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.
As OpenAI and Anthropic eye public markets, Mizuho analyst Lloyd Walmsley tells us which AI giant has the stronger case for investors and what to watch next.
Hershey's VP of Marketing Dan Mohnshine reveals the brand's newest products, the story behind Dirty Soda Twizzlers, and how an iconic brand stays relevant.
Lavu CEO Saleem Khatri joins to explain how AI-powered POS systems are changing how major franchises like KFC take orders, cut costs, and serve customers faster
BillionToOne's Jen Hoskovec breaks down the Unity test, the latest in prenatal genetic screening, and what it means for those born with genetic conditions.
