Deutsche Bank, BofA & Benchmark raise U to Buy with $50 targets after blowout Q2 results and sustainable Vector growth
I hope it always stays lively and bustling here.
I really wanna ask, “ What happened?” but I’m not gonna risk it. 😂 Last time I asked that, we were up 7% and somehow closed at +0.7%. Apparently I’m not allowed to ask questions without triggering a sell-off.
reddit.comwhat happened?
I know software stocks are all going down, but haven’t we fallen way too much compared to them?
Could the companies and government agencies that haven't sued Hims yet please go ahead and file their lawsuits too? We're already exhausted.😮💨
Am I the only one who thinks this stock is even harder to hold than ADA?😄
So the reason we dropped so sharply for no apparent reason over the past two days was that the smart money or institutional investors already knew about Wednesday's lawsuit, so they sold in advance, leaving retail investors completely confused.
So it wasn't because it's a semiconductor company, huh? 😂😂😂
This stock has to be cursed. When AI sent semiconductor stocks soaring, it crashed along with software stocks. Now that semiconductor stocks are plunging across the board, it's crashing with them too. At this point, what are we even supposed to expect from it?
reddit.comIt's been two days. Have they figured out what caused the crash yet?
reddit.comWhy did it surge as much as 12% today but end up closing with only a 3% gain? Doesn't Hims deserve to be revalued by the market?
Doesn't Hims deserve a re-rating, especially after the committee approved it with a unanimous 4-0 vote?
If Unity's fundamentals are stronger than when the stock was trading at $52, then what do you think is the real reason it still hasn't recovered?
Which of these do you think is the biggest factor?
1.The "SaaS is dead" narrative is still dominating investor sentiment.
2.Investors believe Unity will eventually be replaced by AI platforms like Google's GenAI offerings or Kimi K3.
3.Wall Street doesn't believe Vector AI can sustain long-term growth.
4.Unity won't be able to generate meaningful revenue outside its core business.
5.Even the new AI features in Unity 7 won't materially improve the company's financial performance.
6.Partnerships with Epic Games and Meta won't meaningfully contribute to revenue growth.
Or is there another reason I'm overlooking?
Has the sharp sell-off over the past two days been driven by Kimi K3, or is there something else going on? We've dropped even more than other software stocks.
reddit.comwhat happened?
Why did it tank again for no reason?