# ![@InvestNorthwise Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1916883776115802112.png) @InvestNorthwise Northwise Project

Northwise Project posts on X about $nbis, $jmia, ai, business the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1916883776115802112/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916883776115802112/c:line/m:interactions.svg)

- [--] Week [------] +25%
- [--] Month [-------] +167%
- [--] Months [-------] +1,591%

### Mentions: [--] [#](/creator/twitter::1916883776115802112/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916883776115802112/c:line/m:posts_active.svg)

- [--] Month [---] +165%
- [--] Months [---] +527%

### Followers: [---] [#](/creator/twitter::1916883776115802112/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916883776115802112/c:line/m:followers.svg)

- [--] Week [---] +23%
- [--] Month [---] +238%
- [--] Months [---] +1,121%

### CreatorRank: [-------] [#](/creator/twitter::1916883776115802112/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1916883776115802112/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.63% [finance](/list/finance)  25.74% [technology brands](/list/technology-brands)  23.76% [countries](/list/countries)  13.86% [currencies](/list/currencies)  0.99% [exchanges](/list/exchanges)  0.99% [social networks](/list/social-networks)  0.99% [automotive brands](/list/automotive-brands)  0.99% [travel destinations](/list/travel-destinations)  0.99% [cryptocurrencies](/list/cryptocurrencies)  0.99%

**Social topic influence**
[$nbis](/topic/$nbis) #55, [$jmia](/topic/$jmia) #4, [ai](/topic/ai) 18.81%, [business](/topic/business) 12.87%, [$amd](/topic/$amd) 9.9%, [in the](/topic/in-the) 9.9%, [meta](/topic/meta) 8.91%, [$hood](/topic/$hood) 7.92%, [$meta](/topic/$meta) #230, [we are](/topic/we-are) 5.94%

**Top accounts mentioned or mentioned by**
[@caesarcapitalz](/creator/undefined) [@yodastockinvest](/creator/undefined) [@0902jcmida](/creator/undefined) [@blackpanthercap](/creator/undefined) [@awarewealth](/creator/undefined) [@orangeman1992](/creator/undefined) [@paypals](/creator/undefined) [@clearedgetrades](/creator/undefined) [@vicridrag](/creator/undefined) [@northboundsigns](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@amd](/creator/undefined) [@nebiusai](/creator/undefined) [@rebiii333re](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@kristinaparts](/creator/undefined) [@ft](/creator/undefined) [@reutersbiz](/creator/undefined) [@foxbusiness](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [RAI Finance (SOFI)](/topic/$sofi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Figma, Inc. (FIG)](/topic/$fig) [Microsoft Corp. (MSFT)](/topic/microsoft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [The Honest Company, Inc. (HNST)](/topic/$hnst)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Over the past several quarters Honest $HNST has fundamentally shifted from a top-line growth story into a margin-led business with a much cleaner operating model. The company has expanded gross margins substantially moving from the mid-20s into the high-30s percentage range and has now delivered consecutive quarters of positive net income and adjusted EBITDA all while building a strong cash position and maintaining zero debt. This transition hasnt been smooth revenue growth has slowed and in some periods even contracted as low-margin operations were exited but the levers of profitability are"  
[X Link](https://x.com/InvestNorthwise/status/2011574051026682362)  2026-01-14T23:00Z [---] followers, [---] engagements


"Day 3: The Logistics Asset Pivot $JD Logistics is transitioning from an internal cost center to a standalone economic asset. External customer revenue now represents a growing share of total activity. This is the pivot that the market has yet to fully price. Logistics is infrastructure not an expense. The marginal economics today are materially different from the build-out phase. By opening its network to third parties $JD is monetizing a moat that took two decades and billions of dollars to build. This network remains the only reliable path to premium delivery quality in the Chinese market."  
[X Link](https://x.com/InvestNorthwise/status/2015345144090726780)  2026-01-25T08:45Z [---] followers, [---] engagements


"AMDs recent acquisitions signal a deliberate broadening of its role in the compute stack moving beyond the historical confines of merchant silicon. The integration of Xilinx brought adaptive compute and deep embedded relationships expanding $AMD s reach into workloads where flexibility and latency matter as much as raw throughput. More recently the addition of Silo AI introduces in-house expertise across large language models model optimization and deployment frameworks; capabilities that sit closer to how customers actually extract value from hardware. Together these assets suggest an effort"  
[X Link](https://x.com/InvestNorthwise/status/2016285091618816090)  2026-01-27T23:00Z [---] followers, [---] engagements


"Day 9: The Bull Case: Operating Leverage The bull case for $JD materializes if operating leverage is fully realized through the end of the decade. This scenario assumes a [--] to [--] percent Revenue CAGR and net margins reaching [---] to [---] percent. Under these conditions we project a [----] price target of approximately $215 per share. This requires the logistics network to achieve high utilization and the 3P service segment to become the dominant earnings driver. While aggressive this outcome is supported by the current infrastructure footprint."  
[X Link](https://x.com/InvestNorthwise/status/2017519471385038849)  2026-01-31T08:45Z [---] followers, [----] engagements


"$NBIS remains a fundamentally understood player by markets. In order to help clear up what's actually going on at a site and strategic level we are releasing a series of deep dives on Nebius' data center locations. Check out our deep dive in the first comment Our first Deep Dive focuses on NBIS's go to market strategy overviews its operational contracted and under construction sites and analyzes Nebius' moat across the industry. The series will cover a new site every week and link back to our first deep dive that will act as a source for all NBIS site locations specifications and purpose."  
[X Link](https://x.com/InvestNorthwise/status/2017598746968645639)  2026-01-31T14:00Z [---] followers, 25.8K engagements


"Day 11: The [--] Percent Net Margin Target Margin expansion is the most critical variable in the $JD [----] thesis. The transition from a [---] percent historical margin to a [---] percent base case target depends on service monetization. JD Logistics and JD Retail 3P services are the engines of this expansion. As the company moves away from heavy asset build-out and toward asset utilization the bottom line benefits disproportionately. A [--] percent net margin on a massive revenue base produces substantial cash flow. https://twitter.com/i/web/status/2018244247137456174"  
[X Link](https://x.com/InvestNorthwise/status/2018244247137456174)  2026-02-02T08:45Z [---] followers, [---] engagements


"$ISGR growth engine is driven by procedure volume. Once a da Vinci system is installed economic value compounds through repeated use. In [----] Intuitive Surgical generated $7.59B in recurring revenue from instruments accessories and services representing the majority of its $10.06B in total revenue. System sales initiate the flywheel but utilization sustains it. As hospitals perform more procedures return on invested capital improves on systems that typically cost $1.2M to $2.5M. Higher utilization increases willingness to expand system fleets and allocate robotic capacity to additional"  
[X Link](https://x.com/InvestNorthwise/status/2018342393951773065)  2026-02-02T15:15Z [---] followers, [---] engagements


"$FIG business model is built on a browser-native rendering engine. By treating the browser as the primary runtime environment Figma made collaboration the default state. This inverted the traditional design sequence and turned design into a living artifact that evolves alongside engineering and code. $FIG revenue scale reached approximately $749M in [----] representing [--] percent year-over-year growth. The [----] revenue estimate is positioned near the $1.05B mark. This scale was achieved through a product-led growth motion that avoids the high sales costs of traditional enterprise software."  
[X Link](https://x.com/InvestNorthwise/status/2018368825935417800)  2026-02-02T17:00Z [---] followers, [----] engagements


