pizzi
2023-03-10

$Roku Inc(ROKU)$  TCL has had tremendous success. No doubt.

Today is the first day you can buy Roku branded TV's.

Do you you think TCL actually manufactured their own screens -- no.

Roku's OS on TCL may be responsible for TCL's success.

Roku has by far the best OS. Roku branded TV's is a brilliant move by this company and it's massively underestimated on Wall Street.

The bottom line is this, if the screens are all relatively equal -- and they will be because that's the direction the industry is headed -- Roku wins hands down. Roku wins because what will define and/or differentiate and determine the success or failure of future TV's is the OS.

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