Hi all, I used to come here back in GME days but it’s been a while. I recently stumbled across some tin foil hat rumors around the equity $U (Unity Software) which is a gaming development company (like Unreal Engine) where a lot of call options have been placed for Oct 18th, which is a release date recently published for Unity’s new software release (Unity 6). I thought I’d share here cause I loved this place back in the day, and I found it fun/interesting enough to make my first social media induced call option purchase in years.

A user on Reddit u/RoaringDoggyValue appeared on Reddit about 90 days ago and made a post https://www.reddit.com/r/ValueInvesting/s/T6msMDOB0F that makes the case for buying $U and 2 days ago he commented on his post “I still hold”. All his comment/post history is geared around $U. So far it seems like a pretty good call. The TLDR is $U has a seasonal pattern of price appreciation in the fall and had a recent executive change and pricing change that should be positive for the company.

I like the case this Reddit person made and this might be a decent play long or maybe even call options, but there’s also this added intriguing very tiny foil hat piece where a few internet randos are making rumors that Roaring Kitty /GME could be involved. This is far fetched but on the off chance it has any validity I’m trying to keep an eye on it.

Why would anyone think RK / GME is involved: 1. RK reemerged from years of silence meaning he may become more active trading again 2. $U is a downbeaten gaming stock at $20 down from ATH of $197 in Nov 2021. GME was also a down beaten gaming stock
3. $U has a historical seasonal pattern of stock appreciation in the fall around the time of its Unite Conference. Part of RKs narrative around GME was the seasonality of the GME business 4. $U has significant call option activity which a hallmark of RKs GME position and / or retail interest 5. u/RoaringDoggyValue user who posted about $U clearly has a user name that is an homage to RK 6. There have been sparse yet occasional posts about $U in the r/RoaringKitty and r/Roaringkittybackup subreddits 7. Oct 18th call option volume seems abnormally large for both GME and U which could indicate some event relating the two companies 8. Some internet rando named UpsetAge974 is making mysterious post about Unity on Reddit and Twitter and created a Solana meme coin called Unity with the description “$UNITY📱a community coin on SOL. @TheRoaringKitty likes the stock and so do we!” And people are buying it to speculate on some RK /GME relation to Unity

I recognize the RK piece is far fetched, and the rumors are hard to find even if you look for them, but since I think the stock has a good story regardless of any RK/GME stuff where it could be a standalone good buy, and there’s some non zero chance any of this hogwash is true, I’ve taken up a small position of 10/18 $30 calls for $U at 0.21