U Unity Software Inc

$U update: The court denied AppLovin’s request for a temporary restraining order against Unity today. Important: this is not a ruling on the underlying merits or on whether Unity used APP data to train Vector.

$U We are at the turning point where Unity is turning profit - is this a start of a monster run? APP went from $30 to $800 - where will Unity go?

$U Unity keeps stacking bullish catalysts. The $NVDA partnership optimizes performance and AI capabilities. The $META partnership expands Unity across more platforms and devices. Now the $GOOG partnership dramatically expands the potential creator base — while creating an even bigger funnel for Unity Vector to scale monetization. Meanwhile, $APP just took a loss in court. Better technology. More platforms. More creators. More monetization opportunities. Less competitive pressure. Everything is moving in the right direction for Unity.

$U UnitySpark in GooglePlayground is EaaS (Engine as a Service). Godot advantages including lightness and rapidity over Unity are gone, because building and authoring is on cloud. Only big commercial company can provide infrastrure API in cloud, not those free software or community. Plus, Unity has asset store. This monetizable authoring chain ensures the game made by Unity is better than Roblox and Godot.

$U it’s taken Matt Bromberg over 2 years to right this ship after the Iron Horse and old CEO took this ship down - buckle up it’s gonna a wild ride.

$U Unity is effectively turning its Asset Store into a more granular, AI-discoverable content library, laying the groundwork for new distribution and monetisation opportunities through Unity Spark. Rather than scraping or altering developers’ original asset packages, Unity is creating individual, searchable entries for the assets within them, each with its own preview, description and metadata, making creators’ work easier to discover and potentially exposing it to a much larger audience. This itemisation is being rolled out across the entire Asset Store catalogue by default, although publishers are notified before their content goes live and can exclude individual assets or entire packages, including from Spark. If Unity eventually enables paid asset purchases or licensing through AI-driven workflows, it could strengthen the economic value of its content ecosystem without having to create every asset itself.

$U  I mean at this point we have full analyst support behind us, two years ago if you guys remember we didn't have none

$U Unity 2026 partnerships & integrations at a glance. Google, NVIDIA, Meta, OpenAI, Anthropic, xAI, Epic… Still early

$U UNITY Software - Google & Co to Launch UNITY Spark Creation Platform Later This Year

$U It’s breaking out. $75 and $150 next targets. I’ve nailed this stock every single time, buying the bottom and selling the top, and I’m not selling this time. Not even writing calls until we reach $75. Highest conviction play. One must be blind not to see this. Easiest game out there ever.

$U I have genuinely never seen a more know-it-all, entitled, whiny community than $APP investors. It’s 2026 and they’re still saying the same old “Unity is unprofitable” point and lecturing us about Unity’s past as if we somehow haven’t heard it a thousand times already. The funniest part is watching $APP baggies cling to the same old talking points while refusing to acknowledge that the Unity story has materially changed. At some point, you have to stop arguing with the Unity of 2023 and start looking at the Unity of 2026. your days of glory are over.

$U earnings report coming up, expect explosive vector ads growth. This is a muchhhh larger market than games ever was

$U Great comeback at the close. Now again this will hit $47 in premarket tomorrow and may go higher during the day...All good news!! Don't sell...Diamond hands !!!!

$U took some time to accept 46s maybe needs some time to accept 47 but this should be at 60s 🤷‍♂️

$U Unity keeps stacking bullish catalysts. The $NVDA partnership optimizes performance and AI capabilities. The $META partnership expands Unity across more platforms and devices. Now the $GOOG partnership dramatically expands the potential creator base — while creating an even bigger funnel for Unity Vector to scale monetization. Meanwhile, $APP just took a loss in court. Better technology. More platforms. More creators. More monetization opportunities. Less competitive pressure. Everything is moving in the right direction for Unity.

$U Stay chilled and relaxed. This is a very good long term investment. Patience will reward you.

$U Now this is good in terms of fundamentals and business. Any chance of this going back to $80's like when this was launched in 2020? Better chances of holding long term?

$U Still a joke price IMO. If unity can post 600M Q3 rev (against analysis estimate of 565M), with a 50M GAAP profit, and guide for 630M q4 —- all pretty realistic IMO —- I see no issue for this to get to 100 due to profit, high growth, and SP500 eligibility in 2027. In any case, the first ever GAAP profit will immediately trigger many funds / hedgies to look into U. SP500 eligibility is the real rerating event here IMO, and we are just one month away to starting blow away shots.

$U I’m heavy on leaps here. Nice day. Got smoked on some shorter term puts which I’m happy about. All that said, $APP is way oversold….

$U If the next two quarters revenue trajectory can give more confirmation on Unity ads model advantage, it is just a matter of time that U and APP meets at 50B market cap.