Once just a pixelated playground for kids, Roblox (RBLX) has grown into a full-blown digital universe where users play, build, and monetize their own worlds. Known for its build-it-yourself worlds ...

Ives’ bullish AI thesis is based on his view that investors are still not fully appreciating the tidal wave of growth on the horizon from the $2 trillion of spending over the next 3 years.