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

Northwise Project posts on X about $nbis, ai, $jmia, in the 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)


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


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


### 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)  26.13% [technology brands](/list/technology-brands)  21.62% [finance](/list/finance)  19.82% [countries](/list/countries)  13.51% [travel destinations](/list/travel-destinations)  1.8% [exchanges](/list/exchanges)  0.9% [social networks](/list/social-networks)  0.9% [automotive brands](/list/automotive-brands)  0.9%

**Social topic influence**
[$nbis](/topic/$nbis) #52, [ai](/topic/ai) 20.72%, [$jmia](/topic/$jmia) #8, [in the](/topic/in-the) 9.91%, [business](/topic/business) 9.01%, [we are](/topic/we-are) 9.01%, [$amzn](/topic/$amzn) #611, [meta](/topic/meta) 6.31%, [senegal](/topic/senegal) #827, [this is](/topic/this-is) 5.41%

**Top accounts mentioned or mentioned by**
[@yodastockinvest](/creator/undefined) [@longinvest32](/creator/undefined) [@northboundsigns](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@0902jcmida](/creator/undefined) [@blackpanthercap](/creator/undefined) [@nebiusai](/creator/undefined) [@orangeman1992](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@vicridrag](/creator/undefined) [@mbhogan](/creator/undefined) [@cernunnoscap](/creator/undefined) [@rebiii333re](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@kristinaparts](/creator/undefined) [@ft](/creator/undefined) [@reutersbiz](/creator/undefined) [@foxbusiness](/creator/undefined) [@5to9mj](/creator/undefined)

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

"The Convergence: How Senegals Macro Super-Cycle De-Risked $JMIA. [--------] represents a rare "clean" window in frontier market history. In many African markets operational gains are often swallowed by currency collapses or fiscal instability. Senegal however has provided the inverse: a macro "super-cycle" that arrived precisely as Jumias unit economics reached maturity. This alignment has allowed the company to prove that its model is not just a survival strategy for high-inflation environments but a high-torque growth engine when a middle class begins to form in real-time. The Hydrocarbon"  
[X Link](https://x.com/InvestNorthwise/status/2022083302442578351)  2026-02-12T23:00Z [---] 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. https://twitter.com/i/web/status/2022363379319382330 https://twitter.com/i/web/status/2022363379319382330"  
[X Link](https://x.com/InvestNorthwise/status/2022363379319382330)  2026-02-13T17:32Z [---] followers, [----] engagements


"The transition from financial processing to high-density AI compute at the Oxmoor Valley (Alabama) $NBIS site represents a strategic pivot in infrastructure utility moving beyond simple uptime toward thermal and power density optimization. While the legacy Regions facility prioritized transactional continuity the NBIS BHM01 development leverages the sites "hardened" municipal integration to solve the primary bottleneck of generative AI: power delivery at the rack level. The Substrate Advantage The value of the site isnt in the [------] square feet of legacy floor space but in the pre-existing"  
[X Link](https://x.com/InvestNorthwise/status/2023493296991895594)  2026-02-16T20:22Z [---] followers, [----] engagements


"The $NBIS Hybrid Orchestration Advantage: Kubernetes meets Slurm Aethers primary innovation is the Managed Soperator a proprietary Kubernetes operator that integrates the high-performance batch scheduling of Slurm with the elastic containerized agility of Kubernetes. - Deterministic Scheduling for Training: For multi-month training runs Aether uses Slurm-based logic to ensure exclusive resource reservations and "gang scheduling." This guarantees that all [-----] GPUs in a Blackwell cluster synchronize their gradients simultaneously preventing the "straggler problem" where one slow node stalls"  
[X Link](https://x.com/InvestNorthwise/status/2023806649916420442)  2026-02-17T17:08Z [---] followers, [---] engagements


"Each horizontal layer represents an $AMZN CapEx cohort that begins life as capitalized infrastructure and later converts into annual depreciation expense. The [----] baseline ($51B) is not static it becomes the foundation upon which every subsequent hardware cohort compounds. By [----] the projected cumulative annual depreciation of $160$180B reflects not a sudden event but the arithmetic outcome of years of sustained hardware deployment. This is the essence of Amazon's depreciation wall. CapEx is the visible action the announcement of new data centers GPU clusters networking expansions."  
[X Link](https://x.com/InvestNorthwise/status/2023831059918713211)  2026-02-17T18:45Z [---] followers, [---] engagements


