July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (+0,13 %)
let's see what happens :) I wish you all continued success with your investments.
Puestos
42July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (+0,13 %)
let's see what happens :) I wish you all continued success with your investments.
Das monatliche Update von $IREN (+0,13 %) kam heute per Mail, sieht weiter top aus 🌞.
Management Commentary
“We delivered another month of record revenue of $86m and record hardware profits of $66m in July, supported by strong Bitcoin mining economics and continued demand for our AI Cloud services,” said Daniel Roberts, Co-Founder and Co-CEO.
“We are observing accelerating interest in our newly procured Blackwell GPUs, with the initial delivery of 256 B200 GPUs already contracted. Our ability to run ASICs and GPUs side-by-side at Prince George underscores the adaptability of our infrastructure and our ability to capture the market opportunity ahead”.
Hallo liebe Interessenten,
ich bin seit längerer Zeit im Reddit r/irenstocks unterwegs und heute wurde ein „Interview“ mit Mike Power, Vice President of Investor Relations bei IREN veröffentlicht. Spannende Aussagen und eine weiterhin positive Aussicht.
@BamBamInvest für dich bestimmt auch besonders interessant. 🤓
Is IREN exploring pipeline deals outside of Texas?
Yes, we continue to evaluate opportunities beyond Texas where we can leverage our infrastructure capabilities and expand our platform. That said, Texas remains a strategic hub for us given the scale of the grid-connected power we’ve already secured there.
Given how oversubscribed the $500M offering was, is this the model you expect to follow for future buildouts?
We were encouraged by the strong investor demand for our recent convertible note offerings, which we view as a clear validation of our long-term strategy. The structure of future capital raises will depend on the specific use of proceeds, project timelines, and prevailing market conditions. We’ll remain disciplined in our approach, aiming to align capital deployment with our growth roadmap while optimizing our mix of debt and equity. We’ve also appointed a new Chief Capital Officer, Anthony Lewis, to lead this effort, with a clear focus on advancing our debt financing strategy.
How is IREN deciding on the mix between bitcoin mining, colocation, and HPC services (AI)?
We’re focused on maximizing returns and capital efficiency across our platform. As Dan has noted on prior earnings calls, our goal is to deliver strong shareholder value—not to pursue any single use case at the expense of flexibility. That’s why we designed our infrastructure to be workload-agnostic. The allocation between mining, cloud and colocation will ultimately be driven by market dynamics. At present, we’ve paused any expansion of our mining footprint to prioritize the growing set of opportunities we’re seeing across the AI infrastructure stack.
How will IREN handle inference workloads in AI given the demand for low-latency performance?
We are already supporting both training and inference workloads through our cloud service at our Prince George site, which achieves sub-20 millisecond round-trip latency to the nearest hyperscaler region. Our Texas sites in Childress and Sweetwater are strategically located along major fiber highways, delivering ever quicker round-trip latency of under 10 milliseconds to the nearest hyperscaler region in Dallas.
Is IREN focusing on hyper-scalers or smaller companies for a major HPC deal? Is the goal for this deal to be signed within 2026?
We are already supporting a diverse set of customers through our AI cloud and are actively engaged in discussions across the customer spectrum for a broad range of AI infrastructure opportunities, including colocation. Given the scale and capacity of our sites, they are naturally of particular interest to larger counterparties seeking long-term solutions with the ability to scale efficiently.
Is the Nvidia Lepton model a likely direction for IREN’s high-performance computing (HPC) strategy?
As an NVIDIA partner, we closely monitor developments across their ecosystem, including initiatives like Lepton. It represents one potential avenue for the continued growth of our cloud business.$
Hello Community,
July is history and here is my usual transparent monthly review directly from the portfolio, which has now reached a value of €34,485. It was a month that perfectly demonstrated the importance of a clear strategy and a steady hand.
📈 1. the performance: solid in a turbulent environment
I am satisfied with a monthly performance of +1.54%. As the chart shows, I was able to outperform the DAX (+0.57%), but was slightly behind the S&P 500 (+2.20%) and the strong NASDAQ100 (+6,35%). The result reflects my portfolio: a high tech component, which benefited from the strength of the US indices, but also positions in Europe and China, which held back in some cases.
