What top creators are saying about Iris Energy Limited(IREN)— Page 3

The stock saw a significant drop due to a ripple effect from negative news about Oracle's OpenAI data center delays, highlighting its sensitivity to the broader AI narrative.

The stock was down ~2-3% as part of a contagion effect from Oracle's negative earnings report, pulling down other data center and AI-related stocks.

Rallied over 5% as a crypto-related stock, benefiting from the risk-on sentiment and rising Bitcoin prices.

Viewed as a high-risk, high-reward cyclical play on the AI capital expenditure cycle, which is expected to accelerate in 2026. The analyst still likes the stock on a cyclical basis.

Despite a 15% drop due to stock dilution, the move is viewed as a long-term positive as the capital was raised to finance a major GPU purchase for a deal with Microsoft, creating a 'five-year cash machine'.

The stock fell sharply after announcing a $2 billion convertible note offering with terms viewed as 'not the most shareholder friendly.' It has corrected 50% from its highs and is considered technically at risk.

The stock dropped on news of dilution from issuing convertible notes. The host notes that this is a capital-intensive business and investors must be prepared for dilution as a normal course of business.

Stock dropped after announcing a $2 billion convertible note offering. The host believes the market overreacted, viewing the fundraising as a necessary, and potentially temporary, negative for a capital-intensive business.

The market's preference for IREN over NVIDIA is dismissed as 'noise', suggesting it is a less favorable investment.

Considered a derivative play on the AI boom, with its stock rising in tandem with NVIDIA's recovery, offering another way to gain exposure to the AI infrastructure trend.

As a 'NeoCloud' stock, it was down significantly (3-7%) with NVIDIA. However, a guest argued this is an overreaction as its data center business model is vendor-agnostic, suggesting a potential buying opportunity on the dip.

Represents an investment in the physical build-out of the AI revolution and benefits from massive data center spending by tech giants. The stock was up nearly 10% on the day.

Mentioned as a 'neocloud' company that may get outsourced work and benefit from Amazon's massive data center buildout.

Stock rose as much as 16%, benefiting from the scramble for AI computing power as part of the 'neocloud' theme.

Stock price reacted very positively (up 8%) to NVIDIA's earnings. Considered a higher-risk, higher-reward way to invest in the AI infrastructure theme, with performance highly correlated to NVIDIA.

Stock was up 10% in after-hours trading, lifted by positive sentiment around Nvidia and the AI data center theme.

The recent sell-off in the stock is viewed as a temporary, liquidity-driven event rather than a fundamental problem, implying it may be an undervalued opportunity.

Held in the portfolio (as 'IRON') and identified as a company to watch, representing a play on the thesis that Bitcoin miners are undervalued AI infrastructure providers.

Hedge fund Situational Awareness added to its position in the company as part of its AI-focused investment thesis.

Mentioned as a beneficiary of massive AI-related capital expenditures by tech giants, and was noted as being up in after-hours trading.

This Bitcoin miner has been surging and diverging from weaker proxies like MSTR, partly due to excitement around the AI narrative.

Stock was down 12% in the crypto sell-off, but Bridgewater Associates initiated a new position of 77,000 shares in Q3.

Mentioned as part of the data center and AI infrastructure sector experiencing a significant sell-off driven by concerns about debt and profitability.

Its recent pullback is viewed as a healthy correction and a normal occurrence for a high-growth stock that is still up significantly year-to-date.

Impacted by negative market sentiment regarding debt in the datacenter sector.

Was down 5% as part of a broader data center sector sell-off, which is viewed as a 'healthy' pullback and a potential long-term entry point.

Mentioned as a peer to Nebius to provide a valuation comparison, suggesting that Nebius is undervalued given its comparable power capacity and major contracts.

Mentioned as a crypto-related stock that was up 7% in overnight trading, benefiting from the positive momentum in the crypto market.

Very bearish sentiment. The speaker advises 'don't touch these at this stage of the game' due to the business having 'razor-thin margins', high debt, and being a 'race to the bottom'.

The stock price 'went stratospheric' after solidifying its AI strategy with a deal with Microsoft, serving as a prime example of the market rewarding miners who secure deals with major tech players.

An analyst is bullish long-term with strong earnings projections but is waiting for a better entry price around $50, rather than the current $60 level.

Presents a divergence between fundamentals and stock price; shares have plunged despite the company posting record earnings, requiring further research to determine if it's an opportunity or a warning.

Reported a massive EPS beat driven by unrealized gains on financial instruments, not core operations. The bullish case rests on aggressive forward guidance of $3.5 billion ARR by 2026, which is considered a 'very big deal'.

Seen as a high-beta play on the AI revolution and success of NVIDIA. Received price target upgrades as high as $140 following its deal with Microsoft.

Mentioned as a company to buy on the dip as part of a long-term bullish theme on AI infrastructure, validated by a recent deal with Microsoft.

This Bitcoin miner represents a pick-and-shovel play on the AI boom by pivoting to provide HPC services and signing large deals with hyperscalers.

Stock was highly volatile after announcing a deal with Microsoft, but recovered strongly and received a price target upgrade to $125 from Bernstein.

Secured a $9.7 billion binding contractual deal with Microsoft for GPU cloud services, which significantly de-risks future revenue and validates its successful pivot to AI infrastructure.

IREN is positioned to directly benefit from massive AI infrastructure spending, validated by a $10 billion cloud computing contract with Microsoft which solidifies its 'asset-heavy' business model.

Stock jumped 20% after signing a massive $9.7 billion deal with Microsoft for AI cloud services, showing a successful pivot from its previous business as a Bitcoin mining company.

Signed a $10 billion, five-year AI Cloud deal with Microsoft, which provides major validation for the company's strategy. Cantor Fitzgerald upgraded its price target to $142 from $60.

The deal with MSFT could result in a $700M net loss over five years, negative annual net income, and approximately 12.5% shareholder dilution.

Used as a negative comparison point, as the analyst notes Galaxy Digital's lease economics are superior to Iris Energy's.

A direct beneficiary of the AI data center build-out, validated by a major $10 billion cloud computing contract with Microsoft. Its asset-heavy model is a significant advantage as long as demand accelerates.

Secured a 5-year, $9.7 billion deal with Microsoft, indicating strong demand for AI infrastructure.

The company has 'absolutely mooned' and is trading at a significant valuation premium (26-27 times sales) by pivoting to AI, making it a key 'picks and shovels' play for the AI narrative in public markets.

Being re-rated as an AI infrastructure stock by pivoting facilities to High-Performance Computing (HPC) to serve AI clients, providing more stable and predictable revenue.

Despite a one-day sell-off, the long-term outlook is seen as extremely bullish, and dips are considered potential buying opportunities due to the need for AI infrastructure.

Mentioned as one of the winning stocks in the mixed-performance Bitcoin miner sector.

Led with over 6% increases and considered a mover for continued short-term momentum.