Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat_老虎社区_美港股上老虎

Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat

Seeking Alpha2022-02-07

SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.Roblox is still investing heavily to further its metaverse ambitions.However, RBLX stock ...

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·2022-02-07
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Roblox also suffered from revelations of child pornography and sexual grooming.We discuss why we think Roblox stock is still a buy, but with a caveat.tolgart/E+ via Getty ImagesInvestment ThesisThe gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.Gaming Leadership and User-Generated Content is Roblox's Key Competitive AdvantageVP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.People like to play. We were born as children and we love to play. We never give it up.So, gaming becomes a great way to get people to spend a significant amount of time together. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.Seventeen years later, Roblox is increasingly an essential part of people's lives.With tens of millions of daily active users and billions of monthly engagement hours,we are moving closer toward our mission of connecting a billion people on our platform. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):This community has already become a driving force in pioneering a more inclusive metaverse, andit's incredible to see a triple-digit percentage surge year over yearin the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)Roblox is Investing Aggressively in the MetaverseEven though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included \"Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences.\" Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the \"metaverse\" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, \"all roles are geared towards enabling the metaverse experiences.\"Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.RBLX Stock is a Buy Now with a CaveatRBLX stock price action (TradingView)Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.Consequently,we reiterate our Buy rating on RBLX stock.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":633532736,"gmtCreate":1644214403211,"gmtModify":1644214403494,"author":{"id":"3572043809285615","authorId":"3572043809285615","name":"NP_YT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633532736","repostId":1190967225,"repostType":4,"repost":{"id":"1190967225","pubTimestamp":1644212210,"share":"https://www.laohu8.com/m/news/1190967225?lang=&edition=full","pubTime":"2022-02-07 13:36","market":"us","language":"en","title":"Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat","url":"https://stock-news.laohu8.com/highlight/detail?id=1190967225","media":"Seeking Alpha","summary":"SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Roblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.</li><li>Roblox is still investing heavily to further its metaverse ambitions.</li><li>However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.</li><li>We discuss why we think Roblox stock is still a buy, but with a caveat.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206190681150a5af30b3c692daeff67d\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>tolgart/E+ via Getty Images</span></p><p><b>Investment Thesis</b></p><p>The gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar&#39;21.</p><p>The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.</p><p>Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.</p><p>Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.</p><p>We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.</p><p><b>Gaming Leadership and User-Generated Content is Roblox&#39;s Key Competitive Advantage</b></p><p>VP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):</p><blockquote>Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.<i>People like to play. We were born as children and we love to play. We never give it up</i>.<i>So, gaming becomes a great way to get people to spend a significant amount of time together</i>. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)</blockquote><p>Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox&#39;s numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.</p><p>Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that&#39;s far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:</p><blockquote>When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.<i>Seventeen years later, Roblox is increasingly an essential part of people&#39;s lives.</i>With tens of millions of daily active users and billions of monthly engagement hours,<i>we are moving closer toward our mission of connecting a billion people on our platform</i>. (Roblox)</blockquote><p>Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox&#39;s incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.</p><p>Not only is its developer ecosystem highly robust, but it&#39;s also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.</p><p>Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):</p><blockquote>This community has already become a driving force in pioneering a more inclusive metaverse, and<i>it&#39;s incredible to see a triple-digit percentage surge year over year</i>in the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)</blockquote><p><b>Roblox is Investing Aggressively in the Metaverse</b></p><p>Even though Roblox has been building its metaversal experiences over the last seventeen years, it&#39;s not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included &#34;Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences.&#34; Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.</p><p>Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the &#34;metaverse&#34; term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, &#34;all roles are geared towards enabling the metaverse experiences.&#34;</p><p>Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.</p><p><b>RBLX Stock is a Buy Now with a Caveat</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7022cfda4bb9128bb4c44fa69c517e9\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>RBLX stock price action (TradingView)</span></p><p>Readers can refer to the chart above that November&#39;s bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.</p><p>But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it&#39;s not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it&#39;s still important for investors to monitor these developments closely.</p><p>Consequently,<i>we reiterate our Buy rating on RBLX stock</i>.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoblox Stock: Don't Miss The Chance To Buy, With 1 Caveat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-07 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.Roblox is still investing heavily to further its metaverse ambitions.However, RBLX stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190967225","content_text":"SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.Roblox is still investing heavily to further its metaverse ambitions.However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.We discuss why we think Roblox stock is still a buy, but with a caveat.tolgart/E+ via Getty ImagesInvestment ThesisThe gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.Gaming Leadership and User-Generated Content is Roblox's Key Competitive AdvantageVP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.People like to play. We were born as children and we love to play. We never give it up.So, gaming becomes a great way to get people to spend a significant amount of time together. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.Seventeen years later, Roblox is increasingly an essential part of people's lives.With tens of millions of daily active users and billions of monthly engagement hours,we are moving closer toward our mission of connecting a billion people on our platform. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):This community has already become a driving force in pioneering a more inclusive metaverse, andit's incredible to see a triple-digit percentage surge year over yearin the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)Roblox is Investing Aggressively in the MetaverseEven though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included \"Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences.\" Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the \"metaverse\" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, \"all roles are geared towards enabling the metaverse experiences.\"Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.RBLX Stock is a Buy Now with a CaveatRBLX stock price action (TradingView)Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.Consequently,we reiterate our Buy rating on RBLX stock.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}