$ORCL and all the rest, including all the suppliers, can issue press release after press release about new data centers, but in the end, there is the reality of approval. Delays, delays, and more delays. https://t.co/B1ecqxfvJ7
View original →Editor Herb on the Street/Red Flag Alerts. Hype-buster, creator/proprietor of the ORIGINAL Hostile React-o-Meter™.
Cite asCryptoQuant has tracked the directional calls on SPY by @herbgreenberg on X since Feb 2025: not yet scored on SPY (as of Oct 12, 2026).
No SPY calls in our data yet.
Relative view by default — fewer than 30 SPY calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @herbgreenberg to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$ORCL and all the rest, including all the suppliers, can issue press release after press release about new data centers, but in the end, there is the reality of approval. Delays, delays, and more delays. https://t.co/B1ecqxfvJ7
View original →And so it begins. With $OWL, no less. Who woulda thunk? https://t.co/qcj5Br0Haj
View original →With the rise of Muse and its ilk, the last thing I would want to do is write a subscription newsletter. Oh, wait! (A little $GFL and $OKLO, too!) https://t.co/oZnCKq46qI
View original →The saga of $GFL continues, this time with the CEO going on Bloomberg TV yesterday, saying he would consider going private. Then, hours later, Bloomberg reported that major PE firms are in a bidding war for the company. Of course, this comes weeks after the latest rumors of bids started circulating in the Canadian press. Craziest story ever. The beat goes on...
View original →"Break up Berkshire Hathaway?" That was the headline on something I wrote in 2014 about what may have been the late Ted O’Glove’s most controversial, boldest call. It may be more relevant than ever today. I explain.. cc @HewittHeiserman https://t.co/QLWl7dqo7n https://t.co/jCg9WZAFDp
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