Zoom & Roku

Have read a few accounts stating sell offs have somewhat left these stocks in the dark, whilst their customers have continued to do the opposite.

I’ve seen arguments that investors are seeing their scopes too limited - with Zoom having additional pertinent workplace functions than remote meetings and Roku being a big advertising player on top of the streaming.

Zoom itself has a better price to sales ratio than pre pandemic - I think I read.

What are your thoughts on these? Pandemic stocks or much more than that?