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FinFree4Ever t1_jdybks6 wrote

Unity is at basement prices, it’s my biggest position. They were profitable in Q4 2022 and expect to be profitable in every quarter in 2023. Most of their expenses are stock based compensation and is manageable if needed. They will certainly survive any downturn.

More than 60% of the mobile market is using Unity, and mobile gaming is growing exponentially. There are macro themes such as metaverse, AI, VR, medical and the shift to mobile.

Unity AI was launched last week, using chatgpt to create virtual worlds will be mindblowing.

Unity is a 100-200 stock easily within 2 years.

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Position_Emergency t1_je0sldq wrote

When you say Unity AI launched last week I assume you're referring to this
https://www.youtube.com/watch?v=sr5z4PQenfE

Did it not strike you as strange the video had nothing but text in it? Not a single screenshot of their new AI functionality.

The reason is they only started work on "Unity AI" last week.

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FinFree4Ever t1_je1v8so wrote

Go onto YouTube to see it in reality, it’s in beta and a call to attract developers.

If it was 100% ready, the stock price won’t be where it is today, you have to be in before the masses.

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Position_Emergency t1_je4a4t6 wrote

Link?

I assume you're actually referring to the GPT-powered plugins on the Unity asset store. There was no meaningful Unity AI project before that stupid teaser video was released.

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