"The $NBIS 100kW Density Moat: Physics as a Competitive Barrier As AI models scale toward trillion-parameter architectures the physical distance between GPUs introduces "tail latency" that can degrade training efficiency by 2030%. Vinelands 100kW+ rack density allows for a massive reduction in the physical footprint of a cluster keeping thousands of GPUs within a single InfiniBand or NVLink domain. Cable Arbitrage: By packing [--] GPUs into a single rack (like the NVIDIA GB200 NVL72) the facility reduces the need for expensive high-latency active optical cables (AOCs) in favor of passive copper"  
[X Link](https://x.com/InvestNorthwise/status/2023406764578738243)  2026-02-16T14:39Z [---] followers, [----] engagements


"Phase [--] $AMZN Infrastructure Build In this stage capital intensity explodes ahead of visible earnings. For Amazon that means AI data centers custom silicon (Trainium/Inferentia) networking fabric and long-duration power contracts. CapEx scales from $130B toward $200B+ and eventually $300B annually. On the income statement however very little of that shows up immediately as profit. Cash goes out the door. Assets go on the balance sheet. The narrative becomes spending risk. This is where Amazon sits today. Phase [--] The Depreciation Wall This is the uncomfortable middle. As each annual CapEx"  
[X Link](https://x.com/InvestNorthwise/status/2023503905099813282)  2026-02-16T21:05Z [---] followers, [---] engagements


"Just miles from $NBIS Bthune stands the Gravelines Nuclear Power Plant Western Europes most powerful nuclear facility generating [----] MW of baseload capacity. Against that backbone a [---] MW AI campus represents roughly 4.4% of output positioning the build as a high-density industrial load within an already engineered power ecosystem. As GPU accelerators scale toward 600W to 1000W and rack densities approach [---] kW nuclear-backed baseload delivers grid stability carbon alignment and long-duration supply predictability. Within the European Unions regulatory framework that carbon profile"  
[X Link](https://x.com/InvestNorthwise/status/2023925432492732824)  2026-02-18T01:00Z [---] followers, [----] engagements


"$AMZN Logistics as a Distributed Robotics Platform The fulfillment network has evolved into a robotics and automation substrate. Facilities incorporate machine vision robotic picking systems and route optimization engines trained on years of delivery telemetry. Each incremental warehouse enhances geographic density. Greater density reduces last-mile cost per package. Lower unit cost enables faster shipping commitments. Faster shipping commitments increase purchase frequency. The fulfillment network increasingly resembles a distributed physical API for commerce. Third-party sellers plug into"  
[X Link](https://x.com/anyuser/status/2023563547540943053)  2026-02-17T01:02Z [---] followers, [---] engagements


"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


"$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


"$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


"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


"The AI vs. Traditional Cloud Split Approximately 75% of aggregate hyperscaler capex in [----] will be for AI infrastructure; the non-AI portion includes capex for traditional cloud and other business lines. So of $AMZN 's $200B roughly $150B is AI-specific and $50B is traditional cloud. That 25% "non-AI" portion is $50B just for maintaining and expanding the traditional cloud business that's already highly profitable. The Traditional Cloud Migration Wave is Real and Ongoing 94% of organizations already use cloud infrastructure in some format. Over 50% of enterprise and SMB workloads now run in"  
[X Link](https://x.com/InvestNorthwise/status/2020568311269142584)  2026-02-08T18:40Z [---] followers, [---] engagements


"$JMIA management discipline was tested with the decision to exit food delivery in late [----]. It was the right move for profitability. Eliminating high-friction low-value food orders (typically $5-$8) immediately reset the platforms economics. The focus shifted entirely to higher conviction physical goods electronics appliances and phones pushing the Average Order Value consistently into the $50$100 range. https://twitter.com/i/web/status/2020645066243731687 https://twitter.com/i/web/status/2020645066243731687"  
[X Link](https://x.com/InvestNorthwise/status/2020645066243731687)  2026-02-08T23:45Z [---] 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


