$Unity Software(U.US)$
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 stock will double tenfold in five years. I have that confidence. I even mortgaged my property to buy leq for $25

After years of rumors and speculation, $Apple(AAPL.US)$finally unveiled its mixed-reality headset.
The device, called the Vision Pro, made its debut at the company’s Worldwide Developer’s Conference (WWDC) alongside reveals of new Macs and iOS 17, the next-generation iPhone operating system.
However, after Apple's stock price once hit a record high, it ushered in a downward correction.
The market generally believes that ...

$Costco(COST.US)$
Over the past year, Costco's stock price has fluctuated up and down in a symmetrical triangle, narrowing continuously, and the moving average has completely closed. Now that we have reached the end of the triangle, we cannot continue to move sideways; we must choose a direction. Which side do you think you would choose?

$Unity Software(U.US)$ released its Q1'23 results.
Share prices popped after that, but corrected downwards again.
There is a mixed bag of aspects to take note of. But overall, I would say it's a good one, with a few points to take note of.
Here are some points to take note of.
1. Revenue grew by 56% YoY with IronSource contribution
Grow Solutions was the outperformer here, with a revenue contribution of USD 313 million, growing by 101% YoY. But Create Sol...

$Unity Software(U.US)$ released its Q4'23 and FY'23 results, and I just got to say it has lost its shine as a hypergrowth.
Here are some findings, ranging from good to bad I got from their Q4'23 shareholder letter.
1. Good - Topline 43% growth YoY with non-GAAP income from operations
After consecutive 2 disappointing quarters, Q4'23's topline showed a surge to USD 451 million. A 43% growth, even though YoY lets Unity round up its FY 2022 top line to USD 1.3...