Deja Vu. T_老虎社区_美港股上老虎

2021-11-18

Deja Vu. This feels oddly like September 2019. ROKU had dropped 10% on news of AAPL pricing for Apple TV, then Comcast released XFinity at no cost, dropping ROKU another 13%. The nail in the coffin, was the following week when another 1 star analyst, Wlodarczak from Pivotal Research released with sell rating, dropping ROKU another 18%. Total drop 45%. From $177 to $98. As I remember, ROKU had less than 1/3 of player revenue at that time, and was posting losses of $20+ mil./quarter vs. $60+ mil. Profit.

$Roku Inc(ROKU)$

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