It's been a tough couple of months for Roblox ( RBLX +1.44% ) shareholders. After an impressive growth-driven rally in the middle of the year, the video gaming company's stock has fallen more than 30% from its October high. The market's rattled by how much money it's going to be spending in the quarter currently underway, as well as the year ahead.

There's a method to the apparent madness, though. The company expects these investments to not only pay for themselves, but also do so quickly. Investors will be looking for the same.

The race is on

Blame guidance, mostly. Roblox's third-quarter sales and earnings results released in late October both topped expectations, with revenue growing 48% year over year to $1.36 billion. But the company now expects its fourth-quarter capital

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