"Excited to announce that we officially crossed [---] followers today. We are stoked to continue to provide high quality investing research to undercovered names in tech and emerging markets. A special shoutout to our $NBIS and $JMIA followers that helped push us over the top this month https://twitter.com/i/web/status/2018445573611806934 https://twitter.com/i/web/status/2018445573611806934"  
[X Link](https://x.com/InvestNorthwise/status/2018445573611806934)  2026-02-02T22:05Z [---] followers, [---] engagements


"Day 13: Probability-Weighted Outcome Our final [----] assessment for $JD is a probability-weighted value of approximately [---] per share. This accounts for the macro risks associated with the Chinese market while recognizing the structural strength of the business. The weighted target provides a margin of safety for the long-term investor. It is a price that reflects the likely convergence of operational consistency and a normalization of market multiples. We follow the evidence of the cash flow rather than the noise of the geopolitical narrative."  
[X Link](https://x.com/InvestNorthwise/status/2018606635267375183)  2026-02-03T08:45Z [---] followers, [---] engagements


"$FIG share price declined significantly following its July [----] IPO reaching the high-$20s by January [----]. This drawdown reflected a transition from initial scarcity to broader market participation. Valuation compressed from 80x forward revenue as models anchored on typical SaaS comparables. $FIG GAAP losses of approximately $1.1B were reported in late [----]. These losses were dominated by stock-based compensation tied to IPO vesting. However the business remained profitable on a non-GAAP basis with free cash flow margins in the high-teens. Operating reality remains intact."  
[X Link](https://x.com/InvestNorthwise/status/2018731206951497818)  2026-02-03T17:00Z [---] followers, [---] engagements


"Day 12: Mining as Liquidity Mining is no longer the growth driver for $IREN but it remains a vital source of liquidity. It provides meaningful cash flow while the capital-intensive AI business scales. We treat mining revenue as a directional estimate rather than a precise output. As the economics of compute continue to outpace mining expect $IREN to transition more capacity to AI. The mining segment underpins the buildout without defining the company's long-term terminal value. https://twitter.com/i/web/status/2018850240258834670 https://twitter.com/i/web/status/2018850240258834670"  
[X Link](https://x.com/InvestNorthwise/status/2018850240258834670)  2026-02-04T00:53Z [---] followers, [---] engagements


"$Jmia Cte dIvoire operation acts as a crucial operational stabilizer within its African portfolio. Unlike markets facing severe currency erosion IVC benefits structurally from the CFA franc zones peg to the Euro. This stability is paramount for planning and pricing discipline. Cte dIvoire is not just another market; it is the economic anchor representing 40% of WAEMU GDP providing a predictable base for operations that is rare in the region. #Jumia #Ecommerce #AfricaTech #Logistics #NorthwiseAnalysis https://twitter.com/i/web/status/2019557903225790670"  
[X Link](https://x.com/InvestNorthwise/status/2019557903225790670)  2026-02-05T23:45Z [---] followers, [----] engagements


"Day 14: The [----] Outlook $IREN is positioned to become a foundational operator in the AI infrastructure economy. The company controls the resources that matter: power land and technical credibility. The next several years will define whether it becomes a major independent power in AI compute. The groundwork is already laid. The Microsoft contract proved the model. The 3GW pipeline provides the scale. We continue to view this as an asymmetric opportunity for the next market cycle If you enjoyed this [--] day series on $IREN consider our free newsletter to be the first to receive our new deep"  
[X Link](https://x.com/InvestNorthwise/status/2019575770440737121)  2026-02-06T00:56Z [---] followers, [---] engagements


"Following @PayPal's Q4 [----] earnings release and updated [----] guidance our long-term thesis for $PYPL remains intact but the timeline and earnings trajectory have shifted. The results revealed that PayPals branded checkout franchise is weakening faster than expected undermining our earlier assumption that it would reliably fund reinvestment while newer infrastructure opportunities scaled. Management has instead chosen to prioritize reinvestment making [----] a deliberate trough year characterized by margin pressure slower earnings growth and increased execution risk as the company stabilizes"  
[X Link](https://x.com/InvestNorthwise/status/2019773081368363515)  2026-02-06T14:00Z [---] followers, [---] engagements


"$NBIS' margin structure is engineered at the rack level. When power usage effectiveness (PUE) runs at [----] versus industry standard [----] the math is direct: [---] kW reaches GPUs instead of [---] kW per megawatt delivered. Across a multi-gigawatt footprint that gap becomes structural. The less visible element is how Nebius eliminates entire cost categories. Passive cooling in Mntsl removes mechanical refrigeration from the equation for much of the year. This shifts capex allocation fundamentally less spent on non-revenue infrastructure more on compute density per power envelope. Their custom"  
[X Link](https://x.com/InvestNorthwise/status/2019791819706654901)  2026-02-06T15:14Z [---] followers, [----] engagements


"$SoFi has crossed a threshold that materially reshapes how its business should be analyzed relative to both fintech peers and traditional banks. The platform is no longer proving that it can be profitable; it is demonstrating that profitability scales with usage and balance sheet growth. This is a subtle but critical distinction. Unlike many consumer fintechs that remain tethered to marketing spend or episodic product cycles SoFis earnings are increasingly driven by structural advantages: a vertically integrated stack a bank charter that permanently lowers funding costs and a Financial"  
[X Link](https://x.com/InvestNorthwise/status/2019818375606857850)  2026-02-06T17:00Z [---] followers, [---] engagements


"We are excited to announce our 1st $NBIS individual data center deep dive on Mntsl Finland. The Deep dive is in the first comment Mntsl is an extremely technical site and one of the best examples of Nebius' design flexibility for each location it enters. Stay tuned for next week's report on $NBIS Vineland NJ data center. https://twitter.com/i/web/status/2020133474670145906 https://twitter.com/i/web/status/2020133474670145906"  
[X Link](https://x.com/InvestNorthwise/status/2020133474670145906)  2026-02-07T13:52Z [---] followers, 14.4K engagements


"2025 functions as the first clean baseline for evaluating $SoFi as a scaled financial institution rather than a transitional fintech. It is the year where income statement strength balance sheet discipline and capital structure alignment coexist without external crutches. The reported numbers matter not because they are unusually strong in isolation but because they define what the business now produces under normal operating conditions. Revenue at scale is paired with sustained profitability incremental margins reflect structural leverage rather than episodic cost control and dilution is no"  
[X Link](https://x.com/InvestNorthwise/status/2020180757843702004)  2026-02-07T17:00Z [---] followers, [---] engagements


"@ClearEdgeTrades That's what we are seeing in the $NBIS research Here is an explainer we have created that helps break it down a bit. NBIS uses the best fit for the target location and their needs as far as power and future scale"  
[X Link](https://x.com/InvestNorthwise/status/2020267343188815932)  2026-02-07T22:44Z [---] followers, [---] engagements


