Core Viewpoint - Roblox Corporation (NYSE: RBLX) is being initiated with a Sell rating due to its excessive valuation and unclear path to profitability [1] Financial Performance - The company is currently trading at a high multiple, indicating an inflated valuation [1] Profitability Outlook - There is a noted lack of a clear strategy or roadmap for achieving profitability in the near future [1]

So a lot of people look at the the moment that we are in right now and they see very high valuations and I don't know how you would deem sentiment but there's certainly a lot of enthusiasm around technology like AI. >> Are we in that moment. >> There's enthusiasm.There are high valuations. I I don't know enough about tech stocks or stocks in general or AI specifically to know whether the valuations are excessive. My response to date has been that the valuations are not crazy.High but not crazy. And when whe ...

Investment Strategy - Timing market tops or bottoms is generally unproductive without alpha [1] - Estimate intrinsic value and Dollar-Cost Average (DCA) until the asset is no longer undervalued [1] - The strategy is considered straightforward [1]

Group 1 - The article does not provide any specific insights or analysis related to companies or industries, focusing instead on the author's credentials and disclosures [1][2][3]

Funding & Valuation - Kalshi 完成 3 亿美元融资 [1] - 公司估值达到 50 亿美元 [1]

Predictions marketplace Kalshi secured a $5 billion valuation in its latest funding round, more than double the amount cited during its previous fund raising effort just months ago https://t.co/oKYFdNZh4d ...

Market Outlook - Bull market is expected to continue due to economic growth, resilient corporate profits, and supportive policy [1] - Missing a bull market can be very costly for investors [1][2] - The S&P 500 has increased by 89% since the beginning of the current bull market [2] - The average bull market gains 192% since 1950, suggesting potential for further growth [3] - Historically, the average gain for the S&P 500 in year four of a bull market is 162% [4] - If the historical average gain of 162% is applied, the S&P 500 could reach around 7710 [5] - Seven out of the previous ten bull markets extended beyond three years [5] Investment Strategy - Investors should focus on capturing upside rather than excessive hedging [2] - Retail investors accelerated their weekly stock purchases, with net purchases at $7 billion this week, above the two-month average of 53% per week [8] - Retail investors are favoring ETFs over single stocks [8] - A strong finish to the year is expected, potentially extending into April of next year [11][12]

Now Kalshi has upped its valuation to $5B after latest $300M raise from Coinbase, a16z and Sequoia among others*Walter Bloomberg (@DeItaone):KALSHI RAISES $300M AT $5B VALUATION: NYT ...

Stocks Pause Amid Valuation Concerns; Dollar Dips. Ger market insight on Bloomberg Surveillance. @tomkeene @ptsweeney @LisaMateoTV are LIVE on YouTube https://t.co/m9IglISGoz ...

polymarket at $9b valuation losing 66% market share to kalshi. ice put $2b into a platform that needs vpns for us users. $poly token launch is their only shot at creating switching costs kalshi can't match. pricediction at $400k market cap becomes a 50x lottery ticket if sector rotates on poly announcement. ceo calling it biggest launch of the year on a platform bleeding users. either tokenomics save them or this becomes the most expensive exit liquidity in prediction market history ...