$ROKU — FinTwit mentions on Surfaced

$ROKU — FinTwit mentions on Surfaced

Recent mentions

22 mentions

@investmentguru_Jun 24, 2026 · 12:43 PM

Smart Money Scoreboard — 250D Returns Who’s winning the long game? 📊 Tracking the big names: ➡️ Leopold’s Portfolio — +250.43% 🔥 ($NBIS newest add) ➡️ Soros Portfolio — +127.35% 💪 ➡️ Pelosi Portfolio — +30.18% ($AMZN, $AB recent buys) ➡️ Buffett Holdings — +23.16% (trimming $DVA) ➡️ Cathie Wood — +2.60% (adding $TSLA, cutting $ROKU)

@amitisinvestingJun 22, 2026 · 5:36 PM

$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?

@tradableastroJun 17, 2026 · 8:42 PM

Dark pool flow and insider buys are now live inside @AionAnalytics 818 names with qualifying off-exchange blocks on 6/16 alone. $PTCT printed 295% of its average daily volume in dark pool flow. $ROKU ran 60% with 64 blocks. $SPY saw 833 blocks at 50% ADV. On the insider side a director dropped $25M into $KNOP on 6/15. The CEO of $SOFI filed a $250K buy. These are Form 4s, not rumors. Two data sets most platforms don't surface. Both inside Aion now. Don't miss out while rates stay the same!

@stocksavvyshayJun 16, 2026 · 8:14 PM

$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

@unusual_whalesJun 15, 2026 · 1:38 PM

BREAKING: FOX to buy $ROKU for $160/share in cash and stock deal

@stocksavvyshayJun 15, 2026 · 11:37 AM

$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

@ftr_investorsJun 15, 2026 · 11:29 AM

$FOX $ROKU FOX is acquiring Roku for $160 per share, valuing Roku at approximately $22B 💰 The deal combines FOX’s sports, news, and entertainment content with Roku’s streaming platform, which reaches 100+ million households worldwide 📺 FOX expects the merger to close in the first half of 2027 🤝

@ftr_investorsJun 14, 2026 · 10:42 AM

The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰 1. $MU | Micron - 265.9% 2. $HXSCL | SK hynix - 114.4% 3. $SSNLF | Samsung - 104.5% 4. $STX | Seagate - 100.5% 5. $WDC | Western Digital - 83.9% 6. $AVGO | Broadcom - 65.0% 7. $AMD | AMD - 62.6% 8. $MRVL | Marvell - 62.3% 9. $TER | Teradyne - 61.7% 10. $LLY | Eli Lilly - 59.3% 11. $BESI | BE Semiconductor - 57.3% 12. $PLTR | Palantir - 56.4% 13. $TXN | Texas Instruments - 53.1% 14. $ARM | Arm - 52.9% 15. $NVDA | Nvidia - 52.5% 16. $ALAB | Astera Labs - 48.4% 17. $RDDT | Reddit - 46.1% 18. $DASH | DoorDash - 45.5% 19. $MCHP | Microchip Technology - 42.2% 20. $LSCC | Lattice Semi - 40.3% 21. $ROKU | Roku - 40.2% 22. $TSM | TSMC - 39.6% 23. $MTSI | MACOM - 38.4% 24. $SHOP | Shopify - 33.6% 25. $CIEN | Ciena - 33.4% 26. $MPWR | Monolithic Power - 33.4% 27. $APP | AppLovin - 33.0% 28. $IFX | Infineon - 31.2% 29. $SNPS | Synopsys - 31.0% 30. $ON | On Holding - 30.4% Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue & EPS est. next 3Y >10% - FCF est. next 3Y >30% - Gross Profit Margin >40% - Net Profit Margin >0% - ROIC >0% - P/FCF >0 - Altman Z Score >3 - Marketcap >$10B Which of these 30 quality cash flow growth stocks are in your portfolio? 🤑👇

@unusual_whalesJun 13, 2026 · 4:23 AM

Roku, $ROKU, exploring strategic options, including sale of company, per Reuters

@yasutaketinJun 13, 2026 · 1:03 AM

情報筋によると、Rokuは会社売却を含む戦略的選択肢を検討しているという $ROKU https://t.co/tHAaDFFVTT

@ftr_investorsJun 12, 2026 · 7:30 PM

$ROKU Roku up +20% after a report that the company has held discussions with at least one U.S. media company about a potential sale. No deal has been finalized, and the talks may not lead to a transaction 📺💬 https://t.co/eKpA1LcojE

