Group 1 - Roblox Corporation (NYSE:RBLX) is considered a speculative play, with the stock down approximately 50% from its highs last year [1] - The company is recognized for its strong management under CEO Dave Baszucki, despite current financial losses impacting market interest [1] - Brown Advisory noted that Roblox's two-sided gaming platform is gaining market share, with improved engagement and operating leverage due to better search algorithms and popular titles [2] Group 2 - Third-party data indicates that Roblox's bookings are accelerating, even in the face of tougher year-over-year comparisons [2] - While Roblox shows potential as an investment, certain AI stocks are viewed as having greater upside potential and lower downside risk [2]