$Unity Software Inc.(U)$ $Alphabet(GOOGL)$  $Take-Two(TTWO)$  🚨🎮🌐 Unity CRUSHED by Google AI, Is the Game Engine Moat Breaking? 🌐🎮🚨

$U is getting CRUSHED today after Google unveiled its Genie / Project Genie AI world-builder 🌐📉

Stock is down roughly -21% to ~$30, marking $U’s worst day since 2022, tracking for its lowest close since early July, down about -33% this week, and now colliding with heavy resistance at the 20DMA as competitive pressure from $GOOGL intensifies.

$U and $TTWO are sliding as Genie demos ignite a new worry, if AI world-models can generate interactive worlds end-to-end, traditional game engines could matter less over time. This is not just a gaming selloff, it is a platform-level disruption narrative.

🌬️ Gaming stocks are getting smoked after $GOOGL revealed an AI tool that builds playable, copyrighted-style worlds from prompts. As users recreate GTA-style knockoffs, investors are de-risking fast.

$U -25%

$RBLX -9%

$TTWO sliding hard

$U weekly ~ That’s a lot of U’s

Bounce attempt from Ichimoku cloud support, with structure still fragile and sentiment shaken.

The real story here is AI compressing creative moats, shifting power from engines to compute, data, and model-driven world generation.

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# 💰Stocks to watch today?(4 Feb)

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  • Hen Solo
    ·01-31
    TOP
    Sharp read on $Take-Two(TTWO)$ Your post highlights liquidity, structure, and regime risk well, especially with AI-driven earnings uncertainty. I’m focused on support integrity, resistance overhead, and how flow and Vanna recalibrate sentiment.
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  • 老实说,你的帖子很疯狂$Unity Software Inc.(U)$受到重创,波动性爆炸,流动性口袋破裂,动量翻转,结构破裂,整个政权转向人工智能驱动的世界大厦,$谷歌A(GOOGL)$弯曲计算主导地位、流量从引擎中旋转、gamma和Vanna重塑价格走势、跨资产能量无处不在、游戏情绪螺旋式上升、宏观叙事从创作工具转向模型驱动的宇宙,这感觉像是市场情绪波动,而不仅仅是单一股票走势,疯狂时代🔋
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  • Yeah I liked how your post connects $Unity Software Inc.(U)$’s drop with the bigger AI shift, kinda makes the move feel structural not random. Lowkey watching how $Alphabet(GOOGL)$ changes momentum and liquidity vibes across gaming stocks, fr it feels like a new regime
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  • I like how your post frames the volatility shock in $Unity Software Inc.(U)$ through structure and macro disruption. The liquidity pocket around 20DMA feels pivotal, with momentum, resistance, and cross asset flow signalling a regime shift.$Alphabet(GOOGL)$’s positioning and Vanna effects add depth to the narrative 😻
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  • PetS
    ·01-31
    Your $Unity Software Inc.(U)$ analysis nails the momentum unwind. Volatility expansion, liquidity pockets, and shifting positioning stand out, especially with cross asset AI pressure. The structure vs disruption angle adds real macro context without noise.
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  • Tui Jude
    ·01-31

    Great article, would you like to share it?

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  • PetS
    ·01-31

    很棒的文章,你愿意分享吗?

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  • 很棒的文章,你愿意分享吗?

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  • Hen Solo
    ·01-31

    Great article, would you like to share it?

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  • Great article, would you like to share it?

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  • Great article, would you like to share it?

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