# ![@kodi_why Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1832175449390133248.png) @kodi_why Kodi

Kodi posts on X about $roku, $ttd, os, share the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1832175449390133248/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1832175449390133248/c:line/m:interactions.svg)

- [--] Week [---] +85%
- [--] Month [-----] +2,205%
- [--] Months [-----] -10%
- [--] Year [------] +866%

### Mentions: [--] [#](/creator/twitter::1832175449390133248/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1832175449390133248/c:line/m:posts_active.svg)

- [--] Months [--] -40%
- [--] Year [--] +233%

### Followers: [--] [#](/creator/twitter::1832175449390133248/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1832175449390133248/c:line/m:followers.svg)

- [--] Week [--] +23%
- [--] Month [--] +60%
- [--] Months [--] +100%
- [--] Year [--] +300%

### CreatorRank: [---------] [#](/creator/twitter::1832175449390133248/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1832175449390133248/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [musicians](/list/musicians) 

**Social topic influence**
[$roku](/topic/$roku) #12, [$ttd](/topic/$ttd), [os](/topic/os), [share](/topic/share), [stocks](/topic/stocks), [money](/topic/money), [youtube](/topic/youtube), [$amzn](/topic/$amzn), [$mgni](/topic/$mgni), [stream](/topic/stream)

**Top accounts mentioned or mentioned by**
[@davewelike](/creator/undefined) [@imapedestrian](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@bprew7](/creator/undefined) [@robinivski](/creator/undefined) [@kabraxfx](/creator/undefined) [@jdmarkman](/creator/undefined) [@bigbullcap](/creator/undefined) [@omillionaires](/creator/undefined) [@osarochester](/creator/undefined) [@colebarcia](/creator/undefined) [@cordcuttersnews](/creator/undefined) [@hihimcfc](/creator/undefined) [@lazaruscapital](/creator/undefined) [@kairospraxis](/creator/undefined) [@someroastedbeef](/creator/undefined) [@jimpgillies](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@mikekuczborski](/creator/undefined) [@stonefoxcapital](/creator/undefined)

**Top assets mentioned**
[Roku, Inc. (ROKU)](/topic/$roku) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Netflix Inc (NFLX)](/topic/$nflx) [RAI Finance (SOFI)](/topic/$sofi) [Elastic N.V. (ESTC)](/topic/$estc) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Walmart, Inc. (WMT)](/topic/$wmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Market hates $Roku. Most growth stocks near or above highs achieved in [----] Roku still over 80% below. Solid fundamentals and accomplishments in CTV attracting buyout rumours from competitors but same fundamentals dismissed by market.🤷"  
[X Link](https://x.com/kodi_why/status/1865033432817877082)  2024-12-06T13:59Z [--] followers, [---] engagements


"@jdmarkman Not right now $Roku has ALWAYS competed against the big boys yet built an enviable CTV position that the same competitors want to buy them"  
[X Link](https://x.com/kodi_why/status/1866945739995111470)  2024-12-11T20:38Z [--] followers, [--] engagements


"$Roku confident & bullish for [----]. As Roku goes to new markets engagement to monetization cycle should get shorter and stronger. Was mentioned few times at recent UBS Conference how this is happening in Brazil. Not to mention huge CTV monetization in N. America is only growing"  
[X Link](https://x.com/kodi_why/status/1872047506554781947)  2024-12-25T22:31Z [--] followers, [--] engagements


"@DaveWeLike Another ho hum announcement during CES week. Guess we will have to wait until next years CES for the oh wow announcement"  
[X Link](https://x.com/kodi_why/status/1876673342562054295)  2025-01-07T16:52Z [--] followers, [--] engagements


"@BigBullCap Laura Martin always does a better job talking up $Roku than Anthony Wood"  
[X Link](https://x.com/kodi_why/status/1876703199165354341)  2025-01-07T18:51Z [--] followers, [---] engagements


"@OMillionaires Stock market and even advertising industry seems to under appreciate $Roku dominant positioning. Are advertisers not seeing the advantage Roku has to offer or has Roku not done enough to demonstrate value add vs. competitors"  
[X Link](https://x.com/kodi_why/status/1877028698131411163)  2025-01-08T16:24Z [--] followers, [--] engagements


"@DaveWeLike $3b cash on $Roku b/s and on Sep-24 secured $300m revolving credit with option to access $300m more something big is brewing"  
[X Link](https://x.com/kodi_why/status/1877168396678132220)  2025-01-09T01:39Z [--] followers, [--] engagements


