A week ago would been better time to sell. This week there was double hit - 1. Rumors of Walmart buying Vizio (may lose interest selling/partnering with Roku) 2. The 23Q4 results announced - and they are tepid, similar to Q3 (slightly positive aEBIDTA, slightly negative net income). Much better than the quarters before that but Q4 was not "miraculous" To me $100 seems a fair price, maybe will reach it after good Q1 report - but I don't have access to "material info" to know for sure
Always a good time to sell. Bird in hand worth 2 in bush and all.