Signals From the Forgotten Corners of Tech For Your Portfolio

Author

Noah Zelvis
September 19, 2025

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While the headlines obsess over AI giants burning through billions, a few underdogs are putting up stats that would make even the megacaps jealous.

From debt-clearing sales to satellites beaming growth, these names are sending signals you don’t want to miss.

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Delivery Tech

From Drive-Thrus to Fly-Thrus, Uber’s Trying Drones Again

Uber (NYSE: UBER) is dusting off its drone dreams, this time with Israeli startup Flytrex as the wingman.

By the end of the year, some U.S. cities could see burgers and burritos dropping from the sky instead of sitting in traffic.

The company has already made a small investment in Flytrex, which has completed over 200,000 aerial deliveries, including collaborations with DoorDash.

This isn’t Uber’s first flight attempt, but the regulatory environment looks friendlier now than it did back in 2019.

Fast Food, Faster Skies

Back then, Uber shelved its drone plans after regulators clipped its wings, and Elevate got sold to Joby.

Now, with rivals like Zipline proving drone delivery isn’t sci-fi, Uber wants in before the skies get crowded.

Flytrex brings the flight hours, while Uber Eats brings the demand. Put together, your dinner might be cruising over rooftops instead of stuck behind red lights.

Delivery With Lift-Off

Uber is already cozy with Waymo on driverless rides and has air taxis penciled into its future. Adding drones makes its vision of moving anything, anywhere, feel more complete.

If it sticks this time, drone delivery could shift from gimmick to everyday option. And one day soon, “your order is on the way” might literally mean it’s flying toward you.

Apps

Google Drops Gemini Into Chrome, Your Browser Just Got a Brain

Google (NASDAQ: GOOGL) has just integrated Gemini directly into Chrome for all U.S. desktop users, transforming the browser from a search box into a full-blown assistant.

No more tab chaos — Gemini can now clarify pages, compare sites, and even tweak your banana bread recipe on the fly.

The update also sets the stage for “agentic browsing,” where Gemini doesn’t just fetch info, it actually does tasks like ordering groceries or booking haircuts.

Think of Chrome as your new digital intern who never sleeps.

Tabs, Trips, and Throwbacks

Gemini now works across multiple tabs, so you can plan a vacation by juggling flights, hotels, and activities without losing your mind.

Instead of flipping back and forth, ask Gemini to organize it all into one clean plan.

It also remembers past browsing sessions, meaning you can say, “Where did I see that walnut desk last week?” and Gemini will pull it back up.

Goodbye, endless scroll through browser history.

Browsing With Superpowers

Chrome is also integrating Gemini more deeply into Google apps like Calendar, Maps, and YouTube.

That means finding the exact scene in a video or scheduling a meeting without leaving your tab.

If this sticks, Chrome won’t just be a window to the internet; it’ll be a co-pilot that navigates, remembers, and even shops for you.

The browser just graduated from tool to teammate.

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Virtual Reality

Meta Wants to Scan Your Room and Drop It Into VR

Meta (NASDAQ: META) is rolling out Hyperscape, a tool that essentially captures your room in VR using a Quest headset.

Scan your space in minutes, wait a few hours for rendering, and boom, your kitchen is suddenly a digital playground.

It’s starting in Early Access for Quest 3 and 3S owners in the U.S., with more features like private links to invite friends “coming soon.”

Today, you can scan your living room; tomorrow, you might be hosting a VR house party.

From Ramsay’s Kitchen to Crocs Heaven

Meta has already flexed Hyperscape by recreating Gordon Ramsay’s kitchen, Chance the Rapper’s sneaker palace, and even a UFC fighting ring.

Yes, someone also scanned an entire room filled with Crocs — because of course they did.

This mix of celebrity spaces and everyday rooms shows just how weird and wonderful VR might get when anyone can upload their world.

Suddenly, “come over to my place” could mean sliding on a headset.

