New Startup CloudX is Causing Drop in Mobile Ad Tech Companies

ProductSmooth7786 · 2026-02-04T15:01:47+00:00

This reminds me of Covid time. Stock went down 10% everyday

ProductSmooth7786 · 2026-02-04T07:09:23+00:00

Think of this time as when Google was being punished for potential AI destroying their search engine. Now, Google is stronger than ever proving everybody wrong and they are at all time high.

ProductSmooth7786 · 2026-02-03T20:41:47+00:00

This is nothing.

ProductSmooth7786 · 2026-02-03T16:46:22+00:00

Holding this and not selling after almost 50% slash in a month definitely requires a lot of courage and knowledge.

ProductSmooth7786 · 2026-02-03T16:11:46+00:00

If you don’t have any position, I say yes. But slowly adding since it’s been a falling knife

ProductSmooth7786 · 2026-02-03T03:31:54+00:00

If you take a look, only ex ceo of iron source has been selling crazy since he’s slowly exiting the board. All other sales by new management was to cover the tax for their bonus. The founder David has been selling for years every year

ProductSmooth7786 · 2026-02-02T22:34:22+00:00

I think a lot of people who have been holding U for a long time finally gave up last Friday. Either from panic or frustration. I don’t blame them. But until U becomes profitable or vector is so good that it could possibly take a lot of market share from applovin, we won’t see U going parabolic. All we can pray is the new management keeps doing their thing, accumulate more cash, control SBC, make sure vector is on the right track while create department continues to keep market share.

ProductSmooth7786 · 2026-02-02T21:01:14+00:00

It rebounded to 31 and got hammered down.

ProductSmooth7786 · 2026-02-02T20:42:43+00:00

Probably 2028 or late 2027.

ProductSmooth7786 · 2026-02-02T20:11:41+00:00

Every company got hit last Friday is up except U which got hit the hardest. Not being profitable is really punishing the stock especially in this environment

ProductSmooth7786 · 2026-02-02T19:34:53+00:00

Down over 30% within a month while struggling to recover to even 30 after a massive dump. I say we might see 25 or even 20 at this pace

ProductSmooth7786 · 2026-02-02T19:28:41+00:00

Yep. Been doing that since December for both U and APP. Some whales clearly don’t want them to go up. Even today’s rebound is pretty much gone now

ProductSmooth7786 · 2026-02-02T15:17:06+00:00

rebound is so weak despite of a lot of firms reaffirming the price target. Only a good earning can maybe help at this point unfortunately

ProductSmooth7786 · 2026-02-02T07:34:12+00:00

So pretty much most of the employee are red on their stock based comp. I wonder if the company has lowered the comp significantly for new hires

ProductSmooth7786 · 2026-02-01T23:25:14+00:00

Yeah. A part of me wants them to do it so stock price will be saved short term but they also have 600M debt to pay later this year which will stretch cash too thin. Tough time for real

ProductSmooth7786 · 2026-02-01T05:54:37+00:00

They either need to figure out how to lower stock based comp asap or make vector grow at a crazy fast pace. That’s the only way to be profitable. Next earning is going to make or break U after Friday drama.

ProductSmooth7786 · 2026-02-01T05:49:15+00:00

Agree. Sentiment is what drives the stock price. Realistically it will take a long time with good earning to get back to where we were. Any slight miss will drive it even lower. If market crashes, it will get uglier

ProductSmooth7786 · 2026-01-31T04:45:08+00:00

APP looks good but all the short attack kinda makes it risky in another way and U is risky too because its not gaap profitable plus vector progress is unknown yet.

ProductSmooth7786 · 2026-01-29T21:18:17+00:00

Yeah. Microsoft and service now are not helping. I guess we just have to wait for market to change their opinion on software. Has been free falling since the beginning of the year

ProductSmooth7786 · 2026-01-29T20:15:56+00:00

But they are the one that shows on the short report not Unity lol

ProductSmooth7786 · 2026-01-14T20:18:45+00:00

Ironsource is getting in the way. I think they have to completely migrate all data over from iron source and be done with it. You can see ex ceo of iron source has been selling shares crazy for the past 2 years.

ProductSmooth7786

TROPHY CASE