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Chip Stock InvestorPublished 2026-09-22

“Why We're Hedging AppLovin's 80% Margins”

$UBullish

Take a position in Unity Software as a complementary hedge due to accelerating revenue/margins, strong FCF, and AI flywheel potential.

Unity Software. It's been about a year since we talked about Unity Software.

Let's talk about more what could go wrong, and I think we're gonna take a position again in Unity Software. It's been a year and a half since we covered it, but let's just run this through some of our tools.

What they said to watch for

Expense control and free cash flow trends

Watch the source00:46

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The Motley FoolPublished 2026-09-19

“3 Stocks That Could Become HUGE Takeover Targets in 2026”

$UBullish

Unity is a likely takeover target for AI firms due to its engine and ad data; it also has independent growth potential via Unity Vector.

And now, Rachel, I'm going to move here to arrow number three. As for the third arrow, I will talk about "Unity Software". Okay, first a quick overview before I explain why I think this company might be a target for acquisition.

The focus will be more on the role of artificial intelligence. But Unity Software is a software company, isn't it? Its market value is currently around $20 billion, and we are recording this video in mid-September 2026.

Watch the source11:56

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