"@DaveWeLike @HedgeyeComm $Roku needs something exciting to talk about like update on profitability or new exciting partnership. If its the same story of respectable growth but nothing new of significance concerned stock will sell off. Thoughts"  
[X Link](https://x.com/kodi_why/status/1889149064245342404)  2025-02-11T03:06Z [--] followers, [--] engagements


"@HedgeyeComm $Roku comes down to tone of mgmt on call when it always sells off. Wood always somber and career risk for anyone even Charlie to say anything to outshine boss. Wood uses crazy excuses to sandbag forecasts. Watch hell say steel & alum. tariffs causing uncertainty to streaming"  
[X Link](https://x.com/kodi_why/status/1889348023681171895)  2025-02-11T16:17Z [--] followers, [---] engagements


"@OSA_Rochester Cost $ to move engagement to monetization. Aside from US Cda Mexico all other countries/TAM in engagement phase. N. America is most lucrative but not yet a cash cow for Roku. Also $ b/s = optionality CTV is unprofitable for many & fragmented $Roku is positioned well for M&A"  
[X Link](https://x.com/kodi_why/status/1900582062391800251)  2025-03-14T16:17Z [--] followers, [--] engagements


"$Roku Tariffs nothing to see here Q4-24 Dan Jedda- CFO From a device perspective like impact on our gross margin related to tariffs we believe would be immaterial We're very well diversified. We don't see any issue on the platform side right now as it relates to tariffs"  
[X Link](https://x.com/kodi_why/status/1907800177705918903)  2025-04-03T14:19Z [--] followers, [---] engagements


"@DaveWeLike Results ok and business grows but questioning if $Roku is still a growth stock. Path is going to be long and slow if the only exciting thing is profitability in [--] then what. Also after holding so much cash for a long time purchase of Frndly a subpar asset is disappointing"  
[X Link](https://x.com/kodi_why/status/1918051119026016479)  2025-05-01T21:13Z [--] followers, [---] engagements


"$Roku another ok quarter. Market right to question if it is a growth stock. Mgmt has sat on a heap of cash for many years and their best idea is to buy subpar company Frndly. Only thing to look forward is profitability in [--] (already priced in) then what. Frustrating stock"  
[X Link](https://x.com/kodi_why/status/1918056409318429171)  2025-05-01T21:34Z [--] followers, [----] engagements


"@DaveWeLike Onn tv sales are guaranteed to slowdown. Onn/Vizio will only be relevant at WMT. Other competitor retailers (60% of tvs sold in US) will stop selling Onn allocating shelve space to other tv brands including Roku tv/Roku iOS. WMT needs $Roku other retailers dont need Onn"  
[X Link](https://x.com/kodi_why/status/1937352962411491582)  2025-06-24T03:31Z [--] followers, [--] engagements


"@cole_barcia Nice write up Another tailwind could be DSPs introducing new advertisers to the power of Roku that they eventually skip DSP and come directly to Roku. Especially if Roku OneView advertisers receive information thats not available via DSPs"  
[X Link](https://x.com/kodi_why/status/1943480341605572962)  2025-07-11T01:19Z [--] followers, [--] engagements


"@CordCuttersNews Rokus acquisition of Frndly was supposed to close by Q2 but no official statement of close yet. Wonder if it is delayed for some reason or deal is not going to happen"  
[X Link](https://x.com/kodi_why/status/1944400306605056356)  2025-07-13T14:15Z [--] followers, [--] engagements


"Walmart selling Vizio only at WMT predictable. Best Buy Amazon and Target wouldnt want WMT collecting data on their customers. Vizio on path to irrelevancy. $Roku can gain shelve space and one less competitor to contend with at other retailers @DaveWeLike Onn tv sales are guaranteed to slowdown. Onn/Vizio will only be relevant at WMT. Other competitor retailers (60% of tvs sold in US) will stop selling Onn allocating shelve space to other tv brands including Roku tv/Roku iOS. WMT needs $Roku other retailers dont need Onn. @DaveWeLike Onn tv sales are guaranteed to slowdown. Onn/Vizio will"  
[X Link](https://x.com/kodi_why/status/1946486899318968455)  2025-07-19T08:26Z [--] followers, [---] engagements


"@hihimcfc Roku was nearing $100 in Feb when WMT and Vizio rumours started. Then fell to $80s after the announcement and all the way to $50s weeks after because of course it was going to go bankrupt"  
[X Link](https://x.com/kodi_why/status/1946596601792692261)  2025-07-19T15:42Z [--] followers, [--] engagements


