What the heck does Cathie Wood see in Roku?

It looks like, maybe, just maybe Cathie Wood is coming around to the fact that clients don’t love losing money. No matter how big the proverbial carrot dangling from the stick that is her long-term vision turns out to be. After all, as of now, that carrot is only as big as Cathie Wood says it is … and, based on her recent trades, it looks like it might be getting considerably smaller.