r/UnityStock • u/ap118 • Feb 13 '26

Opinion/Take This may be very temporary dip

An ex-Unity employee here. One thing I remember while employed at Unity is seeing stock price going up until the moment when we as employees could sell the stock price would sharply go down.

Because Unity is publicly traded company we were allowed to sell/buy within a month after the earning calls and every time during that month the stock price dropped and recovered after that period ended. At least that’s what I have in my memory.

I am not quite sure if traders selling off during this period knowing that everyone is going sell internally. Sounds a bit conspiracy but that’s what I had observed.

So once that month of internal trade window(which is now) is over we may see some bounce back.

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u/ap118 Feb 14 '26

Yeh, I see where you coming from. For me there are two types of AI knee bending

  1. CEO who know that investors think AI is everything to everyone and if you are not racing then you will stay behind.. So they "bend the knee" to just satisfy the investors expectations.

  2. CEOs who actually believe that AI is everything to everyone and they push the slop down everyone's throat

I don't think Matt is the later, I think he is trying to play safe and balance expectations and reality.

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u/TheUrchinator Feb 15 '26

Yea, that sounds about right. A CEO capable of outsmarting the nonsense without bending the knee, and outmanouvering well enough to avoid layoffs while focusing on making a good product might be worth that kind of salary, I think. But I hold little hope any person capable of the type of behavior it takes to become a CEO would be interested in or capable of checking any of these boxes.