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2 tracked calls · 2 long · 0 short · last 90d: 2L/0S

first called by Cassandra Unchained 2mo ago

UULONG2mo ago

“Unity actually is cool. Let's see, Unity is really cool... holds 70% of market share in mobile game creation software and seen as the leader in automated…”

ThreadGuy

ThreadGuy warms to Unity on its 70% mobile game-engine market share and leadership in interactive software plus a post-layoff turnaround, explicitly saying he likes it and wants to add it.

UULONG@ $30.00

$32.22+7.41%

since call May 29

peak +9.5%

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UULONG2mo ago

“Unity is inflecting though, and has a plausible, aggressive path forward … If it gets back down to 1x P/IV15, I will be waiting.”

Cassandra Unchained · Michael Burry

Unity is inflecting, Vector plus engine plus AI build a real moat, but valuation still too rich to buy

UULONG@ $28.27

$32.22+13.98%

since call May 28

peak +19.3%

Trade on Robinhood →