"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


"https://northwiseproject.com/nbis-stock/ https://northwiseproject.com/nbis-stock/"  
[X Link](https://x.com/anyuser/status/2021009232414507391)  2026-02-09T23:52Z [---] 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


"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


"$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


"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


"@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


"$NBIS posts strong Q4 results and raises [----] Capacity Guidance to 3GW"  
[X Link](https://x.com/InvestNorthwise/status/2021917968108535857)  2026-02-12T12:03Z [---] 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


"$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


"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


"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


"@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


"$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


"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


"@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


"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


"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


"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 $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


"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


"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


"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


"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


"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


"$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


"$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


"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


"@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


"@NorthBoundSigns Its easy to dismiss $NBIS because of how technical it is to understand but the more you dig the more its apparent that they are in a unique position to benefit from massive revolutions"  
[X Link](https://x.com/InvestNorthwise/status/2023042853497430339)  2026-02-15T14:32Z [---] followers, [---] engagements


"The only other one for us of this scale is $AMD and the more we look into comments from CEOs this year the more we realize Capex is no where near peaking. That's why we have begun to model $NBIS $AMD and other "shovel" providers under the assumption that all compute that's physically possible to provide through [----] will be sold. It really begins to change the way you look at this opportunity. Everything hinges on execution it's no longer a relevant question of demand. https://twitter.com/i/web/status/2023049425887678604 https://twitter.com/i/web/status/2023049425887678604"  
[X Link](https://x.com/InvestNorthwise/status/2023049425887678604)  2026-02-15T14:59Z [---] followers, [--] engagements


"$NBIS may just be a once in a generation opportunity. I know a lot of investors didn't like the communication style from management during the earnings call but we recommend reading the transcript again. It was a masterclass in execution and confidence. We would much prefer Arkady and leadership to continue to execute at this incredibly high level rather than worry about theatrics that are common in this industry. https://twitter.com/i/web/status/2023049977132364191 https://twitter.com/i/web/status/2023049977132364191"  
[X Link](https://x.com/InvestNorthwise/status/2023049977132364191)  2026-02-15T15:01Z [---] followers, [---] engagements


"@Vicridrag The last few weeks appear to have been an awesome opportunity to pick up more $NBIS It could be an even better couple of weeks ahead if macro holds up enough for momentum to continue. We added significantly over the period as well"  
[X Link](https://x.com/InvestNorthwise/status/2023052165560897987)  2026-02-15T15:09Z [---] followers, [---] engagements


"@longinvest32 PE is largely useless for evaluating $NBIS at this time. Arkady and management expressed it clearly in the call. ARR is everything for a business approaching a hyper growth phase"  
[X Link](https://x.com/InvestNorthwise/status/2023052403025817757)  2026-02-15T15:10Z [---] followers, [--] engagements


"@longinvest32 Of course Thank you for the support. The $NBIS community has been awesome"  
[X Link](https://x.com/InvestNorthwise/status/2023052570777026660)  2026-02-15T15:11Z [---] followers, [--] engagements


"@MB_Hogan Thanks for sharing Mark We may be revising this upwards soon. After we finish our $NBIS site analyses series we are going to build a site up model that tracks potential capacity over this period where possible as well as factor in stakes in Clickride etc"  
[X Link](https://x.com/InvestNorthwise/status/2023068236028280845)  2026-02-15T16:13Z [---] followers, [---] engagements


"In the rapidly evolving AI infrastructure landscape the $NBIS Independence Missouri project represents a pivot from "opportunistic growth" to "infrastructure as an asset." While many Neo-cloud providers are scaling through rapid-fire colocation leases @nebiusai is shifting toward a vertically integrated campus model that solves for the two most critical bottlenecks in AI today: Power Autonomy and Rack Density. The Power-First Strategy: Beyond the Grid The most significant nuance of the Independence site is its radical approach to energy. Rather than competing for existing municipal load the"  
[X Link](https://x.com/InvestNorthwise/status/2023070297780629738)  2026-02-15T16:22Z [---] followers, [----] engagements


