Added to YB: 2025-09-26
Pitch date: 2025-09-24
IREN [bullish]
IREN Limited
-31.36%
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
$44.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
Sector
Software
Category
growth
IREN: The Tesla of Datacenters in the Making.
IREN: Cash from operations turned positive, confirming repeatable datacenter infrastructure works. Tesla-like blueprint: machine that prints datacenters. AI business scaling rapidly with 10,000+ GPUs, $200-250M annualized revenue expected. Current $12.8B market cap undervalues asset potential.
Read full article (4 min)