"Perhaps the most contrarian indicator of $JMIA maturation in Ivory Coast is the geographic pivot of its user base. In [----] the business was heavily Abidjan-centric. By [----] that dynamic completely reversed with over 67% of orders originating outside the capital. The strategy is no longer about urban saturation; its about capturing the arbitrage in underserved secondary cities and rural corridors where retail infrastructure is scarce. https://twitter.com/i/web/status/2020282678923436326 https://twitter.com/i/web/status/2020282678923436326"  
[X Link](https://x.com/InvestNorthwise/status/2020282678923436326)  2026-02-07T23:45Z [---] followers, [----] engagements


"Why Triton had to exist Before Triton writing fast GPU code meant writing CUDA. CUDA only runs on $NVDA hardware. That created a quiet problem: AI software stacks became accidentally monopolized. Even if another $AMD GPU was cheaper available or strategically safer switching meant rewriting the lowest level of the software stack. Most teams simply could not justify that cost. Triton exists to remove that rewrite penalty. https://twitter.com/i/web/status/2020500614820544990 https://twitter.com/i/web/status/2020500614820544990"  
[X Link](https://x.com/InvestNorthwise/status/2020500614820544990)  2026-02-08T14:11Z [---] followers, [---] engagements


"The $NBIS Mntsl data center sits approximately [--] km north of Helsinki positioned deliberately outside urban congestion while remaining inside Finlands core power fiber and industrial corridor. The site functions as the anchor campus within the NBIS infrastructure footprint. It is the PUE and Efficiency reference point against which newer locations are designed scaled and evaluated. https://twitter.com/i/web/status/2020517235698057628 https://twitter.com/i/web/status/2020517235698057628"  
[X Link](https://x.com/InvestNorthwise/status/2020517235698057628)  2026-02-08T15:17Z [---] followers, [----] engagements


"Who is ready for $NBIS earnings this week Let us know what you expect and why Good or bad we know this one is about to get some volume"  
[X Link](https://x.com/InvestNorthwise/status/2020547683304226978)  2026-02-08T17:18Z [---] followers, [----] engagements


"@Vicridrag We would love some new $nbis site drops. We will be doing some research on potential new sites at the end of our site deep dive series"  
[X Link](https://x.com/InvestNorthwise/status/2020552633950347456)  2026-02-08T17:37Z [---] followers, [---] engagements


"We do see Arkady as criminally underrated by markets. The vision is pretty incredible and execution is industry standard. The site deep dives are only growing our confidence there. The moat $NBIS is building around data center design and speed to market is pretty profound. Could definitely see reiterated guidance with also more capex than most are expecting. https://twitter.com/i/web/status/2020613681516867765 https://twitter.com/i/web/status/2020613681516867765"  
[X Link](https://x.com/InvestNorthwise/status/2020613681516867765)  2026-02-08T21:40Z [---] followers, [---] engagements


"We just published a country-level deep dive on $JMIA Ghana and it matters more than the headline numbers suggest. Ghana has become Jumias highest-velocity West African market. Order growth is coming from secondary cities pickup-station density is compounding logistics efficiency and prepayment adoption is improving unit economics rather than distorting them. This market functions as a stabilizer inside the portfolio. Growth here offsets volatility elsewhere and shows that Jumias post-reset model can scale physical goods without heavy marketing or loss-intensive verticals. The piece breaks"  
[X Link](https://x.com/InvestNorthwise/status/2020841360178499863)  2026-02-09T12:45Z [---] followers, [----] engagements


"@AwareWealth Couldnt agree more Dont get shaken out of $NBIS if capex growth shakes investors. Nebius is choosing the harder upfront path of quality design and vertical integration. This will pay off immensely over the rest of this decade and next"  
[X Link](https://x.com/InvestNorthwise/status/2020868717597368638)  2026-02-09T14:33Z [---] followers, [---] engagements


"$SOFI earnings power is a systems-level outcome. Lendingonce the headline risk driver has been repositioned into a controlled funding layer that converts balance sheet scale into predictable cash flow. Deposit-funded originations lower marginal costs of capital reduce reliance on volatile securitization markets and allow underwriting decisions to optimize for lifetime platform value rather than short-term yield. As data density increases across members and products credit performance becomes an endogenous advantage not an external constraint. Lending still matters but primarily as an enabler"  
[X Link](https://x.com/InvestNorthwise/status/2020890435732852985)  2026-02-09T16:00Z [---] followers, [---] engagements


"$HOOD Net deposits are the central operating input. Deposits support net interest income margin lending credit products advisory balances and liquidity for trading. One balance sheet variable feeds several revenue lines. This structure shifts earnings sensitivity away from daily transaction volume and toward balance accumulation and duration. https://twitter.com/i/web/status/2020913084768944262 https://twitter.com/i/web/status/2020913084768944262"  
[X Link](https://x.com/InvestNorthwise/status/2020913084768944262)  2026-02-09T17:30Z [---] followers, [---] engagements


"Headlines jargon surface-level analyses. There is too much junk out there when it comes to financial content. We created @InvestNorthwise: to bridge the gap between paid institutional research and attention grabbing garbage. Stop on by you won't be disappointed. Check out our site / newsletter (link in bio) or enjoy tastes of our content here on X. https://twitter.com/i/web/status/2020939003944374726 https://twitter.com/i/web/status/2020939003944374726"  
[X Link](https://x.com/InvestNorthwise/status/2020939003944374726)  2026-02-09T19:13Z [---] followers, [---] engagements


"$HOOD EU tokenized equities expand Robinhoods operating perimeter beyond US market hours. Tokenized settlement enables continuous access fractional participation and cross-border movement with lower operational friction. Liquidity becomes less constrained by geography and time. This changes the addressable market for the platform without requiring proportional increases in customer acquisition. https://twitter.com/i/web/status/2020958381654278451 https://twitter.com/i/web/status/2020958381654278451"  
[X Link](https://x.com/InvestNorthwise/status/2020958381654278451)  2026-02-09T20:30Z [---] followers, [---] engagements


"$JMIA Ghanas macro backdrop has quietly shifted in a way that favors e-commerce adoption. The economy moved from contraction-driven caution in [----] toward stabilization by mid-2025. Growth recovered into the mid-single digits restoring enough predictability for households to plan purchases rather than operate purely reactively. Elevated prices increased sensitivity to value and availability pushing consumers toward channels that reduce search costs and improve price visibility. As inflation moderated through [----] those habits translated into more frequent purchasing rather than one-off usage."  
[X Link](https://x.com/InvestNorthwise/status/2021041432723849589)  2026-02-10T02:00Z [---] followers, [----] engagements


"$NBIS is not building the same business as other GPU provides. Its goal is to bring compute to all enterprises and to work its way up the value chain helping customers improve cost per token across applications GW are important but vertical integrations allow the software business to scale and provide immense profitability over time. https://twitter.com/i/web/status/2021042149819593027 https://twitter.com/i/web/status/2021042149819593027"  
[X Link](https://x.com/InvestNorthwise/status/2021042149819593027)  2026-02-10T02:02Z [---] followers, [---] engagements


"Senegal plays a key role for $JMIA across multiple dimensions"  
[X Link](https://x.com/InvestNorthwise/status/2021044989568995814)  2026-02-10T02:14Z [---] followers, [---] engagements


