Newsletters

Archive

Friday, February 3, 2023

The Problem With Heart Surgeons... And More Uses for ChatGPT

By Herb Greenberg

A recent headline in The Economist couldn't help but catch my attention... Bypassed: are heart surgeons dying out? The sub-headline was equally compelling... For years, they swaggered atop the medical profession. Now the machines are coming for their jobs So was the cover photo... A few quotes in the story were equally eye-catching – including […]

Friday, February 3, 2023

Time is running out to watch Herb Greenberg's latest presentation; Why America Should Ban Crypto; TikTok Dealt Another Hit as Democratic Senator Joins Calls for Banning the App; Pitches for Meta Platforms and Quálitas Controladora

By Whitney Tilson

1) I've been friends with my now-colleague Herb Greenberg since 1997... I watched him go from taking Wall Street to task in his six-day-a-week column at the San Francisco Chronicle... to acting as the fulltime "voice of reason" on CNBC... to spearheading a number of successful research firms over the years. But none of Herb's […]

Thursday, February 2, 2023

ChatGPT: 'Garbage In, Garbage Out'? Readers Weigh In

By Herb Greenberg

The big question in the early innings of conversational and generative artificial intelligence ('AI'), such as ChatGPT, is... how good are its responses? CNBC recently had a great conversation about this with longtime tech investor Roger McNamee, whom I used to quote decades ago when he was a fairly unknown tech analyst for mutual fund […]

Thursday, February 2, 2023

Meta Platforms Q4 2022 Earnings Review; Update on the tech giants; Day 1 at VALUEx Klosters; Luckin Coffee; Investing in Aviation; Bed Bath & Beyond Misses Interest Payments as It Weighs Chapter 11; How Long Does It Take to Get Fit Again?

By Whitney Tilson

1) The stock of Meta Platforms (META), the parent company of Facebook, Instagram, and WhatsApp, is soaring this morning after reporting strong earnings yesterday... I was pounding the table on this stock as it crashed last fall, writing a five-part series in November and another e-mail on December 6, in which I concluded: In the […]

Wednesday, February 1, 2023

The 'Memefication' of AI

By Herb Greenberg

Well, that didn't take long... It has been a mere two months since chatbot ChatGPT came out of nowhere to be everywhere... and the stock promoters are up to their old tricks. The "Dash for Trash," as it has been called, is off to the races – this time with artificial intelligence ("AI") as the […]

Wednesday, February 1, 2023

Herb Greenberg on CNBC; Doug Kass: Believe Half What You See and None of What You Hear; Paul Krugman: Light at the end of the inflation tunnel?; The U.S. Consumer Is Starting to Freak Out; India's Adani Group Fails to Halt Short-Seller-Driven Decline; Gabriel Grego: The dark side of Darktrace; Greetings from Switzerland

By Whitney Tilson

1) On Monday, my colleague Herb Greenberg made an appearance on CNBC – discussing interest rates, market sentiment about the Fed, and stocks making a comeback. You can check it out below: Also, if you haven't seen it yet, make sure to check out Herb's new presentation... In it, he shares the details about a […]