Why Jefferies stays cautious on Roblox despite user records?

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(NYSE: RBLX) Delayed: 47.55 -2.09 (4.21%)
Previous Close $49.64    52 Week High $ 
Open $48.70    52 Week Low $ 
Day High $49.00    P/E N/A 
Day Low $47.13    EPS $ 
Volume 5,478,508