As for $Unity Software Inc.(U)$ 30% drop, I don’t see it as an automatic bargain. These sharp sell-offs often reflect structural uncertainty, not just short-term earnings misses. Without a clear AI monetization story, valuation compression can persist, making “cheap” stocks risky to catch too early.
What I’m focused on is the AI efficiency uplift. The winners will be companies that use AI to raise outcomes and ARPU, not just cut seats. That’s why outcome-driven models like AppLovin, or moat-heavy platforms like Cloudflare, look more resilient in the AI era.
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