@zeshan
Editor-in-Chief, TECHi | Markets, AI infrastructure and crypto
Muhammad Zeshan Sarwar is Editor-in-Chief of TECHi. His reporting follows balance sheets and blockchains: Oracle's $664 billion backlog and the stock sale that funds it, where Amazon's quarterly profit actually came from, NRG's PJM capacity revenue and the Zcash NU7 vote on future coin issuance.
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Published work
Publication history and recorded editorial activity on TECHi. These counts describe published work, not investment performance or independently verified qualifications.
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16 names picked up from article mentions — sorted by coverage depth.
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18 articles in the past 12 months from the latest 18 of 30 current articles. This sample is not a complete annual count.
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Most recent analyst work - open the full market call or continue into the research archive.
Oracle fell ~5% after adding about $700 million to its restructuring plan amid a $90-95 billion capex year, days after Ellison cancelled a $7.5 billion share-sale plan.
Analyst archive
Ticker coverage, market calls, and research notes on TECHi (showing 18 of 30).
SoftBank shares fell 11.6% in Tokyo after OpenAI's Altman backed slowing AI and ruled out a 2026 IPO. SoftBank has committed $64.6 billion to OpenAI.
Nasdaq 100 futures fell 1.2% at Sunday's open, twice the S&P 500, after Anthropic's call to slow AI. Oil rose above $103 and a Fed hike looms Wednesday.
What Ethereum is, what ETH futures are, and why the curve now pays about the Treasury yield — while staking pays less. Data from Deribit and Binance.
Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows.
Oracle opened at $164.43 and closed at $150.28. The release explains why: record AI backlog, negative free cash flow, and $20 billion of stock sold in the quarter.
Zcash’s rally puts its NU7 vote in focus. TECHi examines the proposed changes to coin issuance, the supply math and the limits of the ETF-demand thesis.
Bitcoin’s latest golden cross arrives ahead of the September 15–16 Fed meeting. TECHi examines rate-hike risk and the limits of historical cycle signals.
NRG cleared 6,839 MW in PJM’s 2028–2029 auction. TECHi tests the $811 million gross value bridge, LS Power exposure, and what investors still lack.
SLB and Liberty Energy are pairing modular data centers with on-site power, but the alliance discloses no customer, contract value, revenue split, or backlog.
Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.
Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.
Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.
Bitcoin's drop below $66K is an ETF-flow, leverage and macro story. See how Ethereum, Solana, XRP and stronger altcoins are holding up.
Adobe reports June 11. Firefly must prove generative AI protects Creative Cloud pricing instead of becoming a margin leak.
SMCI is rising with Dell, but Dell's AI-server blowout raises a harder question about credit, cash conversion, trust and enterprise scale.
Credo reports Q4 FY26 earnings on June 1 with CRDO near record highs, AI interconnect demand surging and valuation now the main risk.
Okta reports Q1 FY27 after the close. Here is the OKTA stock setup, live TECHi quote data, cRPO test, AI identity thesis, and tomorrow scenarios.
