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When Roblox announced earnings last week, the stock jumped up almost 25% at one point. It has since come back down, but I don't think that initial optimism made a lot of sense when you really look at it. The company is not going to be providing monthly metrics data anymore. They say this is because they're focused on the long term and the monthly report. That gives me a little pause about the communication we're seeing from management going forward.
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