The rocket is still on the ground, I'm curious what will happen with a colocation deal 👌
IRE
Iris Energy
Ação
Ação
ISIN: AU0000185993
Ticker: IREN
AU0000185993
IREN
Price
Discussão sobre IREN
Postos
3811H·
This is the way 🚀
11H·
IREN undervalued
$IREN (+2,33%) (NASDAQ:IREN), a renewable energy data center and bitcoin mining company (CRYPTO: BTC), could be significantly undervalued, according to a detailed Sum of the Parts (SOTP) analysis circulating on X, as Eric Jackson, founder of EMJ Capital, points out.
What happened: The analysis published on Sunday by ₿itcoin ₿utcher forecasts a valuation of a staggering $300 per share, representing a potential upside of 1572.24% from the current price of around $18.00 per share.
This optimistic forecast has piqued the interest of investors, with Jackson noting in his X-Post: "It's all happening now." Jackson had already announced in June that he expected the share price to rise by more than USD 100 per share over the next 18 months.
The SOTP method described by the X user breaks down IREN's value into three main revenue streams: Colocation, Bitcoin mining and cloud service provision.
The analysis assigns a value of 45.2 billion US dollars to colocation. This takes into account market comparisons and a premium due to AI-driven demand. Inspired by insights from Gary Cardone's MiningPod interview with IREN CCO Kent Draper.
2323
17 Comentários
Tenbagger2024@Tenbagger2024
11H
•
55
•Mostrar resposta
11H·
IREN undervalued
$IREN (+2,33%) (NASDAQ:IREN), a renewable energy data center and bitcoin mining company (CRYPTO: BTC), could be significantly undervalued, according to a detailed Sum of the Parts (SOTP) analysis circulating on X, as Eric Jackson, founder of EMJ Capital, points out.
What happened: The analysis published on Sunday by ₿itcoin ₿utcher forecasts a valuation of a staggering $300 per share, representing a potential upside of 1572.24% from the current price of around $18.00 per share.
This optimistic forecast has piqued the interest of investors, with Jackson noting in his X-Post: "It's all happening now." Jackson had already announced in June that he expected the share price to rise by more than USD 100 per share over the next 18 months.
The SOTP method described by the X user breaks down IREN's value into three main revenue streams: Colocation, Bitcoin mining and cloud service provision.
The analysis assigns a value of 45.2 billion US dollars to colocation. This takes into account market comparisons and a premium due to AI-driven demand. Inspired by insights from Gary Cardone's MiningPod interview with IREN CCO Kent Draper.
3D·
Rocket or aerial act? 🎇💨
$IREN (+2,33%) 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? 🪂💸
1Semana·
Die you just take both pills ? 🚀
3Semana·
From Bitcoin miner to AI/HPC data center company
A large part of the investment thesis of $IREN (+2,33%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.
While $IREN (+2,33%) 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 (+0,5%) -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 (-1,21%) 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 (+2,33%) 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 (+2,33%) has recognized this early on.
Increase in hash rate since 2023:
$IREN (+2,33%) available today with $IREN (+2,33%) AI Cloud has $NVDA (-1,21%) H100 and H200 GPU clusters.
These clusters are powered 100% by renewable energy.
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88
12 Comentários
1Semana
BTC mining and AI data centers can be combined relatively well. Mining companies usually operate their own solar or wind farms to generate energy. Bitcoin mining can be switched on or off at any time as required - completely flexibly.
