IREN Stock Forecast 2030
IREN’s new AI-developer contracts are the strongest evidence yet that it can sell something more valuable than bulk hyperscaler capacity.
IREN
Northwise Research
Research and analysis
Follow current views, model reports, and the work behind Northwise portfolio decisions.
Latest research
24 of 184 published reports
RKLB Stock Forecast
Rocket Lab is expanding from dedicated launch into spacecraft, components, networks, and data services. This model tests what that integrated platform may be worth.
Rocket Lab
Netflix Stock Forecast 2030
Our Netflix stock forecast 2030 models subscriptions, advertising, margins, free cash flow, competition, valuation, and Netflix’s long-term upside
Netflix
IREN Stock Infrastructure Analysis
Explore IREN data centers in Canada, the US, Australia and Spain, with site studies and clear distinctions between planned power and delivered AI capacity.
IREN
Spotify Stock Forecast 2030
Our Spotify Stock Forecast 2030 models subscriber growth, pricing power, AI strategy, margins, valuation, price targets, risks, and SPOT stock buy zones.
Spotify
NBIS Stock Forecast 2030
NBIS Stock Forecast 2030: A complete Nebius analysis covering AI capacity, Nvidia, contracts, CapEx, prepayments, revenue, margins, funding, & valuation.
Nebius
ELF Stock Forecast 2030
ELF stock forecast through 2030, revenue and EPS scenarios, rhode and Naturium growth, valuation targets, present value, risks, and action zones.
e.l.f. Beauty
Snowflake Sovereign Intelligence Thesis
Snow stock forecast 2030: Snowflake is evolving from a cloud data warehouse into a governed AI data platform as enterprise AI drives rising data consumption.
Snowflake
SoFi Stock Forecast 2030
SoFi stock forecast 2030 using book value, EPS, growth, margin, valuation, risk, and buy-zone analysis for long-term investors.
SoFi
Nu stock Forecast 2030
NU stock forecast 2030: Nubank’s updated model weighs Q1 earnings, Mexico break-even, AI underwriting, credit risk, and upside.
Nubank
CELH Stock Forecast 2030
CELH Stock Forecast 2030 covering Celsius, Alani Nu, Rockstar, Pepsi distribution, Costco risk, and international growth model.
Celsius
CIFR Barber Lake Site
Barber Lake: Fluidstack's contracted capacity, phased delivery, Google's support and the September update on Colorado City's water infrastructure.
Cipher Digital
CIFR Stock Black Pearl Site
Black Pearl: initial AWS capacity delivered and rent begun, remaining construction, the lease structure and the limits of the public technical record.
Cipher Digital
What is WULF Stock?
TeraWulf's current portfolio: Lake Mariner delivery, Anthropic at Justified, Kentucky power approval, later developments and changing site ownership.
TeraWulf
CIFR Stock Forecast 2030
CIFR Stock Forecast 2030 models Cipher Digital’s AI data center ramp, contracted HPC capacity, dilution risk, and fair value.
Cipher Digital
KEEL Scrubgrass Site Analysis
Scrubgrass: legacy generation, the potential 1.3 GW campus and the power, environmental and commercial work still required.
Keel Infrastructure
CRM Stock Forecast 2030
CRM Stock Forecast 2030: We model Salesforce through FY2031 using buybacks, AI upside, valuation ranges, and key risks.
Salesforce
KEEL Sherbrooke Data Center
Sherbrooke: the conditional consolidation of existing 96 MW into one planned AI campus, land conditions and 2028 service target.
Keel Infrastructure
Zeta Stock Forecast 2030
ZETA Stock Forecast 2030 model covering growth, FCF, dilution, privacy risk, valuation zones, and Zeta’s AI platform debate.
Zeta Global
NOW Stock Forecast 2030
NOW Stock Forecast 2030 exploring ServiceNow’s AI control layer thesis, scenario modeling, risks, SBC dilution, and long-term valuation outlook
ServiceNow
NBIS Lappeenranta Data Center
Lappeenranta: the planned 310 MW Finnish AI campus, phased delivery and the distinction between design targets and operating capacity.
Nebius
KEEL Sharon PA Data Center
Sharon: the 110 MW gross development, delivered transformers, permitting progress and the path to a signed tenant lease.
Keel Infrastructure
Keel Stock Forecast 2030
KEEL Stock Forecast 2030 models KEEL’s site ramp, dilution, capex, AI hosting revenue, and weighted target valuation through 2030.
Keel Infrastructure
KEEL Panther Creek
Panther Creek: the 350 MW gross campus plan, legacy generation, current approvals and the remaining delivery milestones.
Keel Infrastructure