Herb Greenberg | On the Street

Herb Greenberg | On the Street

June 2026

If You Missed It – Michael Saylor, tl;dr: 'Just Trust Me.'
I've seen and heard a lot; this latest infomercial by Strategy for its preferred stock takes the cake.
 • Herb Greenberg
The Wrap – Tech Vs. Oil: Irrational Extrapolation?
Also, are data centers the next shale? Should we be nervous if the house is nervous? And... why are escrow agents so busy? So many questions, so few…
 • Herb Greenberg
Roku – Why NOW?
One thing's for sure, it's no longer off everybody's radar. But are they selling too cheaply? Answer: Follow the money....
 • Herb Greenberg
The Wrap – On Calling Out Fraud And Other 'Stuff'
Also, Roku takeover talk. Also, Extra! Extra! Plus, for premium subs: several new ideas I'm working on.
 • Herb Greenberg
CoreWeave Capers – The Jane Street Edition
No doubt being the smartest guys in the room, and making more $$ than anybody. But still, what's really going on here?
 • Herb Greenberg
The Wrap – Andrew Left's 'Bright Lines' Appeal
Also, Crypto, Bitcoin, Saylor's Strategy, G-III's tariff windfall. And for premium subs, updates on Modine, Signet, and Veeva.
 • Herb Greenberg

May 2026

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