Roblox is very popular right now in the 13 and under age group, and non-existent over that. It's basically just an open world development platform where people continuously copy 'real' games and make generic copies of them with tons of microtransactions, which is why it completely dies after age 13...at that age, kids start playing the 'real' games instead of the roblox version and see how crappy the roblox version really is.
But it serves one huge purpose, which is allowing kids with no money and different platforms to all play together at once no matter what the game is. The idea is sound.
However, there are countries now looking into banning microtransactions for young kids...how much money will Roblox make if that becomes universal? ZERO.
So while I think the platform has a lot of potential, there are some huge 'go to zero' risks with it too, and it's hard to make the argument that Roblox should be worth more than EA on day one and 2/3rd's of what Nintendo is. EA has the same microtransaction risk but the fact that Nintendo and Roblox are even this remotely close in value shows how out of whack things are currently.
I was going to buy some roblox at $45 but when it went to $70 it's just too rich for what it is. I'd rather own Unity which is worth less but is used by almost all the major game studios to make games and has a bright future that isn't based on extorting money from 10 year olds, lol.