When Your House Becomes the Content

The catch is that the rendering still takes hours, so your room won’t be instantly ready to show off. But once it’s live, it feels like a photorealistic clone of your actual space.

If Hyperscape takes off, developers won’t just build the metaverse; it’ll be built by everyone with a Quest and a living room.

Your walls might not talk yet, but soon they could have an audience.

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Recent Tech Movers

CommScope (NASDAQ: COMM) has pulled off a 220% YTD rally that looks less like a comeback and more like a cheat code.

The turning point? Selling its Connectivity and Cable Solutions unit to Amphenol for $10.5B.

That cash leaves the company with spare fuel to funnel back to shareholders and the high-growth Ruckus (Wi-Fi 7) and Access Network (DOCSIS 4.0) units.

Q2 earnings absolutely smoked expectations, with EPS up 85%. Access Network sales popped 65%, and Ruckus jumped 47%.

At just 13x forward earnings (half the sector multiple), COMM looks like a value stock wearing a momentum stock’s shoes. Last year was survival mode. This year growth mode is unlocked.

Celestica (NYSE: CLS) is the kid who used to sit in the back of the class and is now acing every test. Up 170% this year and 400% over the past 12 months, the company has quietly become an AI infrastructure heavyweight.

Its Connectivity & Cloud Solutions unit builds the hardware fueling hyperscale data centers, and that segment drove a 21% revenue jump and 54% EPS spike last quarter.

ROE at 30% and free cash flow gushing puts it miles ahead of peers. Analysts can’t raise earnings forecasts fast enough (12 hikes in three months).

Sure, the multiples look spicy, but at ~2x PEG, it’s still growth at a reasonable price. If you’re looking for an AI arms dealer outside the usual suspects, CLS is handing out the ammo.

Gilat Satellite Networks (NASDAQ: GILT) is proof that size doesn’t always matter, with a $732M market cap, but an 85% YTD rally and satellites literally everywhere.

Revenue jumped 37% last quarter, with commercial sales up nearly 60% thanks to SkyEdge IV adoption and in-flight connectivity deals.

Oh, and the Pentagon just dropped $7M on new SATCOM terminals.

Management is pitching itself as the leader in multi-orbit ground solutions and IFC. The growth story checks out. EBITDA and EPS are forecast to rise >20% annually.

And with a PEG ratio under 1, GILT is cheaper than your morning coffee habit. Want niche exposure to defense + space tech with momentum tailwinds? This one’s orbiting higher.

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The Overlooked Display Maker Turning Heads

Daktronics (NASDAQ: DAKT) isn’t just the scoreboard at your alma mater, it’s quietly building one of the sharpest turnarounds in tech.

Shares are up 36% this year and 64% over the past 12 weeks, fueled by Q1 numbers that flipped a loss into $16.5M net income. EPS swung from -$0.11 to +$0.34, while revenue hit $219M.

The growth isn’t just one-off.

Commercial, transportation, and live events are all pulling their weight, while management tightened costs and started flexing with a $10.7M buyback.

That’s nearly 10% of their long-term plan, signaling confidence.

Add technical momentum, the stock is trading near the top of its 52-week range, and Wall Street buy ratings, and you’ve got a niche display maker acting like a growth stock.

For trend-followers, DAKT might still have plenty of juice in the tank.

Everything Else

  • 💰 Nvidia dropped $900M on Enfabrica, betting its AI networking chips can unclog the world’s data center traffic jams.

  • 🛡️ CrowdStrike stock rallied after Investor Day as management doubled down on Falcon and painted a future where hackers hate their jobs.

  • 🔎 Google is shoving Gemini deeper into Chrome, Search, and Android, basically turning your phone into a walking AI sidekick.

  • 🤝 Nvidia surprised Wall Street by taking a $5B stake in Intel. Rivals yesterday, AI besties today.

  • 🧠 China’s DeepSeek says it trained a full AI model for $294K, pocket change compared to Big Tech’s billions, sparking debate about whether efficiency beats brute force.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider