1/ Why I’m invested in Unity $U - a serious executive summary: .A breakdown of the company’s misunderstood strategic value, hidden moats, and why it’s a long-term compounder with asymmetric upside.

$U guessing this shape will repeat to $45?

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$U a lot of retail nerves around $40, and ideas of trackback - which make sense when largely algo driven under normal circumstances, but curious whether institutional will just take advantage of this when they see unusually interesting stocks. Self-fulfilling prophecy? 🤷‍♂️.

$U usual pullback for the casuals, then back to business….

Surely the $U sellers right now are algos. No human could sell at this time unless they don’t realize what they have. Now the rocket goes again… 🚀.

$U New wave of awareness from Stanley Druckenmiller news, WallStreetBets and a number of new (some very big) X accounts over the weekend. Previously, these waves lead to green days, even on broader red markets. Looking for that hard push to $45 near-term. Then onward to $60 EOY.

👀 Stanley Druckenmiller is already up +70% on his new $U position. Unity just completed its first quarter with new AI AdTech. Most retail are completely missing this one, even though @TheRoaringKitty is rumored to be in it. I expect a massive retail surge this quarter or next.

$U Unity Vector could yield billions in revenue over the next few quarters by leveraging its engine data for in-app purchases. Applovin uses auction data with a focus on in-app advertising. U has gargantuan upside in the near-mid term. U will dwarf APP IMO. Dark Green outlook.

$U Threat Check: Could AI AdTech disrupt Unity Vector?.1/ Unity controls engine-level data — a unique monopoly moat. 2/ AppLovin’s auction data offers no real defense. 3/ Building a rival engine = like building a new OS (massive IP + scale barrier). Unity’s path looks clear.

RT @Emerald_Wizzard: $U - Unity institutional ownership is now at 96.33% - up from 88.26% according to Fintel. What does that mean? That's….

$U that last run caught me off-guard. Stuck to my plan to de-risk some far OTM, but missed quite a bit of profit on the trim. All good, better than too late. Using short-mid terms to cover until a big dip comes, if not, the covers will do it. U doesn’t usually do flat for long.

If $U read one thing - let it be this. @TheRoaringKitty watching for your repost - this is solid, no need to reinvent the wheel.

Want $U to either rocket to $45 or tank back to $34 this week. The story of this run can’t be over yet.

$U $45 was the ceiling in 2023 before the turnaround. Expecting to hover at $40-$45 soon. A strong break through $45 (rate cut?) I thinks opens the path towards $60 (Q3 earnings).

I’m fully prepared to lose it, but this is completely different to anything I’ve seen over the last year. Just a YOLO for fun.

$U Made 100% on some far OTM weeklies that I bought minutes ago. Going to HODL as this creep up is different. I don’t think U is a secret anymore….

$U $NVDA If the predictions about AI aggressively taking loads of white-collar jobs (in particular tech) are true - you’ll have a lot of stressed out people with time and money looking for a pastime between job searching. Remind you of something? Covid gaming boom???.

Was my $GME prediction partially correct? Maybe they will reveal the AR/VR part later? Who doesn’t want to visualize their collectibles in AR and showcase / trade in VR?.

One reason why @TheRoaringKitty might have been hesitant to reveal $U is due to the potential impact to $GME. But now that GME is trading close to its cash value, the impact should be largely contained. With that cleared, it could be a question of when, and how fully he commits.

Literally anybody selling $U before next earnings must have a very convoluted theory on why they think they won’t make more simply holding. Did the sellers make more than +140% over the last 12 months, and more with options? Easy 💰💰💰.

$U is like AAPL in 2018. It will just keep surprising investors with new highs as it continually expands its reach into more markets and data, and leverages AI to solidify its position as the AI powered 3D platform and Ad-Tech platform. We are at step 0.5 of a looong story.