Muhammad Zeshan Sarwar — Article archive

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.

Bitcoin near $77K is no longer just a crypto trade. ETFs, leverage, treasuries and government reserve language are spreading fear wider.

Google says monthly tokens across its surfaces jumped from 9.7T in May 2024 to 3.2Q+ in May 2026. The real story is inference demand.

FET crypto price analysis for May 14, 2026: live ASI token levels, AI-agent payment thesis, risks, and what must happen for a real rebound.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

Cisco reports Q3 FY26 on May 13, 2026. AI infrastructure orders past $5B, Splunk integration into year two, and gross margin under memory-cost pressure.