"We hear you Our previous research on $AMD has uniquely prepared us to analyze $NBIS from a much larger macro perspective than most get into on X. We have done a lot of modeling on Accelerator markets in [----]. We thought we might have been too bullish before this earnings season turns out. We may have been overly conservative. https://twitter.com/i/web/status/2023070523396071849 https://twitter.com/i/web/status/2023070523396071849"  
[X Link](https://x.com/InvestNorthwise/status/2023070523396071849)  2026-02-15T16:22Z [---] followers, [---] engagements


"In the [----] AI infrastructure market the $NBIS "Vineland Model" has redefined the baseline for Power Usage Effectiveness (PUE) by internalizing the utility function. While legacy data centers treat power as a pass-through OpEx item Vineland treats it as a vertically integrated supply chain. By bypassing the PJM grid the site converts raw natural gas into high-fidelity compute cycles creating a structural margin cushion that is immune to the record-breaking capacity prices currently hitting the Mid-Atlantic. The Fuel-to-Compute Arbitrage The fundamental alpha of Vineland lies in the delta"  
[X Link](https://x.com/InvestNorthwise/status/2023114589374988707)  2026-02-15T19:18Z [---] followers, [----] engagements


"$NBIS made it very clear that existing hyperscale contracts will likely be expanded but that it's also not their main focus as they seek to build out their higher margin cloud customer base. We think this speaks volumes about the confidence management is feeling. It takes certainty and an enormous amount of discipline to chase these deals down that practically equate to current market cap. https://twitter.com/i/web/status/2023117160214642885 https://twitter.com/i/web/status/2023117160214642885"  
[X Link](https://x.com/InvestNorthwise/status/2023117160214642885)  2026-02-15T19:28Z [---] followers, [---] engagements


"@5to9_MJ Thats exactly how we are beginning to think about $nbis Management has made it clear that this goes far beyond hyperscaler contracts. Their role is to provide the necessary cashflows to fund the buildout of a high profitability mega cloud business"  
[X Link](https://x.com/InvestNorthwise/status/2023119836881035503)  2026-02-15T19:38Z [---] followers, [---] engagements


"https://northwiseproject.com/nbis-alabama-data-center/ https://northwiseproject.com/nbis-alabama-data-center/"  
[X Link](https://x.com/InvestNorthwise/status/2023135940474998824)  2026-02-15T20:42Z [---] followers, [---] engagements


"@longinvest32 Its a pleasure $NBIS is an exciting opportunity to cover Many more analyses in the works"  
[X Link](https://x.com/InvestNorthwise/status/2023140076679819467)  2026-02-15T20:59Z [---] followers, [---] engagements


"@braden_tewinkel Cooling seems to be an integral part of $NBIS designs across the globe currently. I appreciate that management is willing to spend what's necessary upfront to approach peak PUE efficiency and to save on retooling and reconfiguring later on"  
[X Link](https://x.com/InvestNorthwise/status/2023143660741886099)  2026-02-15T21:13Z [---] followers, [---] engagements


"How $NBIS Optimizes LLM Performance via Disaggregated Inference. Disaggregated inference represents a sophisticated architectural shift in how Large Language Models (LLMs) process information specifically by separating the Prefill and Decode stages into distinct computational phases. In the initial Prefill stage dedicated resources are allocated solely for prompt processing and KV cache construction. By isolating this phase the system prevents sudden spikes in computational demand during prompt ingestion from stalling the subsequent generation process ensuring a stable foundation for the"  
[X Link](https://x.com/InvestNorthwise/status/2023153344382898589)  2026-02-15T21:52Z [---] followers, [---] engagements


"The $JMIA JForce agent network functions as the human operating system for Jumias expansion serving as the critical "last-inch" connection in a market where digital adoption often outpaces digital trust. Jumia Senegals [----] active agents had effectively transformed from simple sales consultants into community-based entrepreneurs who handle everything from product education to dispute resolution. In rural corridors where high-quality smartphones can cost nearly a fifth of a person's monthly income these agents act as a shared digital resource placing orders on their own devices to unlock"  
[X Link](https://x.com/InvestNorthwise/status/2023172219128676393)  2026-02-15T23:07Z [---] followers, [----] engagements


