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Kodi @kodi_why

$TMDX #LFC ⚽️

Joined September 2024
  • Tweets 165
  • Following 190
  • Followers 14
2 Photos and videos
$ROKU hoping deep pocket tech forward company like $MSFT, $AAPL or even $GOOG outbids $FOX. No interest holding a legacy media $FOX, a melting ice cube, culture all about cost cutting vs. innovation. My journey with ROKU has come to an end, just hoping for a higher premium.
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Kodi@kodi_why
Jun 15
$ROKU selling to FOX is a terrible deal for l/t investors. $160 is pathetically low. Guess the vision sold to us was not as compelling in reality. Only good thing is if there is a bidding war. Gave (actually wasted) so many years holding, looking forward to moving on.
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Kodi@kodi_why
Jun 13
$ROKU if rumours are true, founder selling for lower than past or new ATH is a betrayal to all l/t investors. Anything lower is a sign of desperation because business is deteriorating or struggling to monetize as guided, which again would be a betrayal to all l/t investors.
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Kodi@kodi_why
Jun 12
$ROKU CEO A. Wood worth over $10B in 2021 when stock was ATH. His equity would be worth: - $4.5B @ $200/share - $6.8B @ $300/share - $9B @ $400/share Leaves lot on the table if he sells for anything around $300, especially when they could get there themselves within one year.
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Kodi@kodi_why
Jun 12
$ROKU rumours of selling would be a huge disappointment to long term investors. Why sell at levels well off ATH and essentially give away the leverage and momentum of inflection to profitability that just started. Dumb move.
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Kodi@kodi_why
Jun 12
$ROKU moving up with SpaceX IPO makes total sense. Roku stock price is also going to the moon 🚀
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$TMDX & $ROKU up nicely today. Still in the early innings for both. Completely different industries, but TMDX using same playbook as ROKU. With years of investment to create a moat and platform of growth that will reward investors for decades to come.
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$TMDX missed buying in early 2025 when it was trading at $60’s and sat on the sidelines as it ran up to $150. Happy to finally get in today at $68. Yes, it will be volatile, may even go down from here, but confident with the long term vision the owner led firm is building.
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$ROKU has built a business that should continue to grow impressively over the coming years. The only thing holding stock price is the lack of retail interest.
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Kodi@kodi_why
Apr 30
Old timers will remember when $ROKU would go down after every quarterly earnings call. Times have changed, on to new ATH 🚀
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Kodi@kodi_why
Mar 31
Is this a win for Google and a threat to $ROKU? With Sony tv’s running on Google/Android ctv OS, TCL now has stronger relationship and incentive to push Google OS over Roku OS for TCL tv’s. Google eventually buying TCL and running all TCL tv’s on Google os is a possibility.
The Verge
@verge
Mar 31
TCL is taking over Sony’s TV business theverge.com/tech/904162/tcl…
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TTD to sell ads on ChatGPT/OpenAi Oct’25 Perplexity pays SNAP $400m to integrate AI features $ROKU AI moment will come Anthony Wood earnings call: Always looking for ways to better monetization our data. Working with LLMs is certainly something we thought of and considering.
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Kodi@kodi_why
Feb 27
$PSKY buying $WBD is a win for $ROKU. As streaming wars heat up, Roku #1 CTV OS is the arms dealer PSKY, NFLX and all other streamers need.
Kodi@kodi_why
Feb 17
Best thing for $ROKU and the entire CTV ecosystem is for $PSKY to win and buy $WBD, not $NFLX. Competition is good and healthy for all streaming services vs. being dominated by NFLX and YouTube.
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Kodi@kodi_why
Feb 17
Best thing for $ROKU and the entire CTV ecosystem is for $PSKY to win and buy $WBD, not $NFLX. Competition is good and healthy for all streaming services vs. being dominated by NFLX and YouTube.
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Kodi@kodi_why
Feb 14
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?
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Kodi@kodi_why
Feb 13
$ROKU & AI a beautiful partnership. AI will fill the seats on Roku at a faster pace. SMB’s will be a new growth engine for Roku. AI will power SMB’s that spend $600B on advertising to produce ads easier, cheaper , and even directly on Roku skipping all intermediaries.
Kodi@kodi_why
18 Aug 2025
$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 Don’t miss the 💰 🚂
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Kodi@kodi_why
Feb 12
Congrats all $ROKU faithful. For longtimers (I’ve been in since 2019) it has not been easy. Finally reaching the point of inflection, we’re still in the early stages of long secular bull run. This is just the beginning. P.S. “Roku is going to make you broke’u” was just a myth
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$ROKU although mgmt has improved in recent qrtly calls, can’t 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, don’t screw this up Anthony Wood!
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Don’t understand why people say $ROKU should buy $TTD. This would put their partnership with AMZN and other DSP’s at risk. After yrs of trying to grow their own OneView DSP, they realized they can make more $ working with DSPs. Roku won’t bite the hands that feeds them.
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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 Roku’s CTV mkt %, DSP’s will eventually feed more business to Roku OneView
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