"$JMIA Upcountry expansion is doing the heavy lifting in Ghana. Growth is not coming from fighting harder in saturated urban corridors. Its coming from secondary cities where formal retail density is low and pickup-based logistics work better. By late [----] roughly 60% of Jumia Ghanas orders were coming from upcountry regions. That reflects deliberate network design. Pickup stations aggregate demand reduce last-mile complexity and keep delivery timelines predictable even where address infrastructure is weak. The economics scale cleanly. Each new pickup point extends reach without adding"  
[X Link](https://x.com/InvestNorthwise/status/2021135800381939820)  2026-02-10T08:15Z [---] followers, [---] engagements


"$JMIA Ghana matters because it proves the model works under constraint. This is not about country-level outperformance. Its about showing that Jumias post-reset operating model can grow while compounding efficiency rather than consuming it. In a capital-constrained environment that distinction decides survivability. Ghana demonstrates that physical goods can scale through pickup density rising prepayment adoption and cost discipline without relying on loss-intensive verticals or aggressive marketing. Growth has improved logistics utilization strengthened payment mix and shortened the path to"  
[X Link](https://x.com/InvestNorthwise/status/2021222625133940811)  2026-02-10T14:00Z [---] followers, [----] engagements


"The path to scale through [----] for $SOFI is about preserving growth quality as the base expands. The post-2025 period matters because it reflects a business that has already absorbed its heaviest infrastructure and regulatory investments allowing revenue growth to compound on a cleaner foundation. As lending matures its growth rate naturally cools but that deceleration is offset by rising monetization per member as Financial Services usage deepens. The result is a topline that slows gradually not abruptly and does so from a position of improving unit economics rather than saturation. Revenue"  
[X Link](https://x.com/InvestNorthwise/status/2021272451121021311)  2026-02-10T17:18Z [---] followers, [---] engagements


"$HOOD is vertically integrated in economic terms even if it doesnt own everything physically"  
[X Link](https://x.com/InvestNorthwise/status/2021284781862814099)  2026-02-10T18:07Z [---] followers, [---] engagements


"$HOOD Prediction markets introduce a high-frequency product category with a different activity profile than equities or options. Event-driven participation generates engagement across political economic and social outcomes. Activity persists outside traditional market cycles. This broadens the platforms behavioral mix and reduces reliance on a single volatility regime. https://twitter.com/i/web/status/2021298126661779593 https://twitter.com/i/web/status/2021298126661779593"  
[X Link](https://x.com/InvestNorthwise/status/2021298126661779593)  2026-02-10T19:00Z [---] followers, [----] engagements


"$HOOD Our bullish view is rooted in Hood's plan to become a global operating system for the new generation. Robinhood has evolved into a multi-product financial platform spanning brokerage banking credit retirement advisory global exchange infrastructure and early-stage tokenized settlement. Deposits assets and recurring revenue lines are scaling in parallel changing the earnings profile and reducing reliance on trading activity alone. The upside comes from how these layers reinforce one another. Trading drives engagement. Cash balances anchor relationships. Advisory subscriptions and credit"  
[X Link](https://x.com/InvestNorthwise/status/2021315735839178803)  2026-02-10T20:10Z [---] followers, [----] engagements


"@0902jcmida Thanks for sharing $JMIA Senegal is a very underrated market"  
[X Link](https://x.com/InvestNorthwise/status/2021343513242370180)  2026-02-10T22:00Z [---] followers, [---] engagements


"@0902jcmida We grew our position quite a bit today in $JMIA. We see the $10 range as great value and risk to reward"  
[X Link](https://x.com/InvestNorthwise/status/2021349871442428004)  2026-02-10T22:25Z [---] followers, [---] engagements


"The endgame for $JMIA Cte dIvoire isn't just about selling more merchandise; it's about monetizing the infrastructure they have built. The operation is evolving from a simple marketplace into a layered commerce utility. Sustainable profitability is now being driven by stacking high-margin revenue streams including Advertising Fulfillment Services and Logistics-as-a-Service (LaaS) for third parties on top of the core GMV base. https://twitter.com/i/web/status/2021369842402570490 https://twitter.com/i/web/status/2021369842402570490"  
[X Link](https://x.com/InvestNorthwise/status/2021369842402570490)  2026-02-10T23:45Z [---] followers, [---] engagements


"$JMIA FX noise is masking whats actually happening in Ghana. Reported numbers tell one story. Constant-currency performance tells another and Ghana is the cleanest example inside the portfolio. Even as the Cedi weakened reported GMV in Ghana rose 157%. That only happens when order volume and basket size are growing faster than currency depreciation can erase them. At the group level in [----] reported revenue fell 10%. Strip out FX and constant-currency revenue was up 17%. Ghana was a meaningful contributor to that gap between perception and reality. This reflects behavioral change not"  
[X Link](https://x.com/InvestNorthwise/status/2021388719010234754)  2026-02-11T01:00Z [---] followers, [---] engagements


"$HOOD Bitstamp adds institutional-grade exchange infrastructure to Robinhoods consumer-facing platform. Custody liquidity pools regulatory licensing and global settlement rails move in-house rather than remaining external dependencies. This integration positions Robinhood closer to the flow of global digital assets rather than solely at the retail interface. https://twitter.com/i/web/status/2021434772166218098 https://twitter.com/i/web/status/2021434772166218098"  
[X Link](https://x.com/InvestNorthwise/status/2021434772166218098)  2026-02-11T04:03Z [---] followers, [---] engagements


"$Meta s true advertising power is best understood in aggregate rather than app by app. Across Facebook Instagram WhatsApp and Messenger Metas platforms now touch 75% of the global internet population with daily usage baked into communication discovery and commerce workflows. That scale is layered: identity social graph messaging and content consumption all reinforce one another across surfaces. For advertisers this creates a rare environment where reach frequency and data continuity coexist inside a single ecosystem compressing customer acquisition cycles while improving signal quality. The"  
[X Link](https://x.com/InvestNorthwise/status/2021602626651959607)  2026-02-11T15:10Z [---] followers, [---] engagements


"We have free research over @InvestNorthwise (100+ different deep dives). Our ambition is to provide investors with high quality research in undercovered sectors of tech and emerging markets. Check out our site (link in bio) If you enjoy the free content and are looking for more consider Northwise Premium for access to our full length forecasting modeling buy zones real portfolio and private community chat. https://twitter.com/i/web/status/2021641633637257300 https://twitter.com/i/web/status/2021641633637257300"  
[X Link](https://x.com/InvestNorthwise/status/2021641633637257300)  2026-02-11T17:45Z [---] followers, [---] engagements


"To fully grasp the investment thesis for $NBIS in [----] one must look beyond the commoditized access to silicon and focus on the system-level engineering that separates true "AI Factories" from mere GPU rental shops. The value of NBIS lies in its vertical integration from proprietary server rack designs to its custom "Aether" orchestration layer all aimed at solving the "System Noise" that erodes margins at the 10000+ GPU scale. The [---] Gbps InfiniBand Advantage While competitors are still deploying H100s and standard B200s NBIS has moved aggressively into Blackwell Ultra (GB300 NVL72). The"  
[X Link](https://x.com/InvestNorthwise/status/2021679130912158170)  2026-02-11T20:14Z [---] followers, [----] engagements


