Michael Kramer, author at Seeking Alpha, discusses Roku's $4.3 billion valuation and why he believes that stock is bloated. Kramer notes that the stock is nothing more than a device that allows you to watch other content like Netflix. Because of smart TVs and the crowded streaming device space, the stock is not due for a successful run. Kramer goes head to head with our hosts in explaining why he's so bearish on the streaming device maker.

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What's to Come for the 'Magnificent 7'
Matt Stucky, Chief Portfolio Manager of Equities at Northwestern Mutual Wealth Management chats why Nvidia has been unsteady leading up to its latest earnings results, plus what’s to come for the so-called ‘Magnificent 7.’
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