UUnity Software Inc

Global equity funds just pulled in big money again, seeing their largest inflows in about five weeks as traders get more comfortable with the macro backdrop. Roughly $36 billion flowed into stock funds worldwide, showing investors are leaning back into equities after a run of AI-driven volatility. The shift looks tied to two big themes: cooling $AI worries and renewed bets that $RATE cuts are still coming if inflation keeps losing steam. When both of those lines up, risk assets tend to benefit because cheap capital usually lifts stocks. Money wasn’t just piling into one region either. Europe and $U.S. equity funds both saw solid inflows, and Asian funds got a piece of the pie too. Sectors like $TECH, INDUSTRIALS, and METALS & MINING were among the biggest beneficiaries as portfolio managers repositioned into broader exposure. On the fixed income side, bond and money market funds are still getting action, while gold and precious metals saw some trimming as money rotated back into stocks. Overall, this flow picture tells you that traders aren’t throwing in the towel. Instead, they’re buying dips and leaning into the idea that easier policy and softer inflation data will keep markets supported. This isn’t a screaming breakout yet, but it’s a solid sign that confidence is slowly rebuilding in global equities across regions and sectors as the macro story evolves.

$U's revenue has stalled and the company's costs are still quite high. Do you think it is cyclic or there's been a shift in the game dev community and people are shifting to Unreal engine instead?

Just watched some Genie 3 demos ngl it’s wild how fast this thing can generate characters + worlds. Right now it’s mostly exploring spaces, but imagine if they add NPCs + actual gameplay mechanics… $U might have some serious competition soon. Is $U toasted???

$U's revenue is just there, the costs are high. So the profits are not much. And as far as I know, more developers are making a shift towards Unreal Engine. Do you think there's much scope for growth in $U?

$U  honestly feels hard to pin down right now. The stock keeps drifting lower, but then you see analyst upgrades and it kind of messes with the narrative. On top of that, it shows up on WSB just often enough to make you question whether any move is real or just hype. It doesn’t feel like last year’s momentum story anymore though. More like a “does this actually work long-term?” situation. If you’re rotating out of $QQQ, $U doesn’t scream easy dip buy to me it feels more like a cautious, higher-risk name where patience probably matters.

it's pretty tough seeing Unity software drop like this after the recent selloff. i'm curious if you guys think $U can actually turn things around with all the competition in the gaming engine space. do you see this as a temporary setback or a bigger sign of trouble?

Maybe I’m missing something, but how are names like $CRWD, $SNOW, $NET, $MDB, $ASAN, and $U still unprofitable? These aren’t tiny startups anymore some have been around for 10–15 years and are well past the crazy hypergrowth phase. Gross margins are like 80%, so the business model clearly works.

Is it just endless spending on sales, marketing, and R&D? Or is stock-based comp doing more damage than people admit? Feels like at some point profits should show up.

Do these companies eventually flip the switch, or is this just the new normal for SaaS?

Looks like $U.S. rare earth buyers still haven’t put their money where their mouths are — even though everyone talks about cutting China out of the supply chain, actual purchasing hasn’t kicked into high gear. Supply’s tight, prices are wild, and folks keep hyping domestic mining as the big solution, but the wallet action isn’t matching the talk yet. This feels like one of those “a lot of smoke, not a lot of fire” situations… until someone actually starts signing checks and locking in supply. You think the chatter turns into real buys soon or is the U.S. still lagging behind?