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Finding a Clearer Signal in Voice AI, This Stock Could Benefit Big
Noah Zelvis
September 09, 2025
In partnership with
Voice AI is shifting from novelty to utility. One player is expanding into new sectors and chasing breakeven by 2025.
With revenue surging but shares lagging, execution in the next few quarters is key.
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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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AppLovin | APP
Price: $558.38
A rare combo of product flywheel and index catalyst.
AppLovin’s Axon engine keeps matching advertisers to outcomes with uncanny efficiency, powering Q2 revenue of roughly $1.2B, up 77% year over year, and GAAP EPS that more than doubled.
Expansion beyond gaming into broader commerce ad spend expands the addressable market by multiples, and a self-serve platform slated for rollout is designed to compress sales cycles and widen the funnel.
The headline kicker, S&P 500 inclusion on September 22, can be a mechanical tailwind as passive funds add shares.
At ~$547, the stock is up ~60% year to date and has compounded several thousand percent since early 2023, so execution discipline and pacing of new features will matter more than ever.
Why it matters: When recommendation quality stays high while inventory and advertiser classes broaden, operating leverage follows.
Watch signal quality metrics and take-rate as self-serve ramps.
Marvell Technology | MRVL
Price: $66.83
Sometimes the most important wins are plumbing. Marvell’s Structera CXL portfolio cleared broad interoperability testing across AMD and Intel server platforms and with DDR4 and DDR5 from Micron, Samsung, and SK Hynix.
That matters because memory bandwidth and capacity are increasingly the constraint in AI and high-performance workloads, not just raw compute.
CXL-based memory pooling and near-memory acceleration can lift utilization and reduce total cost of ownership in cloud racks that are bursting at the seams.
Shares around $66 have lagged this year, off more than 40%, as investors waited for AI revenue to inflect beyond networking.
The CXL news doesn’t change numbers overnight, but it lowers adoption risk and expands design-win visibility into 2026.
Why it matters: If hyperscalers standardize on CXL memory expansion, vendors with proven multi-vendor compatibility become the default.
That can turn a cyclical name into a steadier AI-infrastructure compounder.
Hidden AI Edge (Sponsored)
Geopolitical tensions and record highs in the Nasdaq are fueling a rush into U.S.-based AI leaders.
Smart money is targeting companies with real revenue, deep AI integration, and defense potential.
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A hidden chip maker powering domestic AI manufacturing
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With markets moving fast and defense budgets climbing, these stocks could break out any day.
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Take-Two Interactive | TTWO
Price: $247.91
Catalysts, plural.
NBA 2K26 launched Friday, but Monday’s spark was a new college basketball title in development with more than 100 programs, a franchise adjacency that extends the company’s dominant hoops ecosystem.
The stock broke to all-time highs near $250 after clearing a multi-month base.
With Grand Theft Auto momentum still the elephant in the room for outer years, the nearer-term mix looks healthier as sports, live-services, and pipeline breadth diversify the model.
No dividend here and profits remain back-half weighted, but the content cadence and licensing clarity are trending in the right direction.
Why it matters: Expanding a proven sports universe reduces dependence on any single tentpole and supports steadier bookings, the lifeblood of valuation in modern gaming.
CVS Health | CVS
Price: $71.73
A comeback year meets a new headline risk.
Shares near $70 have rebounded almost 60% in 2025 on improving execution in Pharmacy and Consumer Wellness, stabilizing medical cost trends, and a near-4% dividend yield.
The latest overhang is a congressional probe into alleged misuse of patient data in a texting campaign, not an earnings event by itself, but the kind of regulatory noise that can dent multiples if it lingers.
The investment debate rests on integrated scale across insurance, PBM, and retail clinics driving synergies without sparking fresh policy pushback.
Balance-sheet capacity is adequate, but investors want to see sustained same-store growth, tight expense control, and clean compliance optics into year-end.
Why it matters: If CVS proves the flywheel can spin without legal drag, the market may reward the cash return profile again.
Watch pharmacy script trends, clinic utilization, and any escalation on the investigation.
SoundHound AI | SOUN
Price: $14.85
The setup is classic story-to-execution.
Q2 revenue reached about $42.7M, up 217% year over year, and full-year sales guidance rose to $160M–$178M as acquisitions widened exposure beyond the auto OEM cycle.
Management says no single vertical now drives more than a quarter of revenue, lowering concentration risk.
The flip side is profitability, the operating loss widened on integration costs and lower gross margin near the high-30s versus last year’s 60s.
The target remains adjusted EBITDA positive by year-end. Shares near $15 are down roughly a third this year after last winter’s spike, magnifying the importance of delivery on cost synergies and upsells.
One sentiment overhang was Nvidia’s exit earlier in 2025; that cleared, fundamentals need to carry the ball.
Why it matters: If SoundHound can march margins higher while proving repeat, multi-vertical bookings, the narrative shifts from hype to unit economics, the point where institutional money tends to lean in.
Poll: If your financial life was a board game, which one fits best? |
Across this slate the theme is proof. SoundHound needs proof of margin lift as its revenue diversifies.
AppLovin needs proof that Axon’s edge persists as it moves into self-serve and new categories. Marvell needs proof that CXL deployments become standard in real production fleets.
Take-Two needs proof that franchise adjacency translates to durable bookings. CVS needs proof that regulatory clouds dissipate as the cash engine hums.
In a market recalibrating to slower job growth and stickier inflation dynamics, execution beats aspiration, especially for names coming off big runs or big drawdowns.
Stat of the Day: 4.8%
U.S. money supply rose 4.8% over the past year, the fastest pace since mid-2022.
With deficits still near $2T, liquidity creation remains a tailwind for financial assets, and a wildcard for inflation expectations.
Best Regards,
—Noah Zelvis
Everyday Alpha