$Unity Software Inc.(U)$ $Alphabet(GOOGL)$ $Take-Two(TTWO)$ ๐จ๐ฎ๐ Unity CRUSHED by Google AI, Is the Game Engine Moat Breaking? ๐๐ฎ๐จ
$U is getting CRUSHED today after Google unveiled its Genie / Project Genie AI world-builder ๐๐
Stock is down roughly -21% to ~$30, marking $Uโs worst day since 2022, tracking for its lowest close since early July, down about -33% this week, and now colliding with heavy resistance at the 20DMA as competitive pressure from $GOOGL intensifies.
$U and $TTWO are sliding as Genie demos ignite a new worry, if AI world-models can generate interactive worlds end-to-end, traditional game engines could matter less over time. This is not just a gaming selloff, it is a platform-level disruption narrative.
๐ฌ๏ธ Gaming stocks are getting smoked after $GOOGL revealed an AI tool that builds playable, copyrighted-style worlds from prompts. As users recreate GTA-style knockoffs, investors are de-risking fast.
$U -25%
$RBLX -9%
$TTWO sliding hard
$U weekly ~ Thatโs a lot of Uโs
Bounce attempt from Ichimoku cloud support, with structure still fragile and sentiment shaken.
The real story here is AI compressing creative moats, shifting power from engines to compute, data, and model-driven world generation.
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