
Rigetti's Multi-Chip Bet and the 99.1% Fidelity Question
Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.
Track record
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Omer focuses on Elon Musk companies and their investable second-order effects: Tesla, xAI, SpaceX, X, Neuralink, The Boring Company, and supplier or infrastructure names exposed to their product and capital cycles. He also covers MicroStrategy/Strategy as a public-market Bitcoin treasury vehicle.
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Track record
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Process
Omer evaluates Musk-linked companies and MicroStrategy through catalysts, capital allocation, balance-sheet risk, product execution, regulatory exposure, and market narrative. He separates short-term price moves from durable thesis changes and looks for the financial mechanism behind each story. His risk framework emphasizes valuation discipline, leverage, liquidity, dilution, execution delays, regulatory constraints, key-person risk, and Bitcoin volatility where MicroStrategy/Strategy is involved. Each thesis should state the trigger that would weaken or invalidate it.
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Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.
Coverage universe
7 names picked up from article mentions — sorted by coverage depth.
Publishing cadence
20 articles across 3 active months.
Lead story
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Rigetti's 108-qubit Cepheus runs at 99.1% median fidelity, short of the 99.5% the roadmap demands. The chiplet-scaling thesis turns on closing that gap.
Archive
Stocks, crypto, AI, and policy — reporting and commentary on TECHi.

Tesla beat Q1 wholesale by 1%. Its Q1 retail in China crashed 16% YoY. China's weekly EV insurance registrations call the Q2 delivery number three weeks early.

Cerebras lifted its IPO range to $150-160 a share — valuing the wafer-scale AI chipmaker up to $48.8B, with the book 20x oversubscribed ahead of pricing.

Tesla robotaxi expansion is getting attention, but fleet density may be the better 2026 indicator for whether the business can scale.

Tesla's 2026 problem is not only EV demand. AI capex for robotaxis, FSD and Optimus now tests how much cash the EV business can fund.

Musk v. Altman puts OpenAI's structure, valuation, Microsoft stake and Nvidia demand chain under a courtroom microscope. Here is what investors should watch.

Polygon POL price analysis using live CoinGecko data, Visa and Modern Treasury integrations, sPOL staking, market-cap scenarios and key token risks.

Solana and Google Cloud launched Pay.sh for AI agent payments. Here is how x402, stablecoins and API micropayments could reshape the web.

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 is targeting a Nasdaq IPO as CBRS with a $115-$125 range. Here is the May 2026 S-1 analysis, valuation, OpenAI/AWS upside and key risks.

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