I think $Roku Inc (ROKU.US)$ is not a bad buy. I dont own it...

I think $Roku Inc (ROKU.US)$ is not a bad buy. I dont own it because im not confident about the moat

Googl $Alphabet-A (GOOGL.US)$ , amzn $Amazon (AMZN.US)$ , fb $Meta Platforms (FB.US)$ ok for long term. Fb im not happy that they r gonna spend so much on metaverse with no discernible return

For other tech stocks waiting for a further 10-20% pullback.