Added to YB: 2025-07-04
Pitch date: 2025-07-02
IREN [bullish]
IREN Limited
+90.29%
current return
Author Info
No bio for this author
Company Info
IREN Limited operates as a vertically integrated AI cloud services platform in Australia and Canada. It develops, owns, and operate data centers, including the associated land, grid connections, and substations, as well as buildings and cooling.
Market Cap
$16.3B
Pitch Price
$15.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
Sector
Software
Category
growth
IREN: Tesla's Playbook Applied to Datacenters.
IREN: Bitcoin miner scaling from 1.1 to 50 exahash in 3 years while halving energy needed per compute unit. Building Tesla-like datacenter franchise w/ standardized design & liquid cooling. $3.4B mkt cap. 1,896 H100/H200 GPUs deployed at marginal cost. 2.9GW grid capacity secured. Betting on AI+Bitcoin computing demand with process power = consistently over-delivering ahead of schedule.
Read full article (7 min)