein.fo/42zRcHn

Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacc...

thein.fo

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herbgreenberg @herbgreenberg.bsky.social · 7d

Yeah, confirmation bias because you did TOO much research. It was a key risk a bull in Turning Point Brands $TPB gave in this interview when I asked him what some of the top risks were. Rare to hear people use that one. herbgreenberg.substack.com/p/video-extr...

Ed Borgato @edborgato.bsky.social · 9d

Fintwit archive, 2019.

There is a time to let it go.

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herbgreenberg @herbgreenberg.bsky.social · 8d

Ever get that feeling that it's all coming to a head? The "all" is 🤔... interpret at will.

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herbgreenberg @herbgreenberg.bsky.social · 11d

I don't have a podcast. Or a show. Or anything regular. But I did this, w/someone not on the podcast circuit. Talked short-selling in this market, digging into a short-seller's long thesis, and a candid discussion of the risks, including one you never hear. Enjoy. youtu.be/cmmiPWnRHWU

Turning Point Brands TPB - Why A Hedge Fund Manager Thinks This Is The Best Long Of His Career

YouTube video by StockMarketTV

youtu.be

herbgreenberg @herbgreenberg.bsky.social · 16d

Regarding this splashy new $14.2b CoreWeave/Meta deal: Yippee-yi-yo, ki-yay! Just one problem - no mention of price or terms in what is merely an extension of a 2023 contract. As one friend quips, Wall Street is morphing from watching ARR to RPOs. Just the headlines, ma'am, not the facts.

Weekly Wrap – The Trillion Dollar Question... THIS MARKET!

herbgreenberg @herbgreenberg.bsky.social · 25d

From my latest, regarding this market and what I call “the trillion dollar question”…
"It’s not just the markets that can be humbling. So can hubris. We’re in that phase. Time to rev up the ole' Hostile React-O-Meter™."
www.herbgreenberg.com/herb-greenbe...

▶A quickie today, but first if you’re a paid/premium subscriber: If you did not receive yesterday’s full report headlined, “Why CoreWeave is Worth Watching” – or only received a preview, with a link t...

Why Quarterly Reporting Shouldn’t Be Abolished

herbgreenberg @herbgreenberg.bsky.social · Sep 15

I've flushed out my thoughts on this short-termism focus. In the end, it's just another convenient excuse. www.herbgreenberg.com/herb-greenbe...

The best way to make money is to avoid losing it. That’s why I write Red Flag Alerts. It’s a dirty job, but somebody’s got to do it! If you’re not yet a subscriber, consider becoming one. For more inf...

herbgreenberg @herbgreenberg.bsky.social · Sep 15

Tweet

Reporting quarterly is a good thing. The issue is guidance, short OR long-term. THAT'S what creates the short-term volatility as the algo's and everybody else play to THAT, and companies kowtow to the "meet or beat" game.

Financial Times @financialtimes.com · Sep 15

Breaking news: Donald Trump has called for US companies to stop reporting quarterly results, adding that a shift to publishing figures twice a year will save them cash and allow executives to focus on their businesses. on.ft.com/47K1KHk

herbgreenberg @herbgreenberg.bsky.social · Sep 12

Thoughts on this ‘Throw-A-Dart Market’ as ‘the worst ones are starting to work.’ www.herbgreenberg.com/herb-greenbe...

herbgreenberg @herbgreenberg.bsky.social · Sep 11

Debt, imagine that.

Carl Quintanilla @carlquintanilla.bsky.social · Sep 11

“.. raising concern that pain in the multibillion-dollar market for bundled auto loans is starting to mount.”

@bloomberg.com
www.bloomberg.com/news/article...

Nvidia, Broadcom, TSMC, other AI names rally on Oracle's massive growth projections

herbgreenberg @herbgreenberg.bsky.social · Sep 10

In the old days I'd say this is a palpable moment, but I guess this ain't the old days.

CNBC @cnbc.com · Sep 10

The biggest gainer was one of Oracle's so-called neo-cloud competitors, CoreWeave, which rose 20%.

The biggest gainer was one of Oracle's so-called neo-cloud competitors, CoreWeave, which rose 20%.

cnb.cx

herbgreenberg @herbgreenberg.bsky.social · Sep 10

⬇️

Ed Borgato @edborgato.bsky.social · Sep 9

Roger Federer only won 54% of the points he played in his career.

This post is about investing, not tennis.

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herbgreenberg @herbgreenberg.bsky.social · Sep 2

Retire early, die early!

CNBC @cnbc.com · Sep 2

While you may hope to step out of the workforce sooner rather than later, it’s easier said than done, experts say.

Retirement age 'should' be 58, survey respondents say, on average. Here's what financial advisors recommend

Americans in a recent survey said they 'should' be able to retire at age 58, on average. Here's what to consider before retiring early.

cnb.cx

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herbgreenberg @herbgreenberg.bsky.social · Sep 2

I’m old enough to remember Dart & Kraft.

BizToc @biztoc.com · Sep 2

Kraft Heinz to Split into Two Companies After Decade-Old Merger — Kraft Heinz announced it will reverse its $46 billion merger by splitting into two separate publicly traded companies to focus on sauces and groceries. This move aims to revive growth amid changing consumer preferences…

Kraft Heinz to Split into Two Companies After Decade-Old Merger

www.cbsnews.com

herbgreenberg @herbgreenberg.bsky.social · Sep 1

Ah, beautiful day today in Quebec. Oh, that’s the White Birch Paper mill across the way here on the St. Charles River.