Unity Software's Stock Surges on AI-Driven Growth Strategy

Unity Software's Stock Surges on AI-Driven Growth Strategy

Recent Surge: Q3 Earnings Surprise Unity Software’s stock surged 18% after its third-quarter earnings, announced on November 5, 2025, significantly beat Wall Street expectations. The stock soared from $35.87 to $42.50 in pre-market trading, approaching its 52-week high of $46.94. Key Performance Indicators Revenue: $471 million (up 5% YoY, beating estimates of $452.76 million by 4.0%) Adjusted EPS: $0.20 (Turnaround to profit) Adjusted EBITDA: $109 million, with a 23% margin (11.6% above the expected $98.15 million) Free Cash Flow: $151 million (a $36 million increase YoY, representing 31% growth) This performance marks a turning point, showing a full recovery from the sluggish performance in Q1. The shift from negative to positive cash flow has fundamentally improved the company’s risk profile. ...

November 6, 2025
The difference between a boom and a bubble, analyzing the dot-com case and the current tech stock market

Boom vs. Bubble: Dot-Com Lessons for Today's Tech Market

Introduction “This time is different” is one of the most dangerous phrases in financial markets. It surfaces every time tech stocks surge, just as it did during the dot-com era of the late 1990s and the current AI boom. However, not all rallies are created equal. A Boom and a Bubble may look similar on the surface, but their underlying structures are fundamentally different. This article clarifies the distinction between these two concepts using the dot-com era as a case study and evaluates the current state of the tech stock market. ...

November 4, 2025
Hindenburg Omen: Complete Guide to Stock Market's 'Ill Omen'

Hindenburg Omen: Complete Guide to Stock Market's 'Ill Omen'

The wallstreetbets subreddit has recently been abuzz. News broke that the Hindenburg Omen has been triggered. This indicator is known for “predicting” the 1987 Black Monday and the 2008 financial crisis, leading investors to view it as an ominous sign of market collapse. But can this indicator truly be trusted? In this article, we will uncover the truth behind the Hindenburg Omen. What is the Hindenburg Omen? ...

November 3, 2025
ULVAC Quantum Computer Cooler Illustration

IBM-ULVAC Partnership: Who Cares If It Makes Money?

TL;DR I’m not sure if quantum computers will ever be useful in real life. But IBM has promised to deploy large-scale quantum computers by 2029. ULVAC is the sole Japanese supplier of essential components (coolers) for quantum computers. Currently overvalued with a P/E of 20.26x and PEG of 4.05x. However, entering after confirming 2026 earnings could yield a 100-200% return over 3-5 years. Let’s Be Honest: I Don’t Believe in Quantum Computers I don’t get what’s so great about quantum computers. For 30 years, the technology has been “10 years away from commercialization” and is still stuck in the lab. Google’s Willow chip is 13,000 times faster than a supercomputer? Great. But what do you do with it? ...

October 29, 2025
Samsung Heavy Industries KC-2C illustration

Samsung Heavy Industries: Upside from Tech Innovation

Introduction As of October 28, 2025, Samsung Heavy Industries has recorded a +116% year-to-date increase, outperforming even Samsung Electronics (+85%) within the Samsung Group. In the last month of October alone, it rose by +40%, and 17 securities firms have unanimously raised their target prices. However, the truly interesting part is that this stock price surge is not based on a simple demand cycle but on structural changes. We will examine how the technological development of localizing cargo containment systems (KC-2C) will fundamentally improve Samsung Heavy Industries’ profitability, and how much further the stock price has the potential to rise with the expansion of the FLNG market. ...

October 28, 2025
2025 Guide to Dividend Investing: Finding True High-Yield Stocks

2025 Guide to Dividend Investing: Finding True High-Yield Stocks

Introduction: It’s Time to Look Beyond Dividends to Growth In the 2025 Korean stock market, dividend stocks are gaining attention. Unlike in the past, when investors simply chose stocks with high dividend yields, it is now essential to select companies that offer both dividend growth and earnings improvement momentum to achieve real investment returns. Furthermore, capitalizing on the buying patterns of foreign and institutional investors before the ex-dividend date can provide an added bonus of capital gains. ...

October 27, 2025

A Savvy Guide to Finding the Best Korean Dividend Stocks in 2025

Finding the best dividend stocks in the Korean market can be challenging, especially for English speakers, as the primary resource, Naver Finance, is only available in Korean. However, with the right tools, you can easily navigate and extract the information you need. This guide walks you through finding top dividend stocks on Naver Finance and shows you how to use AI tools to get all the details in English, even if you don’t speak Korean. ...

October 25, 2025
AMD's potential to challenge NVIDIA in the AI market

Why AMD’s Challenge in the AI Market Is Just Beginning

Can AMD Emerge as a New Powerhouse in the AI Market? AMD’s recent Q2 2025 earnings clearly demonstrated its growth potential in the AI market. Revenue surged by 32% year-over-year to $7.69 billion, surpassing market expectations. This success was driven by the strong performance of EPYC CPUs in the data center segment and Zen 5 processors in the client segment. Notably, as mass production of the MI300 series—a key player in the AI accelerator market—begins, the competition with NVIDIA is entering a new phase. ...

October 20, 2025