"@DaveWeLike $Roku will benefit if TikTok Insta or X launch something to compete vs. YouTube. New apps will share ad revenue with Roku to gain mkt% and YouTube will need to do the same to retain. Charlie: We're not in the streaming wars. The streaming wars are playing out on our platform"  
[X Link](https://x.com/kodi_why/status/1948259205338587551)  2025-07-24T05:49Z [--] followers, [--] engagements


"1 down [--] more to go. $Sofi huge earnings pop reaching new ATH Next up $Roku on Thursday and $SMCI next week Tuesday. Confident Roku will report solid results and will revise guidance up following new Amazon DSP agreement"  
[X Link](https://x.com/kodi_why/status/1950192224295092460)  2025-07-29T13:50Z [--] followers, [---] engagements


"$Sofi runs to $25 on great earnings and down to $20 after hours on $1.5b stock offering. Noto is a visionary issuing shares on strength will undoubtedly be used to make the company even more attractive in the future. As Noto says Fresh Horses we ride"  
[X Link](https://x.com/kodi_why/status/1950334057386303744)  2025-07-29T23:14Z [--] followers, [---] engagements


"$Roku strong results and not reflective of how the stock performed after market. Roku has reached an inflection point where profitability will grow consistently larger. In the mean time take advantage of the dips. History Doesn't Repeat Itself but It Often Rhymes. Pain cycle of Roku shareholder. Decent quarterly results beats prior conservative forecast issues new conservative forecast mgmt no conviction on conference call and stock gets destroyed. Months follow stock eventually recovers until the quarter ends and the cycle begins. Pain cycle of Roku shareholder. Decent quarterly results"  
[X Link](https://x.com/kodi_why/status/1951104389436817558)  2025-08-01T02:15Z [--] followers, [----] engagements


"Sold to lock in $Sofi gains and pushed all my chips into $Roku. Reaction to Roku earning always been disappointing but this time its way overdone"  
[X Link](https://x.com/kodi_why/status/1951364930239627632)  2025-08-01T19:30Z [--] followers, [---] engagements


"@Lazarus_Capital @KairosPraxis This is great news for $Roku who has partnerships with TTD and AMZN. After building it up all these years and nearing an inflection point on profitability Anthony Wood (Roku Founder) will not be selling anytime soon"  
[X Link](https://x.com/kodi_why/status/1955815327490527291)  2025-08-14T02:14Z [--] followers, [---] engagements


"$Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream w/commercials Howdy stream 🚫commercials Frdly stream bundle packages Now fill trains💰: Before: clients come to Roku NEW: clients via partners $AMZN $TTD $MGNI Dont miss the 💰 🚂"  
[X Link](https://x.com/anyuser/status/1957535303683453182)  2025-08-18T20:09Z [--] followers, [---] engagements


"Irrational markets is a gift $ESTC reported outstanding earnings and went up over +20% AH yesterday. Today lost ALL gains and actually in red. Silly not to buy now 🎁"  
[X Link](https://x.com/kodi_why/status/1961482628135047613)  2025-08-29T17:34Z [--] followers, [---] engagements


"Sold $SMCI & Buy $ESTC Selling is hard. Investment advice from Willie Nelson: You've got to know when to hold 'em Know when to fold 'em Know when to walk away Know when to run $SMCI should have walked away when it hit my $60 target Holdem: $Roku (l/t hold) $ESTC (new hand)"  
[X Link](https://x.com/kodi_why/status/1961517580071440569)  2025-08-29T19:53Z [--] followers, [---] engagements


"@Bprew7 @robinivski John Malone views are same as Anthony Wood. World of CTV will be consolidated from too many to just a few. If you believe in the thesis and believe in $Roku current $14b valuation is peanuts to what it will be. https://www.cnbc.com/amp/2020/11/19/john-malone-says-global-platforms-like-apple-amazon-and-roku-will-dominate-streaming.html https://www.cnbc.com/amp/2020/11/19/john-malone-says-global-platforms-like-apple-amazon-and-roku-will-dominate-streaming.html"  
[X Link](https://x.com/kodi_why/status/1962663469901046255)  2025-09-01T23:46Z [--] followers, [--] engagements


"@robinivski @Bprew7 SBC is a known in the stock market game already priced in. Also your claims of fraud with recognition of revenue and cash flows that are transparent and align with GAAP is simply silly. Intention is not to convince you otherwise opposing views are needed to make a good market"  
[X Link](https://x.com/kodi_why/status/1962891719805960399)  2025-09-02T14:53Z [--] followers, [--] engagements


