very good signs
$Unity Software (U.US)$ this stock hasn't seen this level of green for many days i like what I'm seeing the calls I bought a few days ago have turned green as well if it continues I'll start adding shares
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aims to identify stocks with rock solid growth fundamentals with 10x potential. also dabbles a little bit in trading
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103897858 : I don't know what will happen to this stock in the end, but looking at it over the past few days, it seems that big money is not interested in coming in; only small money is trading up and down to wash up and down retail investors that follow the trend.
Broadly speaking, Unity is still recovering from scratch. If the advertising business can't actually make a breakthrough and there are no more stories to attract investors, then U will completely fall into mediocrity. Zack's analysis has always pointed out that if U lacks high growth, then the current stock price valuation is still too high. Even if the 22-24 valuation given by Zack can reach the current support price of 15.8, how much profit margin do we have?
MomentumPython1337 OP 103897858 : i don't trust Zack's they like to say a lot of things if you went back to 2023 they said to sell NVDA it was ridiculous
MomentumPython1337 OP 103897858 : i agree with you that fundamentally this business has issues. i am considering it from technical perspective and also from a contrarian perspective. i own 0 shares at the moment but i bought some calls to try my luck, yes just gambling at this point. july is usually a good month for stocks so I hope I can make some money with the calls. as I said I own 0 shares at the moment but I will monitor this closely because if you look at the chart if it goes into a bullish run you can make a lot of money in a few weeks. you have to monitor it and give it attention but I like my odds here. i don't plan to hold it long term but if earnings reports show recovery of the business especially with interest rate cuts it should help the margins and revenue of growth software stocks. I like the risk to reward ratio here.
103897858 MomentumPython1337 OP : At that time, no one knew that Open AI could push artificial intelligence to the current level. NV was propelled by external forces, which is an unknown factor.
However, almost all of Unity's boots have already landed. At the end of last year, Zack first gave a target price of 24 when it was over 30-40. Now it seems that the analysis based on the business side is very correct
103897858 103897858 : I landed on the floor in my boots, which probably didn't fit; I should have said “every possible story has been told.”
103897858 MomentumPython1337 OP : Thank you for the explanation. Seen this way it makes sense for your operation. I don't play options, so I just followed stocks for two days.
For the long term, it is important to note that after the August financial report, there is usually a one-month employee trading period, and those Unity executives will definitely sell quite a bit in the name of tax avoidance
AmosG : The stock market is the way it is. If everyone makes money, who loses money
104701715 : large money cannot buy this now because they need to chase the chips and ai stock else they would be blamed for not following trends.
103897858 104701715 : What big money pursues is value investment, just like the first year when U first went public. The vast majority of large funds won't pick a stock whose growth is blocked from a bunch of growth stocks, unless they get early internal news that U's advertising business has improved dramatically.