Added to YB: 2026-01-02
Pitch date: 2025-12-22
IREN [neutral]
IREN Limited
-25.37%
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
$40.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
Sector
Software
Category
value
Portfolio Update - December 2025 & Conclusion for the Stock Market Year 2025 - New Position: IREN Limited
IREN (holding update): Bitcoin miner transformed into AI infrastructure provider with $9.7B Microsoft contract (20% upfront payment). 200MW Childress site validated Tier 3/4 standards; 2GW Sweetwater pipeline offers 10x potential. Trading at mining discount vs data center REITs despite stable HPC margins + Bitcoin cashflow.
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