Fallen Angels in Circuitry: Two Tech Stocks Reborn

The market’s a graveyard of broken dreams and sudden fortunes. You learn to watch the vultures circle – that’s when the meat’s still warm. These two tech names? They’ve been gutshot, sure. But there’s still juice in their bones if you know where to look. Let’s peel back the skin on these carcasses and see what’s ticking underneath.

1. Unity Software

Unity Software (U) used to be the champagne of the gaming world. Now it’s swilling cheap bourbon. The stock’s down 81% from its high – looks like a corpse in a morgue drawer. But corpses sometimes twitch when the right lightning hits. Enter Matt Bromberg, the new sheriff in town. His “inflection point” chatter? That’s the kind of line a con man feeds you before the lights go out. Except this time, the lights might just flicker back on.

Second-quarter numbers? A Rorschach test. Revenue down, sure. But subscriptions grew double-digits – the kind of ink that doesn’t wash off in a rainstorm. Their ad biz? They’re peddling something called the Vector AI engine. Sounds like a sci-fi flick, but it’s real. Makes ads hit harder than a brick through a windshield. And those 6.6 million downloads of Unity 6? That’s not a blip – it’s a land grab.

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Tencent and Nintendo signed on? That’s like getting a nod from the Godfather. Non-gaming growth in healthcare and cars? Turns out their 3D tools are as versatile as a switchblade. Wall Street’s sniffing around – $1.13 EPS by 2027, they whisper. If the revenue starts dancing to the same tune as the earnings, this ticker might just trade its gutter clothes for a tailored suit.

2. CoreWeave

CoreWeave (CRWV) plays in the AI gold rush. Problem is, they’re swinging picks in a field where everyone’s got a shovel. Data centers crammed with GPUs – the new oil wells. Stock’s down 48%, but the backlog’s a $30 billion siren song. Revenue tripled last quarter. Makes you lick your lips, doesn’t it?

Debt? $11 billion – tastes like battery acid. Q2 loss? $290 million. That’s the stink of a company burning through cash like a junkie’s last hit. But here’s the kicker: Nvidia’s got a $4 billion stake. Those Blackwell chips? CoreWeave’s got first dibs. In this game, access is everything. The rest of the herd’s chasing shadows while these boys sip whiskey with the chip king.

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Volatility’s baked in. The kind of ride that’ll make your stomach drop like an elevator cable cut. But if the 2029 forecast hits – $7.5 billion operating income – this ticker could grow wings. Just don’t forget to wear a parachute. 🚀

Fallen Angels in Circuitry: Two Tech Stocks Reborn

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2025-08-23 14:34