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.
InnerPlant CEO Shely Aronov reveals how engineered crops like soybeans and corn emit signals when stressed—offering farmers early warnings to boost yields.
Payoneer CEO John Caplan discusses the implications of $100K H1B visa requirements—and how they could reshape tech talent, hiring, and U.S. competitiveness.
Lukas Alpert of MarketWatch explores how networks, brands, and ad buyers absorb the shockwaves when late‑night show hosts are suddenly cut — and brought back.
Scott Trench, host of the BiggerPockets Money Podcast, explores how recent rate cuts, high borrowing costs, and mortgage rates are reshaping U.S. real estate.