"You can tell who are $Roku shareholders by the questions they ask: What do you mean there is a bull stock market and stocks are at record highs Hold on you saying stocks can go over $100 Why do stocks always fall when they report quarterly earnings"  
[X Link](https://x.com/anyuser/status/1966517013460791658)  2025-09-12T14:59Z [--] followers, [---] engagements


"Dan Jedda (CFO $Roku) at recent BofA & Citi conference. When asked about Roku future it was around new emerging growth opportunities with emphasis on advertising to SMBs and gaming. CTV and Roku is still early in a long secular growth cycle. The scale of growth is immense"  
[X Link](https://x.com/anyuser/status/1975555961072067072)  2025-10-07T13:36Z [--] followers, [---] engagements


"@DaveWeLike Heres hoping Roku doesnt crater after reporting and/or during earnings call. The trend has not been our friend"  
[X Link](https://x.com/kodi_why/status/1978938285582958964)  2025-10-16T21:37Z [--] followers, [--] engagements


"@KabraxFX Following $TMDX but yet to pull the trigger. Waleed on last q call said no degradation of market share BUT is it possible XVIVO PRESERVE clinical trial took mrkt. share in Q3 & Q4 May lead to disappointing Q4 but may raise guidance as XVIVO trail completed. Thoughts"  
[X Link](https://x.com/kodi_why/status/1892032391058796568)  2025-02-19T02:04Z [--] followers, [---] engagements


"@someroastedbeef @KabraxFX Not for $TMDX. Mgmt credibility is essential. Between last q disappointment and short report guidance will not be trusted if they miss upcoming earnings. Question was re: Waleeds mrkt share comments and if XVIVO trials have hurt TMDX"  
[X Link](https://x.com/kodi_why/status/1892228192984772659)  2025-02-19T15:02Z [--] followers, [---] engagements


"@DaveWeLike Nice growth. Last [--] mths excluding Jun (flat) Sep (-.1) and Oct (+.2) $ROKU has grown +.1. If +.1 monthly pace continues Roku minimum 3.2% next Jan. Physics on Roku side momentum builds momentum growth and mrkt% can easily be much higher"  
[X Link](https://x.com/kodi_why/status/1892283984580591783)  2025-02-19T18:43Z [--] followers, [---] engagements


"$Roku investors reacting to $TTD +12% post earnings move"  
[X Link](https://x.com/kodi_why/status/1920610629783625977)  2025-05-08T22:43Z [--] followers, [---] engagements


"@DaveWeLike DSP is like streaming Roku is not in the wars the wars happen on Roku platform Short $TTD Long $Roku"  
[X Link](https://x.com/kodi_why/status/1981918040234311901)  2025-10-25T02:57Z [--] followers, [---] engagements


"@JimPGillies My love for baseball started with Blue Jays from that era as well. Jessie Barfield Dave Stieb Dmaso Garca Tom Henke (The Terminator) and Tony Fernndez (RIP) were all legends"  
[X Link](https://x.com/kodi_why/status/1983555077857247603)  2025-10-29T15:22Z [--] followers, [--] engagements


"$Roku reports solid quarterly earnings yet stock is down. Different quarter same story. Long term Roku shareholders know this is to be expected. WARNING ⚠ for new shareholders:"  
[X Link](https://x.com/anyuser/status/1983995216106549424)  2025-10-30T20:31Z [--] followers, [---] engagements


"$Roku partnership with AMZN will strengthen (not weaken) Roku partnership with WMT. Retail is brutally competitive WMT will not want to lose ground to AMZN on Rokus undisputed #1 position in CTV. Same thing will happen to GOOG once a competitor to YouTube is launched"  
[X Link](https://x.com/anyuser/status/1984055650574594456)  2025-10-31T00:31Z [--] followers, [---] engagements


"@imapedestrian Already happened earlier this year when Roku announced their DSP partnership with AMZN. Ads started rolling this month expecting a significant beat to Q4 results and also upwards revisions to [----] earnings because of AMZN partnership"  
[X Link](https://x.com/kodi_why/status/1984062313218121811)  2025-10-31T00:58Z [--] followers, [--] engagements


"@imapedestrian Totally agree with you re: media partnership. With his Hollywood connections this is why Charlie Collier was hired in [----]. Hes yet to do anything transformative hopefully that will happen soon"  
[X Link](https://x.com/kodi_why/status/1984078629954056534)  2025-10-31T02:03Z [--] followers, [--] engagements


