Watchlist:
$IREN (+6,27 %) Target 34€
$NBIS (+1,77 %) Target 180€
$RKLB (+1,71 %) Target 70€
$PLTR (-0,75 %) Target 95€
$NOW (-1,25 %) Target 85€
$NU (+2,19 %) Target 10€
IREN Limited
Action
Action
ISIN: AU0000185993
Ticker: IREN
AU0000185993
IREN
Price
Discussion sur IREN
Postes
5211J·
First bet of my 1% bet series
2J·
Buy the Dip?
$IREN (+6,27 %) under pressure from $META (+1,57 %). That said, the NeoCloud market is large enough. $IREN (+6,27 %) A specialist would be $META (+1,57 %) a generalist. Specialists have greater opportunities but also face greater risk. The level of $IREN (+6,27 %) is interesting for follow-on purchases, in my opinion
2J·
$IREN Scam?
Hey everyone,
First post on this occasion:
The board of $IREN (+6,27 %) is simply giving the two co-CEOs 18.2 million RSUs worth nearly 800 million dollars. While the stock is under pressure due to Meta Cloud rumors, the Roberts brothers are cashing in big time.
I’m not a fan of this at all—what do you think?
A very weak signal at this stage.
1313
6 Commentaires
That's a milestone plan, isn't it? It didn't just come out of thin air. Besides, the shares have a lock-up period—they won't all be issued right away, right? Today's personnel decisions are much more interesting. They're good people, and I think it's very positive.
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3J·
META Becomes a Cloud Service Provider
July 1, 2026: Bloomberg reports that $META (+1,57 %) a cloud infrastructure business to provide external customers with access to AI computing power and AI models . The plans are still in the works and could change. These statements are based on information from insiders; META has not yet commented on the matter.
The stock has risen by +12%, while Neocloud shares are simultaneously falling by as much as -15% at the same time ($IREN (+6,27 %)$NBIS (+1,77 %)$CRWV (+3,43 %)).
According to the report, two options are on the table:
- Models as a Service: Developers pay to use AI models hosted on Meta’s infrastructure—including Meta’s own Muse-Spark models.
- Raw computing power: Meta is also considering directly renting out pure AI computing capacity—similar to Neocloud providers—as part of an internal initiative called “Meta Compute.”
What could this news mean?
The move would be a new source of revenue for Meta—today, nearly all of its revenue comes from advertising. The initiative could reduce Meta’s dependence on advertising revenue and put it in competition with $AMZN (+0,05 %) AWS, $MSFT (+0,16 %) Azure, $GOOGL (+0,21 %) Cloud, $IREN (+6,27 %) , $NBIS (+1,77 %) , $CRWV (+3,43 %) and other Neocloud providers.
The idea is obvious: Zuckerberg said in May that entering the cloud market was “definitely an option” if they were to overbuild—and SpaceX and xAI have recently paved the way by selling computing capacity.
In the short term, this could mean that Meta actually has excess computing power due to overprovisioning, which could be interpreted as a sign that capital expenditures are nearing a peak. On the other hand, in the short term, it could also be more lucrative for $META (+1,57 %) to resell the highly sought-after GPU computing power at a substantial profit.
Source:
1Mo·
Meta Platforms - the underestimated AI winner
The $META (+1,57 %) share has not been performing for some time now, despite the growth spurt resulting from the use of AI. The analysts' current price target is currently +35%. The market is punishing Meta for its very high investments in AI infrastructure. This is understandable, as high expenditure puts pressure on margins. However, the market is largely ignoring the potential return on these investments. If the AI offensive works, it will not only protect the core business, but also make it significantly more profitable. Why I $META (+1,57 %) attractive and what reasons speak for a positive future:
1. the core business
Social media has become the central advertising channel of the global economy, growing by >30% per year. Today, companies of all sizes search for and find their customers primarily on Instagram, Facebook and, in the future, Threads. Usage is habit-based and cross-platform; users are not active on either TikTok or Meta, but usually in parallel.
