Strategy adds 2,486 BTC in a week, ATM equity is doing the work
The February 17 8-K shows Strategy bought another 2,486 Bitcoin between February 9 and February 16, funded entirely through ATM share sales, pushing aggregate holdings to 717,131 BTC.
Sawse Research
Research notes across crypto equity, filings, insider activity, ETF wrappers, and market context, written from the records outward.
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ServiceNow's CEO just committed $3 million of his own money to NOW stock
Bill McDermott's February 27 open-market purchase is a named-executive buy at a moment when NOW has shed roughly 30% year to date.
PANW's 10-Q lands while the stock sits at a 52-week high
The February quarterly filing arrives as PANW trades near its highest level in a year, with elevated disclosure intensity and a risk-factor profile that has shifted materially since last summer.
HOOD's 10-K captures a platform at a crypto-cycle crossroads
Robinhood's annual report lands with a ceiling-level Filing Risk Score and a stock down more than a third year-to-date, making the crypto revenue mix the central read.
Core Scientific handed Two Seas three board seats and a standstill
A cooperation agreement signed February 18 gives activist investor Two Seas Capital LP staged influence over CORZ's board through 2027.
Core Scientific hands Two Seas three board seats and a standstill
CORZ's February 18 cooperation agreement with Two Seas Capital gives an activist investor staged board representation through 2027 in exchange for a one-year standstill.
MSTR's 10-K draws the line between the old software company and the new Bitcoin holding structure
The February 2026 annual report formalizes a business model where risk factors, capital structure, and investor identity all orbit Bitcoin rather than enterprise software.
HOOD's 10-K/A lands with a clean risk-factor slate and a stock down a third year-to-date
Robinhood's amended annual report shows no new risk-factor language, but the price tape and crypto-sentiment backdrop tell a more complicated story.
HUT's February 8-K puts operating results on the table before the annual filing lands
HUT filed an Item 2.02 results disclosure on February 25, and the filing's timing and score profile make it worth reading before the full 10-K context arrives.
FBTC's 10-K adds risk language as the wrapper's job gets more complex
Fidelity's spot Bitcoin ETF filed its annual report with eight new risk-factor candidates, a BTC Exposure Score at 90, and a price context that shows a sharp recovery from February lows against a still-negative YTD.
HUT's 10-K shows a miner that rewrote its risk profile in 2025
HUT's annual report for fiscal 2025 reveals a materially different risk-factor landscape, with 21 changes to Item 1A and a filing-risk signal that demands a close read.
GLXY's 10-K lands with ceiling-level filing risk and a revenue line that demands explanation
Galaxy Digital's annual report carries the highest possible filing-risk signal alongside a $10 billion revenue figure that reflects how far crypto financial services has moved from its origins.
IBIT's 10-K shows a maturing wrapper with a risk-factor overhaul worth reading
BlackRock's spot Bitcoin ETF filed its second annual report with 17 risk-factor changes, and the revisions tell a cleaner story about how the product is being repositioned.
WULF's 10-K lays out a power-first miner with a ceiling tied directly to Bitcoin
TeraWulf's 2025 annual report shows a company whose equity risk is almost entirely a function of Bitcoin price and power cost, with filing-risk signals running at maximum intensity.
CORZ filed a 10-Q/A six months after the quarter closed. That lag is the story.
Core Scientific's amended quarterly report for September 2025 arrived in March 2026, and the disclosure cadence around that delay tells investors more than the headline numbers.
CORZ filed a 10-K/A in March. The amended annual report lands while the stock has more than doubled in a year.
Core Scientific's amended 10-K covers fiscal 2024, and the filing's risk profile sits at the ceiling while the equity has staged one of the stronger recoveries in the miner category.
ARKB's 10-K shows a clean wrapper with a complicated year behind it
ARK 21Shares Bitcoin ETF filed its annual report covering a period when the fund's price fell more than 27% over twelve months, and the risk-factor refresh adds eight new disclosures worth reading.
CORZ filed a 10-Q/A nine months after the quarter closed. That lag is the story.
Core Scientific's amended quarterly report for the period ending June 30, 2025 arrived on March 2, 2026, a disclosure timeline that demands more attention than the underlying numbers.
CORZ files an amended 10-Q as its price doubles and its disclosure cadence stays elevated
Core Scientific's amended quarterly report lands against a backdrop of strong price recovery and ceiling-level filing-risk signals.
CORZ's accounting restatement exposes a control gap at the center of its HPC pivot
Core Scientific disclosed that property, plant and equipment was overstated across 2024 and interim 2025 periods because the company kept capitalizing assets it had already committed to demolish during its mining-to-HPC conversion.
NVDA's fiscal 2027 pay plan sets CEO target at $4 million, 200% of base
Nvidia's March 8-K discloses the named executive officer compensation targets for fiscal year 2027, with Jensen Huang's award opportunity double the rate set for his four EVP peers.
PANW burned through $1 billion in buybacks and immediately reloaded
Palo Alto Networks exhausted its entire remaining repurchase authorization in two days, then asked its board for $1 billion more.
ORCL's February quarter filing lands with a ceiling-level disclosure signal
Oracle's March 2026 10-Q carries a Filing Risk Score at the maximum reading, driven by a dense risk-factor revision cycle and a disclosure cadence that demands close attention from anyone tracking the cloud transition story.
Strategy added 22,337 Bitcoin in one week using ATM proceeds
The March 16 8-K shows Strategy bought 22,337 BTC at an average of $70,194 per coin, pushing aggregate holdings to 761,068 BTC.