Added to YB: 2025-12-26
Pitch date: 2025-12-21
IREN [bullish]
IREN Limited
-27.75%
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
$42.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
Sector
Software
Category
value
My favorite stocks for 2026 - IREN Limited
IREN: Bitcoin miner turned AI infrastructure play w/ $9.7B Microsoft contract (200MW Childress site). 20% upfront payment validates tech capabilities & solves capex needs. 2GW Sweetwater pipeline remains untapped - 10x larger opportunity. Trading at 'mining discount' vs data center REITs despite stable HPC margins.
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