$ROKU Everyone who invests in any of the streaming stocks understands that hours viewed will be down this year, over last year. EVERYONE KNOWS THIS. It's priced in, more or less. But all the companies that makes money with AVOD will do better this year due to companies spending more on ads because we are not in a pandemic caused recession. It's pretty simple. Hours viewed is not a strong as the flow of ad money coming to connected tv from linear tv.