Of course, this is not possible with AI. You have to cover 100% of the current demand. This means that if there is a lot of AI demand, you can easily switch off the BTC miners (partially or completely) and if there is little demand, you can switch on the BTC miners and still have a profitable power consumer :)
Of course, this is not possible with AI. You have to cover 100% of the current demand. This means that if there is a lot of AI demand, you can easily switch off the BTC miners (partially or completely) and if there is little demand, you can switch on the BTC miners and still have a profitable power consumer :)
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55
•2Semana·
Irish reports monthly update from June
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
🚀
2Semana·
IREN is pleased to announce the expansion of its AI Cloud business 🚀
- 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
2Semana·
IREN is pleased to announce the expansion of its AI Cloud business 🚀
- 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
2828
35 Comentários
2Semana
That's mega! Things are moving forward 📈
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88
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2Semana·
My June in numbers 📊
📊 My June 2025 in the portfolio: winners, losers & additional purchases
⸻
✅ Top performers in June
- Iris Energy: +53 % $IREN (+2,33%)
- Cloudflare: +16,2 % $NET (-0,59%)
- Datadog: +10,7 % $DDOG (-0,03%)
- VanEck Uranium ETF: +9,8 % $NUKL (-1,45%)
- NuBank: +8,7 % $NU (-1,61%)
⸻
❌ Losers in June
- BYD: -12,1 % $1211 (+0,27%)
- Berkshire Hathaway: -6,8 % $BRK.B (-0,43%)
- Rheinmetall: -4,6 % $RHM (-1,29%)
- Alibaba: -3,9 % $BABA (-0,58%)
- MercadoLibre: -1,3 % $MELI (-2,06%)
⸻
🔁 My additional purchases in June
- MSCI ACWI - 170 € (Core)
- MSCI Small Cap - 15 € (Core)
- Iris Energy - 50 €
- Tomra Systems - 100 € (buy after crash)
- Alibaba (ADR) - 50 € (long-term position building)
- Datadog (A) - 50 € (long-term position building)
- Ultrashort Bonds (EUR) - 150 € (dry powder)
⸻
📎 I track my portfolio transparently on Getquin - link in bio
💬 What was your strongest or weakest stock in June?
#DepotUpdate #Month in review #Investing #BuyAndHold #StockMarket #ACWI #ETFStrategy #Uranium #Cloudflare #LongTermInvesting #TheSpeculator #Getquin #parqet
2Semana·
IREN Appoints Anthony Lewis as Chief Capital Officer to Lead Capital Markets Strategy
SYDNEY, AUSTRALIA, July 1, 2025 (GLOBE NEWSWIRE) – IREN Limited (NASDAQ: $IREN (+2,33%)) today announced the appointment of Anthony Lewis as Chief Capital Officer, a newly established role responsible for overseeing the Company’s capital markets activity.
Mr. Lewis will lead the development of IREN’s capital structure and financing strategy as the Company evaluates a range of AI infrastructure investments and associated funding requirements. Mr. Lewis brings more than two decades of experience in financial markets, including 22 years at Macquarie Group, a global financial services and asset management firm with a market capitalization of more than $50 billion and operations in 31 markets, where he most recently served as Co-Treasurer, responsible for global funding, liquidity and capital management.
“Anthony’s experience across funding, capital management, and investor engagement will be important as we align our financial strategy with growth opportunities in AI and compute infrastructure,” said Daniel Roberts, Co-Founder and Co-CEO of IREN.
44
2Semana·
IREN Achieves Mid-Year Target of 50 EH/s Establishes Global Leadership in Efficient Bitcoin Mining
SYDNEY, AUSTRALIA, June 30, 2025 (GLOBE NEWSWIRE) – IREN Limited (NASDAQ: $IREN (+2,33%)) (“IREN”) today announced it has reached its mid-year target of 50 EH/s installed self-mining capacity.
Daniel Roberts, Co-Founder and Co-CEO of IREN, commented: “Reaching 50 EH/s is a defining milestone and a testament to our ability to rapidly deliver complex energy and data center infrastructure. In just 30 months, we’ve scaled organically ~50x to become one of the world’s largest and most efficient Bitcoin miners. With 50 EH/s of mining expansion complete, we’re now turning to our next frontier, leveraging the same execution discipline to scale AI infrastructure across high-growth compute markets.”
50 EH/s Milestone Achieved
The 50 EH/s milestone is anchored by our 750MW Childress site, now supporting 650MW of operating capacity and forming the foundation of our next phase of growth with Horizon 1, a 50MW liquid-cooled AI data center, set for delivery in Q4 2025.
44
6 Comentários
2Semana
Nervous markets, BTC price goes down and maybe just a consolidation...
•
11
•3Semana·
From Bitcoin miner to AI/HPC data center company
A large part of the investment thesis of $IREN (+2,33%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.
While $IREN (+2,33%) 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 (+0,5%) -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 (-1,21%) 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 (+2,33%) 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 (+2,33%) has recognized this early on.
Increase in hash rate since 2023:
$IREN (+2,33%) available today with $IREN (+2,33%) AI Cloud has $NVDA (-1,21%) H100 and H200 GPU clusters.
These clusters are powered 100% by renewable energy.
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3030
42 Comentários
3Semana
I've been in it for a long time and am also well up. However, I still see a lot of potential and a high Bitcoin price will further accelerate growth in the AI sector.
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