$IREN most undervalued AI tech on the sector, securing power similar as 100$+ per stock , tech companies. All waiting $IREN deal, but best time is buying before deal announced, $IREN still need rerating for all it offers already valued 100$+ per share. Upside rally will be fast👌
Today, U.S. forces lifted the blockade on all maritime traffic entering and exiting Iranian ports and coastal areas, in accordance with the President's direction. American forces are not impeding the transit of vessels to or from Iranian ports. All U.S. military blockade enforcement efforts have ceased. Our great Naval Ships will remain in the general area to make sure that all aspects of the agreement are adhered to, obeyed and in full force and effect.
Wall Street is saying $IREN is a buy here and it's target is $79
I’ve been talking about this all year
They own the infrastructure, they’re renting out GPUs, and they have contracts with Microsoft and NVIDIA
$79 will be just the beginning IMO
$IREN initiated at Buy with a $79 PT by Jefferies.
The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR.
The note also highlights IREN’s $9.7B $MSFT AI infra agreement and $3.4B $NVDA cloud contract positioning it as a credible competitor to $CRWV and $NBIS.
I think everyone should read this and don't look at the share price.
Tell me honestly, does this not sound exactly what $IREN would really want?
Inb4 the doubters rejoice, I aim high so I don't care about the daily price action in June.
Thanks for reading.
Well done Blake 🔥
$IREN to $1000? Needs 5+ GW secured renewables into $350B+ AI empire (16x today’s $22B cap at $61/share, 357M shares).
Now: $3.4-3.7B AI ARR target by 2026 with 140-150k GPUs uses 10% capacity (450-500 MW). Microsoft $9.7B / $1.94B ARR (200 MW) validates.
$24-36B ARR for $1000/share (at 10-15x multiples) needs 3.2-4.8 GW monetized at hyperscaler rates, near full pipeline + growth.
> Power scarcity + execution = re-rate.
> High risk: dilution, GPUs, buildout.
> High reward on energy dominance.
-BP
Please note: This is not financial advice.
Just in:
My channel checks confirm that $IREN will bring building 1 of Horizon 1 online this week.
Final wiring of UPS buildings is expected to be completed by Thursday.
Will the company inform the market with a photo op?
Personal estimates for Horizon 1 delivery:
- Building 2 by mid July
- Building 3 by the end of July
- Horizon 1 as 50MW cluster including network core operational: At or before earnings in first half of August.
Not financial advice.
$IREN in Europe + APAC = Sovereign AI & New Markets
The most dominant themes in $IREN official narrative recently are fiber connectivity + sovereign AI infrastructure.
I believe it’s the main reason for choosing Spain and Australia for this new mission, where affordable renewable energy meets the fastest growing markets and the highest demand for sovereign and local AI infrastructure.
APAC & Europe are the most strategic moves for $IREN since it was founded.
Anthropic news validated how $IREN is ahead of the herd since 2018, not just for AI and HPC compute future but for how critical sovereignty in the AI story is.
Sooner or later, the market will be forced to make the most attractive stock in the sector run like a meme stock.
We're returning to @RaiseSummit this July 7-9 as Headline Sponsor.
RAISE has long brought together the people shaping the future of AI infrastructure in Europe. It's a community we've been proud to be part of as we grow our presence in the European ecosystem.
Europe is building out the foundations for AI at scale — and so are we. We look forward to seeing you in Paris.
$IREN Uptrend is live & well, the trend is your friend 📈
$150 is the wave 3 target for this stock, once $NBIS broke out it only took 1/2 months to get to the 1.618FIB..
Could the same happen with $IREN 👀
$IREN most undervalued AI tech on the sector, securing power similar as 100$+ per stock , tech companies. All waiting $IREN deal, but best time is buying before deal announced, $IREN still need rerating for all it offers already valued 100$+ per share. Upside rally will be fast👌
$IREN : Time to flag a concern ⛔️
The concern I have here is the potential to form a head and shoulder pattern.
$53 needs to hold. Coincidentally this is where the 50 SMA sits.
As long as we stay above the setup remains strong.
$IREN CEO made the most important statements in the company’s history on May 22 2026:
1. " $IREN has been building Layer 1 [Physical infrastructure. Power, land, substations, data centers, cooling] for eight years. We are deploying Layer 2 [Compute infrastructure. The GPUs, servers and networking ] at scale right now. And with Mirantis, we have taken the first deliberate step toward Layer 3 [Software and operational capability. The orchestration, deployment tooling and enterprise expertise that makes the first two layers work harder]."
2. "In our recently announced partnership, $NVDA has chosen $IREN to operationalise [ $NVDA DSX ] architecture at gigawatt scale - precisely because of our unique position to own and control all three layers: the physical infrastructure, the compute deployed into it, and the operational capability to run it reliably for the world's most demanding customers."