Better Bear-Market Buy: Unity Technologies Stock or Digital Turbine Stock?

Consider two relatively smaller players like 3D software company Unity Technologies (NYSE: U) and mobile-app business Digital Turbine (NASDAQ: APPS). In November, Unity completed a $4.4 billion merger with ironSource, an Israel-based company with business segments that are completely new to Unity, including its mobile-app discovery business Aura. This now puts Unity in direct competition with Digital Turbine, which claims to have a "moat" -- a defensible, competitive advantage.