It was nice to see the double bottom in May and a series of higher highs and higher lows since. There is certainly a lot of potential here as the world moves to generative AI, Big 3D data, 3D live entertainment, 3D videos (Apple is going to make that a lot better), 3D gaming and 3D exploration of the metaverse and beyond. It looks like we're at just the beginning of a hypergrowth cycle as Meta releases new products later this year, Apple releases their Spatial (Mac-style) Computer early next year and Valve is rumored to be working on a Spatial (PC-style) Computer (code named the Deckard). If Valve is successful and creates a Spatial Computer that runs Steam OS that will be big news for the gaming community and could be much bigger for Unity than Apple, Meta and Sony combined. We are definitely entering into interesting times and Unity is one of the pick and shovel companies that makes it possible. I see years of growth here; of course, we have to make it through the next couple of quarters before the real fun begins... I doubt that we'll see a buyout, that's really not in the best interest of investors, but we could see your 100 price target by the end of next year (or sooner). $Unity Software Inc.(U)$ $Meta Platforms, Inc.(META)$ $Sony(SONY)$
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
