Black Friday used to be retail’s Super Bowl. Now it’s looking more like preseason.

Shoppers are no longer camping out for doorbuster deals on flat screens. They’re browsing from their phones, cross-shopping prices, and waiting for better deals later. For retailers navigating inflation, tariffs, and a skeptical consumer, the bigger challenge is restoring trust, not just pushing discounts.

When everything’s on sale, nothing is. (Except for Street Sheet Research.)

— Brooks & Cas

And to yours, if you play your cards right.

The December edition of our monthly equity research report hits the inboxes of Street Sheet Research subscribers on Monday, Dec. 1.

You don’t want to miss this one. Our analyst dug up one mid-cap energy stock that could see today’s headlines turn to tomorrow’s tailwinds.

It’s not just AI demand either. Domestic reshoring, the nuclear resurgence, and even the Trump administration’s strategic investments could potentially coalesce around a single stock.

But the timing is perfect for more than just one company. It’s also the best time to subscribe to Street Sheet Research if you haven’t already. You’ll get the December report, plus so much more, all for our lowest price all year.

Intel $INTC ( ▲ 10.19% ) jumped after analyst Ming-Chi Kuo said the company could soon manufacture Apple’s M-series chips.

CME Group $CME ( ▲ 0.21% ) halted its markets due to a cooling issue at a data center.

Macy’s $M ( ▼ 0.31% ) inched higher ahead of its upcoming Q3 report, after hitting a two-year high this week.

Jefferies $JEF ( ▲ 0.58% ) fell after reports that the SEC is investigating disclosures tied to its Point Bonita fund.

Best Buy $BBY ( ▼ 2.1% ) dipped despite reporting better-than-expected quarterly revenue.

To monitor hot stocks in real time, check out The Street Feed.

Roblox $RBLX ( ▲ 2.48% ) has been treated like a hit-driven video game maker. But according to Barron’s, the stock should be considered YouTube $GOOGL ( ▲ 0.07% ) for games.

The company provides the tools and the platform. Tens of thousands of independent creators do the building. And the model is starting to show scale.

Average daily users topped 150 million in the third quarter, with players spending close to three hours a day on the platform. The demographic is also aging up, opening the door to higher monetization and more sophisticated content. Yet the stock trades at roughly 8x next year’s estimated bookings, a small premium to low-growth gaming names.

Barron’s argues that investors are still pricing the story as a collection of lucky breaks instead of a full-blown platform.

Roblox isn’t a traditional game; more like “games all the way down”. Within the mass multiplayer platform, there are countless in-world games, many created by developers outside the company’s corporate structure.

Yet those games are doing numbers other gaming firms might envy. One called Steal a Brainrot has been played tens of billions of times since May. Other hits like Brookhaven and Grow a Garden came from small teams or solo teenage developers who built and launched in days.

Roblox recognizes revenue over time, so its income statement looks messy, per Barron’s. But bookings tell a cleaner story. They reached $4.4 billion last year and are forecast to climb sharply again, powered by Robux spending inside games.

The company pays out a meaningful share of bookings to developers and payment processors. As more purchases shift off mobile app stores and onto Roblox’s own channels, the publication maintains, take rates and margins should improve.

Regulation remains a big question for the firm. Roblox is pouring money into AI age estimation and content controls, which may well pressure margins near term.

But even some bearish observers concede the long-term potential if those investments work. Bookings have compounded at high double-digit rates over six years. All the while, the user base keeps growing and maturing.

If investors start valuing Roblox as an always-on social platform instead of a fad, the stock could potentially replay its prior highs… and then some.

Consider this your wake-up call.

It’s time to stop sleeping on Street Sheet Research.

For just 4 more days, you can access one year’s worth of the market reports typically reserved for institutions, for 70% off: now just $59.

Reuters: Salesforce $CRM ( ▲ 1.05% ) data showed US Thanksgiving online sales were expected to rise 6% to $8.6B as shoppers chased steep discounts.

CNBC: Black Friday comes with a new risk: “agentic shopping”, consumer-facing AI tools that also simplify work for fraudsters.

QZ: Starbucks’ $SBUX ( ▲ 0.47% ) union escalated its Black Friday strike as 2,500 baristas at 120 stores walked out over pay and contract demands.

USA Today: Regulators ordered software fixes for Airbus $EADSY ( ▼ 1.97% ) A320 jets after solar radiation corrupted flight control data, causing delays but no safety risk.

GuruFocus: Oracle $ORCL ( ▼ 1.47% ) began talks with banks on a roughly $38B loan package to build new OpenAI linked data center sites.

Are you bullish or bearish on Oscar Health $OSCR ( ▼ 1.05% ) over the next 12 months?

▇▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇▇ 🐻 Bearish

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