This is a trading thread.

Ohhhh - I didn't know there was another thread. Found it. Not well used. But it's where I belong apparently. Happy trading!

cageybee77 said:

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This looks like a pipe-dream scenario to me.......they lose lots of money

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So did Netflix.

And Roku actually turned a profit this quarter in today's earnings.
Their revenue growth is outstanding.
They are still growing like crazy. It's hard to price growth stocks. PE ratios become meaningless. Netflix had PE ratio in the hundreds for a while but revenues grew into it and the share price never really cratered.

ROKU is a market maker. They are the Amazon of the streaming space bringing viewers and content providers together. That's why I've been long Roku since it was a $70 stock. Uber and Airbnb are also examples of market makers.

Roku is also the market leader in the streaming platform space. It's their niche, not a side project like it is at Amazon or Apple.

I still don't understand how people don't see Roku's dominance. They are now the gatekeepers between content producers and viewers. Traditional cable subscriptions are in decline, and those viewers are moving to streaming platforms like Roku, and streaming content providers like Netflix.

I think Roku will eventually have a market cap larger than than Comcast and Netflix. It only makes since that they would as Roku replaces cable and also is agnostic to content providers (Hulu, Netflix, Amazon, Disney+, HBO). In the streaming future the largest market maker should have a larger market cap than the market participants.

In mature sectors the leader usually has 60-80% market share, I think Roku is at 50% last I saw, with the 2nd and 3rd place each around 20-25%. Roku's market share isn't guaranteed to increase, it could still be overtaken, but I don't think Apple TV or Amazon fire stick are going to surpass it.

Cathie with a 5.2 million share buy of $PLTR

Cathie bought 5,274,700 more pltr shares

I jumped in on NTXD today. A little behind you guys, but I'll take my 2.50 average and angle lower.

cageybee77 said:

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Why aren't people talking about boring companies like AGM (I don't own any stocks atm) makes lots of money, good P/E, good yield, and projected growth is good?

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This is a more of a trading thread but you're applying two different disciplines into one trade. IMO, you're applying Peter Lynch principles to today's markets. That will never equal mentally. Your approach would have had you loading the boat about a year ago in XOM at 35 or less for the yield. It's a winning move, but not what this thread is focused on. I'm very familiar with that approach, but I'm in the camp that you can make 10X your money in the same time frame by trading swings and targeting your entry and exits. I hope that helps.

Wish I could invest in Plumbers in the state of Texas, one week of weather will put them in the black for the year...

$DNN sitting right at the Model T from the move up starting on 2/5