$U is building one of the largest bases in Software right now and approaching a potential Stage 2 breakout.
The setup gets more interesting when you layer in AI + Gaming as a theme. GTA VI drops in November, which could pull a lot of attention back into the Gaming sector.
Fundamentals are starting to turn:
- Q2 Revenue +24% YoY
- Strategic Revenue +38%
- Strategic Grow +63%
- $202M Free Cash Flow
Large base, improving numbers, AI tailwind. Worth watching how this one develops into year-end.
The setup gets more interesting when you layer in AI + Gaming as a theme. GTA VI drops in November, which could pull a lot of attention back into the Gaming sector.
Fundamentals are starting to turn:
- Q2 Revenue +24% YoY
- Strategic Revenue +38%
- Strategic Grow +63%
- $202M Free Cash Flow
Large base, improving numbers, AI tailwind. Worth watching how this one develops into year-end.
