$IREN - Complete A-Z investment case. In this post I’ll cover why I expect this hyper-growth stock to crack $150 over the next 18 months—representing a gain of 1150% from its current price of $12 📈. I went ‘All-In’ this stock, and for good reason…. 🧵

🚨 $IREN just purchased 2.4k Blackwell GPUs (B200/B300). What most investors don’t realize is that $IREN's GPU cloud is among the only ones capable of offering *air-cooled* B200/B300 GPUs at scale. Unlike the GB200/GB300 models, which require extremely CAPEX-intensive.

Highly recommend checking out Antonio’s new deep-dive on $IREN. Just finished reading it — it’s really well-written. I especially liked the comparison to $TSLA as a fully vertically integrated, disruptive tech play. Couldn’t agree more with that take. I’m currently working.

I’m currently working on a new deep dive on $IREN. $IREN isn’t the easiest stock to grasp & I have noticed a lot of misconceptions floating around that mischaracterize what the company actually is or does. In my upcoming post, I’ll clear up a lot of that confusion and lay out.

$IREN is easily the best hyper-growth stock right now — especially at this valuation. 👉 173% YoY revenue growth.👉 181.4% YoY net income growth. Net Margins = 16.3% & rapidly widening. Absolutely MASSIVE pipeline ahead in the AI data center space. P/S ratio barely over 6,.

Initial Thoughts on $IREN's $500m Convertible Notes Offering. It comes as no surprise that $IREN is raising more capital at this point — as recently as ~3 weeks ago I was highlighting this possibility in my EC breakdown. This offering effectively shuts off the current ATM, for

Strong price action on $IREN today. The market seems to be slowly catching up to reality. There is NO other data center play growing at this pace — *profitably*. May 2024 (Monthly):. • Revenue: $16M. • Electricity Costs: $8.2M. • Gross Profit: $7.8M. May 2025 (Monthly):. •

I personally met $IREN's Operations Team — here are my key takeaways:. Last week, I visited $IREN's massive 750 MW Childress site and had the privilege of speaking for several hours with key operations executives, including:. → David Shaw, Chief Operating Officer.→ Giles Walsh,

Had a great dinner last week with the $IREN team. Spent a couple of hours speaking with $IREN's CCO, Kent Draper — mostly about the company’s exceptionally strong positioning in the broader AI/HPC market. His depth of knowledge and sheer confidence were genuinely impressive.

$IREN Simply Wall Street "Fair Value" price target: $92. After $IREN's stellar Q1 earnings last week — with over 170% YoY revenue growth and 16% net margins — price targets are being upgraded across the board. I remember when @simplywallst had a price target below $5 not that

$IREN Q1: General Thoughts 💭 (4/4). In all honesty, my initial reaction after the earnings call was a bit muted. I think management sold itself a little short — a common theme with this team. Their unofficial motto really is: under-promise, over-deliver. However, the.

$IREN Q1: Dilution: 📊 (3/4). Now we come to the most controversial topic of this earnings release: dilution — i.e., new share issuance. During the quarter, through its open ATM facility, $IREN sold 10.02 million shares at an average price of $11.07, raising $110.9 million. This

$IREN Q1: AI/HPC Progress 📈(2/4). A major part of the $IREN investment thesis is tied to the company’s ambitious expansion into the rapidly growing AI/HPC industry. While IREN's Bitcoin mining financials remain exceptional, performance in that segment is heavily influenced by

$IREN Q1: Financial Results 💸 (1/4). IREN once again proved to be the most profitable entity in the $BTC mining space. In fact, it was the only “Bitcoin miner” to post a profitable quarter — now for the second quarter in a row, excluding FASB gains/losses (BTC price

$IREN Q1 (FYQ3) Full Breakdown & Analysis (Deep Dive). In this post, I’ll cover everything new revealed in $IREN's recent Q1 earnings presentation (+ the follow-up CEO interview) and provide some much-needed context and insights. 🧵

I’m currently working on a massive deep dive on $IREN's Q1 (FYQ3) earnings. Despite muted investor sentiment, there’s a LOT to unpack. The deep dive will provide valuable context and key insights — a must-read for any $IREN investor or anyone considering a position. Dropping.

$IREN is not a “Bitcoin miner” — it’s one of the fastest growing data center companies in the world. Eventually, everyone will understand this key distinction — likely after the stock is already trading at much higher multiples.

Amazing Q1 for $IREN! 👏. Didn’t expect anything less — now for the 2. quarter in a row, the ONLY company mining $BTC profitably. Revenue: $148.1m.Net Income: $24.2m. Fastest-growing & most profitable entity in the space. No doubt the move into AI will be just as successful. 📈.

$IREN is facing its most critical earnings call. Tomorrow, $IREN is arguably holding one of the most consequential earnings calls in the company’s history. So far, the market isn’t buying $IREN's 'AI story' — as evident by its valuation, the 2.91 GW of secured energy is being

The US is extremely short on power, yet some companies have plenty of it 🤷🏻‍♂️ . $IREN is one of the best-positioned companies to capitalize on the ongoing paradigm shift in AI compute demand.