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News
NBIS Stock Forecast 2030: The Conversion Problem
11+ hour, 44+ min ago (1737+ words) A ground-up rebuild of the Nebius model after Q2 2026. What a megawatt costs, what it earns, who pays for it, and how much of the result ever reaches a common shareholder. Management told investors it could sell every megawatt of planned…...
CIFR Stock Forecast 2030: The Digital AI Landlord Thesis
1+ week, 5+ day ago (1649+ words) August 17, 2026 · Northwise Research Team Cipher Digital has already proven that hyperscalers will lease its capacity. Whether it can finance 4 gigawatts without handing the economics to somebody else is a different question entirely. Along the way the future portfolio grew to…...
IREN Stock Forecast 2030: AI Cloud Valuation Model
1+ mon, 4+ day ago (1661+ words) July 25, 2026 · Northwise Research Team Drive out to Childress County, Texas, and the transition is visible from the road. Inside one fenced campus, bitcoin miners still hash away in air-cooled halls while liquid-cooled GB300 systems come up alongside them, one business quietly…...
IREN Stock Infrastructure Analysis: The 5 GW Global Buildout
1+ mon, 3+ week ago (1627+ words) July 8, 2026 · The Northwise Team A site-by-site IREN Stock Infrastructure Analysis covering IREN’s secured power, current energization, and the conversion path from contracted capacity into utilized AI compute. We open the capacity discussion with the power position itself, since every downstream…...