Solar Stock Shines a Light on Emerging Market Opportunities

May 09, 2025

Solar Stock Shines a Light on Emerging Market Opportunities

Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world.

Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

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Semiconductors

Nvidia Moves to Protect China Revenue with New H20 Chip Version

Nvidia (NASDAQ: NVDA) will release a modified version of its H20 artificial intelligence chip for the Chinese market in July. 

With this move, the company aims to maintain its presence in a critical region despite tightening U.S. export controls. The move comes after U.S. officials informed the company last month that the original H20 model would require an export license, effectively blocking it from Chinese buyers.

The redesigned H20 chip will feature reduced technical specifications, including significantly lower memory capacity, to comply with U.S. restrictions while still meeting the needs of major Chinese cloud computing providers. 

China accounted for $17 billion, or 13% of Nvidia’s total revenue in its last fiscal year, underscoring the importance of this market to the company’s growth strategy.

For Nvidia, this adjustment is part of a broader effort to preserve market share in China, where demand for AI chips remains strong despite ongoing geopolitical tensions. 

According to previous reports, the company has already accumulated $18 billion in H20 orders this year, highlighting the critical role this market plays in Nvidia’s global revenue mix.

With U.S. export controls likely to tighten further, Nvidia’s ability to adapt its product lineup for international markets could be a key factor in maintaining its competitive edge and long-term growth potential.

Artificial Intelligence

Apple Pushes Ahead with Custom Silicon for Future Devices

Apple Inc. (NASDAQ: AAPL) is advancing its custom silicon strategy, developing specialized chips for smart glasses, AI servers, and future Mac models.

The company’s silicon design team is working on several new processors, including a dedicated chip for smart glasses, which is expected to enter mass production between late 2026 and 2027. Apple is also building high-performance chips for its AI servers to support advanced machine learning workloads.

This initiative, internally known as "Baltra," aims to expand Apple's reach into the rapidly growing AI infrastructure market, which is increasingly critical for supporting large-scale data processing and cloud-based applications.

In addition to these server-focused chips, Apple is reportedly preparing several next-generation Mac processors, including the M6 (codenamed Komodo) and M7 (referred to as Borneo).

The company's current chip roadmap also includes the M5 processor, which is expected to power the upcoming iPad Pro and MacBook Pro models, with availability anticipated by the end of 2025.

For Apple, these custom chip projects represent a critical part of its long-term strategy to reduce reliance on third-party suppliers, enhance device performance, and differentiate its product lineup in a competitive technology market.

As Apple continues to invest in custom silicon, the company will likely maintain its leadership position in consumer electronics and enterprise computing.

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Gaming

AppLovin Reshapes Strategy with $800M Games Portfolio Sale

AppLovin (NASDAQ: APP) has agreed to sell its mobile games portfolio to Tripledot Studios for approximately $800 million, marking a significant shift in its business strategy.

The transaction, structured as a half-cash, half-equity deal, will make AppLovin a minority shareholder in Tripledot, positioning the company to focus on its core software and ad technology businesses.

Tripledot, which will acquire 10 studios through this deal, is set to become one of the world’s largest independent mobile game developers, with over 25 million daily active users and nearly $2 billion in annual gross revenue.

This acquisition will expand Tripledot’s footprint across 23 cities and add more than 2,500 team members globally, making it a formidable player in the casual gaming market.

For AppLovin, this move represents a strategic exit from direct game development. It allows it to focus on its profitable ad technology platform while maintaining a stake in the fast-growing mobile gaming sector.

With this transaction, AppLovin aims to leverage its minority position to benefit from Tripledot’s growth without the operational complexities of managing its game studios.

As the mobile gaming market evolves, this deal highlights the shifting strategies among industry players looking to streamline their operations and focus on higher-margin opportunities.

This pivot could signal a more focused approach to revenue growth for investors as AppLovin seeks to optimize its asset mix in a competitive market.

Recent Tech Movers

Harmonic (NASDAQ: HLIT) stock went largely unnoticed following the company’s end-of-April earnings report that showed a healthy boost across its broadband and video segments, posting 9% year-over-year total revenue growth alongside a healthy cash balance and expanded buyback program. Even better, Harmonic expanded its LATAM reach in 2025’s first quarter, increasing its foothold in an underserved and rapidly growing market.  

Veeco Instruments (NASDAQ: VECO) is a unique pick-and-shovel stock, supplying semiconductor manufacturers with capital equipment, including lithography and ion beam systems. The company may be small, but its recent earnings beat and client list, including luminaries like Intel (NASDAQ: INTC), point to plenty of upside ahead.  

Palantir (NASDAQ: PLTR) proved its unshakable dominance this week, rising nearly 8% in a single trading session and making up for its post-earnings drop, which, by the way, seems to have been an overblown reaction to… something? In other words, Palantir’s strong earnings report and tremendous tailwinds, capitalizing on corporate AI adoption and government efficiency seeking, put Palantir in the same strong position it was heading into earnings. Dip buyers rejoice! 

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Now’s the time to act before prices catch up.

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Don’t Overlook This Tech Stock

Shoals Technologies Group (NASDAQ: SHLS) has had a tough run of it since its 2021 IPO: the solar stock suffered from a widespread bearish turn on GreenTech, followed by concern surrounding solar sector scrutiny due to China materials sourcing, as well as pure adoption problems as consumer-level solar hit short-term market saturation.

But don’t sleep on this small-cap solar stock. Management is proactively mitigating its small U.S. market share in a flooded competitive space by expanding its influence into Africa, where it can flip position to be the proverbial big fish in a decent-sized pond. 

 The company recently penned an agreement to bring substantial solar projects to Southern Angola, which will likely serve as proof-of-concept for wider energy project deployment across emerging markets (EM). EMs' power generation is an increasingly hot topic as developing nations increase industrialization and turn toward tech (especially AI), and solar projects like those Shoals offers are an important stepping stone to reliable energy sourcing.

Everything Else

  • Zuck has big plans for Meta’s AI arm - he expects AI agents to become your best friends, therapist, and business partner.  

  • VC firm Bosch Ventures launched an ambitious new U.S.-based fund focused on deep-tech, reinforcing their view of American exceptionalism while looking beyond the current AI software craze. 

  • The USPTO shot down Tesla’s bid to trademark “Robotaxi” and paused its application to do the same for “Cybercab.”

  • Amazon launched a new generative AI tool to help sellers streamline their listing process and stay competitive in a competitive online marketplace. 

  • …but those AI tools won’t prevent impulse buys, like this 8-year-old’s $4,000 lollipop order (it may even encourage reckless spending!).

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

Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website, which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside these emails.