Roblox is down 49% year to date and slipping another 3% as Cathie Wood's ARK keeps trimming, while Take-Two barely moves ahead of GTA VI.
ARK sold $6.5M of Roblox while buying $7.6M of nuclear supplier BWXT, rotating capital from consumer platforms into AI-adjacent power infrastructure.
Roblox's 43% revenue growth and 66% free cash flow surge contrast sharply with its $1B net loss, keeping the stock's valuation under persistent pressure.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Roblox didn't make the cut. Grab the names FREE today.
Roblox stock is falling harder than its sector fund and its top gaming peer this Tuesday morning, on a session with no company news to explain the underperformance. The identifiable pressure comes from continued selling by Cathie Wood's ARK Invest, without any overnight announcement from Roblox (NYSE:RBLX) itself. The rotation detail is the story: ARK sold Roblox on the same day it bought a nuclear supplier.
#cathie #sold #take #BWXT
ARK sold $6.5M of Roblox while buying $7.6M of nuclear supplier BWXT, rotating capital from consumer platforms into AI-adjacent power infrastructure.
Roblox's 43% revenue growth and 66% free cash flow surge contrast sharply with its $1B net loss, keeping the stock's valuation under persistent pressure.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Roblox didn't make the cut. Grab the names FREE today.
Roblox stock is falling harder than its sector fund and its top gaming peer this Tuesday morning, on a session with no company news to explain the underperformance. The identifiable pressure comes from continued selling by Cathie Wood's ARK Invest, without any overnight announcement from Roblox (NYSE:RBLX) itself. The rotation detail is the story: ARK sold Roblox on the same day it bought a nuclear supplier.
#cathie #sold #take #BWXT
2 months ago