2. my purchases: anti-cyclical & quality focus
💸 I made three targeted purchases in July:
3. my savings plans & dividends
🏦 The basis of my asset accumulation continued as usual:
4. tops & flops: a reflection of the market
🟢 Top movers:
The list was topped by my speculative stocks American Lithium (+25.00%) and Iris Energy (+12.32%) and the Uranium & Nuclear Technology ETF (+11,36%). This shows that risk appetite in niches is increasing again in an uncertain market environment. My tech stocks such as Cloudflare and Datadog also performed strongly.
🔴 Flop mover:
Here were the losers of the month Novo-Nordisk (-29.94%) and Ferrari (-6,56%). These defensive stocks underwent a strong correction in July, which I, as with Ferrari as shown in the case of Ferrari.
🧠 Conclusion:
July was a month of contrasts. While the overall market performed solidly, there were strong rotations beneath the surface. My strategy of focusing on a mix of a solid ETF core, quality stocks and targeted speculative bets proved successful.
How did your July go? Did you also use the correction in some stocks to buy more? I look forward to hearing from you!
$NOVO B (+3,48 %)
$1211 (-1,54 %)
$RACE (+0,36 %)
$IREN (+0,13 %)
$NET (+1,36 %)
$BABA (-1,35 %)
$DDOG (+0,56 %)
$NUKL (+1,01 %)
$TOM (-0,16 %)
$NU (+1,37 %)
$MELI (+0,53 %)
+ 2
Exciting post, could soon boost companies that have access to energy to power all the AI data centers they need.
$IREN (+0,13 %) How long will the rally last? 🚀 Or will the crypto bus soon be filling up with diesel instead of moonfuel? 😅
Iris Energy is going up, but will the rocket stay up, or is this just a short flight to the top followed by a belly flop?
What do you think: HODL or grab the parachute quickly? 🪂💸
A large part of the investment thesis of $IREN (+0,13 %) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.
While $IREN (+0,13 %) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (-0,12 %) -price, network difficulty and ASIC prices.
Today's demand for AI computing power is only a fraction of what will be needed.
The reasons are:
- AI switches from text to real-time video, 3D and full scene understanding
- AI co-pilots integrated into every productivity and development tool
- Autonomous robots, vehicles and smart factories
- AI-generated content on a large scale: ads, movies, virtual worlds
- Constant retraining of boundary models, 100 times more computationally intensive
Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.
We have already seen this in the race for $NVDA (+0,63 %) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.
And here, in my opinion $IREN (+0,13 %) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (+0,13 %) has recognized this early on.
Increase in hash rate since 2023:
$IREN (+0,13 %) available today with $IREN (+0,13 %) AI Cloud has $NVDA (+0,63 %) H100 and H200 GPU clusters.
These clusters are powered 100% by renewable energy.
$MARA (+0,32 %)
$CLSK (-0,9 %)
$BTC (-0,12 %)
$MSTR (-0,26 %)
$RIOT (+0,23 %)
$CRWV (+3,16 %)
$META (+0,2 %)
$AMZN (+0,38 %)
$GOOGL (+0,41 %)
$NVDA (+0,63 %)
$MSFT (+0,45 %)
$WULF (+3,43 %)
$CIFR (-0,12 %)
$CORZ (+1,22 %)
$BTDR (+0,45 %)
Important milestones:
- Record total sales: 68 million US dollars
- Record profit in the hardware segment: 51
million US dollars
- Self-reduction target of 50 EH/s achieved
- AI Cloud expanded: ~2.4k NVIDIA Blackwell GPUs added (1.3k B200 + 1.1k B300)
- Convertible bond offering: 550 million US dollars, oversubscribed
🚀
$IREN (+0,13 %)
$NVDA (+0,63 %)
- Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300)
- Fully financed from cash reserves
- Deployed in Prince George data center
- Increases total fleet to ~4,300 NVIDIA GPUs
- Enables next generation training and inference at scale
- Expected to deliver strong risk-adjusted returns
- Supports opportunities across the AI data center business
Press Release:
https://irisenergy.gcs-web.com/static-files/627f2a74-662f-47f1-a316-42ead29917cf
$IREN (+0,13 %)
$NVDA (+0,63 %)
- Purchase of ~2,400 NVIDIA Blackwell GPUs (B200/B300)
- Fully financed from cash reserves
- Deployed in Prince George data center
- Increases total fleet to ~4,300 NVIDIA GPUs
- Enables next generation training and inference at scale
- Expected to deliver strong risk-adjusted returns
- Supports opportunities across the AI data center business
Press Release:
https://irisenergy.gcs-web.com/static-files/627f2a74-662f-47f1-a316-42ead29917cf
Principales creadores de la semana