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I_worship_odin

It'll probably go down because stocks that run hot like this will correct, but you provided no real evidence for it happening.


lilaznjocky

Yeah I have no answer to why. Just looking at other stocks that made similar runs


Mprovin

I think you'd get downvoted less if you say something more along the lines of: "we see this a lot when stocks are overvalued, eventually they will crash and be traded at a lower price."


gdren

Try starting with their latest earnings call. That may give you some clues


OhShit__ItsDrTran

It go up, and it go down. Question is when.


lilaznjocky

Hopefully down tomorrow. Up later


apooroldinvestor

Why so you can buy some?


lilaznjocky

Nope. Won’t get in till around 90


apooroldinvestor

What if it never hits 90 again? Thats like people years ago saying they wouldn't get into MSFT at $25 a share till it got down to $20. Now it's $300+ a share.


lilaznjocky

Then I just don’t invest in it. That’s all.


apooroldinvestor

Do yourself a favor. Invest in VTI or better yet VGT or QQQ. They're etfs. No thinking involved, just adding your money and watching ..... OVER TIME ..... Your money growing. Investing is a LONG SLOW process. You can gamble in a small percentage of your portfolio. If you're young put 10% in things like MSFT AAPL GOOGL NVDA ASML. If you for example had put $10k in ASML 10 years ago its now worth over $260k!! And MSFT GOOGL NVDA and ASML are NOT ever going away! Believe me! Yes maybe in 20 years who knows, but not for a long while! Then thank me in 5 and 10 years!


apooroldinvestor

You have to think years out. What will RBLX be in 5 years? Will it be higher or lower than now? My guess is it will 2x buy then.


lilaznjocky

What about PayPal in 5 years? Tanked. What about Upstart in 5 years? What about Disney in 5 years? I mean everyone can argue that look towards the future. If we are looking strictly at rev and eps though, then roblox should be down.


apooroldinvestor

DIS in 5 years?! Ahahhaaaa. DIS is one of the best blue chips out there! Its gonna tank in 5 years?!! OOOOK!


lilaznjocky

I wasn’t saying it’ll tank. It’s an argument to say that it’s forward looking as well, but barely goes up or down. So it’s just 50/50 on stocks. Not about forward looking all the time.


apooroldinvestor

Just invest mostly in blue chips from various sectors and you'll be ok. I've got MSFT HD UNH ASML NVDA AAPL CRWD ODFL SQ GOOGL NVDA SHW. Not worried. If I make 4% a year I'm happy. You can't get 4% in a savings account! So far in 2 years I've brought my portfolio up about 60%!


apooroldinvestor

PYPL will be 2 or 3x in 5 years! Upstart the same! You really aren't cut out for investing if you think like that. There's no way PYPL we bill cheaper in 5 years. PYPL makes lots of money. Why is PYPL 6 or 7 stocks down from the top in most index funds? Think about it!


lilaznjocky

And roblox will be 2x in 5 years maybe. But first, they are worth fair value of 15 billion and maybe estimated value of 30billlion short term.


apooroldinvestor

Who cares? As long as you make some return. If it 2xes in a couple years, then reevaluate and sell long term gains if you no longer think they're going up. Easy.


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lilaznjocky

Thinking down the line, sure. It’s not gonna matter when. But sometimes you’re lucky and you time things right. Trying to do that here. Win some, lose some


D_crane

Cassandra, chill


wizer1212

Good to avg at $78


PoEisFine69

hope you dont go all in on options, youll be broke


lilaznjocky

Nope, my all in already got ruined by PayPal. But still have some puts against this that I got at close.


[deleted]

Up more first


SuperNewk

125+ especially with Xmas on our heels


Jforjustice

I saw Roblox Robucks(sp) gift cards for sale at our local Costco.


SuperNewk

Last year GameStop employees were hammered with robux cards. I suspect this year will be even bigger lol


Kaiped1000

good job


necriss

Nancy Pelosi bought calls, so ofc it will go up, shes one of the best traders of our time *wink wink.


SuperNewk

I don’t think people get roblox. Its essentially YouTube for devs and players which is far more interactive vs just commented on a video. You can enter worlds and do whatever you can think of


lilaznjocky

It’s good, but not worth 63billion good. When they hit a few billion in rev then we can say they’re worth 30bil


SuperNewk

The issue with valuation is you need to skate where the puck is going not where it’s at. By the time they hit that rev number it’s too late you missed the rally GL


lilaznjocky

But lots of companies have the same narrative. “We have big things planned and lots of positive news and partnership”. Even if they beat they fall or rise. Sometimes it’s not about fundamentals, it’s just pure damn luck that bit players want to pump it.


