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Roblox in 2025: Is the company a juggernaut in the making?
Roblox is evolving from a gaming platform into a foundational layer of the immersive internet—where people play, learn, shop, and socialize. With nearly 100M DAUs, rising monetization, and expanding verticals like fashion, education, and ads, Roblox is building a platform with real leverage. The next decade will determine if it becomes a dominant utility—or remains a niche success.
Matt Wolodarsky
Jun 166 min read


How AI is Powering Industry Transformation & Dividend Growth in My Stock Portfolio
As I wrote in my Investor's Guide to Profiting from the AI Boom last October, my investing strategy for the AI era is to ride and adapt...
Matt Wolodarsky
Jan 118 min read


The Investor's Guide to Profiting from the AI Boom Part II
Unlock the secrets to investing in the AI era! Learn the criteria for spotting AI winners and explore stocks poised to thrive in the AI boom
Matt Wolodarsky
Oct 6, 202431 min read


A Smart Dividend Play in the AI Era: Why Equinix Stands Out
Equinix represents a compelling investment opportunity due to its strategic role in supporting the expansive growth of AI.
Matt Wolodarsky
May 27, 20245 min read
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