This Underdog Is Sending Signals You Can’t Ignore

Author

Noah Zelvis
September 12, 2025

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We’ve been watching this one build quietly in the background with you, but now the signal is getting louder.

A sticky business model, growing cash flow, and some seriously bullish AI tailwinds are starting to line up.

If you like catching trends early, before the algorithms do, this is the kind of setup that deserves your attention.

Keep This Stock Ticker on Your Watchlist

They’re a private company, but Pacaso just reserved the Nasdaq ticker “$PCSO.”

No surprise the same firms that backed Uber, eBay, and Venmo already invested in Pacaso. What is unique is Pacaso is giving the same opportunity to everyday investors. And 10,000+ people have already joined them.

Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.

They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.

And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

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Security

Apple Just Made Spyware Makers Cry Into Their Keyboards

Forget the shiny colors. Apple (NASDAQ: AAPL) quietly dropped a feature that could wreck spyware vendors’ business models.

It’s called Memory Integrity Enforcement, and it shuts down the memory corruption bugs hackers love to abuse.

Think of it like putting secret tags on every chunk of your iPhone’s memory.

If spyware tries to poke around without the right password, the system slams the door and leaves a crash log as evidence.

Hackers Are Sweating Already

Security pros say iPhone 17 and iPhone Air might now be the most secure consumer devices on the planet.

Exploit developers admit this will crank up costs and timelines for their zero-days, making hacks a lot more expensive.

That doesn’t mean the game’s over — it’s still cat and mouse. But the mouse just strapped on armor and bought itself a taser.

Why It Matters

For regular users, this is about cutting spyware like Pegasus and forensic tools like Graykey off at the knees.

For Apple, it’s bragging rights that their phones are now the hardest mainstream target out there.

Hackers will still try, of course, but it’s going to feel less like breaking in and more like running an obstacle course blindfolded.

And for iPhone users, that’s exactly the kind of chaos you want your enemies stuck in.

Autonomous Vehicles

Vegas, Baby: Tesla’s Robotaxi Dreams Roll Into the Desert

Tesla (NASDAQ: TSLA) just snagged a permit to test robotaxis on Nevada streets.

It means driverless Model Ys are about to join the mix with Zoox and other AV players already rolling through Las Vegas.

The paperwork is simple here compared to California. File the form, get red plates, show proof of $5 million insurance, and you are cleared to hit the road.

Austin Was the Teaser, Nevada Is the Stage

Tesla started its driverless ride trials in Austin this summer with a human babysitter in the passenger seat.

Nevada takes things up a notch, giving Musk the bigger sandbox he has been hinting at.

Elon is still talking about half of America riding robotaxis by year's end. That might be a stretch, but stacking state approvals like Nevada makes the dream look more real.

The Showdown in the Desert

Zoox has been the poster child for Vegas rides, but Tesla brings the brand clout and fan hype. One looks like a quirky science experiment, the other feels like a Silicon Valley blockbuster in the making.

If Tesla nails it here, Nevada could be where robotaxis stop being a novelty and start rewriting the rules of ride-hailing.

The desert may turn out to be the proving ground where Elon’s biggest gamble finally pays off.

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Apps

Tables Turned: Google’s Project Tracker Gets the Axe

Google (NASDAQ: GOOGL) just announced that Tables, its wannabe Airtable rival, will shut down on December 16, 2025.

Users got an email this week telling them to pack up their data and move it to Google Sheets or AppSheet before the lights go out.

Tables launched back in 2020 out of Google’s Area 120 incubator, promising project management with automation baked in.

By 2021, it had even graduated into an official Google Cloud product, which makes its sudden exit sting even more.

From Promising Start to Permanent Shutdown

The app had carved out fans across IT teams, recruiters, and product developers who liked its lightweight flexibility.

But after Area 120 was gutted in Google’s re-orgs, it was clear only AI projects had a real future.

Now Google is offering migration tools so Tables users can shift their workflows into Sheets or AppSheet with minimal chaos.

AppSheet even keeps your automations and column types intact, so the landing isn’t too rough.

The Final Chapter

Google Tables joins a long list of promising experiments tossed into the infamous Google Graveyard.

For users, it’s one more reminder that with Google tools, you should always keep a backup plan.

If you built your workflows on Tables, this isn’t just a shutdown — it’s a not-so-subtle nudge to rebuild your work life somewhere more permanent.

