Unity Software, Inc. (U)

99.45
NYSE
Prev Close 100.81
Day Low/High 98.70 / 101.45
52 Wk Low/High 65.11 / 174.94
Exchange NYSE
Shares Outstanding 279.42B
Market Cap 28.17B
P/E Ratio N/A
Div & Yield N.A. (N.A)

If Wall Street snobs actually went to Walmart, they'd know you can't stop the American consumer who's got a clean balance sheet and is yearning to get outside.

Here's a lesson I learned decades ago at Goldman Sachs about how stocks can move in times like this.

Here's why the institutional stewards of capital who are taking back control of the market are salivating over a dirty old iron company.

The most important thing if you are a GameStopper is that you have to ponder how Unity is worth $29 billion and Activision is worth $79 billion.

The rebellion against concept investing I think is not done but it will be if we get twice the GDP growth than we have had.

Electric car makers, high-growth software firms and select tech companies operating in consumer-facing industries have been bid up to nosebleed valuations.

The company can pitch itself as both a gaming and a cloud platform play, is growing rapidly, and is cash-flow positive.