"The primary threat to forward guidance of $ASML isn't technological but rather the geopolitical fragmentation of its revenue base. The company has guided that Chinas share of net sales will normalize to approximately 20% a meaningful retreat from the 33%-40% highs of [--------]. This "China air pocket" is a direct result of the expanded [----] export controls which now mandate Dutch government licenses for a broader range of mid-critical DUV immersion tools. For the investor the nuance lies in the geographic rebalancing of the backlog: ASML is effectively swapping low-margin policy-driven DUV"  
[X Link](https://x.com/InvestNorthwise/status/2023211477625446649)  2026-02-16T01:43Z [---] followers, [---] engagements


"@nvidian_kashiwa We will have a lot more $NBIS analyses coming your way in our site deep dive series Its awesome company to study"  
[X Link](https://x.com/InvestNorthwise/status/2023227788069642360)  2026-02-16T02:47Z [---] followers, [---] engagements


"Mark Zuckerbergs habit of coding in public and driving hyper-aggressive timelines has left a lasting imprint on $META corporate culture and strategic execution. This founder-driven ethos has created a company environment where speed often trumps caution allowing Meta to launch products and iterate at a pace few competitors can match. The aggressive experimentation mindset has fueled innovations like Reels AI-enhanced feeds and integrations across the Family of Apps enabling Meta to respond quickly to rivals like TikTok and $SNAP. By embedding risk tolerance into the operational DNA Zuckerberg"  
[X Link](https://x.com/InvestNorthwise/status/2023230859822731697)  2026-02-16T03:00Z [---] followers, [---] engagements


"@YodaStockInvest Thanks for sharing We are really excited about $SOFI at these levels. This is a full culmination of our research and modeling"  
[X Link](https://x.com/InvestNorthwise/status/2023412417057931406)  2026-02-16T15:01Z [---] followers, [---] engagements


"We were really encouraged by $SOFI earnings. The biggest deal was proving that they could outgrow dilution from offerings Would not be surprised to see some acquisition news over the next few months. Really disciplined execution by Noto. The right decision for shareholders is not always the most popular one. https://twitter.com/i/web/status/2023420088506839487 https://twitter.com/i/web/status/2023420088506839487"  
[X Link](https://x.com/InvestNorthwise/status/2023420088506839487)  2026-02-16T15:31Z [---] followers, [--] engagements


"@MB_Hogan Thanks Mark Big things coming for $NBIS"  
[X Link](https://x.com/InvestNorthwise/status/2023915497335476722)  2026-02-18T00:20Z [---] followers, [---] engagements


"We are excited to announce the release of our new $NBIS deep dive on the newly reported data center in Birmingham Alabama. You can check it in the first comment below From steel corridor to GPU-scale infrastructure BHM01 is [--] acres in Birminghams Oxmoor Valley. The site is targeting up to 300MW of purpose-built AI factory capacity. This is a Brownfield-to-AI conversion developer-funded substation sequencing under Alabama Power closed-loop liquid cooling and 100kW+ rack density engineered for an ambitiously targeted initial H2 [----] Rubin-class deployment. Filed before Birminghams moratorium"  
[X Link](https://x.com/InvestNorthwise/status/2023135886368506148)  2026-02-15T20:42Z [---] followers, [----] engagements


"Awesome opportunity to get our massive $SOFI premium report for free Northwise premium reports offer in-depth modeling price targets buy zones and risk analyses. $SOFI Stock Forecast 2030: - Why this is an inflection point for SoFis business - With [----] bear base bull case numbers and price targets Get the Premium Deep Dive by @InvestNorthwise for FREE by signing up to the FREE newsletter here: https://t.co/OzNvbO6TPB https://t.co/iNQAnPxWn8 $SOFI Stock Forecast 2030: - Why this is an inflection point for SoFis business - With [----] bear base bull case numbers and price targets Get the Premium"  
[X Link](https://x.com/InvestNorthwise/status/2023412749716668884)  2026-02-16T15:02Z [---] followers, [---] engagements


