August 13th marked the lowest number for CCUs for $RBLX over the last 30 days. This could get really interesting as more parents are finding out about this and stopping their kids from playing the game. This has been a complete PR disaster for the company.

The Roblox situation is rly picking up on social media I’m seeing a lot on Facebook right now of parents warning other parents to delete the app or be careful. Rankings are starting to tank on the App Store and google play store I’m shorting tf out of it.

$RBLX child lawsuit AG BREAKING: Louisiana Attorney General Liz Murrill files Child Protection lawsuit against popular game Roblox

$RBLX looks like the thesis is playing out. Roblox down 6% in PM. Don’t like to take victory laps but extremely proud of this one. We were the first ones to cover this I believe. 🙌🏼

I’m still very short $RBLX things are getting worse and worse for them Schleps new video with Chris Hansen already has 4.2 mill views in a day and every top news article about Roblox is negative. The petition to remove the CEO is now at 217k signatures.

CCUs just hit an all time high today because of a new event so I could definitely see the stock going up Monday so be careful about how you time this

$RBLX top 2 games that caused them to break CCU records are both dying off creating new lows on search trends Roblox’s app rankings are also crashing there down 6 spots from #1 in the “Games” and down 38 spots overall I’m seeing more parents on Facebook talk about this issue

On the right is Twitch viewership and channel data for Roblox it seems to line up pretty well with app rankings. Twitch viewership is tanking despite the record breaking CCUs it’s seems like the growth isn’t organic anymore and relying heavy on events

Byrna Technologies (BYRN): My Mid-Conviction Thesis for a Social Arb Trade If you've been following my work for a while, you might recall my thesis on $BYRN last year. I initiated a position around $14 and got out around the $24 range. I exited the position because the narrative

I don’t get how Roblox stock keeps going up. The lawsuits + controversy feel massive either they make the game safer (hurting growth), or they get sued hard. None of that seems good for investors. Yet the stock’s only risen. Am I biased/wrong here, or does the market just not

Seems like the energy thing has been out for a while but is only reaching most of the users now.

Massive price cut by DA Davidson this morning new target 300 from 500

If you wanna read some football articles or wanna learn about football my buddy made a great website gridironhunt.com I also post some of my bets on there in the betting tab

Thesis holds strong still, it was bound to bounce at some point I think it’s funny everyone victory lapping buying the dip after it falling forever

$DUOL this new language learning app called Pingo AI seems to be getting rly popular, it lets you practice real life conversations with an AI and gives feedback on grammar and pronunciation. If it gets bigger it could definitely disrupt Duolingo.

LONG POST: Fwiw I want to start by saying that I am explaining the reason for this exit in detail so that people can truly understand my trading style and the logic behind my process. It is important to clarify that I still believe Ubiquiti $UI will have a blowout Q2 quarter