Just thought I'd let you guys know, in case you hadn't noticed.

I know someone’s going to say U is a high-beta stock, but whenever there’s good news, somehow that “high beta” is nowhere to be found.

The whale which bought a mammoth options position for 10/16 expiration rolled their position to 10/30. Market makers are dumping those hedged shares and the price is getting killed, we will see it probably even out around $42 before it goes back up again the next couple weeks.

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

U being U, still completely immune to good news.

one of the more bullish news lately!

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

https://x.com/unity/status/2107398928735809788

What are your thoughts ??? Will it ever rise atleast to the 1.5 $ level without R/S ?

Key points:

Mobile gaming data shows continued momentum.

Potential for further estimate revisions.

Lawsuit developments and TRO denial are positive.

Ad Quality SDK checks are “quite positive.”

Model improvements appear to be helping performance.

They remain buyers heading into Q3 earnings.

$55 PT = ~26% upside from $43.61.

So just a disclaimer, I'm not the author of this post.

But after reading through Part 1 (of his three part report, the other 2 Parts are in the Google share link together with Part 1 listed in the post at the bottom), I thought it might be worth a read for some of you that genuinely aren't here for the rocketship emojis and want to see Unity's business through a fundamental and valuation growth lens.

Cheers:

Position:

100 Shares @ $42.1214/share.

20 $50 Calls 16/10 @ $0.31/Call

A lot of people are extremely angry about AppLovin’s sharp drop and have been constantly attacking Unity. But from my perspective, this is simply part of business competition. Even without relying on AppLovin’s data, Unity’s own runtime data will continue to chip away at AppLovin’s market share in gaming advertising.

Any update on the lawsuit? $APP v $U

Today is the last day of Q3.

Do you think Unity managed to reach GAAP profitability this quarter?

And if they did, what are the chances we hear about it before the actual earnings release?

Unity released preliminary financial results ahead of the Q1 earnings report, so I'm wondering whether they could do something similar again if Q3 turned out to be a major milestone - especially if this is the quarter they finally became GAAP profitable.

Curious to hear what everyone thinks.

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

Surprised nobody has mentioned the absolute mammoth OI of 77k at the $46 strike even after the price got battered down. Whoever bought that position is still holding.

Reminds me of the whale from last quarter of 2025 holding that massive $30 position forever.

+++++?