Sitemap - 2026 - Herb Greenberg | On the Street
When All Else Fails at GFL, Float Yet Another Rumor (While CEO's Yacht Floats in Paradise)
If You Missed It – Michael Saylor, tl;dr: 'Just Trust Me.'
The Wrap – Tech Vs. Oil: Irrational Extrapolation?
The Wrap – On Calling Out Fraud And Other 'Stuff'
CoreWeave Capers – The Jane Street Edition
The Wrap – Andrew Left's 'Bright Lines' Appeal
Off Everybody's Radar – The Rise of Roku
The Wrap – Fraud, Grift... Does It Matter?
The Wrap – What Most Investors Won't Admit
The Wrap: Talking Modine, GFL, UPS
Red-Flagging a Hot Data Center Play
Red Flag Update: The Games GFL Plays
Quick Update: The UPS 'Shocker' Nobody Wanted to Believe Was Coming
The Wrap – The Truth About the 'GPU Utilization' Debate. And...'You Retire, You Die.'
Live with Herb Greenberg and David Weidner of CapitAI on Substack – Companies that REALLY use AI
OpenAI's Issues Aren't an Illusion
The Wrap – A Week of WTF Nonsense
Talking Grift with Al Lewis of Business Blunders
The Wrap - Here We Go... AGAIN!
Red Flag Alert – ESAB's False Narrative
The Wrap – Beware of This Pathetic Joke of a Stock Advertised on TV
Replay of the Zoom on Turning Point
The Wrap – Jump the Shark Moment for RH?
The Risk With Stocks Is Real...
New Red Flag Alert – The Sudden Surge in AXT
The Wrap – How AI May Shake Out for Apple
The Wrap – Warning Signs Investors Should Not Ignore
Red Flag Alert – Underappreciated Risk for ResMed
The Wrap – What a Long, Strange Trip It's Been
Mini Case Study – AeroVironment Crashes
The Wrap – CoreWeave Crosses a Line
The Wrap – NoMo FOMO (For Now)
The Wrap – A (Blue) Owl In the Credit Mine?
Red Flag Alert – Nordson's False Narrative
The Wrap – 'Playing' the Market
Michael Saylor, tl;dr: 'Just Trust Me.'
The Moral of the Story of Hims (So Far)
The Wrap – What I'm Working On
Why Investors Aren't Buying Blue Owl's 'No Red Flags' Comment
The Wrap – But Aren't Stocks Supposed To Go Straight Up?
Red-Flagging Covista's 'Material' Yet Overlooked Risk
The Wrap – Is Short-Selling Dead?
The Wrap – Is Short-Selling Dead?
The Wrap – A Funny Thing Happened On the Way to Cloning My Voice...
A Funny Thing Happened On the Way to Cloning My Voice...
Why Veeva's Big Bet May Not Pay Off...
Red Flag Alert – Why Veeva's Big Bet May Not Pay Off
The Wrap – Red Flag Updates on Vital, Erie, NRG, PBMs