"@DaveWeLike Yes better times are ahead for Roku inventorslong overdue Mgmt has built strong foundation for monetization wouldnt be surprised if your price targets are reached sooner and go much higher"  
[X Link](https://x.com/kodi_why/status/1984082193061441595)  2025-10-31T02:17Z [--] followers, [--] engagements


"@imapedestrian With majority voting shares hard to see Anthony Wood sell. Like any founder of a public trading company he wants to reach new ATH and were well short of $500"  
[X Link](https://x.com/kodi_why/status/1984090751169654936)  2025-10-31T02:51Z [--] followers, [--] engagements


"@imapedestrian Think media partnership will be with production houses giving exclusive distribution to feed Rokus flywheel: grow viewership/audience attract more ad dollars allows Roku to invest more in content which in turn attracts a bigger audience and so on"  
[X Link](https://x.com/kodi_why/status/1984091700227403912)  2025-10-31T02:54Z [--] followers, [--] engagements


"@DaveWeLike Listening to the call thought mgmt did a good job conveying that Rokus at an inflection point and to expect strong results in Q4 and into the new year. Hopefully analyst were convinced and give meaningful price increases"  
[X Link](https://x.com/kodi_why/status/1984093377634431486)  2025-10-31T03:01Z [--] followers, [--] engagements


"If SNAP can sell their data to AI/LLM so can $ROKU Q3 Call Anthony Wood: We are always looking for ways to get better monetization out of our data. I mean working with LLMs is certainly something that we've thought of and are considering https://www.cnbc.com/amp/2025/11/05/snap-q3-earnings-report-2025.html https://www.cnbc.com/amp/2025/11/05/snap-q3-earnings-report-2025.html"  
[X Link](https://x.com/anyuser/status/1986206007597695242)  2025-11-05T22:56Z [--] followers, [--] engagements


"@JKeynesAlpha What are your thoughts on $ESTC results today Investors not happy with miss on billings re: US gvnt shutdown. Overblown because arrears should come through next quarter"  
[X Link](https://x.com/kodi_why/status/1991647749490561504)  2025-11-20T23:20Z [--] followers, [---] engagements


"Paramount hostile bid for WBD and eventually winning over NFLX will be good for $ROKU $ROKU NFLX buying WBD is a bad outcome for ROKU. Because its the king of streaming NFLX does not share any ad revenue with Roku. All ad revenue share Roku receives from WBD is at risk. Better outcome for Roku would have been if Paramount won. $ROKU NFLX buying WBD is a bad outcome for ROKU. Because its the king of streaming NFLX does not share any ad revenue with Roku. All ad revenue share Roku receives from WBD is at risk. Better outcome for Roku would have been if Paramount won"  
[X Link](https://x.com/anyuser/status/1997347739953205257)  2025-12-06T16:49Z [--] followers, [---] engagements


"Talk $Roku will be bought by another company is greatly exaggerated. The one and only reason still stands👇 $Roku will not sell to another company. $Roku founder (A. Wood) has 57% of voting shares and owns 15% of company: Roku [----] price $475/share Founder net worth $10b Today price $82/share Founder net worth $1.8b Roku much better company today than in [----] why sell now 🤷 $Roku will not sell to another company. $Roku founder (A. Wood) has 57% of voting shares and owns 15% of company: Roku [----] price $475/share Founder net worth $10b Today price $82/share Founder net worth $1.8b Roku much"  
[X Link](https://x.com/anyuser/status/2002046984426058152)  2025-12-19T16:02Z [--] followers, [---] engagements


"@DaveWeLike Only Anthony Wood can determine if $Roku will sell and at these prices and so far from ATH he wont"  
[X Link](https://x.com/kodi_why/status/2012590362154446999)  2026-01-17T18:18Z [--] followers, [---] engagements


"@DaveWeLike If the strength of inflection to profitability is strong and builds momentum we will get there sooner and reach new ATH faster than most expect. Thats the beauty of inflection investing"  
[X Link](https://x.com/kodi_why/status/2012622573784248587)  2026-01-17T20:26Z [--] followers, [--] engagements


"$Roku R&D budget: [----] YTD (Q1 & Q2): $363m 2024: $720m 2023: $878m 2022:$789m 2021:$462m 2020:$356m What was spent years before is what gets launched today. With a massive R&D budget expect a major product or OS enhancement soon. Feel it will be related to gaming"  
[X Link](https://x.com/anyuser/status/1975304433073594702)  2025-10-06T20:57Z [--] followers, [---] engagements