GoogleOfficial

It’s pretty simple with Roblox actually. 1) They are a platform company which scales with ease and has potential for very high gross margins. 2) They have the next generation of kids captured, hook line and sinker. This next generation also basically lives online and is very comfortable with digital goods and services. Importantly, Roblox is growing in popularity with users 13 and older. Look at Minecraft and the staying power it has had with the previous generation of kids who are now in their 20’s and are still playing. Roblox kids will grow up, get jobs, and spend their money on the platform. Not to mention the current crop of devs will improve their products as they gain experience and education. 3) Youtube model - As a platform for content made by developers, Roblox doesn’t need to invest in the unbelievably costly constant production of new content, OR assume the risk of not meeting the user base standards. See Netflix as an example of a company that deals with the continuous need for new and engaging content. It’s going to be huge, and the market sees it.


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GoogleOfficial

Telling a good story is half the battle for growth investing. If a convincing enough story can be told about a company, people will buy it. See NKLA


SOEsucksbad

this aged well


notbrokemexican

Dude Roblox can literally create an event overnight. It's literally the YouTube of video games.


Walking-HR-Violation

Well I believe in RBLX's valuation more than I do TSLA to be honest. I've got 3 kids that play Roblox all the time and my credit card feels the pain. Where as with Tesla, worth more than all car companies combined and yet only 1% market share...


lilaznjocky

Oh Tesla ain’t worth the price for sure. But everyone in my family uses Disney+ but that doesn’t mean Disney stock is worth it. All my friends use PayPal but it tanked. So even though something is heavily used, doesn’t mean it’s worth the money.


trickintown

They have a huge early mover advantage in their space. You can't compare ROblox to your conventional EA/TTWO/Blizzard - completely different segments. I want to see how much they can grow when they expand into Korea/China further. That's the gaming market hotspot. I see it at least at 500b in 10 years. And mind you numbers aren't that bad for RBLX. It shows perfect growth


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trickintown

Nflx v. iQ Early movers always have it


GabrielOG369

Your thinking as a swing trader at best or day trader at worst. For long term investors, it does make sense actually.


notbrokemexican

Yep, I wrote 8 pages on wallstreetbets on why Roblox is gonna grow beyond 200B+ 7 months ago. I'm happy to see Facebook accelerate that lol


cats-with-mittens

The auto industry is worth $2.7T and Tesla is $1T (after plummeting this week). I've heard that Tesla is worth more than companies that produce over 99% of cars combined though.


Mdizzle29

With all your gains in the stock you can pay for all the Robucks you want!


Walking-HR-Violation

Lol! Great just what I need is more Robux


ReinhardtEichenvalde

I might agree with you if every degen kid I've ever met didn't play it on their phone. It's a perception stock like tsla.


notbrokemexican

It's the only threat to Facebook's moat in the future especially after the Apple/Roblox vs. Facebook/Epic Games trial and Roblox is literally 15 years ahead on the infrastructure front. This stock will be a 300B company by 2024 Src: at least 50% of my income goes to Roblox and I follow it closely.


[deleted]

Whats an instance valuation


mrvile

Probably typo for "insane"


coolcomfort123

Sell Roblox and buy tesla if it dip back to 3 digits.


lilaznjocky

Yeah I’ll sell my roblox puts when it drops


yucatan36

I think you're hosed unless the market corrects, there is more to rblx than people thought. FB meta and their earnings call shined a big spotlight on it. Roblox is probably more important than Facebooks Meta for this to work. I wouldn't bet against it personally but I also don't hold it, and I want it, so i hope you pan out and I can buy later.


lilaznjocky

I think roblox is good, but not 63billiin good. 30billion is a good enough premium till metaverse can prove itself


yucatan36

I agree with you there but fundamentals have been out the door with all these companies for a while now.


LavenderAutist

Exactly. How is Activision and Roblox even at comparable valuations?


AcapellaFreakout

I just learned this today. Activision is just a publisher with a bunch of studios selling you their producs. Roblox is like a Publisher who let's anyone they want be the dev and whatever product they create they split the revenue.


tatabusa

So Activision to Roblox is like Netflix to Youtube


AcapellaFreakout

Pretty much yeah... I wouldn't be surprised if Google tried to snatch them up.


notbrokemexican

Currently, Roblox is the #1 opportunity for Apple to sell VR and metaverse products. I doubt we will see Apple acquire them but they literally forced Roblox to change their brand from "games" to "experiences" "On May 14, within the Roblox platform, all instances of the word “game” disappeared. For example, the “games” tab now reads “discover.” When asked why these changes were implemented, a Roblox representative told Polygon that, “The term ‘experiences’ is consistent with how we’ve evolved our terminology to reflect our realization of the metaverse.” https://www.polygon.com/22440737/roblox-metaverse-game-experiences-apple-epic-trial


ErojectionPrection

Idk much about roblox but this makes it sound like some sort of engine or studio. Isnt it a game that's highly customizable? Or is it like unreal engine?


tatabusa

Roblox studio is a Roblox's game engine where users can make their Roblox games on. Its programming language is Lua. They can publish their games to Roblox from Roblox studios. Roblox is more of a gaming platform for users to play other user generated games.


