IREN Stock Forecast 2027: The Year the Megawatts Come Due
IREN stock forecast 2027: examine AI capacity, contract pricing, capex and dilution, with Premium valuation scenarios and an editable financial model.
IREN
Northwise Research
Research and analysis
Follow current views, model reports, and the work behind Northwise portfolio decisions.
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24 of 191 published reports
NBIS Stock Forecast 2027: The Price of Scarce Compute
NBIS stock forecast 2027: examine Nebius capacity, Rubin pricing, cash flow, financing and valuation scenarios, with an editable model for Premium members.
Nebius
Nebius Asset-Light Business Model: The Cloud Someone Else Pays to Build
How Nebius can earn cloud fees on partner-owned GPUs. Explore owner economics, Palantir, cash flow and our 2030 asset-light scenarios in this free report.
Nebius
NVDA Stock Forecast 2030: Where the Next Wave of Growth Comes From
NVDA stock forecast 2030: examine AI demand, competition, cash flow and financing risk, with Premium valuation scenarios and an editable NVIDIA model.
NVIDIA
ASTS Stock Forecast 2030: The Capacity Behind the Coverage
ASTS stock forecast 2030: explore AST SpaceMobile capacity, carrier economics, financing and competition, with Premium scenarios and an editable model.
AST SpaceMobile
Celsius Stock Analysis: The Shelf Reset and the Second Growth Curve
Celsius stock analysis of the shelf reset, Alani growth, Pepsi economics and cash flow, with a 2030 model and a Premium valuation and entry-price framework.
Celsius
Meta AI Spending: The Customer Is Already Here
Can Meta turn AI spending into shareholder returns? We model advertising, Muse, hardware, capital costs and cash flow through 2030, with a full valuation.
Meta
IREN Stock Dilution: Can the Build Reach Shareholders?
IREN stock analysis of AI growth, funding and dilution through 2030. Read our full valuation, 27 scenarios and price zones free. Excel model is Premium.
IREN
SoFi Stock Analysis: The Bank Behind the Everything App
Our SoFi stock analysis tests lending, deposits, credit losses and dilution across 162 scenarios, with a detailed valuation and editable investment model.
SoFi
Is Nike Stock a Buy? The Comeback Has to Earn Its Keep
Is Nike stock a buy? We examine its recovery, margins, cash flow and risks, with three operating scenarios and a detailed valuation for Premium members.
Nike
HOOD Stock Forecast: Can Robinhood Keep the Wealth?
Our Robinhood (HOOD) stock forecast examines earnings, customer wealth, valuation and growth through 2030. Read the report and explore the complete workbook.
Robinhood
AMD Revenue per Gigawatt: What the Hardware Is Worth
How much revenue can AMD earn per gigawatt? We examine GPU pricing, EPYC, Helios component content, delivery costs and the assumptions in our financial model.
AMD
AMZN Stock Forecast 2030: The $1.6 Trillion Test
Our AMZN stock forecast models AWS, advertising, Leo and Zoox through 2030, including Amazon’s $1.6 trillion capital program, financing and valuation.
Amazon
GRAB Stock Forecast 2030: What the Next Ride Earns
Northwise models Grab through 2030: rides, delivery, advertising, lending, cash flow and dilution, with operating scenarios and Premium valuation analysis.
Grab
KEEL Stock Forecast 2030: The Price of Patience
KEEL’s 2030 forecast follows five AI infrastructure sites through construction, tenant acceptance, debt, dilution and the cash left for shareholders.
Keel Infrastructure
WULF Stock Forecast 2030: The Cash Behind the Campuses
Explore Northwise’s WULF stock forecast for 2030: TeraWulf’s AI campuses, lease cash flow, construction funding, dilution and valuation scenarios.
TeraWulf
Jumia Stock Forecast 2030: The Business Beyond Breakeven
Explore Northwise’s Jumia stock forecast for 2030: country growth, unit economics, cash flow, dilution and three valuation scenarios, with a financial model.
Jumia
SNOW Stock Forecast 2030: The Business Behind Enterprise AI
Northwise’s SNOW stock forecast for 2030 examines enterprise AI, consumption growth, margins and dilution, with a downloadable Snowflake FY31 model.
Snowflake
NU Stock Forecast 2030: The Billion-Dollar Credit Test
Northwise’s NU stock forecast through 2030 tests Nubank’s credit advantage, earnings, capital and four scenarios, with a downloadable bank model.
Nubank
Understanding Nebius: A Complete Guide to the Company
Understand Nebius from the ground up: its AI cloud, competitors, subsidiaries, funding, and growth opportunities. A complete NBIS guide with 14 illustrations.
Nebius
MELI Stock Forecast 2030: The Credit Engine and the Delayed Margin Harvest
Northwise's 2030 MercadoLibre forecast models commerce, Pago, credit, margins, FCFE and four scenarios to estimate MELI's long-term value.
MercadoLibre
Beyond Neocloud: A New Map of AI Infrastructure
Northwise proposes nine AI infrastructure categories, comparing Nebius, CoreWeave, IREN, GPU renters and hosts by software, financing and commoditization risk.
Nebius · CoreWeave · IREN · Cipher Digital · TeraWulf · Keel Infrastructure · SpaceX
NBIS CLT1 South Carolina Data Center
Inside Nebius CLT1 in Moore, South Carolina: site history, 50 MW IT contract, power, proposed layout, moratorium risks, funding and delivery schedule.
Nebius
Nebius in Europe: Sovereign AI, UK Expansion and Harlow
How European AI sovereignty supports Nebius’s UK expansion, where Harlow fits, and what its potential 4.4 MW deployment could add to Q3 revenue and 2026 ARR.
Nebius