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It Might Be Time to Set This Tech Stock Aside
Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world. If you’re not looking for more emails from us, just click here to unsubscribe!
Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

Hidden Tech Play (Sponsored)
In 1999, Sutter Hill Ventures spotted Nvidia’s potential long before its 100,000% surge. Now, they’re quietly backing a little-known company behind Nvidia’s game-changing Blackwell chip.
This AI powerhouse is attracting serious attention—and the window to get in early is closing fast.

Graphics
AMD Unveils Radeon RX 9000 Series With AI and Raytracing Upgrades

AMD has introduced its latest graphics architecture, unveiling new additions to its Radeon RX 9000 Series. The newly launched Radeon RX 9070 XT and RX 9070 models bring advanced gaming capabilities with improved AI and raytracing accelerators designed to enhance performance and visual quality.
With 16GB of memory, these graphics cards aim to provide high-performance gaming at competitive price points. The introduction of these models comes as the company continues to refine its technology to keep pace with market demand.
AMD’s latest release follows a recent launch from a leading competitor, which introduced its own next-generation GPUs tailored for gamers, creators, and developers. With a strong focus on AI-driven enhancements and next-generation display support, AMD is positioning its new lineup as an appealing option for those looking to upgrade their systems.
The Radeon RX 9070 XT and RX 9070 are set to be available in early March, offering gamers new choices for high-performance graphics at mid-range pricing. As competition intensifies in the GPU space, AMD continues to expand its portfolio to meet evolving consumer expectations.

Cloud Computing
Oracle Expands Cloud Services with Utility-Focused Data Platform

Oracle has introduced Oracle Energy and Water Data Exchange, a cloud-based platform designed to help utility companies manage and integrate vast amounts of data efficiently. The Oracle Customer Edge Summit announcement highlights the company’s push to improve data accessibility and interoperability for the energy sector.
The new platform helps utilities convert complex, unstructured data into standardized formats that can be easily shared and analyzed. By applying a semantic processing layer, Oracle Energy and Water Data Exchange allows companies to organize, cleanse, and validate information from multiple sources, ensuring accuracy and consistency.
The platform integrates data from enterprise systems, third-party applications, and public sources, including the U.S. Department of Energy and NOAA. It also aligns with industry standards like IEEE and IEC, making it easier for utilities to optimize operations, manage smart grids, and improve decision-making.
The solution is built on Oracle Cloud Infrastructure (OCI) and includes automated synchronization, data migration tools, and advanced search capabilities. Utilities can process information faster, reduce errors, and enhance analytics-driven operations without relying on multiple databases.
Oracle’s new solution is now available for IT teams, data scientists, and energy analysts looking to simplify data management and accelerate AI adoption in utility operations. The company also plans to expand the platform’s capabilities in future updates.

New Strategies (Sponsored)
Bitcoin has made investors fortunes—but what if there was an even better way?
Legendary hedge fund manager Larry Benedict just revealed a strategy called “Bitcoin Skimming”—and it has outperformed Bitcoin’s returns by as much as 22-to-1.
Here’s the catch: You don’t need to own, buy, or sell any Bitcoin to use it.
With the SEC’s latest ruling poised to shake the crypto market, now is the time to learn how this works.

Video Conferencing
Skype to Shut Down in May as Microsoft Shifts Focus to Teams

Microsoft is officially retiring Skype on May 5, marking the end of an era for one of the most recognizable internet calling services. The move allows the company to concentrate on its Teams platform, streamlining its communication tools.
Launched in 2003, Skype revolutionized long-distance communication with affordable audio and video calls, gaining widespread adoption. However, it struggled to adapt to modern demands, particularly with the rise of mobile-friendly alternatives that offer greater convenience and reliability. As workplace communication evolved, Microsoft prioritized Teams, integrating it deeply with its software suite to attract business users.
To ease the shift, current Skype users will have access to Teams at no cost, with their chats and contacts automatically transferred. The decision adds Skype to a list of once-prominent Microsoft products that eventually faded, alongside other discontinued services.
Acquired for billions over a decade ago, Skype once boasted a massive user base, but its relevance declined despite a temporary boost during remote work surges. The shutdown reflects the broader challenges tech companies face in maintaining dominance in a rapidly evolving digital landscape.
Skype may be signing off, but its legacy in shaping online communication remains undeniable.

Recent Tech Movers
SoundHound AI (SOUN) is back in investors’ good graces after a rather disappointing month. Its recent financial report and positive future outlook pave way for more gains on the horizon.
ZoomInfo Technologies (ZI) looks great right now, thanks to a positive earnings report and projected 2025 fiscal year revenues much higher than original analyst estimates. The use of AI in its applications should help carry the company forward.
Nvidia (NVDA) is significantly down from its most recent earnings report and fears about China AI trade restrictions. While the company’s likely to rebound, some analysts believe it’s time to step away from the stock for a bit.

Elon’s Washington Gambit (Sponsored)
Elon Musk’s upcoming moves in D.C. could be his most disruptive yet.
A group of researchers who’ve studied Musk for decades believe his real agenda is bigger than Tesla, SpaceX, and even AI.
If they’re right, this could be the biggest wealth shift of the decade.

Don’t Overlook This Tech Stock
Photronics (PLAB) is a key player in the semiconductor industry, which can be cyclical and sensitive to market conditions. While the demand for semiconductors is strong, the industry’s volatile nature can lead to short-term price fluctuations that seem to be keeping its share price down.
However, Photronics continues to expand its photomask production capabilities to meet the growing demand from the semiconductor industry, particularly with advancements in smaller, more advanced chips. The company can use these initiatives to help fuel rises in areas like 5G and AI.

Everything Else
Apple is reportedly working on a range of new hardware updates, including a refreshed MacBook Air, next-gen iPads, and a redesigned iPhone.
Samsung appears to be preparing a One UI 7 beta program for the Galaxy A54, as suggested by recent server activity.
Anthropic has secured $3.5 billion in funding to further its AI research and development efforts.
Microsoft unveiled Dragon Copilot, a voice-activated AI assistant designed to streamline workflows for healthcare professionals.
Google has enhanced its Colab platform with a new AI agent feature to assist users in coding tasks more efficiently.
Amazon is integrating AI across all aspects of its business, according to the company’s head of AGI.
Nvidia and Broadcom are reportedly testing chips using Intel’s manufacturing process, marking a potential shift in semiconductor production strategies.

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
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