$META (+1,57 %) has a reach with its apps that can hardly be replicated. This makes the advertising business highly profitable and extremely scalable. Even without new products, this is an excellent business.
2. two major monetization levers are only just beginning
WhatsApp and Threads have been built up for years, but have hardly been monetized until now. That is now changing:
- WhatsApp Business and cloud solutions are becoming an infrastructure for commerce and customer service
- Threads is gradually building an advertising model and ideally complements the Instagram ecosystem for text-based reach as a competitor to X.
Neither of these are bets on new markets, but the logical expansion of existing user relationships.
3. meta AI
Skepticism about the massive investments in AI infrastructure and models is understandable. Strategically, however, I see it differently: Meta is the first major operational (software) beneficiary of AI, not because it sells models, but because AI makes its own advertising machine better.
Better targeting, automated ad creation and more efficient playout increase the return on ad spend for advertising customers. This leads directly to higher budgets for Meta. A cycle is created: more investment in infrastructure leads to more computing power, which leads to better models, better models lead to better ads, better ads lead to more revenue, and more revenue finances the next round of investment.
In addition, Meta wants to use AI specifically for personal AI and for the development of new, independent apps. The massive expansion of its own cloud capacity is a double competitive advantage. Firstly, it accelerates the training and improvement of the company's own models (Llama, Muse Spark). Secondly, computing power itself becomes digital gold because it is the key bottleneck in the market. If you have capacity, you can develop, implement and scale products faster.
Theoretically, Meta could also rent out excess capacity to third parties and thus build up an additional cloud business. However, I don't see this as a strategic direction. The real value lies in consistently using the infrastructure for your own ecosystem and thus increasing the distance to competitors.
The feedback to Other Bets is also particularly interesting. The further development of AI glasses and the VR business not only benefits from the company's own AI infrastructure, it also strengthens the core business. Both areas provide additional, context-rich usage data and create new areas of interaction that further improve targeting, personalization and ultimately the monetization of the advertising platform.
4. financial strength allows strategic patience
$META (+1,57 %) finances these investments largely from its own free cash flow. The company has low debt and is highly profitable. This gives the management the opportunity to think long-term, even if the market fears short-term pressure on margins.
Risks that I consciously take:
- Around 98 percent of sales depend on the advertising market. In a recession, the first thing to be cut is marketing, which would hit Meta directly.
- Regulation in the EU around personalized advertising remains an ongoing issue.
- Although the regulatory risk of increasing minimum ages for use has a negative impact on user numbers, it only has a marginal economic impact on Meta because minors do not account for a significant proportion of revenue.
- The allocation of capital is heavily dependent on Mark Zuckerberg, and the success of the AI expenditure has not yet been proven.
These points are well known and weigh on the valuation. Nevertheless, the risk/reward ratio is positive for me.
I am holding $META (+1,57 %)because I get two things at the same time. Firstly, a core business that is hardly vulnerable even without AI and generates enormous cash flows. Secondly, a cost-intensive but strategically correct AI offensive, the success of which has hardly been recognized by the market to date. If Meta succeeds in making the advertising platform noticeably more efficient through AI, improving its models and applications and monetizing WhatsApp and threads, I believe that large share price gains are realistic in the long term.
No investment advice
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$NBIS (+1,77 %)
1717
7 Commentaires
Iren hit a HighVolumeNode today—it's hovering around $41, so I added a batch to my portfolio. Despite today's news, I see good potential at this price level. In the worst-case scenario, of course, it could drop further toward $30.
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3J·
June 2026 Monthly Review
Even bad months are part of the process.
June was the weakest month of the year, with a return of -9.99%. 📉
This was driven by the following stocks, which not only had a very bad month but are also among the largest positions in the portfolio:
$ONDS (+3,37 %) down 37% 📉
$IREN (+6,27 %) at -27% 📉
$PNG (+5,78 %) down 21% 📉
$ETH (-0,64 %) down 19% 📉
$BTC (-0,52 %) down 17% 📉
…and a few others. The list of losers is long in June.
