Jon Quast

I'm going to agree with Emily when it comes to neutrality with Unity.

With Unity, of course, you can use its create solutions to create, say, a video game app, and then with its monetized solutions, you can then run the advertising.

That seemed like a good one-two punch.

If you're creating the game with Unity, why not monetize it with Unity?

What went wrong a few years ago was that its algorithm for monetization messed up, and it wasn't providing its customers with good value, and so it lost a lot of market share.

Now, AI has come into the picture.

Supposedly, some good things are starting to happen.

We're starting to see some momentum, so maybe this is something that pays off.

I'm always leery when it comes to turnarounds.

Emily and I agree with our neutrality with Unity of these three, but we disagree when it comes to what we're putting calls on and what we're putting puts on.

All right.

In fairness, I own both of these stocks in my portfolio.

Airbnb is my call.

I really love this business.

I think it's just an unsinkable brand.

It's

It's just generating so much free cash flow.

And the CEO, Brian Chesky, he's just got big ambitions, always trying new things.

Not all of them are going to pan out, but I think eventually one of them will be a big idea that really carries this business higher.

So I just like that optionality that it has.