Mark Hibben, author at Seeking Alpha, is following ASML Holdings as his "Idea of the Month." He weighs in on competition in the chip equipment space and the company's development of EUV lithography technology.
Hibben weighs in on ASML's unique place in the semiconductor market, since it's the only supplier of EUV machines. He believes ASML will probably be the only supplier for the next 10 years.
We discuss Intel's and Nvidia's place in the market and what the immediate and long-term future looks like for the space.
Seth Schachner, Managing Director at Strat Americas, talks Disney's taking control of Hulu, Warner Bros. and Discovery's split and how if affects the viewers.
Jeremy Fox-Geen, the Chief Financial Officer at Circle, joins Cheddar for a one-on-one interview as the company's stock surges on its first day of trading.
Mike Miedler, CEO of Century21 Real Estate, on why home prices are expected to drop. And what else you need to know about the real estate market right now!
SukuPay CEO, Yonathan Lapchik, discusses the app's historic milestone, becoming the first crypto infrastructure in a leading bank app in Latin America.
‘Taco’ chance on the markets’ volatility, this is nacho average opportunity! Plus: Southwest, Boeing, Disney, Nvidia, Stellantis, McDonalds, Warner Brother