$Unity Software(U.US)$
Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
Unity requires drastic execution of ironsource...

$Unity Software(U.US)$ The current performance of U is very similar to the rise of Coinbase from April to mid-May '22, and the company's fundamentals are amazing. There are no big problems, the stock market is just supporting the bold, starving and timid, maintaining a good mentality. Expectations of the Federal Reserve's interest rate cuts are getting higher and higher, and it is impossible to maintain high interest rates all the time. Once the interest rate cut U's performance should give back to those who hold it patiently, come on

$Unity Software(U.US)$ If the US dollar doesn't cut interest rates, it's impossible for this company to rebound in a decent way, it's fine. Currently, we can only be patient

$Unity Software(U.US)$ It's a big dive, and I'm afraid to get started 😅

$PayPal(PYPL.US)$ I've been sick again these few days..

$Unity Software(U.US)$ The new CEO needs to be given some time. There are no major problems with the company's fundamentals, and the recent continuous decline in stock prices has also caused a certain amount of panic. The characteristics of growth stocks are that when they fall like this, the magnitude of growth stocks is also very important to maintain a good mindset

$PayPal(PYPL.US)$ Although the financial report raised the annual outlook this time, there was no choice but too much upward resistance, too much to secure the market, and a slight increase would trigger sales

$E-mini NASDAQ 100 Futures(SEP4)(NQmain.US)$ What's the situation

$PayPal(PYPL.US)$ The sharp decline mode started before the market. Was the financial report leaked ahead of time?

$Rivian Automotive(RIVN.US)$
Let's have an expert friend give me some advice. I bought it for 11 yuan and I'm not sure if I want to throw it away