Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top

avatar
CRS Male ID: 70524994
No profile added yet
Follow
    $Unity Software (U.US)$ The resistance around the previous high point of 23 is still quite significant, requiring some time to break through. The pressure near 25 and 28 behind is also relatively high. However, judging from the current operation of the company and the many changes made after the change of leadership, the effect is quite obvious. There should be no major issue breaking through the above support levels, just need to maintain patience.
    Translated
    CRS liked
    $Unity Software (U.US)$
    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...
    Translated
    1
    $Unity Software (U.US)$ The current performance of U is very similar to Coinbase from April to mid-May 2022. The subsequent increase was also amazing. The company's fundamentals are fine, this is the nature of growth stocks. Bold ones live, timid ones starve. Maintain a good mentality. Expectations of a Fed rate cut are increasing. High interest rates cannot be sustained indefinitely. Once the rate cuts, U's performance should reward those who hold patiently. Keep it up.
    Translated
    1
    $Unity Software (U.US)$ It's impossible for this stock to have a decent rebound without a Fed rate cut. There's no issue with the company, for now just need to remain patient.
    Translated
    3
    CRS commented on
    $Unity Software (U.US)$ It's a big price drop, I dare not buy it 😅
    Translated
    1
    $PayPal (PYPL.US)$ Feeling nauseous again these days..
    Translated
    $Unity Software (U.US)$ The new CEO needs some time. There are no major issues with the company's fundamentals. Currently, it is in a phase of temporary difficulties. The recent continuous decline in stock prices has also caused some panic. This is the characteristic of growth stocks - they are terrifying when falling and the magnitude of the rise is also significant. The key is to maintain a positive mindset.
    Translated
    $PayPal (PYPL.US)$ Although the financial report raised the annual outlook this time, unfortunately, there is too much resistance above and too many trapped positions. A slight increase triggers ask orders.
    Translated
    CRS commented on
    Translated
    4
    $PayPal (PYPL.US)$ The pre-market has already started a sharp decline mode. Has the financial report content been leaked in advance?
    Translated
    2