Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.

We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.

Stocks: ROKU, PINS, PTON