IREN Mackenzie Site
Mackenzie: the 80 MW campus, financed air-cooled expansion and planned 2027 liquid-cooled deployment.
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
NBIS Stock Beit Shemesh
Beit Shemesh: the reported 58 MW IT tenant agreement, 240 MW host campus and differing phase schedules.
Nebius
Jumia Algeria Exit
Jumia Algeria Exit Strategic Rationalization examines regulatory friction, tax reform, and structural barriers behind Algeria’s withdrawal.
Jumia
Jumia Stock Forecast 2030
A jumia stock forecast analyzing logistics economics, cash constraints, and 2030 price ranges across bear, base, and bull cases.
Jumia
NBIS Modi’in Israel Data Center
Modi'in: the documented Blackwell launch, host expansion and the distinction between Nebius equipment and Mega DC capacity.
Nebius
Jumia Stock Morocco
Jumia Morocco: a mixed quarterly and first-half revenue comparison, local marketplace economics and corrected profitability terminology.
Jumia
NBIS Independence MO Data Center
Independence: the four-building 1.2 GW campus, phased utility and generation plans, and its separation from Patmos's nearby project.
Nebius
Nebius Stock Forecast
Nebius Stock Forecast analyzing MW ramp, ARR per MW, capex intensity, and bear, base, bull valuation outcomes through 2030.
Nebius
Nebius Robotics Strategy
Nebius robotics exposure: NVIDIA tools and the Living Lab, Avride's commercial service, funding qualifications and the separate economic tests.
Nebius
Jumia Stock Egypt
Jumia Egypt: the latest revenue recovery, assortment and delivery economics, with country results separated from group targets.
Jumia
NBIS Béthune France
Béthune: the planned 240 MW industrial conversion, conflicting phase schedules and the evidence needed to confirm delivery.
Nebius
NBIS Alabama Data Center
Birmingham: the Oxmoor project, Q4 2026 commissioning target, power and cooling plans, and remaining delivery questions.
Nebius
NBIS Stock Vineland NJ Data Center
Vineland: Microsoft tranche delivery, ongoing campus development and the current DataOne and Bloom power arrangement.
Nebius
Amazon Stock Forecast 2030
Amazon stock Forecast 2030 modeling Amazon’s AI capital cycle, AWS scale, depreciation wall, and 2030 price targets, buy zones, and valuation.
Amazon
NBIS Stock Software Analysis
Nebius's software platform: Aether 3.6, Token Factory, inference acquisitions, pricing boundaries and the new Palantir relationship.
Nebius
Jumia Stock Senegal
Jumia Senegal: lower reported revenue, the new Starlink equipment offer and the operating tests for a smaller marketplace.
Jumia
NBIS Stock Mäntsälä Data Center
Mäntsälä 1 and 2: Nebius's expanded Finnish operating facility and the separately announced development planned from 2027.
Nebius
Jumia Stock Ghana
Jumia Ghana: current reported growth, marketplace economics, delivery density and the evidence needed to assess its contribution.
Jumia
Duolingo Stock Analysis
Duolingo stock analysis examining the valuation, competitive risks, AI disruption, and why DUOL may be a value trap rather than a long-term buy.
Duolingo
Meta Stock Forecast 2030
A long-term Meta stock forecast 2030 analyzing ad monetization, AI-driven margin expansion, scenario valuations, price targets & buy zones.
Meta
Jumia Ivory Coast Analysis
Jumia Ivory Coast: its revenue contribution, cocoa-related demand pressure and the distinction between growth and country profitability.
Jumia
NBIS Stock Data Center Analysis
Explore Nebius data centers, project stages and site studies. A current guide separating tenant capacity, owned developments, cloud regions and research leads.
Nebius
What is ISRG Stock
Intuitive Surgical explained: da Vinci and Ion, Q2 2026 procedure growth, recurring instruments, clinical evidence and the limits of the AI thesis.
Intuitive Surgical
SOFI Q4 2025 Earnings
SOFI Q4 2025 earnings reports Friday premarket (Jan 30, 2026). We outline the key numbers, risks, and signals that matter heading into the call.
SoFi