$Seatrium Ltd (5E2.SG)$  undervalue!!!! topup today, 3.1 this year. show them what you got, go Win B-O-T contract from Petrobras, show us another OSS from Taiwan, major conversation and endless repair...not to mention the RigCo current phase,

$Microsoft (MSFT.US)$ “This is the worst performing stock in my portfolio!”
“MSFT is so disappointing!”
“I’ve run out of patience!”
“I have been holding since January!”
“I should’ve just bought META instead!”

$Microsoft (MSFT.US)$ who has been holding since January 2026😂

$Unity Software (U.US)$
Matthew Bromberg (CEO of Unity):
Good morning, everyone. On behalf of all Unity employees globally, I thank you for joining us today. It is an honor to be here with you all. Unity is on an incredible growth trajectory, with rapid increases in both revenue and profitability, while we are delivering the most ambitious product roadmap in the company’s history — one that we believe will revolutionize Unity as well as the future of interactive content creation.
Our Q1 results reflect this momentum: Unity's strategic revenue grew by 35% year-over-year, and our adjusted EBITDA margin reached 27%, the highest in over two years, marking a 65% increase year-over-year.
As Jarrod will elaborate on shortly, we expect this trend to continue into Q2. The guidance indicates that strategic ad revenue will grow by 50% year-over-year, including strong Vector revenue growth and continued margin expansion. This organic growth trend, coupled with disciplined operations, means we now anticipate the business will achieve GAAP profitability by Q4 2026. This is a significant financial milestone and reflects our long-term vision for managing the company. Jarrod will provide more details on this later...

$Unity Software (U.US)$
📊 Updated ratings for Unity after earnings report (as of now)
🟢 1. Morgan Stanley
* Rating: Buy
* Target Price: 32 → 35
⸻
🟢 2. Piper Sandler
* Rating: Overweight
* Target Price: 29 → 35
⸻
🟢 3. Oppenheimer
* Rating: Outperform
* Target Price: 32 → 38
⸻
🟢 4. Barclays
* Rating: Equal Weight
* Target Price: 28 → 33
⸻
🟢 5. Jefferies
* Rating: Buy / Outperform (typically positive)
* Target Price: 30 → 34
⸻
🟢 6. Wedbush
* Rating: Outperform (maintained)
* Target Price: 30 → 32

$Unity Software (U.US)$
The market is expected to rebound next Tuesday. At the latest, it will rebound after the options expire on May 15.
Today's market did not gap down and continue falling; instead, it opened higher, and pre-market trading was slowly rising, indicating that this was not an intentional pump-and-dump scheme. The decline at the open reflects a divergence! This is because short-term and long-term funds think differently.
Short-term fund thinking: Vector’s QoQ growth is only 15%? Disappointing. Selling.
Long-term fund thinking: 15% confirms upward momentum. Vector isn’t dead—it’s actually quite healthy. Predictable growth in the coming years looks solid and sustainable. If it maintains a QoQ growth rate of 15%, impressive! Even early-stage companies like APP couldn’t sustain a stable 15% QoQ. Wall Street values certainty, preferring steady and continuous growth at an acceptable pace. However, right now, it’s just words from the CEO, so we need repetitive confirmation (Q2, Q3, Q4). Thus, current valuation merely confirms direction without reflecting the value of 'stable and continuous 15% growth.' This is the valuation anchor point. Where exactly this anchor sits, I don’t know—models differ across institutions—but you can refer to institutional valuations. The average price now is around $34. It’s expected that within the next week, institutions will further raise their targets (it won’t drop. Today’s earnings report was solid, fully meeting Wall Street expectations).
Continued: Short-term funds exited, combined with passive hedging by market makers, causing today’s stock price to plummet significantly. But it wasn’t panic-driven. There was support...

$Unity Software (U.US)$
To be honest, I'm somewhat disappointed.
But objectively speaking, Vector’s Q2 revenue contribution guidance in the mid-teens is not bad, maintaining around 15%. It didn’t disappoint the market. Moreover, during the earnings call, the CEO mentioned that offline testing of runtime data was 'encouraging,' indicating significant potential and room for imagination. There will be feedback from aggregation platforms and advertisers between June and July. This can't be hidden; it’s a characteristic of the advertising market. The key issue is that the timeline for runtime data release hasn’t been disclosed. I remember last quarter’s report mentioned Q2. This is a gradual process, not an immediate switch. Everyone, don’t rush. Stay optimistic. Technically: Today, short-term funds and previously locked-in funds took profits. In fact, judging by the trading volume on the earnings day, today’s volume wasn’t large, which means it wasn’t a panic-driven sell-off, nor was it a surprising surge. So — it’s not bad. Next, we’ll wait for long-term institutional funds to enter. They will only come in after Wall Street updates its ratings. Let’s wait. Consider today as a consolidation phase. The subsequent rise will be more stable.

$Unity Software (U.US)$ Let’s look at the free cash flow. Even in the off-season, it can reach this figure, so how high will the runtime data be for Q2? Scary 😱. Management expects a turnaround to profitability in Q4. If the growth of the Grow business accelerates terrifyingly, I personally am optimistic that the company can turn profitable as early as Q3. As always, management has provided conservative guidance.

$Unity Software (U.US)$
Unity just launch Unity AI beta,  as CEO said in the last call, everybody can make games.
- YouTube