"$META AI strategy has shifted from a back-end scaling problem to a front-line product lever and the investment numbers reflect that change. The company now deploys AI models across ranking recommendations ad delivery and content creation for billions of daily users with incremental gains measured in basis points of engagement and ad yield. At Metas scale even marginal improvements in time spent or conversion rates translate into billions of dollars of annualized revenue impact making AI integration economically meaningful long before it is branded as a standalone product. What distinguishes"  
[X Link](https://x.com/anyuser/status/2023442253595766856)  2026-02-16T17:00Z [---] followers, [---] engagements


"Why did $NBIS pick Bthune Bthune anchors itself within the extended FLAP corridor of Frankfurt London Amsterdam and Paris while operating outside the congestion pressures of the Paris metropolitan core. That positioning delivers proximity to Europes densest digital markets with greater flexibility in power allocation real estate and permitting pathways. Northern France functions as a latency hinge between the UK Benelux and the Paris region with major fiber routes naturally traversing the geography. High-throughput dark fiber and synchronized regional connectivity become foundational inputs"  
[X Link](https://x.com/InvestNorthwise/status/2023505771485360153)  2026-02-16T21:12Z [---] followers, [----] engagements


"Beyond its role as a retail facilitator the $JMIA logistics network in Senegal has entered a new phase of commercial maturity: the transition to a Logistics-as-a-Service (LaaS) provider. By early [----] the company began aggressively opening its "fulfillment engine" to third-party businesses including local social commerce merchants and SMEs that previously operated independently of the marketplace. This strategic pivot branded as Jumia Delivery allows outside vendors to leverage Jumias 350+ pickup stations and the Thiaroye sorting spine for their own deliveries. By layering this external"  
[X Link](https://x.com/anyuser/status/2023535110197219695)  2026-02-16T23:09Z [---] followers, [----] engagements


"We are working hard to bring our master $NBIS forecasting and reporting to you this week. What are some topics/questions/themes you would like to see covered We are planning to model ARR from a site up capacity approach while factoring in higher margin cloud growth and key investments in Clickhouse and more. https://twitter.com/i/web/status/2023912275883487390 https://twitter.com/i/web/status/2023912275883487390"  
[X Link](https://x.com/InvestNorthwise/status/2023912275883487390)  2026-02-18T00:07Z [---] followers, [----] engagements


"It's important to consider what if we are wrong about $NBIS Not from a bearish perspective that's the obviously mapped out scenario. But what if we are wrong about the true scale of the opportunity and execution ahead. What if we take Arkady's words at face value and listen to him when he says demand is insatiable and that Nebius has an opportunity to see hypergrowth. To be clear they do not consider Nebius yet to be in its "hyper growth" phase yet. During earnings they pointed to the back half of [----] and beyond as this phase. The need for 20B in capex was clearly attributed to preparing for"  
[X Link](https://x.com/InvestNorthwise/status/2023042114288824818)  2026-02-15T14:30Z [---] followers, 45K engagements


"The newly announced $NBIS Alabama Data Center is a purpose-built AI factory engineered for extreme rack density heavy floor loads and high-throughput network fabrics that traditional enterprise facilities were never designed to handle. While legacy data centers idle at 510kW per rack this architecture targets 80120kW and beyond built from day one for modern GPU clusters at industrial scale"  
[X Link](https://x.com/InvestNorthwise/status/2023862517043524078)  2026-02-17T20:50Z [---] followers, [----] engagements


"Scale without sequencing creates financial drag. A [---] MW site does not come online in a single moment. It ramps in layers. The $NBIS Bthune AI Factory follows a structured three-phase activation model that aligns with NVIDIAs Blackwell deployment cycle and Nebius broader [---] MW to [--] GW ambition by the end of 2026"  
[X Link](https://x.com/InvestNorthwise/status/2023946985066188824)  2026-02-18T02:25Z [---] followers, [----] engagements


"Great macro view on $JMIA in Egypt. We have something related coming out tomorrow 😉 but give this a read The B2B Mirage: Unmasking Jumias True Consumer Engine ($JMIA) Over the last two years Jumias headline growth has been distorted by a massive and temporary macro anomaly in Egypt. Management has not fully spelled out the mechanics. What follows is my best reconstruction based The B2B Mirage: Unmasking Jumias True Consumer Engine ($JMIA) Over the last two years Jumias headline growth has been distorted by a massive and temporary macro anomaly in Egypt. Management has not fully spelled out"  
[X Link](https://x.com/InvestNorthwise/status/2023951618551509298)  2026-02-18T02:44Z [---] followers, [----] engagements