"@DaveWeLike @MikeKuczborski Worried Amazon is destroying DSP competitors like TTD by being the lowest cost provider so Rokus cut may also be small. Hoping the volume of Amazon ads will make up for it"  
[X Link](https://x.com/kodi_why/status/2017779060345065656)  2026-02-01T01:56Z [--] followers, [--] engagements


"With AMZN race to bottom on DSP ad fees things will only get worse for $TTD. Still looking good for $ROKU. While streamers and DSP are fighting for turf Roku is the turf. Like streamers helped build Rokus CTV mkt % DSPs will eventually feed more business to Roku OneView"  
[X Link](https://x.com/anyuser/status/2018777115554881925)  2026-02-03T20:02Z [--] followers, [---] engagements


"Dont understand why people say $ROKU should buy $TTD. This would put their partnership with AMZN and other DSPs at risk. After yrs of trying to grow their own OneView DSP they realized they can make more $ working with DSPs. Roku wont bite the hands that feeds them"  
[X Link](https://x.com/anyuser/status/2019263691473227865)  2026-02-05T04:15Z [--] followers, [---] engagements


"$ROKU although mgmt has improved in recent qrtly calls cant go back to the old playbook of being overly conservative/sandbag expectations. Where stocks with solid earnings sell off guidance and words used will be ever important. Please dont screw this upAnthony Wood"  
[X Link](https://x.com/anyuser/status/2019508674977493321)  2026-02-05T20:29Z [--] followers, [--] engagements


"@Stonefoxcapital This is what makes it so perplexing. Why doesnt mgmt just focus on the growing platform and developing new health offerings like Labs and Multi-Cancer test than waste time developing (and now defending) GLP 1s thats negligible part of their growth story"  
[X Link](https://x.com/kodi_why/status/2019996005610189221)  2026-02-07T04:45Z [--] followers, [--] engagements


"@DaveWeLike Expecting $Roku to post solid earnings BUT Even at the best of times after posting strong earnings Roku would use words like uncertain or uneven to temper/sandbag future guidance. With all the macro uncertainty if they use the same playbook its going to be painful"  
[X Link](https://x.com/kodi_why/status/2021763749682532731)  2026-02-12T01:50Z [--] followers, [---] engagements


"Congrats all $ROKU faithful. For longtimers (Ive been in since 2019) it has not been easy. Finally reaching the point of inflection were still in the early stages of long secular bull run. This is just the beginning. P.S. Roku is going to make you brokeu was just a myth"  
[X Link](https://x.com/anyuser/status/2022087856139952138)  2026-02-12T23:18Z [--] followers, [---] engagements


"$ROKU & AI a beautiful partnership. AI will fill the seats on Roku at a faster pace. SMBs will be a new growth engine for Roku. AI will power SMBs that spend $600B on advertising to produce ads easier cheaper and even directly on Roku skipping all intermediaries. $Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream w/commercials Howdy stream 🚫commercials Frdly stream bundle packages Now fill trains💰: Before: clients come to Roku NEW: clients via partners $AMZN $TTD $MGNI Dont miss the 💰 🚂 $Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream"  
[X Link](https://x.com/anyuser/status/2022113069162487865)  2026-02-13T00:58Z [--] followers, [---] engagements


"Are $Roku sales falling Missing in Q4 shareholder letter is the usual reference: - #1 selling TV OS in the U.S. Canada and Mexico. - U.S. share of TV units sold exceed #2 and #3 selling TV operating systems combined WMT/Vizio impact Anyway of gauging Roku sales in WMT"  
[X Link](https://x.com/anyuser/status/2022718326653223289)  2026-02-14T17:03Z [--] followers, [---] engagements


"@DaveWeLike Still #1 in Cda. In US [--] $Roku mkt share was 34% more than #2 & #3 combined. Samsung was #2 at 22%. Amazon and Vizio were tied at #3. Nothing big happened with Samsung that could move it to #1 and pretty crazy if WMT/VIZIO is so influential it could move from #3 to #1"  
[X Link](https://x.com/kodi_why/status/2022792742288417070)  2026-02-14T21:59Z [--] followers, [--] engagements


"Are $Roku sales falling Missing in Q4 shareholder letter is the usual reference: - #1 selling TV OS in the U.S. Canada and Mexico. - U.S. share of TV units sold exceed #2 and #3 selling TV operating systems combined WMT/Vizio impact Anyway of gauging Roku sales in WMT"  
[X Link](https://x.com/anyuser/status/2022718326653223289)  2026-02-14T17:03Z [--] followers, [---] engagements


