Lonsdale@Lonsdale171255$RBLX Almost certain the Jefferies hit piece is meant to open a back door for institutional investors to load up. Same as the Morgan Stanley piece when $CVNA was getting out of bottom. Bottom fished $CVNA close to $5, $RBLX same vibe now from last two months trading.
Kramerica Industries@theloaner11Addressing the Jefferies downgrade, which caused $RBLX to be down 10% earlier last week: 1. Its 2027 growth estimates of +5% are too low On Saturday CCU, September's DAU run-rate is ~146–148M, against a 2026 average of ~131M. Even if half of that fades, 2027 bookings grow