"The Operational North Star for $JMIA Unit Economics is Senegal. While Nigeria and Egypt command the headlines due to their sheer population scale Senegal has quietly become the most critical laboratory for Jumias path to group-wide profitability. Senegal is a margin-optimization story that validates the "New Jumia" playbook. The "Logistics-First" Transformation Senegal serves as the definitive proof of concept for Jumias shift from expensive home delivery to a Pickup Station (PUS)-centric model. By [----] Senegal achieved a roughly 70% PUS penetration rate drastically decoupling order growth"  
[X Link](https://x.com/InvestNorthwise/status/2021720914128203918)  2026-02-11T23:00Z [---] followers, [----] engagements


"@NorthBoundSigns Thanks for sharing $NBIS Vineland is a critical NE anchor situated to service DC New York and more from a strategic foothold"  
[X Link](https://x.com/InvestNorthwise/status/2021746386828411141)  2026-02-12T00:41Z [---] followers, [---] engagements


"The economics of high-performance compute are increasingly dictated by the efficiency of the envelope surrounding it. $NBIS has a solution. In the context of large-scale AI clusters the @nebiusai Mntsl facility represents a masterclass in structural margin. By leveraging the physics of the Finnish climate the site moves beyond the "commodity" data center model toward an architecture that treats cooling as a passive asset rather than an active overhead. The Aerodynamic Advantage: Pressure-Driven Thermal Management The most striking feature of the Mntsl site is the building's geometry. Rather"  
[X Link](https://x.com/InvestNorthwise/status/2021781312525484183)  2026-02-12T03:00Z [---] followers, [----] engagements


"$Meta stands out among Big Tech for the sheer purity of its revenue model: roughly over 95% of revenue still comes directly from advertising. While Big Tech peers such as $AMZN $GOOGL $TSLA and $MSFT have layered in cloud hardware or enterprise subscriptions to smooth cycles Meta has instead scaled one economic engine to unprecedented size and efficiency. This concentration creates a business that is highly sensitive to global ad budgets but it also produces unusually clean operating leverage small changes in pricing engagement or measurement fidelity flow rapidly through the income"  
[X Link](https://x.com/InvestNorthwise/status/2021977597207564416)  2026-02-12T16:00Z [---] followers, [---] engagements


"@Orangeman1992 Thank you so much for the share We are growing incredibly confident in $NBIS and managements vision for the next 5+ years. A lot more research coming soon"  
[X Link](https://x.com/InvestNorthwise/status/2022326368193626193)  2026-02-13T15:05Z [---] followers, [--] engagements


"@REBIII333Re @ScottWapnerCNBC @KristinaParts @FT @ReutersBiz @FoxBusiness Thanks for the share $NBIS is an incredibly exciting opportunity. A lot more research coming your way"  
[X Link](https://x.com/InvestNorthwise/status/2022326764232651257)  2026-02-13T15:07Z [---] followers, [--] engagements


"@BlackPantherCap @SJCapitalInvest @Kaizen_Investor @CaesarCapitalz Appreciate the shoutout"  
[X Link](https://x.com/InvestNorthwise/status/2022353875941183703)  2026-02-13T16:55Z [---] followers, [--] engagements


"@CaesarCapitalz @BlackPantherCap @SJCapitalInvest @Kaizen_Investor Likewise Love the content"  
[X Link](https://x.com/InvestNorthwise/status/2022357140191502457)  2026-02-13T17:08Z [---] followers, [--] engagements


"$NBIS Model FLOPs Utilization (MFU) measures how much of a GPU clusters theoretical compute capacity is actually converted into useful model training. While headline GPU specifications assume near-perfect efficiency real-world training runs fall far short of that ideal. A significant portion of compute is lost to what can be thought of as a GPU tax: synchronization delays across nodes excessive data movement time spent writing and restoring checkpoints and interruptions caused by hardware failures. In many large-scale environments these frictions reduce effective output to roughly 45% of peak"  
[X Link](https://x.com/InvestNorthwise/status/2022042273525940418)  2026-02-12T20:17Z [---] followers, [----] engagements


"Definitely the comments from the COO regarding financing. Its clear theres not a single worry from management about being able to fund the capex. A suprising amount of 60+% will be funded with cashflows potential asset backed low rate debt and no plans to utilize ATM offering until it makes sense for shareholders (likely after significant share appreciation. For a company that could turn to massive dilution this was way more important than people realize. Massively bullish call and all indications pointing to further guidance raises this year."  
[X Link](https://x.com/InvestNorthwise/status/2022072715729907738)  2026-02-12T22:17Z [---] followers, [---] engagements


"The AI infrastructure trade is shifting from "who has the most GPUs" to "who can actually run them." Our new $NBIS deep dive analyzes the company's massive Integrated Software Moat. Check it out in the first comment. In the early phase scarcity did the work. If you had floor space and a power contract you had a business. That phase is ending. As clusters scale to 16000+ GPUs the bottleneck isn't silicon; its Goodput. At that scale hardware failures are a statistical certainty. If your software stack can't handle checkpointing orchestration and recovery with zero-rewrite scaling your margins"  
[X Link](https://x.com/InvestNorthwise/status/2021009143381795074)  2026-02-09T23:51Z [---] followers, [----] engagements


"We are excited to announce the early release of our $NBIS Vineland NJ deep dive ahead of earnings Check out the full length analysis in the comments The Vineland facility represents the primary U.S. operational anchor for Nebius. This site proves that hyperscale AI infrastructure can be delivered under significant regulatory and grid constraints. It functions as a delivery engine for near term capacity and a reference point for future builds. Vineland offers a pragmatic tradeoff between latency and land availability. The site sits within fiber distance of New York City and Philadelphia. It"  
[X Link](https://x.com/InvestNorthwise/status/2021741076374069320)  2026-02-12T00:20Z [---] followers, [----] engagements


"In the competitive landscape of AI infrastructure the $NBIS Mntsl campus provides a rare case study in vertical engineering for sustained throughput. While much of the industry focuses on "peak density" (the maximum power a rack can draw for a brief window) Mntsl is optimized for the area under the curve: the ability to maintain [----] kW per rack indefinitely without thermal throttling or power instability. The Architecture of Reliability: Beyond Off-the-Shelf The core differentiator at Mntsl is the move away from commodity server integration. By deploying internally designed chassis and power"  
[X Link](https://x.com/InvestNorthwise/status/2021585010609070322)  2026-02-11T14:00Z [---] followers, [----] engagements


"As we move into [----] the primary catalyst for $ASML valuation shifts from the "Low-NA" EUV volume ramp to the commercial operationalization of the High-NA (0.55 NA) Twinscan EXE platform. The focal point is no longer just the $400 million price tag per unit but the anamorphic optics integration that solves the resolution bottleneck at the 8nm limit. By utilizing a 4x magnification in the non-scanning direction and 8x in the scanning direction ASML is enabling its customers most notably Intel with its 14A node and Samsungs SF2 to bypass the yield-killing complexity of EUV multi-patterning."  
[X Link](https://x.com/InvestNorthwise/status/2022513377608683556)  2026-02-14T03:29Z [---] followers, [---] engagements


"https://northwiseproject.com/nbis-bethune-france/ https://northwiseproject.com/nbis-bethune-france/"  
[X Link](https://x.com/InvestNorthwise/status/2022681100938572197)  2026-02-14T14:35Z [---] followers, [---] engagements


