Amazon Leo
Amazon Leo: current satellite deployment, conditional FCC relief, the proposed direct-to-device network and the economics of commercial rollout.
Amazon
Northwise Research
Research and analysis
Follow current views, model reports, and the work behind Northwise portfolio decisions.
Latest research
16 of 184 published reports
Tesla Megapack
Tesla Megapack: current storage deployments, energy margins, Megapack 3 and Megablock, factory status and the economics of battery projects.
Tesla
RocketLab Stock Analysis
RocketLab stock analysis focused on vertical integration, national security tailwinds, and why small to mid-lift rockets are pivotal to long term growth.
Rocket Lab
TSP Loan Guide
TSP loan rules explained: eligibility, fees, repayment terms, amount limits, interest, separation and the effect on retirement investments.
Cheesecake Factory Stock
Cake Stock Forecast based on cash flow, hidden growth brands, and why the market’s narrative doesn’t match the numbers.
The Cheesecake Factory
MicroStrategy Stock Analysis
MicroStrategy stock analysis exploring Strategy’s Bitcoin leverage, capital model, and what equity investors are really buying.
Strategy
AMD Stock Prediction 2025
Amd stock prediction 2025: We explore why AMD is more than a catch-up story—it's a misunderstood AI infrastructure play with long-term potential.
AMD
S Stock Forecast 2030
S stock forecast 2030: Why we believe SentinelOne stock is a long-term cybersecurity AI compounder with misunderstood, undervalued upside.
SentinelOne
Nike Stock Dividend Thesis 2025
Nike stock dividend offers steady yield and brand resilience. Here's why we're long NKE as a value anchor in a volatile market.
Nike
Trump Trade War Returns
The Trump trade war is back. Here's how new tariffs, supply chain shifts, and protectionism are reshaping the global economy.
Why is QUBT Stock Falling?
Why is QUBT stock falling in 2026? Our bear thesis breaks down hype, dilution, and revenue valuation that doesn’t hold up. (Updated Dec 21, 2025)
Quantum Computing
Sofi Stock Price Prediction
SoFi stock price prediction for 2026: why we believe this full-stack fintech could double as it builds a sticky, profitable platform. (Updated Dec 2025)
SoFi
The Psychology of Money Book Reflection
The Psychology of Money book reflection on behavior, time, and trust, and why these ideas shape how we invest and build at Northwise.
Robinhood Stock Forecast 2025
Robinhood stock forecast 2025: A long thesis on HOOD’s profitability, product strategy, and why we believe it's building financial infrastructure.
Robinhood
The Hundred Year Marathon
The Hundred Year Marathon: A reflection on China’s long-term strategy—and what it revealed about risk, narrative, and time.
Will Alibaba Stock Recover?
Will Alibaba stock recover in 2026? Our thesis and new updates are rooted in valuation, resilience, and long-term asymmetry amid global uncertainty
Alibaba