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Investing Power Hour #56: No MSFT/ATVI Deal; Big Tech Earnings; Update on Banking Crisis

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Roku's Social Media Strategy

I'm so impressed by the family of apps, the social media properties and their durability has impressed me a lot. There was a point when I was saying that Instagram was going to go the way of Facebook and kind of lose its relevance with younger people. That just hasn't happened. So yeah, I'm really impressed by the social media businesses, but it's like everyone just forgot the reality labs is a huge cash suck.

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