"$NBIS: In the [----] infrastructure landscape the "PJM bottleneck" has moved from a technical hurdle to a primary risk to internal rate of return. For a project targeting 300+ MW the traditional utility interconnection queue in the Mid-Atlantic now represents a 5-to-7-year "dead zone." The Vineland project is a direct structural response to this delay transforming the companys role from a consumer of power to a verticalized energy producer. The PJM Capacity Crisis: A $9 Billion Alpha The 2025-26 PJM capacity auction saw prices surge nearly tenfold with data center demand accounting for an"  
[X Link](https://x.com/InvestNorthwise/status/2022753460710502828)  2026-02-14T19:23Z [---] followers, [----] engagements


"$NBIS Aether represents a significant leap forward in cloud computing efficiency specifically designed to tackle the performance bottlenecks inherent in traditional virtualized environments. Conventional cloud setups often struggle with a "heavy abstraction layer" typically consuming 10-15% of processing power just to manage hardware-to-software communication. This legacy approach relies on hardware-defined networking and standard TCP protocols which introduce layers of overhead and latency that can throttle high-performance AI workloads. By identifying these systemic inefficiencies Nebius"  
[X Link](https://x.com/InvestNorthwise/status/2022768811045224715)  2026-02-14T20:24Z [---] followers, [----] engagements


"AWS $AMZN as a Power-Backed Compute Network AI infrastructure economics are increasingly governed by power allocation rather than server procurement. High-density GPU clusters demand power levels that reshape regional grid planning. Long-term power purchase agreements substation buildouts and geographic diversification now influence competitive positioning. Amazons infrastructure expansion includes: - Large-scale regional data center clusters - Long-dated energy procurement agreements Custom silicon programs such as AWS Trainium and AWS Inferentia - Advanced networking stacks optimized for"  
[X Link](https://x.com/InvestNorthwise/status/2022777876634828957)  2026-02-14T21:00Z [---] followers, [---] engagements


"The Logistics Backbone: Thiaroye and the Pickup Network The national $JMIA operation is centralized through the Thiaroye warehouse on the outskirts of Dakar which serves as the countrys "sorting spine". This facility manages national cross-docking and regional allocation feeding a network of approximately [---] pickup stations (PUS). In [----] pickup stations handled roughly 70% of all deliveries in Senegal. high utilization of pickup stations allowed Jumia Senegal to align with the group-wide goal of reducing fulfillment costs to approximately $2.10 per order down from $3.50 in [----]. Pickup"  
[X Link](https://x.com/InvestNorthwise/status/2022809076841738588)  2026-02-14T23:04Z [---] followers, [----] engagements


"In the architecture of high-performance compute there is a fundamental difference between a facility that hosts GPUs and one that validates them at the extreme edge of physics. The $NBIS Mntsl campus distinguishes itself through the ISEG supercomputer a system that serves less as a marketing trophy and more as a "stress-test" engine for the entire commercial fleet. For an infrastructure provider operating a top-tier supercomputer is the ultimate proof of operational truth. The ISEG Benchmark: Validation of Infrastructure Integrity In recent global evaluations ISEG secured a dual-status"  
[X Link](https://x.com/InvestNorthwise/status/2022317336901120364)  2026-02-13T14:30Z [---] followers, [---] engagements


"Follow along the free @InvestNorthwise weekly newsletter 'Against the Narrative' for deep dive updates on $JMIA $NBIS $HOOD $SOFI $AMD and more https://northwiseproject.com/join-the-list/ https://northwiseproject.com/join-the-list/"  
[X Link](https://x.com/InvestNorthwise/status/2022345017759772827)  2026-02-13T16:20Z [---] followers, [---] engagements


"The $NBIS Entitlement Arbitrage: Manufacturing Speed The transition from the Silica Sands Golf Course to an AI factory was a strategic exploitation of Ordinance 2023-51. Most data center developers face "Not In My Backyard" (NIMBY) resistance when entering new markets. Vineland however provided a unique "pre-socialized" landscape. - Industrial Scarring as an Asset: Decades of sand mining left the land unsuitable for residential development without massive remediation. This lowered the "highest and best use" threshold making a data center which requires large footprints but minimal human"  
[X Link](https://x.com/InvestNorthwise/status/2022362634901950726)  2026-02-13T17:30Z [---] followers, [----] engagements


"Increased our $JMIA position today. Analysts completely misinterpreted earnings. With execution this is a $10B company in the making. Fantastic report and news for Jumia that further confirms our long term thesis surrounding the material moat Jumia is building around locally adaptable logistics and upcountry growth"  
[X Link](https://x.com/InvestNorthwise/status/2022363379319382330)  2026-02-13T17:32Z [---] followers, [----] engagements


"We will be releasing a $NBiS site deep dive on this tomorrow Incredible execution from management. $NBIS Incredible how Nebius just quietly announced one of the largest Data Centers in Europe at 240MW and HALF THE SITE is expected to be OPERATIONAL by end of this year 🔥 The project a redevelopment of a former Bridgestone tyre plant is expected to begin delivering $NBIS Incredible how Nebius just quietly announced one of the largest Data Centers in Europe at 240MW and HALF THE SITE is expected to be OPERATIONAL by end of this year 🔥 The project a redevelopment of a former Bridgestone tyre"  
[X Link](https://x.com/InvestNorthwise/status/2022410435518152728)  2026-02-13T20:39Z [---] followers, [----] engagements


"The $ASML value proposition is increasingly defined by its Holistic Lithography portfolio a strategic pivot that integrates computational lithography and metrology into a closed-loop system. By embedding advanced AI algorithms bolstered by its [----] strategic partnership with Mistral AI ASML has transformed the YieldStar and HMI (Hermes Microvision) e-beam systems from peripheral diagnostic tools into real-time process controllers. This integration allows for "on-the-fly" adjustments to the scanner's projection parameters effectively widening the process window for customers grappling with the"  
[X Link](https://x.com/InvestNorthwise/status/2022483682343424370)  2026-02-14T01:31Z [---] followers, [---] engagements


"The $NBIS Mntsl campus is actively expanding from [--] MW to a full [--] MW with full site availability targeted for early [----]. Check out our free site-specific analysis of the Nebius Mntsl Data Center examining Finlands power profile cooling architecture GPU density and physical scaling limits (on the research tab of our site link in our bio) https://twitter.com/i/web/status/2022717220720357782 https://twitter.com/i/web/status/2022717220720357782"  
[X Link](https://x.com/InvestNorthwise/status/2022717220720357782)  2026-02-14T16:59Z [---] followers, [----] engagements


"Beyond the hardware and software layers ASMLs [----] investment profile is anchored by the profound strategic interdependence of its supply chain specifically the "two companies one business" symbiosis with Carl Zeiss SMT. As of early [----] this relationship has matured into a structural barrier to entry that no competitor can feasibly replicate. With $ASML holding a 24.9% stake in Zeiss SMT the two entities have synchronized their capital expenditure cycles to support the High-NA capacity expansion which is currently projected to drive total revenue toward the [----] billion range. The value is"  
[X Link](https://x.com/InvestNorthwise/status/2022847328579666260)  2026-02-15T01:36Z [---] followers, [---] engagements


