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@Agrippa_Inv
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$IREN - Complete A-Z investment case In this post Iβll cover why I expect this hyper-growth stock to crack $150 over the next 18 monthsβrepresenting a gain of 1150% from its current price of $12 π I went βAll-Inβ this stock, and for good reasonβ¦. π§΅
Iβm currently working on a massive deep dive on $IREN's Q1 (FYQ3) earnings. Despite muted investor sentiment, thereβs a LOT to unpack. The deep dive will provide valuable context and key insights β a must-read for any $IREN investor or anyone considering a position. Droppingβ¦
π¨ $IREN just purchased 2.4k Blackwell GPUs (B200/B300) What most investors donβt 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-intensiveβ¦
$IREN is pleased to announce the expansion of its AI Cloud business: - Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300) - Fully funded from cash reserves - Deploying at Prince George data center - Increases total fleet to ~4,300 NVIDIA GPUs - Unlocks next-gen training andβ¦
Highly recommend checking out Antonioβs new deep-dive on $IREN. Just finished reading it β itβs really well-written. I especially liked the comparison to $TSLA as a fully vertically integrated, disruptive tech play. Couldnβt agree more with that take... Iβm currently workingβ¦
The $IREN deep dive is live. Link in bio to read it for free. Special thanks to @Agrippa_Inv for all his wonderful work, which has helped me learn a lot about $IREN. And thank you to all the community for sharing this investment idea with me.
Iβm currently working on a new deep dive on $IREN $IREN isnβt 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, Iβll clear up a lot of that confusion and lay outβ¦
$IREN is easily the best hyper-growth stock right now β especially at this valuation. π 173% YoY revenue growth π 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,β¦
Initial Thoughts on $IREN's $500m Convertible Notes Offering It comes as no surprise that $IREN is raising more capital at this point β as recently as ~3 weeks ago I was highlighting this possibility in my EC breakdown. This offering effectively shuts off the current ATM, forβ¦
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 β *profitably*. May 2024 (Monthly): β’ Revenue: $16M β’ Electricity Costs: $8.2M β’ Gross Profit: $7.8M May 2025 (Monthly): β’β¦
I personally met $IREN's Operations Team β 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: β David Shaw, Chief Operating Officer β Giles Walsh,β¦
Had a great dinner last week with the $IREN team Spent a couple of hours speaking with $IREN's CCO, Kent Draper β mostly about the companyβs exceptionally strong positioning in the broader AI/HPC market. His depth of knowledge and sheer confidence were genuinely impressive.β¦
$IREN Simply Wall Street "Fair Value" price target: $92 After $IREN's stellar Q1 earnings last week β with over 170% YoY revenue growth and 16% net margins β price targets are being upgraded across the board. I remember when @simplywallst had a price target below $5 not thatβ¦
$IREN is not a βBitcoin minerβ β itβs one of the fastest growing data center companies in the world. Eventually, everyone will understand this key distinction β likely after the stock is already trading at much higher multiples.
Amazing Q1 for $IREN! π Didnβt expect anything less β 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. π
$IREN is facing its most critical earnings call Tomorrow, $IREN is arguably holding one of the most consequential earnings calls in the companyβs history. So far, the market isnβt buying $IREN's 'AI story' β as evident by its valuation, the 2.91 GW of secured energy is beingβ¦
The US is extremely short on power, yet some companies have plenty of it π€·π»ββοΈ $IREN is one of the best-positioned companies to capitalize on the ongoing paradigm shift in AI compute demand.