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I have been patiently waiting for a buying opportunity in Unity (U), and the apocalypse in software stocks has finally provided one. Sentiment is very low in software as investors appear concerned ...

Attention, gamers: if you thought new titles on top of the endless cavalcade of sequels and remakes were derivative now, wait till you hear about what the game engine maker Unity has got in store.

Unity stock has tumbled twice recently, first after Google's Project Genie Reveal, and then after a disappointing earnings report. Project Genie is impressive, but it won't replace video game engines.