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Recent Tech Movers

Meta Platforms (NASDAQ: META)
Meta’s spending like a college kid with a new credit card, except instead of pizza and hoodies, it’s multigigawatt data centers.

With over 3.4 billion people using its apps daily (that’s nearly half the planet), the ad dollars keep flowing.

Q2 revenue rose 22%, and EPS spiked 38%, which helps when you’re dropping $66–72 billion a year on AI and infrastructure.

Mark Zuckerberg recently told President Trump he may invest $600 billion in the U.S. through 2028. That’s not a typo.

Clearly, Meta is building the servers, models, and platforms to run the whole AI thing.

And with a forward P/E of 27 and projected earnings growth of 17% annually, investors seem to think the Metaverse might actually have a fiscal cliffhanger ending.

ServiceNow (NYSE: NOW)
ServiceNow is on a mission to become the CRM of CRMs, but with AI doing half the busywork.

At the Goldman Sachs tech-palooza this week, CEO Bill McDermott laid out a vision for agentic AI (basically, AI that acts like a helpful sidekick without taking your job... yet).

They just added 1,200 new AI tools with their Zurich release, landed a massive U.S. federal contract, and bumped prices 30% higher for AI features. Apparently, AI is premium.

CRM revenue is growing fast, and ServiceNow's hybrid pricing model (part seat-based, part "AI-flex") seems to be working. 

Only downside is that legacy COBOL systems don’t replace themselves, and neither do government contracts.

But if McDermott’s playbook pans out, NOW might just be the next big software-as-a-platform story.

IBM (NYSE: IBM)
Remember Watson? Well, IBM is back, baby, and this time it brought receipts. The company launched watsonx, a new AI platform that actually does what Watson was supposed to do a decade ago: make AI usable for business.

watsonx is split into three nerd-tastic parts:

  • watsonx.ai (for building and training models),

  • watsonx.data (for managing your data jungle), and

  • watsonx.governance (to keep the AI from turning evil... we assume).

CEO Arvind Krishna says the new economics of model development, now 100x cheaper, are the game-changer.

IBM’s no stranger to reinvention, and this could be the beginning of its own mid-career glow-up.

Plus, at 2.6% dividend yield and growing client demand, IBM might be your grandpa’s tech stock, but it’s wearing a new AI hoodie.

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The Underdog With Overlooked Upside

Zeta Global Holdings (NYSE: ZETA)
Sometimes you want the shiny Big Tech names. And sometimes, you want the scrappy operator growing 20% a year with EBITDA to match, a sticky customer base, and analysts calling for 74% upside.

That’s Zeta.

Zeta is building a next-gen marketing cloud, think customer data meets AI meets programmatic ad targeting.

Half their revenue comes from consumption-based contracts (translation: recurring and performance-linked), and Q2 numbers smashed estimates with $308 million in revenue and $59 million in adjusted EBITDA. Not bad for a $5B company flying under most radars.

Truist loves the stock, citing its "attractive growth algorithm" (Wall Street speak for ‘they make money and grow fast’) and leverage to expand margins as they scale.

The firm sees Zeta as underpriced at ~3x 2026 sales when peers are at 6–7x. 

Add in that Zeta just raised $6.4 million in a strategic offering, and management is meeting with investors to bang the drum on AI, you’ve got a name that might be ready for prime time.

Sure, it’s not as well-known as Meta or ServiceNow.

But Zeta’s data-rich platform is powering campaigns behind the scenes, and in a world where AI eats advertising, that could be a very profitable seat at the table.

Everything Else

  • 🏛️ The FTC has launched a formal inquiry into how major tech companies like Alphabet, Meta, and OpenAI train their AI chatbots and whether these models mislead or manipulate users.

  • 🧑‍🦽 The Justice Department is suing Uber for discriminating against riders with disabilities, alleging unfair fees and denial of services in violation of the ADA.

  • 🧠 Oracle shares slid 7% after the company admitted its partnership with OpenAI won’t contribute materially to revenue this year, disappointing investors who expected more AI upside.

  • 🚀 Gemini is gearing up for an IPO, as the Winklevoss-founded crypto exchange tries to capitalize on renewed institutional interest in digital assets.

  • 💸 Figure debuted on the Nasdaq with a $7.6 billion valuation, as the blockchain-based lender made a strong public market entrance despite broader fintech volatility.

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