$Unity Software (U.US)$
The call options at the 42 price level are close to 0.5 during trading, which is somewhat abnormally high. It is expected that the company will have potential major events this week. The recent consecutive increase may just be a prelude. Hopefully, it is a good thing. Everyone is watching with anticipation.

$Unity Software (U.US)$ Recently, there may be a period of grinding at the current high level, then choose a direction. If looking upwards, is it possible to break through 28? The pressure at this level is still quite significant, with some difficulty. If going downwards, it may fall back to around 17. We can only wait for the next financial report season to see if any bright spots appear. Currently, if there are no better options, just continue to hold. No major issues.

$Unity Software (U.US)$ The resistance around the previous high point of 23 is still significant, requiring some time to break through. The pressure near 25 and 28 behind is also quite high. However, considering the current operation of the company and the many changes made after the change of leadership, the effects are quite obvious. There should be no major issues in overcoming the above pressure points. Just need to be patient.

$Unity Software (U.US)$
In January and February, Unity laid off many low-level employees, and senior-level employees were hardly affected. It was only after the new CEO came on board that a few big fish were laid off, which is far from enough.
The stock incentives at Unity make up a high proportion of the compensation, as many analysts have emphasized. When the stock price falls, more stocks need to be issued to attract or retain people, because the company needs to issue bonds to maintain cash. This inadvertently creates a vicious cycle.
Many executives have a staggering number of stocks, but they are still issuing more. Look at the company's stock ownership information changes announcement for the whole of June. All the shareholdings are newly approved compensation shares by the board of directors, not private buybacks. Many stocks were also released during the acquisitions 1-2 years ago, and now that the lock-up period has passed, they are starting to dilute the market. The company seemed to have proposed a $2 billion stock buyback in 2022, lasting until 2024, but by the end of 2023, $1.5 billion had already been used, and many big fish successfully exited last year.
Unity is a product that I have always used, but the monetization of the product cannot support such a high market cap. That is why Unity has its own advertising platform. Strictly speaking, the value of Unity's stocks comes from the advertising platform, not the Unity game engine itself. Many retail investors are fond of games or developing engines. This belongs to faith. Unfortunately, this huge faith only accounts for 30% of the revenue.
Unity needs bold execution for ironSource...

$Unity Software (U.US)$ The current performance of U is very similar to Coinbase in mid-April to mid-May 22. The subsequent increase is also amazing. There are no major issues with the company's fundamentals. The nature of growth stocks is like this. It's tough for the brave and fatal for the timid. Keep a good attitude. The expectation of a Fed rate cut is getting higher and higher. High interest rates cannot be sustained. Once the interest rate is cut, U's performance should reward those who hold patiently. Keep it up.

$Unity Software (U.US)$ It is impossible for this stock to have a decent rebound without a decrease in the US dollar. The company is fine, but we can only be patient for now.

$Unity Software (U.US)$ It's a big price drop, I dare not buy it 😅

$PayPal (PYPL.US)$ Feeling nauseous again these days..

$Unity Software (U.US)$ The new CEO needs some time. The company's fundamentals are basically fine. Currently experiencing a temporary dilemma, coupled with the recent continuous decline in stock prices, has caused some panic. This is the characteristic of growth stocks: scary when they fall, and the magnitude of the rise can be large as well. The important thing is to maintain a good mentality.

$PayPal (PYPL.US)$ Although the financial report adjusted the annual outlook this time, unfortunately, the upper resistance is too strong, with too many trapped positions, triggering asks at the slightest increase.