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Unity Software Inc. (U): A Bull Case Theory

We came across a bullish thesis on Unity Software Inc. (U) on @AlphaSenseInc on X(Twitter). In this article, we will summarize the bulls’ thesis on zzzz. Unity Software Inc. (U)'s share was trading at $21.81 as of 27th May.

Unity (U) remains the dominant force in mobile gaming, holding over 70% market share in a segment that continues to grow faster than its console or PC counterparts. Despite ongoing comparisons with Unreal Engine, which is better suited for AAA titles, Unity’s mobile-first orientation, intuitive design, and embedded presence among developers underscore its...