Omer Sheikh — Article archive

Google unveils TPU 8t and TPU 8i with 2.8x price-performance and OpenAI as a new customer. What it means for GOOGL at $332.29 and NVDA at $199.88.

Strategy (MSTR) bought 34,164 BTC for $2.54B at $74,395 avg. Total 815,061 BTC — now larger than BlackRock IBIT. Mechanics, STRC, BTC Yield.

Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.

MSTR ran 29.5% while BTC moved 5.7%. Inside Strategy's 780,897 BTC treasury, the mNAV premium, and why the leverage math works both ways.

Strategy just bought 13,927 BTC for 1 billion using STRC preferred stock. Zero MSTR dilution. Breaking down the mechanics and risks.

SoFi stock trades at $16.22 after a 38% YTD decline. Critical analysis of Muddy Waters short report, Q4 earnings, and Q1 2026 outlook.

Tesla services revenue hit $12.53B in 2025 at +19% as automotive profit fell 46%. How FSD subscriptions, Supercharging, and Tesla Insurance became the...

Table of ContentsBitcoin Halving History: A Pattern of Explosive ReturnsWhere Does Bitcoin Sit in the Current Halving Cycle?The Pre-Halving...

Cathie Wood's ARK Invest offers retail investors exposure to OpenAI before its IPO. Here's exactly how to get in and what to watch.

Anthropic has no public IPO filing yet, but its $380B valuation, $30B run rate and compute deals with Amazon, Google and SpaceX changed the debate.

Cerebras completed its IPO in May 2026. See the final offering terms, CBRS trading date, post-IPO financial context and key investor risks.

How Michael Saylor turned a $1B software company into the largest corporate Bitcoin holder with 762,099 BTC worth $51.7B.