LikeFolio briefly touched on Roku Inc. (ROKU) Monday after it reached a deal with Amazon (AMZN) to run its ads. Today, Landon Swan says Roku remains a leader in a "very quickly" growing industry, despite warnings of a "yellow flag" in competition. While Amazon's deal gives Roku more runway, Landon notes Fire TV and Samsung TV tapping into its market share. He says the company may need to form another "David v. Goliath" story.