U Unity Software Inc

$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 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 AppLovin’s lawsuit against Unity ended up giving Unity free publicity. It raised awareness among ad clients and Wall Street fund managers: “Oh, so Unity holds AppLovin’s lifeline, but the reverse is not true.”

$U people are bringing retro games and even games built with other engines to unity's new version can't wait to see what happens when unity 7 with coreclr releases

$U  speaking video games… My autistic son has been working on this for five years. The demo just dropped on steam. Let’s get some good karma going and check the demo and blow it up some +++reviews!!!!! 🙏 😀 🤩 Support Indie gamers!!!

$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  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 200B company in the making. Ignore the $APP lawsuit noise. Golden cross is happening like $PLTR lapping $CRM.

$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 Because they cannot figure out why Unity is winning, so they have to try dirty. And apparently Unity does not care about this data anyway as they offered to not use it…So seems App is doomed regardless of it!

$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….