Cathie Wood: 根据 Nick 的原始研究（在 @andrewkimARK 的支持下），Roku 应该是全球广告从线性电视到数字电视的 150 多亿美元转变的主要受益者。一个好主意，另一个@ARKInvest 开源模型！ https://t.co/UHrUwAKYR3 引用@GrousARK 的推文：我们的 Roku 开源模型现已在 Github 上提供：github.com/ARKInvest/ARK-… 您可以在我们的博客文章中阅读我们的论文和假设：ark-invest.com/articles/analy… 我们的基本情况表明，Roku 的股价到 2026 年可能达到 605 美元。

原推：According to Nick’s original research (with support from @andrewkimARK), Roku should be a prime beneficiary of the $150+ billion shift in global advertising from linear to digital TV. A big idea, and another @ARKInvest open-source model! https://t.co/UHrUwAKYR3

Quoted tweet from @GrousARK:

Our Roku open-source model is now available on Github: github.com/ARKInvest/ARK-…

You can read about our thesis and assumptions in our blog post: ark-invest.com/articles/analy…

Our base case suggests Roku’s share price could reach $605 by 2026.

https://twitter.com/CathieDWood/status/1545183009237778432