"$ROKU & AI a beautiful partnership. AI will fill the seats on Roku at a faster pace. SMBs will be a new growth engine for Roku. AI will power SMBs that spend $600B on advertising to produce ads easier cheaper and even directly on Roku skipping all intermediaries. $Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream w/commercials Howdy stream 🚫commercials Frdly stream bundle packages Now fill trains💰: Before: clients come to Roku NEW: clients via partners $AMZN $TTD $MGNI Dont miss the 💰 🚂 $Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream"  
[X Link](https://x.com/anyuser/status/2022113069162487865)  2026-02-13T00:58Z [--] followers, [---] engagements


"$Roku money train 1st built 🛤: Roku OS 2nd built 🚂 : Roku Channel stream w/commercials Howdy stream 🚫commercials Frdly stream bundle packages Now fill trains💰: Before: clients come to Roku NEW: clients via partners $AMZN $TTD $MGNI Dont miss the 💰 🚂"  
[X Link](https://x.com/anyuser/status/1957535303683453182)  2025-08-18T20:09Z [--] followers, [---] engagements


"Congrats all $ROKU faithful. For longtimers (Ive been in since 2019) it has not been easy. Finally reaching the point of inflection were still in the early stages of long secular bull run. This is just the beginning. P.S. Roku is going to make you brokeu was just a myth"  
[X Link](https://x.com/anyuser/status/2022087856139952138)  2026-02-12T23:18Z [--] followers, [---] engagements


"$ROKU although mgmt has improved in recent qrtly calls cant go back to the old playbook of being overly conservative/sandbag expectations. Where stocks with solid earnings sell off guidance and words used will be ever important. Please dont screw this upAnthony Wood"  
[X Link](https://x.com/anyuser/status/2019508674977493321)  2026-02-05T20:29Z [--] followers, [--] engagements


"Dont understand why people say $ROKU should buy $TTD. This would put their partnership with AMZN and other DSPs at risk. After yrs of trying to grow their own OneView DSP they realized they can make more $ working with DSPs. Roku wont bite the hands that feeds them"  
[X Link](https://x.com/anyuser/status/2019263691473227865)  2026-02-05T04:15Z [--] followers, [---] engagements


"With AMZN race to bottom on DSP ad fees things will only get worse for $TTD. Still looking good for $ROKU. While streamers and DSP are fighting for turf Roku is the turf. Like streamers helped build Rokus CTV mkt % DSPs will eventually feed more business to Roku OneView"  
[X Link](https://x.com/anyuser/status/2018777115554881925)  2026-02-03T20:02Z [--] followers, [---] engagements


"$ROKU multiple analyst upgrades yet stock is down 5% YTD. All comes down to q earning and retail investor interest. If inflection to profitability is hockey stick retail interest will get stock to new ATH in [--]. Great is needed good earnings wont be good enough"  
[X Link](https://x.com/anyuser/status/2012564460636905937)  2026-01-17T16:35Z [--] followers, [--] engagements


"Talk $Roku will be bought by another company is greatly exaggerated. The one and only reason still stands👇 $Roku will not sell to another company. $Roku founder (A. Wood) has 57% of voting shares and owns 15% of company: Roku [----] price $475/share Founder net worth $10b Today price $82/share Founder net worth $1.8b Roku much better company today than in [----] why sell now 🤷 $Roku will not sell to another company. $Roku founder (A. Wood) has 57% of voting shares and owns 15% of company: Roku [----] price $475/share Founder net worth $10b Today price $82/share Founder net worth $1.8b Roku much"  
[X Link](https://x.com/anyuser/status/2002046984426058152)  2025-12-19T16:02Z [--] followers, [---] engagements


"$Roku will not sell to another company. $Roku founder (A. Wood) has 57% of voting shares and owns 15% of company: Roku [----] price $475/share Founder net worth $10b Today price $82/share Founder net worth $1.8b Roku much better company today than in [----] why sell now 🤷"  
[X Link](https://x.com/anyuser/status/1865039955107447181)  2024-12-06T14:25Z [--] followers, [---] engagements


"$NFLX buying $WBD is bad for the entire streaming/CTV ecosystem. If smaller players are not able to exist or compete only Netflix & YouTube will be left. Choice and competition is good for consumers and investors in CTV. GOOGL should also be broken up and YouTube spun off"  
[X Link](https://x.com/anyuser/status/1997401939735204086)  2025-12-06T20:25Z [--] followers, [--] engagements


