
Apple Headset — Our #1 Stock Pick (Not Apple)
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Unity: A Double Tailwind for Unity
I started looking at unity again a few weeks ago, and I didn't call it out as one of our AI trades because I didn't buy it. The reason being is that AI is going to cause gaming studios to be able to produce games quicker with less developers. So there already a huge beneficiary of this kind of AI movement. And now you have this other thing, which is Apple becoming for consumers,. A way for more consumers to appreciate the type of 3D engine games that are built by Unity. It's just a matter of when unity has to be the biggest beneficiary of that.
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