Hello everyone!
If you’ve been on finance Twitter lately, you might have noticed Roaring Kitty is back—and this time, his cryptic tweets might just be pointing to U 0.00%↑ .
At first, I was skeptical. Is he really hinting at Unity? Or are we all just seeing what we want to see? But with every new tweet, the case gets stronger. Let’s break it down.
Overview
🐱 Who is Roaring Kitty? – The legend behind the GameStop ( GME 0.00%↑ ) short squeeze.
📅 Breaking Down His Tweets – Hidden clues pointing toward Unity?
📉 Why Unity Fits His Playbook – Oversold stock, strong product, and a turnaround narrative.
🔮 Is This the Next Big Play? – What happens if Roaring Kitty goes all in?
🐱 Who is Roaring Kitty?
For those who don’t know, Roaring Kitty (Keith Gill) became an investing icon in 2021 when he spearheaded the GameStop (GME) short squeeze, turning a struggling stock into a retail trader battleground.
His deep fundamental research, legendary diamond hands, and community-driven investing approach made him one of the most influential voices in finance.
And now… he’s back. But this time, his cryptic tweets aren’t about GameStop—they might just be about Unity (U).
📅 The Cryptic Tweets – Are They About Unity?
Tweet 1 – Dec 5, 2024
📸 Modified TIME Magazine Cover
Roaring Kitty posted an image that resembles the 2006 TIME "Person of the Year" cover, which featured "You" (referring to internet users).
Many speculated it referenced Unity, given that Unity empowers developers (like "You" in the TIME cover).
At first, it seemed like a reach—but then came the next tweet.
Tweet 2 – Dec 25, 2024
🎁 Gift Box That Looks Like Unity’s Logo
A Christmas present, wrapped in green, red, and gold
Given the timing (a "gift" to investors?), speculation grew that this wasn’t just a random tweet.
A holiday pump? A teaser for what's to come?
Tweet 3 – Jan 2, 2025
🎥 GIF of Charlie Murphy – Featuring a Unity Ring
Roaring Kitty posted a GIF of Charlie Murphy, and in the clip, he’s wearing a ring with a "UNITY" written.
Even crazier—this GIF can be found when searching "Unity" in the GIF search box.
Coincidence? Maybe. But by now, the clues are adding up.
Tweet 4 – Jan 22, 2025
📹 A 1:01-Minute Video – The Disappearing "U"
The latest tweet was a video where, at exactly 36 seconds in, the letter "U" falls off a shop sign.
Some investors took this as a symbolic reference to Unity’s stock being undervalued or "falling" too much.
This tweet hit right when Unity was near 52-week lows.
📉 Why Unity Fits Roaring Kitty’s Playbook
Unity shares a lot in common with GameStop when he first invested:
✅ Oversold & Underappreciated – Unity (U) has dropped massively from its highs, but it’s still a key player in game development & AI.
✅ Turnaround Story – New management, an improving ad business, and AI-driven ad tech are potential catalysts.
✅ Retail Traders Love It – Unity is popular among developers, gamers, and tech investors—prime for retail hype.
✅ Short Interest? – Not as high as GME in 2021, but a growing bearish sentiment could fuel a reversal.
Unity isn’t a dead company—it’s a platform that powers over 50% of mobile games and is now diving deep into AI-driven ad tech. If Roaring Kitty believes in its potential, this could be his next big bet.
🔮 Is This the Next Big Play?
At first, I thought this was just Twitter reaching too far, but the consistent symbolism, the timing, and the stock setup make it hard to ignore.
I’ve been a Unity investor since day one, and while I’m currently down 19% overall and it’s my only stock in red, I haven’t sold a single share. Despite the stock’s volatility, I still believe in Unity’s long-term potential—and here’s why:
✅ Change in Management – New leadership is shifting toward profitability and operational efficiency.
✅ Next-Gen AI-Based Ad System – Their AI-driven ad tech is set to revolutionize game monetization.
✅ Jim Payne's Addition – The creator of MAX and MoPub, with a proven track record in ad tech, is now leading Unity’s advertising efforts.
These are real, fundamental reasons why Unity is a mid-to-short-term opportunity, and if Roaring Kitty actually reveals a position, we could see a market-shaking reaction similar to GameStop (GME) in 2021.
What Happens If Roaring Kitty Confirms a Unity Position?
🔥 Retail Trader Frenzy – Roaring Kitty’s influence is undeniable. If he even hints at holding Unity stock, expect a wave of retail buying, just like we saw with GameStop. Meme traders, social media influencers, and retail investors would flood in, leading to a massive spike in trading volume.
📉 Short Sellers Could Get Trapped – While Unity isn’t a heavily shorted stock, its bearish sentiment has been rising due to recent struggles. If retail starts piling in, shorts could panic and cover, leading to a short squeeze scenario. Even if not a full squeeze, a rapid price surge could force bears to exit, pushing prices even higher.
🎯 Major PR Boost for Unity – A Roaring Kitty-backed rally would put Unity back in the spotlight. More investors would start digging into its AI-driven ad business, management overhaul, and long-term potential. Institutional investors who had written off Unity might even reconsider their stance.
This isn’t just a meme-driven speculation—Unity has real catalysts that could drive a fundamental recovery. If Roaring Kitty jumps in, it could accelerate the turnaround significantly.
Right now, I’m holding strong. I’ve been a Unity believer from the start, and even though I’m down 19%, my conviction is higher than ever.
With:
✅ A powerful AI-driven ad system in the works
✅ Jim Payne leading the advertising business
✅ A clear strategic shift under new leadership
I believe Unity is positioning itself for a strong comeback. If Roaring Kitty confirms a position, it would validate the investment thesis and could trigger a wave of momentum buying.
For now, I’m keeping a very close eye on this. The stock is still undervalued, but if we get an RK confirmation, we all know what happens next.
What do you think? Is Roaring Kitty secretly betting on Unity, or is this just a Twitter rabbit hole? 👀 Let’s discuss!👇