ROKU Roku Inc

$ROKU just imagine where this would be today without the Fox acquisition… easily over $200, probably more like $240 by now. Makes me sick every time I think about it

I used to get alot of heat for my bullish stance on $ROKU ... Some folks see the same for $RBLX ... I know how this ends...

$ROKU comes up Strong at a 16 on the quality momentum scanner right now, #1 in its industry

$ROKU Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.

$ROKU ’s funnel is viewing to ad exposure to ad revenue. Traffic alone is not the final result. $PINS is judged by whether content creates purchase intent, clicks, and purchases. $CNET ’s GEO should be measured the same way: AI mention, click, inquiry, quote, contract, and renewal. Each layer needs evidence.

$ROKU and $FOXA both hold votes Wednesday. Two sets of holders, one deal, and the vote is still the only gate with a published date. The conditions behind it don't have one.