Shay Boloor — $RBLX down over ~20% after missing DAU expectations and cutting forward guidance.
• Bookings $1.73B vs Est. $1.74B
• EPS ($0.35) vs Est. ($0.41)
• EBITDA $366M vs Est. $323M
• Ave…↗
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 6
Lando — The $RBLX chart hasn’t been good the last 3 months. Lots of bad sentiment around this name right now, most of it justified as well
-38.8% in the last 3 months
-6% today https://t…↗
December 2025 · 6 mentions
Dec 30
Alex Morris (TSOH Investment Research) — @buccocapital Some thoughts from this week on $RBLX
tldr - I still struggle to truly fathom how successful the platform has been over the past five years. There's some hair here f…↗
Dec 29
Alex Morris (TSOH Investment Research) — Today's TSOH Investment Research
"Roblox: A Longer Leash" $RBLX
Thank you to @FrancoOlivera for his feedback
https://t.co/sJgsXU8Civ↗
Alex Morris (TSOH Investment Research) — Roblox TTM Hours were ~107.4 billion in Q3 FY25
TTM Hours have increased ~8x since 2019 $RBLX https://t.co/nW0nlKwmvc
KaizenInvestor — $RBLX just pumped +20% after a massive Q4 double beat.
Roblox crushed expectations this quarter, proving its platform is more than just a kids' game. Revenue hit $2.22 billion, f…↗
Feb 5
Chris — @nuwrld97 Shared $RBLX in real-time with everyone today
For personal trades I post in Trade Echo↗
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 6
TheLastBearStanding — $RBLX still tumbling post-3Q earnings call, as the company admits that keeping children safe will hurt its bottom line.
"the new safety policies we're rolling out... may cause so…↗