$RBLX Looks Like the Silent Winner of a Discord IPO
Discord's potential IPO is a monster catalyst for $Roblox Corporation(RBLX)$ ...and nobody's talking about it.
The #1 referring source to Roblox is…Discord.
And roughly 40% of Roblox’s outgoing website traffic goes straight to Discord.
That is...uh...insane.
I wouldn't say that makes them “loosely connected"...they’re basically co-dependent infrastructure for gen-z gaming + ugc creation.
So when Discord IPOs, their S-1 is basically a free advertisement for RBLX...*if* Discord’s S-1 shows:
> massive DAU growth
> huge engagement + high session times
> creator economy strength
> sticky Gen-Z user base
> gaming network effects
…investors/traders will look for public companies exposed to those exact same secular trends.
That's RBLX.
A strong Discord IPO can validate sentiment of the gen-z creator economy, which is RBLX core market.
Clean sympathy + proxy trade.
Simply put, the Discord IPO is the bullish anticipatory catalyst I’ve been waiting for on RBLX...I’m starting to build a position in the $70s, looking for $100+ again soon.
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