IREN's $4 Billion AI Target Just Became Far More Credible
IREN's $4 Billion AI Target Just Became Far More Credible
IREN (NASDAQ: IREN) has raised its annualized AI cloud revenue target above $4 billion after signing $2.8 billion in new contracts. Its most valuable asset, however, may be the massive power pipeline supporting that growth. This video examines the opportunity, the valuation risk, and what must happen next.
Stock prices used were the market prices of July 25, 2026. The video was published on Aug. 6, 2026.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
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