I don't understand the bearish sentiment

$Roku Inc(ROKU.US)$ I don't fully understand the bearish sentiment that exists given Wood's pedigree and the many advantages ROKU enjoys. Amazon, Google, Apple, they have all been in this space for at least 7 years (Amazon was the last to enter in 2014). Despite their presence, Roku could thrive and it will continue to do so for the next decade, in my opinion.