The following stocks, in particular, saved me from a double-digit negative return: $DE000LS9VVV3 (+7,09 %) from @Krush82 as well as my own EU AI Backbone strategy.
Hopefully, the coming month will be better.
1515
4 Commentaires
That's just part of a risk strategy. I'm also down 7%. But it's simply an analysis based on a specific date. Anyone who's heavily invested in $NBIS will see a worse performance today than yesterday.
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•5J·
IREN Passes NVIDIA's Performance Test on the HGX B300
The AI training infrastructure from $IREN (+6,27 %) achieves performance levels of $NVDA (+1,01 %) . $IREN (+6,27 %) It thus joins the select group of exemplary cloud providers—alongside, among others, $CRWV (+3,43 %), $MSFT (+0,16 %) , $ORCL (+2,64 %) and $NBIS (+1,77 %) – and is among the few that have already achieved this status on the latest B300 generation (alongside $NBIS (+1,77 %) & Boost Run). However, IREN does not specify a specific test site, although its air-cooled HGX-B300 systems are operated in Mackenzie (an 80MW facility).
What is “Exemplar Cloud”?
NVIDIA’s “Exemplar Cloud” is a verification program: It tests whether a provider’s data centers meet NVIDIA’s performance specifications when training large AI models—across all required test runs. The program evaluates, for example, training throughput, network efficiency, and the stability of large GPU clusters under sustained load.
What does this mean?
It is NVIDIA-verified proof that even demanding training tasks run stably and reliably in$IREN (+6,27 %)data centers. It is, therefore, a seal of quality that can serve as a selling point to attract discerning customers.
Sources:
x.comIREN (@IREN_Ltd) on X
3737
1Sem.·
IREN Announces Sponsorship Deal with the Golden State Warriors
What happened?
The Golden State Warriors (an NBA basketball team) and $IREN (+6,27 %) have announced a multi-year global partnership.
The terms: Not officially disclosed. According to Sportico, however, the deal is worth over $50 million per year—which would make it the most expensive jersey sponsorship deal in the history of North American professional sports (Rakuten’s most recent deal was around $45 million).
What are the benefits of this sponsorship partnership?
The Warriors jersey is considered one of the most visible advertising spaces in global sports. This could significantly boost IREN’s visibility—while the company is also attempting to distance itself from its crypto image and be perceived as a serious AI infrastructure provider.
A high-profile global presence could strengthen IREN’s credibility with business customers and help attract clients and talent.
However, this partnership seems questionable because it does not generate revenue or attract B2B customers (according to management, demand exceeds the GPU capacity that can be provided). It is also questionable whether the capital would not have been better invested in the GPUs.
Overall, the deal can be seen as a first step toward increasing brand awareness and drawing the attention of people in the San Francisco area and California $IREN (+6,27 %) . This is particularly interesting because this region is home to many tech companies and top tech talent. Furthermore, it could be a first step toward bringing its GPU capacity directly to end customers (AI labs, pharma, government, tech, finance, etc.) and thereby selling its GPUs at a higher price rather than selling them at a discount to hyperscalers.
Source: https://x.com/IREN_Ltd/status/2070138244319383595?s=20
2626
10 Commentaires
1Sem.
I follow basketball pretty closely, but off the top of my head, I couldn't name 10 sponsors right now :D
It's nice to have for the teams' budgets, but that's all it is
"The Warriors jersey is considered one of the most visible advertising spaces in world sports." Um, no—nothing’s happened since 2022, and everything hinges on Curry. As soon as he’s gone, it’s time to hit the reset button, and they’ll become a team as popular as the Hornets or something like that.
It's nice to have for the teams' budgets, but that's all it is
"The Warriors jersey is considered one of the most visible advertising spaces in world sports." Um, no—nothing’s happened since 2022, and everything hinges on Curry. As soon as he’s gone, it’s time to hit the reset button, and they’ll become a team as popular as the Hornets or something like that.
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