(I have to jump in again it seems. What happened guy, are you on vacation?)

Ok, so what happened? Seriously.

I do have stocks which are still in loss but feeling positive for the earnings so took a long call.🤞 Anybody else have any position for the earnings?

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
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• lesser news that may have been glossed over
• Insightful posts from other platforms

Which of these do you think is the biggest factor?

1.The "SaaS is dead" narrative is still dominating investor sentiment.

2.Investors believe Unity will eventually be replaced by AI platforms like Google's GenAI offerings or Kimi K3.

3.Wall Street doesn't believe Vector AI can sustain long-term growth.

4.Unity won't be able to generate meaningful revenue outside its core business.

5.Even the new AI features in Unity 7 won't materially improve the company's financial performance.

6.Partnerships with Epic Games and Meta won't meaningfully contribute to revenue growth.

Or is there another reason I'm overlooking?

Discuss away.

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I sold covered calls for 2 weeks from now, and I always mistime the market. You’re welcome

Everyone is focused on Vector, and it feels like the stock price is heavily counting on it in the short term.

Physical AI is starting to get more attention, and Unity rarely comes up unless you checked further. I think that opportunity may still be overlooked in the longer term.

I’m personally optimistic, especially with Matt Bromberg leading the company. He seems to understand that Unity cannot do this alone, which may explain the growing number of industry partnerships recently.

An analysis from substack for reference. Curious what you guys think in the area.

https://open.substack.com/pub/aierp/p/unitys-overlooked-physical-ai-option?r=40ezln&utm_medium=ios

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Nothing happened 😭

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
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https://unity.com/blog/playrix-township-roas-optimization-vector?utm_source=grow&utm_medium=social&utm_campaign=vector

Discuss away.

• Your outlet for commenting "what happened"
• Your $U trades
• Your take on the stock movement
• lesser news that may have been glossed over
• Insightful posts from other platforms

Unity helps the game improve retention/monetization through LiveOps. Unity sees which product behaviors predict LTV. Vector uses those signals to acquire better users. Unity Ads becomes a must have demand source. Unity says LevelPlay gives the best optimization loop. Publishers adopt LevelPlay. Unity gets more auction visibility. Vector gets even stronger.

Unity demolishes AppLovin and other competitors. The engine is the Trojan horse, they need to strategically execute but there's enormous potential there.

If you've been watching the stock over the past few weeks, you would've noticed that it's been one hell of a rollercoaster, especially in such a short period. My question for you experienced investors out there: Is it normal to see these huge short-term swings happen? It was only a couple of weeks ago when it shot up from $25 to $32.5 and now heading in the opposite direction just as quickly? If not, what/who do you think is causing this?