IREN Limited - Ordinary Shares (IREN)

IREN has already proven that AI customers want its infrastructure. The bigger question is what happens after the contracts are signed and the real economics begin to matter.

SpaceX took a big step toward putting data center satellites in Earth orbit, but that doesn't mean you should sell neocloud stocks.

I have been loading up on Iren and Netlist for more than a year, and I'm not stopping anytime soon.

Iren has an advantage over others wanting to lease out data center capacity.

AI compute pricing is already slipping, and a Stansberry analyst sees better odds in four beaten-down energy stocks built around off-grid and geothermal power

These growth stocks offer direct exposure to the AI data center build-out.

CoreWeave shares rose after Oracle's force majeure notice on a data center project, as JPMorgan upgraded CRWV while Rothschild initiated coverage with a Sell rating, citing debt concerns.

The "force majeure" shows how complicated it has become to construct a data center on time.

These stocks are poised for growth as hyperscaler capital spending grows into the trillions.

IREN stock has surged in recent years as the company pivots to AI cloud services.

One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

The timing is right for this Bitcoin miner turned AI cloud provider.

AI stocks have slid amid some tech CEOs raising concerns about unchecked AI development.

IREN's AI ambitions are getting a real-world test. See what Horizon 1 changes, what must happen next, and why repeatable execution could matter more than another blockbuster contract.

Iren may have multiple gigawatts in its control that investors do not know about.

Iren is leveraging its compute to capitalize on the booming demand for AI training and inference.

An announcement from rival Nebius seemed to lift CoreWeave.

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

The neocloud thesis just got a lot stronger.

Applied Digital's revenue has doubled in two quarters, while IREN's has fallen 43% from its peak — a widening gap that reshapes the competitive picture.

I'm long these two stocks and intend to build my positions in both of them next year.

I will keep touting the AI trade even though it's getting plenty of attention already.

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.

AI cloud revenue surged to $70.5M as company pivots from Bitcoin mining to GPU infrastructure.