Apr. 15 at 11:36 AM
Been digging hard into
$RDDT vs
$RBLX and the divergence is getting impossible to ignore.
$RDDT — user growth stalling out is a hard pass for me. You can dress up monetization all you want, but if the top of the funnel isn’t expanding, the multiple eventually compresses. Simple.
Now
$RBLX… totally different animal.
Not gonna lie — it’s a tougher business to wrap your head around if you’re not a user. But the raw engagement metrics are screaming:
DAU up +69% YoY (Q4 ‘25)
Hours engaged up +88% YoY
That’s not normal growth — that’s platform-level acceleration.
In this market, attention = currency. And
$RBLX is dominating that metric while
$RDDT is plateauing.
Still doing deeper work here, but from a trader’s lens:
One is losing momentum. The other is compounding network effects at scale.
