Expecting to see it drop to mid high $50’s after $ROKU earnings tomorrow. It’s had its run and will pullback when earnings come in softer than expected. Few Understand. 🧸 Bearish
Thanks for the share, but I think you are focusing too much on focusing on price/sales. What about the massive growth, disruption of status quo television and unrelenting cord cutting?
No mention of $70 Billion yearly ad budgets which still have some 90% left to migrate to streaming, no mention of #Roku being the market leader for streaming in all measures. The price/sales argument has been thrown around since $ROKU was in the $50 range, and yet it has grown exponentially to be able to sustain its current prices with roughly the same price/sales as it had back then.
Some good stocks here. But I never understood the lover for $ROKU. To my knowledge all #Roku does is provide a line of products to watch movies and music over the internet. But the market is proliferated with such products, and there are many superior products by real market leaders like #Google, #Apple, and #Amazon. $GOOG$GOOGL $AMAZN $AAPL
I don't understand what people see in #ROKU? Maybe I'm missing something, but isn't the only thing the company does is make products that are just like the Amazon Fire TV Stick, the Google Chromecast and a dozen other similar products?
I'm not convinced #WesternDigital has any sort of competitive edge. I had thought they were making an impressive early foray into video streaming and turning TVs into Smart, all in one devices. But they were quickly eclipsed by #Roku, #Amazon, #Google and others. $WDC$ROKU$AMZN$GOOGL
ROKU Gears Up To Report Q2 Earnings: What's In The Cards?
Expecting to see it drop to mid high $50’s after $ROKU earnings tomorrow. It’s had its run and will pullback when earnings come in softer than expected. Few Understand.
🧸 Bearish
Roku Had A 'Stellar' Quarter, But Is The Stock Valued Too High Right Now?
I don't think it's too high. I think $ROKU will only continue to increase.
Avoid These 4 Overvalued Tech Stocks: Twilio, Roku, Equinix, and Cloudflare
Agreed. $700 billion dollar total advertising market worldwide. Probably $1.5 trillion dollars in total market size that $ROKU can tap into.
Avoid These 4 Overvalued Tech Stocks: Twilio, Roku, Equinix, and Cloudflare
Thanks for the share, but I think you are focusing too much on focusing on price/sales. What about the massive growth, disruption of status quo television and unrelenting cord cutting?
No mention of $70 Billion yearly ad budgets which still have some 90% left to migrate to streaming, no mention of #Roku being the market leader for streaming in all measures. The price/sales argument has been thrown around since $ROKU was in the $50 range, and yet it has grown exponentially to be able to sustain its current prices with roughly the same price/sales as it had back then.
Roku slides after partner launches new Android-powered smart TVs
I have one of those android powered TV's and they suck hardcore. I still use my Roku in the Android interface is terrible. $ROKU
Roku Is Well-Positioned With Or Without A Pandemic, Benchmark Says In Bullish Initiation
Good call on $ROKU
Stocks Are Pointing To Higher Opening On Cyber-Monday
$ROKU Downgrade to $110 so?? "Pump & Dump" Cyber Monday??
5 Monster Stocks To Watch for the July 2 Trading Session
Some good stocks here. But I never understood the lover for $ROKU. To my knowledge all #Roku does is provide a line of products to watch movies and music over the internet. But the market is proliferated with such products, and there are many superior products by real market leaders like #Google, #Apple, and #Amazon. $GOOG $GOOGL $AMAZN $AAPL
Can Stocks Rally Even As Banks Near Major Inflection Point
I don't understand what people see in #ROKU? Maybe I'm missing something, but isn't the only thing the company does is make products that are just like the Amazon Fire TV Stick, the Google Chromecast and a dozen other similar products?
$ROKU, $AMZN, $GOOGL
Is There A Turnaround Play At Western Digital?
I'm not convinced #WesternDigital has any sort of competitive edge. I had thought they were making an impressive early foray into video streaming and turning TVs into Smart, all in one devices. But they were quickly eclipsed by #Roku, #Amazon, #Google and others. $WDC $ROKU $AMZN $GOOGL