Nebius wants partners to finance the data centers and GPUs while it runs the cloud on top and collects the fees. We studied the stack, the market lanes and the partnerships, then modeled the business ...

NVIDIA no longer sells chips so much as entire AI factories, and the buyers of those factories now stretch far beyond the hyperscalers. Our work on the companies doing the buying points to a larger ...

How Nebius can earn cloud fees on partner-owned GPUs. Explore owner economics, Palantir, cash flow and our 2030 asset-light scenarios in this free report. Celsius stock analysis of the shelf reset, ...

AST SpaceMobile is building a network in orbit that ordinary phones can use directly. We walk through the technology, the evidence behind it, the competitors closing in, and the carrier partnerships ...

Celsius cut too deep into its own shelf space in 2026, and investors are still trying to separate a fixable mistake from a fading brand. Our 2030 forecast rests on a repaired core, a much larger Alani ...

Meta's AI spending presents investors with two facts that are difficult to reconcile. Advertising is growing rapidly, helped by better recommendations and ad matching. Yet the investment needed to ...

We modeled every IREN site, contract, loan and share issuance month by month through 2030. The power is real and the demand is real. What remains open is how much of the company IREN is building will ...

The stock has been cut in half during SoFi's best operating year. We rebuilt the bank one loan at a time to find out whether the market sees something the income statement hides. Start with the offer ...

Nike still makes shoes people line up for. It also carries the costs of a much bigger business. We examine whether better products, healthier retail relationships and tighter spending can turn the ...

Robinhood has won a place in millions of investors’ lives. The larger opportunity is the money they still hold elsewhere. Banking, retirement, credit, private markets and financial infrastructure ...

AMD’s customers are preparing to buy far more computing power. We believe the company can earn more from each deployment, expand its CPU business and turn that growth into substantial earnings. The ...

AWS is accelerating, advertising is becoming a much larger profit source, and Leo and Zoox are moving toward commercial scale. Our forecast follows what Amazon must build, sell and finance without ...