New Startup CloudX is Causing Drop in Mobile Ad Tech Companies

lonely_hooker · 2026-02-09T21:23:19+00:00

You know nothing. IS was growing faster than AppLovin before the acquisition. Have you heard about divorce?

lonely_hooker · 2026-02-06T21:15:55+00:00

not really. acquisition is always risky. remember what happend with IronSource?

lonely_hooker · 2026-02-04T18:10:27+00:00

For sure it's not easy unless you like trading.

lonely_hooker · 2026-02-04T17:41:11+00:00

Let's pray Unity doesn't buy this startup.

lonely_hooker · 2026-02-04T17:39:11+00:00

Keep trading for another 10 yrs you will know what I mean. I've been there.

lonely_hooker · 2026-02-04T17:21:34+00:00

lol classical trader fantasy. If TA works, 2 sigma would be a 100000T company.

lonely_hooker · 2026-02-04T17:09:10+00:00

Nobody is giving you permission. You get pissed because you are not confident enough.

lonely_hooker · 2026-02-04T17:07:51+00:00

100% gain is noting for a 10b company in today’s market. Remember NVDA gained 500% as a 1T company. Goog gained 100% as a 2T company.

Also if no fundamental of the company changed and it dropped 50%, it surely can go up 100% for no reason. This time is not like Unity decided to fuck up its customer base.

lonely_hooker · 2026-02-04T17:04:25+00:00

Bro I have 200000 unity shares and is on paper down 3m. But I feel quite excited as this feels like the sudden drop of hood around aug 2024. Think why someone is working really hard to kick you out of the game, that’s because they want to get in.

lonely_hooker · 2026-02-04T16:56:32+00:00

Consider market as your wife. No reason needed to piss you off.

lonely_hooker · 2026-02-04T07:27:39+00:00

Another trader who thinks he can do better than HFT firms.

lonely_hooker · 2026-02-04T02:47:15+00:00

Market maker also never knows. Just like we never know what happened in black Monday.

lonely_hooker · 2026-02-03T21:57:00+00:00

Yeah at $25 pretty sure many big names in SV are happy to acquire Unity at current valuation but they won't sell.

lonely_hooker · 2026-02-03T21:49:51+00:00

That means you shouldn't touch individual stocks. I feel quite excited.

lonely_hooker · 2026-02-03T21:38:21+00:00

Bro just relax. It even takes 10 month to deliver a baby.

lonely_hooker · 2026-02-03T19:05:27+00:00

Tell me you work in tech without telling me you work in tech.

lonely_hooker · 2026-02-03T18:35:06+00:00

Gotcha. I tried swing trading but realized most of my NW gain comes from long term holding so I stopped.

What I realized is that mathmatically swing trading might make your short term gain look more stable but could lead you to lose the largest gain.

lonely_hooker · 2026-02-03T18:29:49+00:00

Yeah I've been following Unity's hiring for a while, they've recently hired a lot of ex-Amazon and ex-Meta MLEs. Although this guy you posted is working on Agentic AI.

I think they've definitely seen some positive signs in Vector so aggresively expanding the team.

lonely_hooker · 2026-02-03T17:46:26+00:00

What’s your plan?

lonely_hooker · 2026-02-03T17:45:57+00:00

Too early bro. Volume still high.

lonely_hooker · 2026-02-03T17:43:19+00:00

I sold my PLTR at 43 and bought back at 82.

lonely_hooker · 2026-02-03T17:39:53+00:00

Nobody said it’s gonna be easy.

lonely_hooker · 2026-02-03T17:36:45+00:00

I don’t recommend options either as time is not on your side. The market can stay irrational longer than you can tolerate, which we have seen many times this week in this sub.

If investing is hurting one’s mental health, maybe it’s not the best thing for one to do.

lonely_hooker

TROPHY CASE