I warned you for the last few weeks about Unity.
“Account created September 2026”
The only green stock today is the only stock I have been talking about since I’ve opened this account.
$U have seen nothing yet I promise you that, December will be exciting I feel.
🎁⛄️🐈
$APP x $U
90B & 17B market-caps.
If APP continues to grow & show strength then an ATH run to 500B is very possible over the next 4 years (550%),
What this means for Unity as the closest competitor?
Simply a friendly competition in a growing sector which will be positive for both as they will each gain mindshare for their own reasons.
200B mcap for Unity Software in the next 5 years may seem far fetched right now but I think today is really only the beginning of what lies ahead.
$U holders have been waiting a while & with $APP showing good strength and bouncing off the local low I think it’s time for the gaming sector to dominate as AI cools off.
GTA 6 launches soon.
The attention and capital will begin to trickle then retail will start to enter once they break key levels.
Good times ahead for both holders, positive signs overall.
🎁⛄️🐈
GTA6 will bring attention to gaming.
Indirectly $U will catch some attention, just watch.
Are $U paying attention?
Our Q3 performance was our strongest ever, with strategic revenue growing 59% year-over-year and Unity delivering our first-ever GAAP profitable quarter since our IPO.
We are seeing the compounding impact of our flywheel strategy: more creators make more games on our platform, and more games fuel the need for more discovery through advertising.
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All I want for Christmas is $U to be $100+
Once we get that breakout to triple digits it will be hard slowing it down.
Years of chop and anger suddenly reversing into hope and optimism, the sentiment turnaround will be massive.
Think about how nvidia did 60% of its run in silence and the 40% is where it really made headlines.
Retail is yet to enter unity.
Upside: retail yet to discover a company which has completely turned itself around so the moment they look into it and also see that chart on the verge of breaking out its very hard to dismiss it
Downside: lacks attention so the actual company will have to do a bit more heavy lifting than other companies may have to do as their hype / attention on their part of the market is much more prominent
Also interesting to see how attention is fading away from AI Companies, not AI but AI companies.
So this will leave a lot of opportunity for companies like Unity software to surprise people once some attention starts to flow.
That being said.
All I want for Christmas is a triple digit $U
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I have a ~$750,000 position in Unity Software here at the $40 level.
I plan on holding this position deep into the triple digits.
My AVG is $33, maybe I’ll drop a post with all the fundamentals which made me have so much confidence that this position will be a massive success over the next 5 years.
I’m thinking to post my position publicly same time as RK.
(I wrote this 2 days ago and saved for drafts as earnings is now today)
With Earnings I expect this position to quickly run into the 7 figures.
This will be a home run play for me, I’m not going to sell a winner and diversify for other “loser” positions.
1 position at a time.
Beginning with Unity Software, fully spot.
Not looking to exit this position for anything less than $5,000,000
From the $200 range I’ll slowly scale out but as of now I’m really content with the position I have built, just focusing on staying up to date right now.
The rally is about to begin.
Deep value plays > diversifying for safety
That’s really how you hit the home runs.
❄️⛄️❄️
Unity Software.
I have been telling $U
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$GME gets hype and attention but the high iq money is flowing into Unity Software.
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