Replying to Avatar Pepe Maltese

10/

The market still misprices $ROKU like a hardware company.

But it’s executing like a scaled ad platform with CTV OS dominance.

This valuation gap vs. comps (e.g. $TTD at 9.5x sales) is the opportunity.
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Pepe Maltese 7mo ago đź’¬ 1

11/

Framing update:

$ROKU ≠ just a streaming device or channel.

It’s a CTV infra + ad-tech + platform monetizer with real optionality.

A “compounder in training” — not a flashy growth story, but a scalable one.

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Pepe Maltese 7mo ago

12/

Final thought:

The market’s asking one question —

Can Roku monetize like a platform, not just look like one?

If the answer’s yes, Q1 is a breather.

If not, $ROKU stays in “show-me” mode.