Analyst on the @Hedgeye Communications Team working with @hedgeyecomm. Focused on the Video Game Industry and other internet/media names. Not Financial Advice
Cite asCryptoQuant has tracked the directional calls on RBLX by @HedgeyeCommOR on X since Aug 2025: not yet scored on RBLX (as of Nov 11, 2026).
Relative view by default: fewer than 30 RBLX calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeCommOR to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
So, the short report guys are coming for $RBLX again... I skimmed their report, they make some good points that I would agree with but miss that this is RoC stock and the data is currently moving in the right direction
View original →@GenAIRoblox I guess how I think about it is $RBLX mgmt has been talking about the importance of the 18+ cohort for a while now and GTA is likely to capture a large share of their gaming engagement around launch with the potential to convert them into users of a UGC platform.
View original →This exists for $U and $RBLX our view is that at the margin all of these advances in democratizing UGC gaming platforms are negative for $RBLX. They used to own the UGC platform space and even though they maintain the largest userbase they are no longer the only game in town... https://t.co/gNRsutsa7Z
View original →$U credited the 28D ROAS product with Vector as a driver of its beat, this makes sense given that the D28 metrics are important to publishers. Makes me think more about $RBLX and how swapping the discovery algo to prioritize D28 had a negative impact on bookings...
View original →Some more thoughts on $RBLX following the print: Mgmt does not have the ability to forecast accurately this mattered less when the surprises were to the upside but now that they're to the downside is a real issue. The constant fiddling with the discovery algorithm is interesting to me as now it has been cited as a driver behind weaker bookings.
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