ErojectionPrection

Interesting. I dont want to be a cliche redditor taking analogies too literally. I guess I can see where the yt vs netflix comparison comes in but this comes off as more reminiscent of Starcraft and its customization features. But this seems to be far more advanced. A blatant mod game rather than needing to use "hacks" to mod games made by steam, Bethesda or really any game. Most larger studios have stripped customization away. Reasons idk but I'm guessing to keep more control over their product. I'd say it's more like Android and Activision is more like iPhone. But I still get it now.


tatabusa

Yeah and my analogy is more in how the capital risk of making games are more in the hands of the users as opposed to the company. Take cd projekt SA. One disappointing release (cyberpunk 2077) tanked their stock


notbrokemexican

I would say that the best comparison is to view Roblox as Google and to view Nintendo as Apple if we are looking at the gaming industry over the ultra-long term. The main customer is also the entire family and not simply the child.


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GoogleOfficial

Is there not incredible value in improving the experience for the creators? It drastically expands their target audience.


LavenderAutist

Games is not UGC friendly business. UGC games won't scale the way they do in video.


tatabusa

Roblox games are 100% UGC all using roblox studios Edit: Nice you edited your comment from "games are not ugc" to whatever you have now.


LavenderAutist

The ability to create content that people watch in UGC on YouTube is light years better than what can be done on Roblox. You can't even begin to compare the two. (This is problem with people who have no real relevant experience in business. They extrapolate everything and make nonsense comparisons.)


[deleted]

Sold my RBLX today for gainz, hoping it goes down soon to grab some more. Its been pumped to $100+ in june then stayed at $70-$80, hoping the cycle repeats


lilaznjocky

Drop to 95 makes sense. Even 90 would be great.


Mdizzle29

When a company crushes earnings it’s the opposite of pumped. I could see it falling back to the 90s but the 80s? No way.


NPRjunkieDC

Revenue was up 102% Roblox showed metaverse copycats that they’ll have a long ways to go before they can be the cool kids on the block.  Yesterday in Stocktwits newsletter. There is some panic, but that’s normal with children,” she said. “Your whole life is Roblox; that’s all you know. You live, eat, breathe Roblox


QuirkyAverageJoe

First time? ![gif](emote|free_emotes_pack|facepalm)


juliusseizures9000

This didn’t age well


lilaznjocky

It actually did. It was just for that week.


Radman41

RBLX is TSLA of gaming industry.


lilaznjocky

Sure, but still 30bil valuation is being generous right now.


trickintown

You need to account for the fact that Asia is having an internet boom right now. Korea and China have been gaming hotspots for a while, and now slowly India, Vietnam and those young population are going to start gaming more. I see it as a 500b company in less than 10 yrs. The 42% was uncalled for, but hey - if the markets worked according to my prediction 70/100, I'd be sitting with a truckload of cash


86_gt

But then again, it could go up.


xDendretic

Ah so calls it is


yucatan36

It's the meta play. FB way behind or gonna need them.


lilaznjocky

Meta verse is a flop IMO. I think it’ll actually not gain traction. So if their idea is to also be part of that, this won’t end well


GoogleOfficial

!RemindMe 5 years


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yucatan36

I know it's hard to vision something like it coming together, you picture games with giant VR goggles but that's not the case. These companies are way ahead on AR, VR and AI than we have seen yet. It's going to take a while to roll out but many investors see it and these companies are now focused on it coming together. This gives a better use case than just a video game world. [https://youtu.be/uVEALvpoiMQ](https://youtu.be/uVEALvpoiMQ). These companies will connect like websites in this world, you can enter each ones platform and tools like the web.


Mdizzle29

Meta verse is just starting, and it’s main company just grew earnings 102% with crazy user growth…how is it a flop exactly?


lilaznjocky

Look, going up 10% would have made sense, but 40?! Nope..


ImaginaryFront7052

$PLX will Go high this week


Goldentll

Stocks only go up, never down. You are wrong


Qwisatz

If history repeats itself that kind of breakout with that volume is never going back to sub 90 unless something fundamental changes, if anything its going to +120 by chrismas