Riding high on a stellar set of full-year 2022 financial results, Roku leadership have consulted their crystal ball, one known for match-fixing. This time, it tells us that the tides of streaming viewer behavior are shifting away from HDMI streaming dongles and toward smart TVs with proprietary operating systems. It is easy to look smart and predict trends as a $3 billion a year revenue business with the power to have direct and very real influence over those trends at play. Roku itself is catalyzing the trend away from streaming dongles by shifting its hardware dollars away from its Roku sticks and towards Roku TVs. Consumers go through numerous streaming dongles during the lifetime of a TV set, so investing…