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No brainer long term buy ROKU
@BorisBack：
$Roku Inc(ROKU)$ Roku has a 50% market share of CTV in the United States, more than $Amazon.com(AMZN)$ $Samsung Electronics Co., Ltd.(SSNLF)$ $Apple(AAPL)$ combined. Broadcast networks are on their death beds, and ad dollars are transitioning to streaming packages. Like Apple’s App Store, Roku is on its way to becoming the de facto marketplace for TV streaming channels with nearly unlimited bargaining power over $Netflix(NFLX)$ $Walt Disney(DIS)$ and other players who will be dependent on their platform to increase subscriber growth and serve ads. The Roku home page and Roku City will be the premiere ad placement for TV—generating Super Bowl level audience numbers on a daily basis—but the real power here will be Roku’s dominance over the entire ecosystem, skimming their share off the top of all streaming ad revenue across platforms. This is a no brainer long term buy.
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