This is how short squeezes end. This is five days of $CAR.

The Wrap - Here We Go... AGAIN! Don't try to over-intellectualize what's going on. Also, doing a live broadcast here with Al Lewis of Business Blunders on Monday. Details below.

Good thing it's Saturday.

Red Flag Alert – ESAB's False Narrative It's one thing to aspire to be a compounder; it's another to claim it already is, when it isn't.

Just calling itself a “compounder” doesn’t mean a company really is. And $ESAB isn’t, certainly not yet, even though it claims it is. www.herbgreenberg.com/p/red-flag-a...

give it time.

It's official, with $CAR and $BIRD, we're officially back in 2021... or almost. The only thing missing is $GME, but if all goes according to plan, the prediction markets should be starting a pool, just about now.

When does K-tel announce their AI business?

Truth stranger than fiction dept...

Interpret at will. I'll go first... 😱!

The Wrap – Stupid Stock Promotion of the Week Also, quick comments on Turning Point, AXT and Palantir

Hype-o-rama: A stock promoter's dream!

If you read nothing else in The New Yorker piece on Sam Altman, spoiler alert: Just scroll to the very end... Interpret at will.

The Wrap – Jump the Shark Moment for RH? Plus... AXT and updates on Progress Software and Turning Point Brands.

It'll always be Restoration Hardware to me!
www.herbgreenberg.com/p/jump-the-s...

All I see is “first of a kind…” The promotion doesn’t stop. If I knew nothing else…

New Red Flag Alert – The Sudden Surge in AXT Perhaps no company exemplifies the silly late-stage nature of this phase of the AI gold rush.

Some companies are begging to be red-flagged, and perhaps none exemplify the silly late-stage nature of this phase of the AI gold rush more than this one.

Spinning a negative as a positive… by announcing it in bold, neon lights. $MSTR

The current level of grift... "never seen anything like it." [eom]

More cracks...

The Wrap – Warning Signs Investors Should Not Ignore They're often intangible, but the kinds of things that make seasoned investors nervous. Plus, Veeva, Oklo, and... my week of terrible timing.

Some of the best warning signs are often intangible; it’s more of an art to spot them....

I was raised to never speak ill of the dead. Period.

Next, they'll just get rid of the entire SEC.

Strong opinion on this: The goal should be for someone else to be the next YOU, not you being the next someone else. Seems so obvious.

😆

Ah, but can they grow hair?

Exactly what I was thinking - more to THAT story.

Of course, they have. Less frequent disclosure is not better for investors, and won't put an end to the real culprit: The meet/beat game.

How much of that $1t is really from related-party, circular transactions?

Next up, construction, nursing, home-health care, etc., etc., oh, and let's not forget car washes.

Nothing to see here folks, move along…

Red Flag Alert – Underappreciated Risk for ResMed What may keep the CPAP maker's investors up at night.

Now here’s one that will, uh, give new meaning to keeping its investors up at night. $RMD www.herbgreenberg.com/p/red-flag-a...

What a Long, Strange Trip It's Been I’m exhausted.

I’m exhausted. So are you. It’s that kind of market, regardless of bull, bear, or neither. Plus a bunch of updates on $GIII, $SN, and what would a week be without $HIMS. Have a great weekend! www.herbgreenberg.com/p/the-wrap-w...

Like clockwork!