There is no extra money in getting complex stock analysis right.
True - and this doesn’t qualify as complex stock analysis. This is all about when the growth story slows down. Even a little. And sentiment. Then it will be on to the next thing that “everyone” is being ruthless about in their investment choices. And investors in these stocks will have to be ruthless as well. There’s no fundamental / complex reason why Roku shouldn’t be a darling stock, except it’s not of the moment.