Seeking Alpha Author Ranjit Thomas joins Cheddar to discuss why he's shorting Broadcom. The semiconductor company has a market cap of $108 billion, yet Thomas believes its share price will drop as much as 30 percent.
Thomas explains that Broadcom is disingenuous in the way it reports its GAAP profits. Reports, he says, aren't being presented to investors in a way that accurately reflects reality. He says it's not considered fraud, but it will eventually cause a collapse in the business.
Plus, Thomas doesn't believe its bid for Qualcomm will be successful. He says Broadcom has built a business on acquisitions and now that it's so big, it needs to set its sights on bigger companies. However, Qualcomm is embroiled in a legal suit with Apple, and Thomas thinks that won't bode well for Broadcom.
'The Chair Company' blends sharp satire with workplace conspiracy. Lake Bell joins us to talk its corporate themes, quirky characters, and why viewers love it!
Nvidia smashes earnings with record-breaking revenue and soaring Blackwell demand as shares slip this morning, Barron’s senior writer Adam Levine unpacks it all
Jeff Wagoner, CEO of Outrigger Hospitality Group, discusses the company’s coral preservation initiatives and sustainable practices at their hotels and resorts.
Dena Jalbert, Head of M&A at Align Advisory, discusses the state of mergers and acquisitions in 2025 and beyond, highlighting key trends and opportunities.
Kim Perell, author and entrepreneur, shares actionable tips and tricks to help current and aspiring entrepreneurs kick off 2026 with confidence and momentum.
Emera CEO Scott Balfour discusses soaring energy demand, AI-driven grid challenges, clean-power investments, and how the company is building a resilient future.
JB Mackenzie discusses Robinhood’s new entertainment prediction markets, letting users engage with pop culture, award shows, and more through low-stakes bets.
Rhett Power shares his startup journey, lessons from his early years and insights from his book on overcoming negative self-talk to lead with confidence.