"This was a game changing report from $NBIS that most investors aren't getting yet. We have decided to massively increase our stake. These are our full thoughts: What This Earnings Call Actually Confirmed Most people will hear: $16B$20B CapEx Meta fully deployed Microsoft ramping 3GW contracted power 40% EBITDA margin guide And conclude Nebius is becoming a hyperscaler landlord. That is the surface level conclusion. What the call actually signaled especially when layered with prior context is that hyperscaler deals function as capacity underwriting tools not the endgame. The Structural"  
[X Link](https://x.com/InvestNorthwise/status/2022116465877397920)  2026-02-13T01:11Z [---] followers, [----] engagements


"Our NBIS Bthune Deep Dive is now live. This site represents a structural shift in European AI infrastructure capacity. You can view the full deep dive in the comments 240MW total planned capacity inside a repurposed [-----] sqm industrial facility in Pas-de-Calais. 120MW targeted live by end of [----]. Full buildout expected by [----]. Bthune is engineered for 132142kW Blackwell-class rack density from day one with liquid-first cooling architecture and a clear upgrade path toward 300kW+ Rubin-era densities. Energy matters here. The site sits within reach of the 5400MW Gravelines nuclear plant"  
[X Link](https://x.com/InvestNorthwise/status/2022680996743684574)  2026-02-14T14:35Z [---] followers, [----] engagements


"$Meta s position in global digital advertising is often underestimated because it lacks the breadth of a search monopoly or a retail checkout funnel yet the numbers are unambiguous. In [----] captured just shy of a quarter of worldwide digital ad spend placing it firmly among the top three platforms globally behind $GOOGL but ahead of $AMZN. That ranking matters because it reflects dollars actually deployed by advertisers at scale. At this level share gains or losses are measured in tens of billions and competitive dynamics shift slowly. What is less obvious is how defensible this position has"  
[X Link](https://x.com/InvestNorthwise/status/2022339990580044042)  2026-02-13T16:00Z [---] followers, [---] engagements


"The $NBIS storage architecture illustrates how infrastructure design choices directly translate into economic and performance advantages for AI workloads. By replacing conventional TCP-based data paths with an RDMA (Remote Direct Memory Access) storage pipeline Nebius dramatically increases effective bandwidth on the order of seven times versus traditional approaches while simultaneously collapsing end-to-end latency. In practical terms this means GPUs spend far less time idle waiting for data and far more time training or serving models. The latency profile is especially important for"  
[X Link](https://x.com/InvestNorthwise/status/2022392834054328781)  2026-02-13T19:30Z [---] followers, [---] engagements


"The $AMZN Constraint Arbitrage Strategy Amazons present phase is best understood as a deliberate capture of scarce industrial inputs. The enterprise is converting balance sheet capacity into structural control over compute power logistics density and advertising distribution. This is less about incremental growth and more about ownership of bottlenecks. Within AWS the defining variable is not server count. It is access to constrained components across the full stack: advanced silicon supply high-bandwidth networking fabrics transformer-optimized inference layers and megawatt-scale power"  
[X Link](https://x.com/InvestNorthwise/status/2022415484856242304)  2026-02-13T21:00Z [---] followers, [---] engagements


"The secondary cities and rural corridors of Senegal have become the ultimate proving ground for $JMIA demand durability and cost discipline. While Dakar offers volume the "upcountry" pivot addresses the roughly 55% of the population living in regions where formal retail density is thin and supply chains are historically fragmented. In these underserved zones Jumia does not just compete on convenience; it competes on price transparency. In regions like This or the Casamance a branded appliance often carries a 20% to 40% markup in traditional shops due to transport leakage and wholesaler"  
[X Link](https://x.com/InvestNorthwise/status/2022446690381267048)  2026-02-13T23:04Z [---] followers, [---] engagements


"$META leadership in immersive hardware is clear when it comes to shipment data. Reality Labs accounts for roughly [--] out of [--] global VR headset shipments a share that exceeds every competitor combined including $SONY's console-anchored devices and $AAPL's premium low-volume entry. This dominance reflects control over the largest installed base the most active developer ecosystem and the widest distribution footprint in consumer VR. What makes this position unusual is that it exists alongside persistent operating losses. Reality Labs remains unprofitable yet its shipment share confers practical"  
[X Link](https://x.com/InvestNorthwise/status/2022732577807667314)  2026-02-14T18:00Z [---] followers, [---] engagements


"@Orangeman1992 Thanks for the share This build allows $NBIS to move closer to their [----] GW target and allows it develop a strong anchor campus in the heart of the EU geographically"  
[X Link](https://x.com/InvestNorthwise/status/2022964488362987734)  2026-02-15T09:21Z [---] followers, [--] engagements


"Day 11: The GPU Supply Factor While power is the first bottleneck GPU availability is the second. The $IREN roadmap requires hundreds of thousands of units from $NVDA or $AMD. The timing of these deliveries must remain synchronized with construction. Fortunately large anchor contracts often come with priority access to the supply chain. As long as the hyperscale partnerships hold the risk of "dark" data centers remains low. https://twitter.com/i/web/status/2018487600223232022 https://twitter.com/i/web/status/2018487600223232022"  
[X Link](https://x.com/InvestNorthwise/status/2018487600223232022)  2026-02-03T00:52Z [---] followers, [---] engagements


"$META's advertising system increasingly resembles a long-duration economic utility because it converts attention into measurable outcomes with a level of reliability and repeatability that few media platforms can match. The core distinction is that spend is allocated against observed performance rather than probabilistic brand impact. Ads are delivered inside environments where discovery intent formation and action occur in close sequence allowing conversion signals to feed directly back into ranking targeting and creative optimization. At global scale this creates a compounding feedback"  
[X Link](https://x.com/InvestNorthwise/status/2018489823657414916)  2026-02-03T01:00Z [---] followers, [---] engagements


"$AMD sovereign AI in Europe looks like EuroHPC capacity buildout not hyperscaler spillover. Under the EuroHPC Joint Undertaking Europe has funded 7B+ in supercomputing and AI infrastructure across member states. Flagship systems include LUMI in Finland at [---] petaflops (HPL) using $AMD EPYC CPUs and Instinct MI250X JUPITER in Germany targeting [--] exaflop with $AMD MI300A and Frances Alice Recoque designed to exceed [--] exaflop with $AMD Instinct MI300-class accelerators. These deployments are structured as national and EU-level infrastructure assets with multi-year funding domestic system"  
[X Link](https://x.com/InvestNorthwise/status/2018516289732456712)  2026-02-03T02:46Z [---] followers, [---] engagements


"Day 13: Localizing the Supply Chain Reducing exposure to cross-border supply chains is a strategic priority for $JMIA. The opening of the Cairo warehouse in [----] highlights this effort. Local sourcing shortens delivery timelines and stabilizes pricing. It also protects the business from the currency and import shocks that plague international logistics. By relying on regional sellers $JMIA creates a more resilient marketplace. This transition from an importer to a local coordinator is essential for long-term margin stability. https://twitter.com/i/web/status/2018676344402362490"  
[X Link](https://x.com/InvestNorthwise/status/2018676344402362490)  2026-02-03T13:22Z [---] followers, [---] engagements