"Egypt is not just another geography inside Jumia. It is the operating center of gravity. We just published our full Egyptian deep dive: Jumia Stock Egypt: a structural analysis of how Egypt anchors Jumias path to profitability. A few key realities: 119M+ population 82%+ internet penetration 76.3% financial inclusion 60% of orders now originate from upcountry regions 200+ engineers building group-wide systems Egypt functions simultaneously as: The largest demand surface The logistics proving ground The engineering backbone The payments scaling lab In [----] the macro environment fractured. FX"  
[X Link](https://x.com/InvestNorthwise/status/2024106631739396263)  2026-02-18T13:00Z [---] followers, [---] engagements


"A [---] MW $NBIS AI campus in Bthune becomes economically powerful when it locks into the continental fiber grid linking London Paris Amsterdam and Frankfurt. Designed with multiple fiber entry points redundant Meet-Me-Rooms and access to dark fiber and high-capacity optical circuits the facility treats physical-layer redundancy as core infrastructure at terabit scale. Regional carriers including Orange SFR and Bouygues Telecom alongside backbone providers Zayo Verizon and Lumen Technologies create a multi-operator environment that strengthens wholesale access and long-haul stability. Internal"  
[X Link](https://x.com/InvestNorthwise/status/2024139844591796542)  2026-02-18T15:12Z [---] followers, [----] engagements


"The defining inflection point for the $NBIS Alabama Data Center arrives in H2 [----] with deployment of $NVDA Vera Rubin NVL72 a fully integrated AI compute block built for frontier-scale training and inference. Each system combines [--] GPUs [--] CPUs a unified high-bandwidth fabric and rack-level liquid cooling into a single high-density architecture engineered for sustained performance. With advanced accelerators operating between 700W and 1000W per GPU rack-scale thermal loads reach industrial levels that demand purpose-built liquid-cooled infrastructure."  
[X Link](https://x.com/InvestNorthwise/status/2024173566904696923)  2026-02-18T17:26Z [---] followers, [----] engagements


"Beyond the Anchor: The Structural Optionality of Vineland For those closely tracking @nebiusai $NBIS the $MSFT anchor at Vineland is often viewed as the "headline" story. However we recognize that the anchor is only the liquidity and engineering bridge to a much more aggressive merchant strategy. The true value of Vineland lies in its role as a blueprint for asymmetric scaling. Here is a deep dive into the technical and structural nuances that define the sites next phase. [--]. The CapEx-to-Cash Flow Compression The primary function of the anchor contract is the optimization of the weighted"  
[X Link](https://x.com/InvestNorthwise/status/2024207289591226679)  2026-02-18T19:40Z [---] followers, [---] engagements


"The capital deployment that ultimately feeds the depreciation wall at Amazon. CapEx scales from roughly $132B in [----] to $300B by [--------]. Each brighter column represents a new hardware cohort entering the balance sheet waiting to roll into the income statement over the following five years. Now connect that to the math. Between [----] and [----] cumulative modeled AWS hardware deployment approaches $924B. Even under a straightforward five-year straight-line schedule annual depreciation expands mechanically as these cohorts stack. [----] expense overlaps with [----] which overlaps with [----] and so"  
[X Link](https://x.com/InvestNorthwise/status/2024229938958651573)  2026-02-18T21:10Z [---] followers, [---] engagements


"Check out our $AMZN article to see our operating income base case estimates Depreciation will likely triple from [----] levels under the assumed CapEx path. The relevant evaluation is whether operating income expands at a comparable or greater pace. Operating leverage drivers include: - AWS scale and utilization density - Advertising monetization per transaction - Third-party marketplace mix shift - Retail automation cost compression - International margin tightening If these forces operate concurrently consolidated operating income can expand even as depreciation layers accumulate."  
[X Link](https://x.com/InvestNorthwise/status/2024261898699702360)  2026-02-18T23:17Z [---] followers, [---] engagements

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