Stocks
Stocks
Operating companies where SEC filings, fundamentals, insider activity, ownership records, and market context overlap.
MSTR Strategy IncOperating company with a BTC treasury strategy; Sawse tracks filings, financing activity, and BTC exposure.COIN Coinbase GlobalCrypto exchange where trading revenue, custody, and regulatory filings drive event risk.GLXY Galaxy DigitalCrypto financial-services company with market, treasury, and digital-asset operating exposure.HOOD Robinhood MarketsRetail brokerage where crypto trading revenue and customer activity can materially affect results.MARA MARA HoldingsBitcoin miner where production, energy costs, and BTC treasury movements drive the equity story.RIOT Riot PlatformsBitcoin miner with operating leverage to hashrate, energy cost, and BTC price cycles.CLSK CleanSparkBitcoin miner where Sawse tracks production disclosures, fleet expansion, and balance-sheet BTC exposure.IREN IRENBitcoin miner tracked for production disclosures, fleet expansion, energy-cost context, and balance-sheet BTC exposure.HUT HUTBitcoin miner tracked for production disclosures, fleet expansion, energy-cost context, and balance-sheet BTC exposure.BITF BITFBitcoin miner tracked for production disclosures, fleet expansion, energy-cost context, and balance-sheet BTC exposure.WULF WULFBitcoin miner tracked for production disclosures, fleet expansion, energy-cost context, and balance-sheet BTC exposure.CORZ CORZBitcoin miner tracked for production disclosures, fleet expansion, energy-cost context, and balance-sheet BTC exposure.MSFT MicrosoftMega-cap software and cloud platform where Sawse tracks SEC filings, cloud growth, capital allocation, and source-backed operating context.SHOP ShopifyCommerce platform where Sawse tracks filings, merchant activity, payments exposure, and source-backed growth context.ORCL OracleEnterprise software and cloud infrastructure company where Sawse tracks filings, cloud transition, margins, capital allocation, and Oracle Cloud GPU capacity tied to AI training demand and NVIDIA partnership disclosures.NOW ServiceNowEnterprise workflow software company where Sawse tracks filings, subscription growth, operating leverage, and source-backed enterprise demand signals.META Meta PlatformsDigital advertising and social platform where Sawse tracks filings, ad-market exposure, user activity, AI investment, and capital allocation.PANW Palo Alto NetworksCybersecurity platform where Sawse tracks filings, platformization, deferred revenue, margins, and source-backed security demand signals.GOOG AlphabetSearch, cloud, and digital advertising platform where Sawse tracks filings, ad-market trends, cloud growth, AI investment, and capital allocation.NVDA NVIDIA CorporationAI accelerator incumbent where Sawse tracks SEC filings, datacenter accelerator demand, supply-chain capacity, gross-margin durability, capital allocation, and the capex cycle exposure that makes NVIDIA both a mega-cap technology platform and an AI infrastructure bellwether.AMD Advanced Micro Devices, Inc.AI accelerator challenger where Sawse tracks SEC filings, MI-series GPU adoption, datacenter segment economics, gross-margin progression, and the source-backed gap between AMD's accelerator ramp and NVIDIA's incumbency.TSM Taiwan Semiconductor Manufacturing Company LimitedAdvanced-node foundry chokepoint for AI silicon where Sawse tracks SEC filings, capacity buildout, capex cycle pressure, customer concentration across NVIDIA, Apple, AMD and other chip designers, and the geopolitical overlay around Taiwan-based manufacturing.ASML ASML Holding N.V.Upstream EUV lithography supplier where Sawse tracks SEC filings, order book and backlog visibility, China export restrictions, customer capex digestion, and the multi-year equipment cycle required for advanced-node chip production.