Roku, Inc.
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4/25/24 - $roku +ve bias but watch - vrockstar

4/25/24 - vrockstar - 2x sales, scaling on the opex line and 5 days to cover keeps me from wanting to short this esp after last quarter's result. but the setup looks more +ve than -ve here. the second order problem is a miss sense this into the abyss that's hard to dip buy and you're best to take losses - i don't like that sort of setup. so plan here is to chase a high quality print higher. will take funds a few days to reload and we can front run that post market. not convincing to play the volatile print. if i did consider a long - i'd cover ITM c's.
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