People are overreacting to Unity's acquisition (technically a merger) of ironSource and Riccitiello's comments on monetization. Many developers want to make money from their games, so I think it's positive and worthwhile for Unity to give them tools to do that. As for Unity's market cap, the market as a whole has taken a beating over the past few months. As someone who works with Unity and sees the enormous value it provides, it just strikes me as a great time to buy their stock while it's low.
Ironsource is a malware vendor. I'm not sure in what sense you think people are overreacting, but I think that fact alone is worthy of a raised eyebrow or two. Unity has merged with a malware vendor.
I tend to agree, but I do really worry about Unity's technical roadmap. There are so many half-baked systems that rarely get updates, 3 confusing choices of render pipeline, and there's not robust well-utilized implementations of common gameplay elements like Unreal has.
