#105 Alpha Score 94.3

Northwise Project

Fundamental Investment Research Publisher
@investnorthwise · tracked since Jan 2026
105
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Alpha Score 94.3
Calls
46
Win Rate
60.0%
return
+15.6%
Calls 46 1833 Posts tracked · 7.1/day Posted today
Calls
7d 0
30d 2
90d 6
Win Rate 60% Long 44 Short 2
Win Rate
7d 45%
30d 49%
90d 51%
Average Return +15.6% Long Return +15.9% Short Return +1.6%
Average Return
7d -0.7%
30d +2.0%
90d +2.6%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 09
$17.25
+1.6%
CIFR financing-dilution feedback loop drives downside
Short CIFR because weaker project financing raises parent equity requirements, forcing more share issuance; a lower stock price then makes each raise more dilutive, compounding downside per-share outcomes versus operating capacity.
Crypto Miners
Long
Aug 27
$152.20
-1.1%
Oracle capex rollover boosts cash generation
Stay long ORCL as gross capex declines from $92.9B to $57.8B while funded assets ramp toward productivity, shifting Oracle toward maintenance and likely stronger future cash generation.
Hyperscalers
Long
Jul 27
$70.81
+6.6%
NFLX ad tier unlocks new revenue layer
Buy NFLX as the ad tier creates a new monetization layer on existing viewing hours, expands addressable audience into lower-income markets, and opens fresh inventory from live events and library content — driving long-term margin expansion if execution holds.
Streaming
Showing 3 of 46 calls · sorted by mentions

Northwise Project has 46 trade ideas tracked on Buzzberg across 44 tickers since January 2026. Win rate 60% across 45 evaluated calls, average return +15.6%. Ranked #105 on the Buzzberg Alpha leaderboard. Most covered: NBIS, IREN, AMD.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology