Prediction. $IREN will announce $NVDA takes a 7% equity stake in the business.
Likely Thursday morning (earnings day) but could be as early as tomorrow or Wednesday.
NFA.
Just did the unthinkable.
I sold most of my $NVDA I've held for years and swapped into $IREN.
In my view, $IREN is an even better way to play the same underlining hypothesis: a meteoric rise of "AI factories".
The earnings call last night tells me $IREN is onto something
$IREN has been telling us it's a data center company, not a bitcoin miner. The world is starting to believe them.
$IREN has been telling us they are serious about Cloud - and not just chasing a quick win in colocation. The world is starting to believe them.
They continue to
Introducing $IREN GPU Tracker ⚡️
Curious how quickly $IREN will scale annualized cloud revenue and net profit? Want a single place to track all previously announced GPU batches?
Visit [iren dot tools]. Link in comments.
Special thanks to @_Sgr_A_Star@TheKamaHsutra and
Introducing IREN2026⚡
What is it:
A simple tool to calculate implied $IREN share price by end of 2026 based on your set of assumptions.
Where to find it:
iren2026 dot com (also linked in comments)
Why I built it:
$IREN is in transition from BTC miner to AI neocloud, making
Proud $IREN shareholder today.
@danroberts0101 and team demonstrate legendary competence as they scale $IREN, brick by brick, deal by deal. Fast, but not in a hurry. Cool and collected, not caught up in the frenzy.
Notice no mention of Bitcoin mining today - a business with
Folks, I've finally done it. I've launched an indicator suite for $IREN.
A blue diamond indicates it might be a good time to buy.
It's worked pretty well so far, but how it works remains a mystery. It seems most correlated to whether I've had coffee that morning.
New feature alert.
iren2026.com now features "Reggie Mode", where the model output is $24 regardless of your inputs.
This mode is perfect if your name is Reggie and you already know the answer you're looking for.
$IREN I finally was able to read the most relevant chart … got my hands on it … judge yourself .. JP Morons RANGE OF VALUATION is $9b ~ $21b. Aka $37~$88 per share. However, Price Target is $24 ? Lol.
Assume the right # of shares & mid of range:
$9b+$21b = $30b/2 =