@alphaticaioMay 28, 2026 · 4:03 PM

ROTATION SCANNER | May 28, 2026 $ARKK leads +3.0%. $IGV +2.5%. All factors green. Innovation back. The risk trade is on. Leader: $ARKK (ARK Innovation) +3.0% Laggard: $XLU (Utilities) -0.5% Spread: 3.4% $ARKK leading the scanner for the first time in the history of the series. In twelve weeks and over sixty scanner readings, ARK Innovation has never been the session leader. Today it is. $SNOW surged 25% after hours last night on earnings and a $6B AWS deal. $ARKK holds $SNOW, $PLTR, $COIN, $ROKU, $TSLA. The high-beta speculative growth names are catching a bid. The innovation trade that was left for dead during the rate spike is being repriced on PCE coming in at expectations. SECTORS $XLK (Tech) +1.4% $XLV (Healthcare) +1.0% $XLE (Energy) +0.4% $XLF (Financials) -0.4%. Only sector red with $XLU. Tech leads. Healthcare strong. Energy mildly positive. Financials selling. The market is buying growth and selling defensives. FACTORS. All Four Green. $MTUM (Momentum) +0.9% $VLUE (Value) +0.6% $USMV (Min Vol) +0.5% $QUAL (Quality) +0.4% Every factor positive. Every style working. The 3.4% spread is the narrowest of the week because the participation is so broad. When the spread compresses with everything green, it means the market isn't rotating. It's buying everything. THEMATIC. All Green. $ARKK (Innovation) +3.0%. Session leader. First time ever. $IGV (Software) +2.5% $SOXX (Semis) +1.4% $ITA (Defense) +0.8% $XBI (Biotech) +0.7% Every thematic name green. $ARKK and $IGV leading. The speculative end of tech is outperforming the mega-cap end. $SOXX at +1.4% after yesterday's -2.7%. The supply chain sell from yesterday is already reversing. MACRO. Everything Green Except Oil. $GLD (Gold) +0.7% $SLV (Silver) +0.5% $TLT (Bonds) +0.3% $USO (Oil) flat Gold, silver, and bonds all positive. The entire macro shelf is green. Oil flat. The macro picture is the most uniformly positive since this series began. The laggards: $XLF at -0.4% and $XLU at -0.5%. Financials and utilities. The two most defensive sectors. When the only names selling are defensives, the market is telling you: risk is on. The internals showed accumulation: A/D 1.46x, Volume 1.77x, VWAP 61.2%. The scanner confirms: every factor green, every thematic green, $ARKK leading for the first time ever. The risk trade is back.

@benitozMay 6, 2026 · 11:51 PM

Tokens Eat Software. Five internet CEOs flagged AI inference costs on Q1 calls. Same quarter. Unprompted. $META: $33.4B in expenses, third-party cloud spend $SHOP: scale efficiencies "partially offset by increased LLM costs" $SPOT: "spending more compute per employee" $PINS: cost of revenue +20%, GPU capacity guided as 2026 margin headwind $ROKU: "watching it carefully" In The Token Dollar I argued every AI-native software company is a token reseller. They buy compute at wholesale, add workflow, and sell tokens at retail. Their gross margin is the spread. That spread just got smaller in five places at once. Tokens are no longer an R&D line item. They are a cost-of-revenue line item. Vertical SaaS with proprietary data passes the cost through. Horizontal SaaS with commodity workflows eats it. Watch the divergence over the next two cycles. https://t.co/ycLWGJNJ1Z

@investmentguru_Apr 25, 2026 · 9:27 PM

Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WDC $ROKU $FSLR $TEAM $AXTI Plenty of market-moving catalysts across AI, tech, fintech, solar, biotech, and consumer. Expect volatility, sharp reactions, and opportunities. Stay selective. Trade the setup, not the hype.

@stocksavvyshayApr 25, 2026 · 3:43 PM

THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH • Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC, $VKTX, $VIAV • Thursday | $AAPL, $RDDT, $RBLX, $ZETA, $RIVN, $SNDK, $WDC, $ROKU, $FSLR, $TEAM, $AXTI

@queenoffibsMar 23, 2026 · 7:48 PM

The original zone from that video on $ROKU has held after a retest. The trade setup is still valid. https://t.co/1blTIH0CjY

@queenoffibsMar 16, 2026 · 10:24 PM

https://t.co/3HZbNu4xPD $ROKU setups starting with a blank chart

@queenoffibsMar 5, 2026 · 7:11 PM

$ROKU is failing at resistance....I'm going to watch the zones labelled below for possible new entries....No trigger no trade! https://t.co/77hfq3xqwM

@tsoh_investingFeb 26, 2026 · 11:45 AM

Roku Annual Streaming Hours $ROKU https://t.co/YVaZal4LQe

@the_ai_investorFeb 18, 2026 · 4:12 AM

Druckenmiller's latest Duquesne moves scream macro rotation: - heavy into financials ($XLF) - equal-weight S&P ($RSP), Brazil/emerging ex-China plays ($EWZ calls), - adds in $GOOGL (+277%), $AMZN calls, $ENTG (semis), $AA (commodities rebound bet). Trims on consumer/volatile names like $ROKU (-29%), $EEM (-53%), $TEVA signal profit-taking from laggards. Classic Druck: leaning into US resilience + selective tech/AI while dialing back extended/emerging risks. No position in $NVDA? After previously exiting NVIDIA entirely (confirmed in earlier 13Fs + reports through late 2025), he hasn't re-entered in this update.

@unusual_whalesFeb 17, 2026 · 7:49 PM

BREAKING: Stanley Druckenmiller, Duquesne Family Office, has updated their portfolio: Added: $XLF, $RSP, $EWX calls, $AMZN Amazon calls, $EZ, increased $GOOGL, $CPNG, $NAMS, $AA, $ENTG. Decreased $ROKU, $FIGR, $NTRA, $TEVA, $SEI, $EEM. Full port here: https://t.co/35ThPfy7OO https://t.co/wCCjJL8Dwt

@unusual_whalesFeb 12, 2026 · 9:16 PM

$ROKU earnings: - EPS: $0.53, est: $0.28 - Revenue: $1.39 billion, est: $1.35 billion $RIVN earnings: - EPS: $-0.66, est: $-0.79 - Revenue: $1.28 billion, est: $1.27 billion $ABNB earnings: - EPS: $.056, est: $0.66 - Revenue: $2.77 billion, est: $2.71 billion