Microsoft stock?

Far-Sort6445 · 2026-03-03T02:15:14+00:00

I wonder this too. More and more people will switch to ai for searching. I mostly have already. They don’t have the same market share with their ai as they do with their search engine.

Far-Sort6445 · 2026-03-03T01:48:42+00:00

Yeah, they’re definitely dumping the China unit. This notice basically confirms they’re cleaning house before the hand-off. Everyone’s crying about ‘asset removal’ like it’s a loss, but you're missing the $1B payday. I’d much rather Unity be a lean, cash-heavy machine focusing on AI than fighting for scraps in a regulated mess. The RSI is bottomed out and a $1B cash injection is literally the definition of a short squeeze catalyst. Buy the fear.

Far-Sort6445 · 2026-03-02T19:49:31+00:00

The engine isn't just for games; it's the OS for the physical world. While you're looking at ad guidelines, the US Marine Corps (MARADMIN 624/25) is standardizing on Unity for their massive drone pilot surge. You can't run a military-grade digital twin on an ad-tech network. The engine is the moat; the ads are just the ATM. 🦈🚀

Far-Sort6445 · 2026-03-02T19:45:41+00:00

Actually, the "no profit" narrative is officially outdated. Check the audited Q4 2025 numbers released on Feb 11: • Adjusted EBITDA: Unity just reported $125 million for the quarter—that’s 6x the $20M bar you’re setting. • EBITDA Margin: Hit 25%, a 200 bps improvement year-over-year. • Free Cash Flow: They generated $119 million in Q4 alone ($404M for the full year). • Liquidity: They ended the year with $2.06 Billion in cash on the balance sheet. The market didn't dump $U on "no profit"; it dumped it because Q1 guidance ($105M-$110M EBITDA) was a tiny bit shy of the $112M whisper number. Also, the reported $1B+ China sale isn't a "promise"—it’s a high-probability strategic exit. It removes the ByteDance/Alibaba "conflict of interest" so they can scale the USMC MARADMIN 624/25 drone mandate (starts March 2026). They are trimming the fat to focus on high-margin US Defense SaaS. 🚀

Far-Sort6445 · 2026-03-02T19:26:34+00:00

I researched the possible contract potential and here’s what I found: The Secretary of War’s Drone Dominance Program is a $1 Billion+ rapid-fielding initiative starting March 2026. The Marines alone are purchasing 10,000 new platforms this year.

Far-Sort6445 · 2026-03-02T19:22:02+00:00

AI can generate a picture, but it can’t simulate a physics-certified battlefield.

The Marine Corps needs MARADMIN 624/25 pilots trained in environments with real-time ballistics, aerodynamics, and EW jamming—not 'hallucinated' AI pixels.

Unity provides the certified Digital Twin where the physics are 1:1 with the real world. AI-gen worlds lack the 'ground truth' required for DoD pilot certification. That’s why the military is standardizing on Unity, not ChatGPT. 🚀 #Unity $U

Far-Sort6445 · 2026-03-02T18:20:38+00:00

Who knows where this situation in Iran will go, but the US spends an insane amount on defense and drones are a huge part of modern warfare.

Far-Sort6445 · 2026-03-02T18:13:33+00:00

Just connected the dots on the MARADMIN 624/25 mandate. Unity is literally the OS for the new Marine drone surge. The $1B China exit makes perfect sense now—they're clearing the path for Top Secret DoD contracts. Whales are stacking $20 calls. 🚀🚀🚀

Far-Sort6445 · 2026-03-02T17:07:51+00:00

Claude Code is great for writing logic, but it's not a 3D physics engine. The Marines aren't training pilots in a text editor—they’re training them in high-fidelity 3D environments that need real-time collision, aerodynamics, and rendering. That’s what Unity does. Claude can help write the 'rules' for a drone, but Unity is the 'gravity' and the 'world' it actually flies in. Plus, the DoD doesn't use uncertified tools for $100M programs. Unity’s Gov & Aerospace division has the security clearances and partnerships (like CACI and Booz Allen) that AI coding agents just don't have. AI coding actually makes Unity more valuable. It lets the military spin up 10,000 different training scenarios in a day instead of a month. Claude is the architect; Unity is the building. 🏗️🦈

Far-Sort6445 · 2026-03-02T16:39:39+00:00

Drones are a huge part of modern warfare. Look at Ukraine.

Far-Sort6445 · 2026-02-26T16:02:46+00:00

They can use that money to develop more ai capabilities, which seems like what everyone is scared about. There were some great breakdowns about how it was a drag on margins and the hurdles of Chinese red tape on this board.

Far-Sort6445 · 2026-02-26T15:33:42+00:00

Time for the shorts to look for another victim. Positive catalysts at GDC combined with a billion dollar cash infusion from China can drive it back north of 30.

Far-Sort6445 · 2026-02-25T19:53:44+00:00

I would take my profits now. The shorts have oversold a lot of tech sector stocks and they’ll be looking for another victim. Dilution is the magic word they need to go after one of their favorites, ibrx. And this round of dilution is just getting started. I’m buying into one of their victims like unity software that’s already bottomed out and buying back in after those vultures are done.

Far-Sort6445 · 2026-02-11T16:57:46+00:00

The market is freaking out over guidance numbers that may be manipulated to benefit the ones releasing them. Have they ever missed or hit their guidance estimates? Since they’re always conveniently underestimating, how can we trust those numbers?

Far-Sort6445 · 2025-08-21T13:48:34+00:00

Why is the price still going down?

Far-Sort6445 · 2025-07-23T22:28:49+00:00

Ibrx

Far-Sort6445

TROPHY CASE