Editor's Note: Our colleague, the former $900 million hedge fund manager Larry Benedict, has discovered a way to make money from gold… WITHOUT buying a single ounce. Read on to learn more…

Dear Reader,

Imagine collecting $42,920 in cash profits from the gold market.

You don't need to own a single ounce of gold.

You don't need to buy coins, bars, or stocks.

Yet you could have made $2,975 from one move. $3,781 from another. And even $6,786 from a five-day gold decline.

The secret?

A strategy called "Gold Skimming," developed by a man named Larry Benedict…

His hedge fund generated $274 million in profits. Barron's ranked it in the top 1% worldwide.

And now he’s applying the same strategy to the gold market, simplified so anyone can follow it.

He’s broken the whole thing down into three steps you can do in a regular brokerage account.

Hundreds of regular people are doing this, and you can too.

Because the gold market is going crazy right now, Larry is revealing the whole strategy for free.

He just released a short presentation walking through the entire thing from start to finish.

Click here to watch it now while it’s still online.

Regards,

Kim Moening
Host, Gold Skimming

Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook

By Jennifer Ryan Woods. Publication Date: 5/3/2026.

It’s been a tough stretch for online gaming platform Roblox Corp. (NYSE: RBLX), and some investors aren’t eager to keep playing.

Following the company’s first-quarter earnings report on April 30, shares plunged to a new 52-week low of $41.75, extending a sell-off that has already weighed heavily on the stock over the past several months.

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While Roblox delivered solid year-over-year growth and a smaller-than-expected loss, the company lowered its guidance, warning that new safety features, including global age checks and chat restrictions, could weigh on user growth and bookings.

Guidance Overshadowed Mixed Results

For the quarter, Roblox reported a loss of 35 cents per share, wider than the year-ago loss of 32 cents per share, but better than the 41-cent-per-share loss Wall Street was expecting. Revenue of $1.44 billion grew more than 43% year over year, but missed expectations by nearly $300 million.

On the earnings call, the company emphasized its commitment to rolling out additional safety features while acknowledging the move would create a near-term headwind.

“We’re committed to setting the global standard for healthy, safe, and age-appropriate digital engagement,” Chief Executive David Baszucki said, adding, “In Q1, we became the first large online gaming platform to introduce age checks to access chat on a global basis.”

Safety Changes Are Already Weighing on Growth

The safety changes have already had an impact, reducing the percentage of users communicating on the platform and contributing to lower App Store ratings, which may be slowing organic signups.

The pressure is expected to continue in the near term. Roblox expects daily active users to decline between the first and second quarters before returning to sequential growth in the third quarter. As a result, the company lowered its full-year guidance, now calling for top-line growth of 20% to 25% and bookings growth of 8% to 12%. It also warned that margins are likely to come under pressure this year.

A handful of negative analyst reactions followed the report, with at least two analysts downgrading the stock and one slashing their price target. The stock now carries a consensus rating of Hold. While many on Wall Street have turned more cautious, analysts overall still see upside, with the average 12-month price target suggesting the stock could rise more than 100%.

A Sharp Reversal From Last Year’s Rally

Roblox stock has taken investors on a roller coaster over the past year. Shares soared from the $50 to $60 range in April 2025 to an all-time intraday high above $150 by late July, driven by strong bookings growth and investor optimism. Shares gave back some gains in the following months, but remained elevated through the end of September, trading around $139. Between early April and late September, shares had risen more than 125%.

But momentum began to fade throughout the fall, and sentiment turned decisively more negative following the third-quarter earnings report at the end of October. Revenue missed expectations, and guidance pointed to margin pressure, sending shares down more than 15% in the sessions that followed.

The stock has struggled to regain traction since. Before the first-quarter earnings report, shares were trading around $55. They were recently trading in the mid-$40s, down roughly 15% to 20% following the report.

Strong Growth, But Profitability Still a Challenge

Despite the recent weakness in the stock, Roblox’s underlying business has continued to show solid growth. In the first quarter, bookings rose 43% year over year, which Baszucki said was “roughly twice what we’ve shared with investors as our long-term growth trajectory.”

The company also generated $629 million in operating cash flow, up 42% year over year, and $596 million in free cash flow, up 40%. Monthly unique payers rose to 31 million, up 52% from the prior year.

However, profitability remains a key issue. While margins have improved, they remain negative, and the reduction in bookings expectations is expected to put further pressure on them this year.

Despite the Sell-Off, the Stock Isn’t Cheap

Even after the recent sell-off, Roblox stock isn’t particularly cheap. It trades at a price-to-sales (P/S) ratio of about 6.2X, more than double the gaming industry average of roughly 3X.

