IREN
IREN Ltd.Who's tracking it
People we track who have mentioned this stock — their take and the move.
Microsoft and Meta earnings calls indicate sustained AI capex with compute scarcity across
Meta receiving premium offers for compute implies scarcity benefiting neoclouds like IREN.
Source: X / @aleabitoreddit ↗The author bought 1 share of IREN to show solidarity with existing holders.
Symbolic purchase to stand with holders, indicating a vote of confidence.
Source: X / @aleabitoreddit ↗Memory and AI-related stocks saw broad gains, with Kioxia up 17%, Samsung up 6%, and multi
IREN, part of neocloud sector, up 4%+ premarket.
Source: X / @aleabitoreddit ↗Neocloud and colo stocks surge on AI compute shortage news and new contracts, with IREN up
Revised ARR target to $4B+ from new AI cloud contracts; customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
Source: X / @aleabitoreddit ↗Meta is in talks to lease compute to Anthropic in a $10B deal, referencing the profitable
The author states this deal validates Neocloud business models like IREN, as hyperscalers are copying their approach.
Source: X / @aleabitoreddit ↗Leaked Anthropic documents reveal plans to secure 1.4GW capacity from Australia (~$21.6B),
The author notes IREN is building sovereign data centers in Australia, and Anthropic's massive capacity needs in the same region imply increased demand for their infrastructure.
Source: X / @aleabitoreddit ↗The author criticizes those missing the AI supercycle by holding IREN instead of investing
Described as a baghold with endless $6 billion ATMs, implying massive dilution and poor performance.
Source: X / @aleabitoreddit ↗The author compares NBIS reaching all-time highs while IREN is still at the same price as
The author notes IREN is stuck at the same price from November and mentions bagholders funding a $6 billion ATM, implying dilution and poor price action.
Source: X / @aleabitoreddit ↗The author outlines three investment themes—neoclouds, photonics, memory—and discusses spe
Stagnant due to $6B constant selling pressure from an ATM facility.
Source: X / @aleabitoreddit ↗The author harshly criticizes technical analysis (TA) as pseudoscience for traders, arguin
The author mocks TA targets above $120 for IREN, pointing to a $6B ATM offering that overhangs the stock, a fundamental dilutive threat.
Source: X / @aleabitoreddit ↗The author clarifies they have no paid promotions, accept no outside compensation, and pos
Author previously posted negative views about IREN and received threats as a result.
Source: X / @aleabitoreddit ↗The author warns about toxic financing structures and float dynamics that destroy sharehol
Has approximately $6 billion in ATMs leading to virtually infinite dilution, creating structural overhang that likely caps rallies.
Source: X / @aleabitoreddit ↗NVIDIA invests in IREN · $5B + option
Up 202% since NVIDIA's investment.
Source: Motley Fool ↗
