Unity Time! Time to Unite

Unity and my portfolio update

Hello everyone!

I have not been posting a lot in Substack, so I decided, why not continue posting regularly? So here goes nothing

Overview

1. 🤑 Dividends update

2. 🥧 Portfolio update

3. 🎁 Unity Update

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🤑 Dividends update

Month of Jan has already been exciting, I have gotten huge cheques from VICI 0.00%↑ , QYLD 0.00%↑ which will be invested again on.

Thanks to M1, I now don’t need any sheet to track incoming dividends. I am expected to get around $9.6k in dividends alone in 2025.

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🥧 Portfolio update

2025 was year of changes, I made significant updates to my portfolio. I sold a bit of VICI and QYLD to go buy several stocks. Here is how my new portfolio looks like:

I have added the likes of TSLA 0.00%↑, NFLX 0.00%↑, CRM 0.00%↑, MSFT 0.00%↑, META 0.00%↑, and AMZN 0.00%↑

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🎁 Unity Update

Unity is what I have been targeting ever since its IPO, it is one of my largest holdings and since the data mess up in 2022, now stock seems to be recovering. Here is why I think Unity will sky rocket in 2025

• Change in Management
  Unity has undergone a significant leadership shakeup, which often signals a shift toward a fresh strategic direction. John Riccitiello, who previously led the company as CEO, stepped down in 2023 amidst shareholder concerns and operational challenges. His departure paved the way for James Whitehurst, a seasoned executive and former CEO of Red Hat, to take the reins as interim CEO. Whitehurst is widely recognized for his ability to drive innovation and operational efficiency, qualities that are critical for Unity’s next phase of growth.

  Sources: Unity Press Release

• Appointment of Jim Payne as CPO for Advertising
  

  Notably, Payne was a key figure in AppLovin’s meteoric rise, where he led the development of advertising products that dramatically boosted the company’s profitability and market presence. His deep understanding of ad tech and his ability to scale advertising platforms are invaluable assets for Unity as it looks to capitalize on its data-driven opportunities. Payne’s leadership is expected to revamp Unity’s advertising strategies, making them a pivotal revenue stream for the company.
  Source: Unity Newsroom

• Development of an AI-Based Ad System

  
  Unity is working on a cutting-edge AI-driven advertising platform that promises more precise targeting and increased ad performance. Leveraging neural networks, this system is expected to revolutionize ad delivery for developers and advertisers alike. Here is a piece on how the new AI-based ad system is preforming right now.

  

• Leveraging Its Data Advantage

  
  Unity collects vast amounts of data from the games built on its platform. With over 3.5 billion app downloads per month, the scale of its data collection is unmatched. This data provides deep insights into user behavior, enabling Unity to fine-tune its AI systems and maintain a competitive edge in the ad tech space.
  Source: Unity Platform Overview

Unity’s blend of innovative leadership, advanced AI initiatives, and unparalleled data access makes it a strong candidate for stock of the year in 2025.

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2025 has been a blast from start, looking to make more money in 2025 and invest it in startups.