"Paramount hostile bid for WBD and eventually winning over NFLX will be good for $ROKU $ROKU NFLX buying WBD is a bad outcome for ROKU. Because its the king of streaming NFLX does not share any ad revenue with Roku. All ad revenue share Roku receives from WBD is at risk. Better outcome for Roku would have been if Paramount won. $ROKU NFLX buying WBD is a bad outcome for ROKU. Because its the king of streaming NFLX does not share any ad revenue with Roku. All ad revenue share Roku receives from WBD is at risk. Better outcome for Roku would have been if Paramount won"  
[X Link](https://x.com/anyuser/status/1997347739953205257)  2025-12-06T16:49Z [--] followers, [---] engagements


"$ROKU NFLX buying WBD is a bad outcome for ROKU. Because its the king of streaming NFLX does not share any ad revenue with Roku. All ad revenue share Roku receives from WBD is at risk. Better outcome for Roku would have been if Paramount won"  
[X Link](https://x.com/anyuser/status/1996941001672269931)  2025-12-05T13:53Z [--] followers, [---] engagements


"$Roku after jumping from 2.5% in June to 2.8% in July Roku CTV marketshare has stayed at 2.8% over the last [--] consecutive months. Hoping we get a X mas seasonal increase as consumers purchase Roku products to get us over 3%. https://www.nielsen.com/data-center/the-gauge/ https://www.nielsen.com/data-center/the-gauge/"  
[X Link](https://x.com/anyuser/status/1993344108547723546)  2025-11-25T15:40Z [--] followers, [--] engagements


"If SNAP can sell their data to AI/LLM so can $ROKU Q3 Call Anthony Wood: We are always looking for ways to get better monetization out of our data. I mean working with LLMs is certainly something that we've thought of and are considering https://www.cnbc.com/amp/2025/11/05/snap-q3-earnings-report-2025.html https://www.cnbc.com/amp/2025/11/05/snap-q3-earnings-report-2025.html"  
[X Link](https://x.com/anyuser/status/1986206007597695242)  2025-11-05T22:56Z [--] followers, [--] engagements


"$Roku still lot of confusion about the company with investors saying things like: - why would anyone need Roku when all TVs are smart TV - should a dongle company be worth so much and they always lose money selling it This is the opportunity for investors who know the answers"  
[X Link](https://x.com/anyuser/status/1985020045756346424)  2025-11-02T16:23Z [--] followers, [---] engagements


"$Roku partnership with AMZN will strengthen (not weaken) Roku partnership with WMT. Retail is brutally competitive WMT will not want to lose ground to AMZN on Rokus undisputed #1 position in CTV. Same thing will happen to GOOG once a competitor to YouTube is launched"  
[X Link](https://x.com/anyuser/status/1984055650574594456)  2025-10-31T00:31Z [--] followers, [---] engagements


"$Roku reports solid quarterly earnings yet stock is down. Different quarter same story. Long term Roku shareholders know this is to be expected. WARNING ⚠ for new shareholders:"  
[X Link](https://x.com/anyuser/status/1983995216106549424)  2025-10-30T20:31Z [--] followers, [---] engagements


"Dan Jedda (CFO $Roku) at recent BofA & Citi conference. When asked about Roku future it was around new emerging growth opportunities with emphasis on advertising to SMBs and gaming. CTV and Roku is still early in a long secular growth cycle. The scale of growth is immense"  
[X Link](https://x.com/anyuser/status/1975555961072067072)  2025-10-07T13:36Z [--] followers, [---] engagements


"$Roku R&D budget: [----] YTD (Q1 & Q2): $363m 2024: $720m 2023: $878m 2022:$789m 2021:$462m 2020:$356m What was spent years before is what gets launched today. With a massive R&D budget expect a major product or OS enhancement soon. Feel it will be related to gaming"  
[X Link](https://x.com/anyuser/status/1975304433073594702)  2025-10-06T20:57Z [--] followers, [---] engagements


"You can tell who are $Roku shareholders by the questions they ask: What do you mean there is a bull stock market and stocks are at record highs Hold on you saying stocks can go over $100 Why do stocks always fall when they report quarterly earnings"  
[X Link](https://x.com/anyuser/status/1966517013460791658)  2025-09-12T14:59Z [--] followers, [---] engagements


"The ever elusive $100 price point remains undefeated $Roku"  
[X Link](https://x.com/anyuser/status/1965430913413906760)  2025-09-09T15:03Z [--] followers, [--] engagements

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