Overlooked Sensor Firm Shifts Gears Toward Organic Growth

April 29, 2025

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.

Uranium Demand (Sponsored)

On Behalf of Azincourt Energy Corp

With AI pushing power demand through the roof, nuclear is the only option.

Uranium demand is set to double. One junior may benefit most.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Cybersecurity

AirPlay Flaws Expose Millions of Devices, Raising Fresh Questions for Apple

Apple (NASDAQ: AAPL) is again under the spotlight after cybersecurity researchers revealed new vulnerabilities in the company's AirPlay protocol that could expose millions of third-party devices to potential attacks. The flaw, named AirBorne, was disclosed by cybersecurity firm Oligo and affects a wide range of AirPlay-enabled speakers, receivers, and smart TVs.

Researchers demonstrated that attackers on the same Wi-Fi network could exploit the vulnerabilities to hijack nearby devices.

Although Apple has already patched its hardware and issued fixes to third-party manufacturers, experts warned that some devices could remain unpatched for years due to fragmentation in the ecosystem.

For Apple, security remains a critical pillar of its brand strategy. While the company quickly addressed the issue across its product lines, incidents like this reinforce the growing complexity of maintaining security standards when third-party integrations scale.

Maintaining tight control over device ecosystems will continue to be a key differentiator for Apple as competitive pressure in the consumer hardware market intensifies.

CarPlay devices were also found to be vulnerable but pose a lower real-world risk, as attackers would need pairing access. The disclosure comes as Apple prepares to update its broader software platforms ahead of its annual Worldwide Developers Conference (WWDC) 2025.

Cloud Computing

Oracle Deploys NVIDIA Blackwell GPUs to Expand AI Cloud Offerings

Oracle (NYSE: ORCL) has launched its first wave of NVIDIA GB200 NVL72 systems across its data centers, rolling out thousands of Blackwell GPUs to enhance its AI and cloud capabilities. 

This deployment enhances Oracle’s DGX Cloud and Oracle Cloud Infrastructure (OCI) platforms, addressing the increasing demand for large-scale AI reasoning models and agentic AI development.

The new infrastructure features high-speed NVIDIA Quantum-2 InfiniBand and Spectrum-X Ethernet networking, complemented by Grace Blackwell architecture, to deliver lower latency and higher performance for AI workloads.

Oracle’s plan calls for scaling to one of the world’s largest Blackwell GPU clusters, aiming to exceed 100,000 GPUs to meet surging demand for AI computing and inference.

Customers across technology, government, and enterprise sectors are preparing to run workloads on the new systems. Flexible deployment options will enable access to public, sovereign, and private clouds through OCI Dedicated Region and OCI Alloy.

NVIDIA GB200 NVL72 racks are now available on the DGX Cloud and OCI platforms, offering a comprehensive suite of optimized software, services, and support.

Oracle’s push into advanced AI infrastructure comes at a time when cloud service providers are racing to support next-generation AI innovation.

Power Demand (Sponsored)

On Behalf of Azincourt Energy Corp

Uranium has doubled since 2020.

Saskatchewan’s uranium sales just hit $2.6 billion, up 62% year-over-year.

Now layer on the global demand curve:

  • 30+ countries pledging to triple nuclear capacity

  • AI data centers expected to use 12% of US electricity by 2028

  • Germany reversing course and returning to nuclear

The setup is here.

And one company has plans to drill in the heart of it all: Canada’s Athabasca Basin.

With early uranium hits, expanding alteration zones, and proximity to NexGen and Cameco, this could be the next name to watch in the sector.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Software

Microsoft Pushes Windows 10 Users to Upgrade Ahead of End-of-Support Deadline 

Microsoft (NASDAQ: MSFT) is officially urging millions of Windows 10 users to upgrade their devices as the company prepares to end security and feature updates for the operating system on October 14, 2025.

In a new advisory, Microsoft warned that devices still operating on Windows 10 will face increased security risks without continued support.

The company is encouraging users to upgrade compatible PCs or purchase new Copilot+ PCs through global retail partners to upgrade to Windows 11. Microsoft's outreach also includes full-screen pop-ups to raise awareness and emphasize the urgency of the transition.

Users with PCs that do not meet Windows 11 requirements, such as those lacking TPM 2.0, must choose between investing in new hardware and risking unprotected systems.

Starting in July, Microsoft will also introduce a paid security update program for those who opt to remain on Windows 10; however, the long-term viability of this approach remains uncertain.

Upgrading to Windows 11 not only maintains device security but also grants access to Microsoft's latest AI-powered features and system improvements.

Microsoft's recent decision is part of a broader initiative to enhance its ecosystem strategy, which focuses on integrating and optimizing key platforms, including Windows, Azure, and its suite of artificial intelligence services. This move underscores the company's commitment to creating a seamless user experience by consolidating its various offerings.

Recent Tech Movers

Duolingo (NASDAQ: DUOL) is expanding its reach beyond just “Language Learning as a Service” - the well-loved app is branching out to teach users how to play chess, marking an opening move toward broadening its teaching horizons. Analysts project that the shift, tapping into an estimated 690 million-strong user base, will generate up to $150 million in 2026 and serve as proof of concept for further app-based tutoring endeavors. 

ServiceTitan (NASDAQ: TTAN) first went public in December 2024 and is one of the few decisive winners in a decidedly frothy IPO market. But TTAN’s 18% gain since listing isn’t all that the CRM stock has going for it - ServiceTitan has seen a surge in hedge fund buying activity in recent weeks, even as most institutional investors flee American equities, implying that smart money thinks that TTAN’s bull run isn’t over. 

Check Point Software (NASDAQ: CHKP) is positioning itself to be the next big software player, reaching a significant milestone in the Federal approval authorization process for its AI-enabled cybersecurity products. Check Point is working closely with a Federal government sponsor to finalize widespread authorization to deploy its threat detection and intelligence capabilities, key in an era of increased hacker sophistication and reduced IT staffing levels across the government. 

Don’t Overlook This Tech Stock

Sensata Technologies (NYSE: ST) hasn’t experienced the same bull run as its technical instrumentation peers, such as Nvidia (NASDAQ: NVDA), in recent years. However, recent developments in automotive and industrial automation indicate that the firm’s core offerings will soon see robust demand.

Sensata supplies automotive and automation production firms with key sensors enabling self-driving capabilities, robotics maneuvering, and electrification. Sensata’s major sticking point has long been that its systems are too capable; designed for high-voltage applications, they’re simply too powerful for basic consumer EV and robotics applications. 

However, increased pivots toward automation and heavy electric vehicle logistics fleets, such as trucking and automated industrial operations, open new opportunities for Sensata to expand its market share and increase in value. 

Better yet, after a string of debt-fueled acquisitions, management has committed to cost-cutting, organic growth, and returning shareholder value in the near term, as evidenced by a recent dividend announcement. These moves, alongside a re-focused operational outlook, imply newfound executive prudence that the markets haven’t yet fully priced in.

Everything Else

  • In other Duolingo news, the company’s CEO recently published a memo directing staff to “gradually stop using contractors to do work that AI can handle.”

  • Amazon launched its first slate of Kuiper internet satellites, a major move in its fight for domination with current market leader Starlink.

  • Washington State is setting its sights on big tech, imposing massive new corporate taxes in a bid to close its record budget deficit. 

  • Anduril is taking a page from Tesla’s book as it seeks to disrupt the legacy defense industry.

  • Oracle is in the midst of another corporate scandal as a software outage caused massive disruption across healthcare facilities.

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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