"Day 6: PayPals balance sheet remains conservative: in [----] PayPal reported nearly more cash than it has debt giving it flexibility for strategic investment or further capital returns. @PayPals balance sheet strength is easy to overlook amid debates about growth and competition yet it remains a meaningful strategic asset. As of [----] the company had roughly $60 billion in currant assets against about $45 billion in current liabilities preserving net liquidity while operating at global scale. This conservative positioning gives PayPal unusual optionality for a mature fintech platform: it can"  
[X Link](https://x.com/InvestNorthwise/status/2018746308715335721)  2026-02-03T18:00Z [---] followers, [---] engagements


"Artificial intelligence at $Meta is best understood as an internal economic re-write. Its most durable impact shows up in how the company produces output: ranking systems that self-optimize at scale ad delivery models that compress experimentation cycles integrity systems that reduce marginal moderation costs and infrastructure orchestration that continuously reallocates compute toward the highest-return workloads. These deployments suppress cost growth structurally not episodically. As model performance improves the same systems absorb incremental volume without incremental labor turning"  
[X Link](https://x.com/InvestNorthwise/status/2018807458966483128)  2026-02-03T22:03Z [---] followers, [---] engagements


"$AMD sovereign AI in MENA looks like state-funded national capacity anchored to energy advantage not cloud overflow. Across the Gulf sovereign AI programs are funded directly by governments and sovereign wealth vehicles with multi-billion-dollar capex envelopes tied to national digital strategies rather than commercial ROI timelines. Public disclosures across Saudi Arabia the UAE and Qatar point to tens of billions of dollars allocated to AI data centers and advanced compute as part of long-range industrial policy. These deployments are built on-prem paired with dedicated power infrastructure"  
[X Link](https://x.com/InvestNorthwise/status/2018882213832470736)  2026-02-04T03:00Z [---] followers, [---] engagements


"Day 14: Final Conclusion: Time Arbitrage Investing in $JD today is an exercise in time arbitrage. The business is valued as if it is in terminal decline yet it operates a logistics network that is a national necessity. The path to [----] will likely be volatile but the destination is anchored by [---] billion dollars in revenue and a [--] percent ROE. We continue to view the equity as a duration play on the Chinese consumer. The groundwork for long-term value has already been built in concrete and steel. If you have enjoyed this series and want more $JD updates consider following our free"  
[X Link](https://x.com/InvestNorthwise/status/2018969022801563743)  2026-02-04T08:45Z [---] followers, [---] engagements


"AMDs five-year acquisition cycle was not opportunistic. It was structural. From [--------] $AMD assembled CPUs GPUs DPUs FPGAs AI NICs compiler stacks optical IP and rack-scale systems. By [----] only two companies could deliver full AI factories at hyperscaler scale. One is closed in $NVDA One is open. Hyperscalers like $META $MSFT and $AMZN do not accept single-vendor dependency at this level. https://twitter.com/i/web/status/2019091328420704733 https://twitter.com/i/web/status/2019091328420704733"  
[X Link](https://x.com/InvestNorthwise/status/2019091328420704733)  2026-02-04T16:51Z [---] followers, [---] engagements


"Adding today: $AMD $SOFI $META $AMZN $HOOD $NBIS $JMIA $NU There is a price to long-term growth investing and it means buying when your conviction is tested. Things could get much worse if the overall market sells off outside of tech. If you are educated and have a strong thesis these are buying opportunities for the names of the next decade. https://twitter.com/i/web/status/2019102808436289655 https://twitter.com/i/web/status/2019102808436289655"  
[X Link](https://x.com/InvestNorthwise/status/2019102808436289655)  2026-02-04T17:36Z [---] followers, [---] engagements


"The software gap that protected $NVDA is no longer binary. ROCm Triton-native workflows MLIR pipelines and low-precision formats (FP4 FP6) now allow $AMD hardware to run inside the same training and inference stacks hyperscalers already use. This does not require CUDA displacement. It requires interoperability under capacity stress. That is a much lower adoption barrier. https://twitter.com/i/web/status/2019152229958320592 https://twitter.com/i/web/status/2019152229958320592"  
[X Link](https://x.com/InvestNorthwise/status/2019152229958320592)  2026-02-04T20:53Z [---] followers, [---] engagements


"Just because a company is cheap doesn't make it a buy. $DUOL is a great example. Most of X has been screaming to buy Duolingo all the way from its all time highs. In our new $DUOL overview in the comments we discuss why we weren't buyers. Not all SAS companies are doomed from AI some will benefit greatly but companies like Duolingo (who are hemorrhaging top talent) do not have a moat aside from gamification and branding. It's never been easier to talk to LLMs to practice foreign languages for free not to mention it could make an attractive market entry for many looking to cheaply increase ARR"  
[X Link](https://x.com/InvestNorthwise/status/2019179249928925547)  2026-02-04T22:40Z [---] followers, [---] engagements


"https://northwiseproject.com/duolingo-stock-analysis/ https://northwiseproject.com/duolingo-stock-analysis/"  
[X Link](https://x.com/InvestNorthwise/status/2019179325657117081)  2026-02-04T22:40Z [---] followers, [---] engagements


"The Ivorian market isn't just another line item in the $JMIA portfolio. Its the blueprint for sustainable African e-commerce. While headlines fixate on the volatility of Nigeria and Egypt Cte dIvoire has quietly evolved into a high-conviction reference case for logistics-first commerce. The "Stability Moat" in West Africa: Currency Integrity: The CFA franc peg provides a translation shield that keeps nominal growth from being erased by FX shocks. Logistics Density: With 67% of orders originating outside Abidjan the "rural arbitrage" is the primary engine of expansion. Disciplined Unit"  
[X Link](https://x.com/InvestNorthwise/status/2019195515267871184)  2026-02-04T23:45Z [---] followers, [----] engagements


"Day 13: Mispricing the Timeline Markets tend to lag when a story changes categories. Investors are still looking at quarterly Bitcoin production when they should be looking at substation energization schedules. The complexity of building 3GW of infrastructure creates a "fog of war" that keeps the valuation suppressed. Once the physical assets are live and the revenue is recurring the market will re-rate $IREN as an infrastructure play. Patience is required to let the construction cycle play out. https://twitter.com/i/web/status/2019213131252396259"  
[X Link](https://x.com/InvestNorthwise/status/2019213131252396259)  2026-02-05T00:55Z [---] followers, [---] engagements


"@bisseminister https://www.reuters.com/business/healthcare-pharmaceuticals/hims-hers-health-launches-copy-wegovy-pill-49-2026-02-05/ https://www.reuters.com/business/healthcare-pharmaceuticals/hims-hers-health-launches-copy-wegovy-pill-49-2026-02-05/"  
[X Link](https://x.com/InvestNorthwise/status/2019404993682604130)  2026-02-05T13:37Z [---] followers, [---] engagements


"We have released our view of a [---] Trillion Dollar total addressable market for AI by the end of [----]. We approach from a supply constrained perspective with $TSMC $SSNLF & $INTL and working our way to GPUs ( $AMD $NVDA ) and ASICs $GOOG $META $AVGO https://northwiseproject.com/ai-accelerator-market-forecast-2030/ https://northwiseproject.com/ai-accelerator-market-forecast-2030/"  
[X Link](https://x.com/InvestNorthwise/status/1979911209030656359)  2025-10-19T14:03Z [---] followers, [---] engagements

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