What top creators are saying about Iris Energy Limited(IREN)— Page 5

Investor remains bullish and intends to swing trade back into the asset after HIMS earnings.

Position sold at $61.85 to fund HIMS trade, but investor remains bullish and considers re-entering next week.

Significant price rally noted, but structural dilution from a $6 billion ATM offering and loss of competitive moat create negative pressure.

Secured a massive warrant agreement with NVIDIA at $70 per share, which is viewed as a new price floor as the company transitions into an AI cloud provider.

Secured a $3.4 billion AI Cloud contract and a 5GW partnership with NVIDIA, validating a $70 valuation through a share purchase agreement.

Highly bullish outlook based on a technical bull flag breakout, high short interest, and strategic expansion including the Mirantis acquisition and Sweetwater site energization.

Technical bull flag breakout, unusual option buying, and potential short squeeze ahead of earnings; significant growth from Sweetwater site and Mirantis acquisition.

Seen as a play on data center capacity with a price target of $75.

The author uses historical precedents of high-growth assets to imply a similar bullish trajectory and urgency for this stock.

Anticipating a 'god candle' following a sharp vertical breakout and significant pre-market gains from $47.45 to $58.40.

Anticipating a parabolic run following a sharp upward price trend and a 9.88% daily gain.

Described as one of the easiest plays due to surging AI compute demand and proven 1.4 GW power capacity; Childress site development is on schedule.

Bullish price movement with a significant gap up from $46.00 to over $50.00, followed by consolidation above the $50.00 level.

The author suggests a 'god candle' is imminent following a sharp upward trend and recent price increases.

Ranked lowest due to hyperscaler concentration risk, but noted as a potential contrarian opportunity.

Successfully energized a 345kV substation at its Sweetwater 1 site as part of its 'power first, compute next' strategy to scale operations.

Successfully energized the Sweetwater 1 substation on schedule, demonstrating rapid infrastructure scaling and a vertically integrated development model.

Company has secured 4.5 GW of grid-connected power capacity by 2026; infrastructure is positioned to handle significant AI inference loads.

The author expresses a highly positive sentiment, suggesting that investors in this specific asset will see significant success.

The author maintains a positive outlook for this asset despite broader market volatility.

Deploying NVIDIA GB300 hardware at its Childress facility to support Microsoft Horizon, scaling its 750MW compute capacity.

Highly bullish outlook due to surging GPU rental prices reaching $4.95/hr.

Kevin Xu bets that IREN will outperform NBIS over the coming week based on percentage change in closing prices.

Expanding AI cloud services and data center infrastructure into Australia, positioning as a large-scale GPU cluster provider for AI training.

Strongly liked as an energy-focused infrastructure play.

Experiencing divergence where infrastructure providers are red while chipmakers are green.

Beneficiary of the shift from mining to AI/GPU services due to longer-than-expected hardware lifespan.

Highly bullish sentiment with a 100% diversity portfolio position; technical resistance levels surpassed, upcoming earnings on May 7, and massive GPU deployment.

Despite a 7.50% price increase, the author expresses concern regarding its performance as a Neocloud asset and notes a negative shift in relative price movement.

Highlighted as a relevant local technology entity in Australia following Microsoft's massive infrastructure investment announcement.

Analyst is bullish, expecting a major hyperscaler deal after breaking above $50 resistance.

The stock shows a significant +761.18% increase over the past year with price action suggesting a very strong bullish trend, prompting a desire to go all in.

Author believes IREN will be the acquirer of NBIS instead of the target.

Bullish outlook driven by Australia expansion, 1.4 GW Sweetwater campus energization, and conversion of Childress site into an AI cloud hub.

Showing signs of a catch-up trade in the Neocloud sector, though lagging behind sector leaders like Nebius.

Analyst purchased recently as an 'oversold' play, believing the market is too negative on the name.

Identified as a potential catch-up trade if it announces a major deal.

Gaining momentum in sympathy with the broader Neo-Cloud sector's shift toward AI compute.

Currently undervalued at a 55% discount, but criticized for dilutive $6 billion ATM financing and the 'cardinal sin' of selling Bitcoin holdings.

Successfully pivoted to AI but faces alarming debt levels and negative EBITDA.

Weighed down by potential data center moratoriums and legislative overhangs.

Mentioned as a peer that successfully transitioned to a data center business model.

Favored by analysts for having the most contracted data center capacity at 4.5 gigawatts.

Gaining excitement in the NeoCloud rally but faces risks from debt and share dilution.

Valuable 'power moat' allows for hosting AI data centers and financing GPUs via mining.

Datacenter-related play that may be impacted by broader sector sentiment regarding high infrastructure costs.

Shares rose 5% following the market reversal.

Part of the significant investment theme of miners transitioning into AI infrastructure.

Noted as an exception among miners for buying its own GPUs for an AI contract with Microsoft, taking on more capital expenditure.

Mentioned as a positive example of a Bitcoin miner that has successfully benefited from pivoting into High-Performance Computing (HPC) and AI.