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$ROKU keeps their long term plans a secret. So I looked for clues in their job openings to see what their roadmap might look like. Producing original content, TikTok +
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The SolarWinds security breach last year will be a huge tailwind for cybersecurity stocks. But there’s 1 under the radar stock that should also benefit: $SPLK. Here’s some data that
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I examined the ad technologies used by the top 100,000 websites, apps and CTV channels to determine the market share of ad tech like Magnite. If you're an investor in
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What will pent up consumer demand look like post-Covid? 1 country can give investors some clues: Australia. Here’s some eye-popping data on how demand for travel/restaurants spiked since Australia reopened
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PagerDuty reports earnings today. Last Q $PD sunk 25% after earnings, as longer sales cycles and contraction led to weak billings. It is one of my biggest positions and I
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$BOX reports earnings today, and while everyone thinks they're undervalued and a potential acquisition target, I think they will continue struggling with churn in the next year or so. Here's
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$ROKU reports earnings today. Two factors that will determine whether Roku will be a $100B company is the Roku Channel and international expansion. Here's some data to give a rough
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