$Unity Software(U.US) All I can say is that the company's 16% growth, combined with the current stock price PEG < 1.5... As for FCF, is it the first day Unity has had SBC? The earnings report also mentioned that the 26Q1 advertising revenue growth is already very exaggerated, while hinting at new value-added charging methods after integrating AI (the model might charge similarly to Cursor). As for the new revenue streams, the concept of browser 'cloudification' platforms has its pros and cons, and this needs time to test 🐻.

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