Like I have mentioned.. Even thought I bought at 120, I still kept adding until my avg at 170/ share.
I am an architect and been using $(Unity)$ for my presentation works since 2017 with VR. My clients loved it and it helps my firm winning projects.
Beside, this has open marketplace capabilities... the better the creator developers using this software, the higher valuation Unity will be.
Think about the infrastructure of metaverse, this is an essential tool, just like $(Adobe)$, $(ADSK)$, Intuit... Use that as your base valuation. This is just my thoughts and opinion and I won't sell for until I cash out for my wife's bag funds lol.