The valuation is similar to peers like Electronic Arts Inc. (NASDAQ: EA), which trades at around 6.8X sales. However, the profitability gap is significant. Electronic Arts reported net income of around $1.12 billion in 2025, while Roblox posted a net loss of around $1.07 billion.

Is This a Buy-the-Dip Moment?

Following its steep decline that began last year, Roblox is clearly under pressure, and the latest earnings report has only added to investor concerns.

If the company can show that the impact from new safety controls is temporary, the recent sell-off could begin to look overdone. However, if growth continues to slow and profitability remains elusive, the stock could face further downside.

For now, investors appear to be stepping to the sidelines as they wait for more clarity on whether this pullback represents an opportunity or a sign of further trouble ahead.

Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent

By Nathan Reiff. Publication Date: 5/1/2026.

The $63 billion GLP-1 agonist industry is forecast to triple over the next decade, so it is no surprise that pharmaceutical companies of all sizes are scrambling to get in on the action. For now, though, the market remains dominated by two names: Eli Lilly and Co. (NYSE: LLY) and Novo Nordisk A/S (NYSE: NVO).

Of the two, Novo Nordisk may have the more recognizable brands in the GLP-1 space, as it is the maker of both Ozempic and Wegovy.

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However, Eli Lilly's recent earnings suggest it could cement a dominant position that would make it even tougher for competitors in the fast-growing space.

Eli Lilly delivered a Q1 2026 trifecta—an earnings beat, raised full-year guidance, and early-April FDA approval of Foundayo, the first oral GLP-1 with no food or water restrictions—widening its lead over Novo Nordisk just as the race for a convenient weight-loss pill heats up.

Digging Into Lilly's Q1 2026 Results

Strictly from a financial standpoint, Eli Lilly's Q1 2026 earnings results already shine. The company reported an impressive 56% year-over-year (YOY) increase in revenue, thanks in large part to $12.8 billion in combined sales of its two main GLP-1 agonists, Mounjaro and Zepbound. Total revenue of nearly $20 billion came in about $2 billion above consensus estimates. Lilly also delivered on earnings, reporting $8.55 in earnings per share (EPS), 156% above last year's results and a full $1.58 above analyst expectations.

From a broader business perspective, the biggest update in Lilly's latest report is the FDA approval of Foundayo as the first oral GLP-1 agonist for obesity that can be taken at any time of day and without restrictions related to food or water. Current oral GLP-1 medications often require patients to take them at specific times of day or to wait a certain amount of time before eating after taking the medication.

Foundayo appears to be the latest step toward greater convenience and flexibility in the GLP-1 agonist space. While patients initially had to deal with injections before moving to oral medications, Foundayo now goes a step further by reducing some of the inconveniences associated with existing options. As Eli Lilly continues to roll out the product, with early uptake among the first 20,000 or more patients picking up speed, Foundayo could easily become the GLP-1 agonist of choice.

There's more to Lilly's momentum than just its past results and newest GLP-1, though. The company also expects continued rapid growth, as reflected in a significant increase to guidance. Management raised full-year 2026 revenue guidance by $2 billion at both the low and high ends of the range. Previously, the company guided for revenue of $80 billion to $83 billion; it now expects $82 billion to $85 billion. EPS guidance also increased by $2 at both ends of the range, to forecasts between $35.50 and $37 for the year.

Novo Nordisk's Uphill Battle

After Eli Lilly's strong earnings report and promising drug developments, investors will be watching Novo Nordisk carefully when it reports its own Q1 2026 earnings. The Danish company is working toward its own oral version of Ozempic and is seeking approval for pediatric use, which would significantly expand its addressable market. It is also conducting early trials for LX9851, a non-incretin obesity drug that could serve as a potential alternative to GLP-1s.

One of Novo Nordisk's biggest risks, however, is the potential for generics. Canada has recently approved a generic version of Ozempic, which could significantly undermine Novo Nordisk's pricing power.

Notably, the FDA has proposed excluding certain active ingredients in Novo's products from the mass compounding list. This would make it more difficult for companies to create copycats, helping protect the firm's core GLP-1 products.

Despite the major success of Ozempic and Wegovy, analysts remain mixed on Novo Nordisk going forward. Only four of 23 analysts have rated NOV shares a Buy, although the stock has 50% upside potential based on a consensus price target of $65.56.

By contrast, Wall Street is much more optimistic about Eli Lilly: 25 out of 30 ratings are a Buy or equivalent, despite the fact that upside potential for LLY is lower at about 25%. As Foundayo continues to enter the market, investors may watch for new price targets to see whether even more room for growth could be ahead.