$ROKU 0.35 Noisy

Notable posts

• @amitisinvesting bearish 1858 eng

  $NFLX completely getting demolished cheapest it’s been in years, but every time I think of buying I remember… - no hit shows leading to massive growth like Squid Game for example - they tried to buy $WBD and $ROKU, now $LION which makes me think they really are struggling to create content - the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth - Mag 7s are better businesses trading at lower multiples what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?

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• @StockSavvyShay neutral 306 eng

  $FOX is acquiring $ROKU for $22B paying $160 per share through a mix of cash and stock. Fox shareholders will own 73% of the combined company while Roku shareholders will own 27% and management expects ~$400M in annual cost synergies. https://t.co/6UrCC7cimq

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• @StockSavvyShay neutral 174 eng

  $NFLX held talks with $ROKU during Roku’s sale process but ultimately walked away and confirmed it didn't submit a bid. Now the M&A focus has shifted to $LION with Netflix not denying reports that its in talks to acquire the studio. https://t.co/TdE7z3IHkd

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• @wallstengine neutral 114 eng

  FOX IS BUYING $ROKU FOR $22B EV Terms: $160/share $96 cash + 0.9693 FOXA shares 73% FOX shareholder ownership 27% Roku shareholder ownership $12B bridge financing from Morgan Stanley ~2.8x pro forma net leverage ~$400M expected run-rate cost synergies Expected close: H1 2027

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• @Mr_Derivatives bullish 111 eng

  $ROKU getting bought by FOX for $160/share. Stock already moved mostly last Friday.

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• @korkmazali08 neutral 74 eng

  ARK Invest, yaklaşık 444,3 milyon dolarlık $SPCX SpaceX hissesi alımı gerçekleştirerek şirketteki pozisyonunu önemli ölçüde artırdı. Aynı dönemde fon, $AMD, $TSLA, $ROKU, $BIDU ve $RKLB hisselerindeki pozisyonlarını azalttı. https://t.co/EWvPrsWF6B

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• @ripster47 mixed 68 eng

  🚨 Market Leaders change from time to time At some point it was $UPST $AFRM $ZM $ROKU $CRCL was top top dog once $PLTR was Darling of market $APP Was hottest name once Now its $MU $SNDK $BE $NBIS - AI Names Do not marry past leaders, their time is gone! Find the Leaders!

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• @ArkkDaily neutral 43 eng

  Here is every stock currently inside Cathie Wood's ARK Innovation ETF $ARKK: Tesla $TSLA - 10.22% Tempus AI $TEM - 5.06% CRISPR Therapeutics $CRSP - 4.95% Robinhood Markets $HOOD - 4.75% Advanced Micro Devices $AMD - 4.73% Shopify $SHOP - 4.44% Roku $ROKU - 4.24% Circle $CRCL - 3.64% Coinbase $COIN - 3.61% Twist Bioscience $TWST - 3.33% Beam Therapeutics $BEAM - 3.16% 10x Genomics $TXG - 3.13% Palantir $PLTR - 3.00% OpenAI (Private) - 2.64% Amazon $AMZN - 2.58% Roblox $RBLX - 2.57% CoreWeave $CRWV - 2.42% Intellia Therapeutics $NTLA - 2.25% Alphabet $GOOG - 1.95% Bullish $BLSH - 1.79% Nvidia $NVDA - 1.76% BitMine Immersion $BMNR - 1.55% Illumina $ILMN - 1.53% Block $XYZ - 1.50% Natera $NTRA - 1.40% Alibaba $BABA - 1.33% Archer Aviation $ACHR - 1.32% Veracyte $VCYT - 1.25% Deere $DE - 1.20% Broadcom $AVGO - 1.19% Cerebras Systems $CBRS - 1.17% Recursion Pharmaceuticals $RXRX - 1.09% Kratos Defense $KTOS - 1.04% Taiwan Semiconductor $TSM - 1.02% Teradyne $TER - 0.99% Meta Platforms $META - 0.98% GeneDx $WGS - 0.90% BWX Technologies BWXT - 0.88% X-Energy XE - 0.83% Figma FIG - 0.56% SoFi Technologies SOFI - 0.56% Alphabet GOOGL - 0.53% Cerus Corp CERS - 0.39% Pacific Biosciences PACB - 0.31% Baidu BIDU - 0.00%

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