Added to YB: 2025-12-17
Pitch date: 2025-12-16
IREN [bullish]
IREN Limited
-18.24%
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
$37.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
Sector
Software
Category
value
Brutal price action on $IREN today
IREN: Market wrongly lumping with overleveraged AI peers despite refinancing $2.3B convertible at <1% rate, reducing net interest expense. Unlike $CRWV (22% interest/revenue) or $ORCL debt issues, IREN has superior capital management. Brutal selloff mirrors April action before 15x rip vs peers like $NBIS.
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