What top creators are saying about Iris Energy Limited(IREN)— Page 6

The stock was up over 8% on a day the market was down, which the host saw as a very bullish sign for sentiment in the AI data center space.

Described as 'dead money' in 2025 and having underperformed. The host is waiting for a small price pop to exit his position, viewing mining as a 'cutthroat business' with low margins.

The company has strong fundamentals and 'crushed earnings,' but the stock was sold off due to broad, systematic market selling. This disconnect between fundamentals and price could present a buying opportunity on the dip.

Stock surged after 'smashing' earnings. The successful pivot to AI, including a collaboration with NVIDIA, validates its new strategy and strong execution.

Delivered a blowout earnings report with a 255% YoY revenue increase and a significant EPS beat, driven by a successful pivot to AI infrastructure confirmed by a $168 million NVIDIA GPU deal.

Mentioned as a competitor to Nebius (NBIS), which the speaker prefers due to Nebius's stronger software stack and venture capital investments.

Highlighted as a company pivoting from Bitcoin mining to the more lucrative data center and AI buildout market, capitalizing on the AI investment theme.

Mentioned as a peer, implying that Galaxy Digital's data center business is undervalued in comparison.

Incurred a $37M opportunity cost by selling its mined Bitcoin instead of holding it.

Mentioned as a Bitcoin miner that has performed well and is positioned as a call option on the 'massive infinite demand for energy' created by AI.

Specifically mentioned as a Bitcoin mining company to avoid, with the analyst referring to the sector as 'cringe' and 'silly' compared to 'real businesses'.

Reportedly pivoting away from Bitcoin to go 'full Solana,' a move described as a 'new form of capitulation' due to the difficult economics of Bitcoin mining.

Positioned as a growth-oriented play with the 'second biggest growth in power anticipated at 345%'. It offers a blend of reasonable valuation and a modern mining fleet.

Represents the 'hot trade' of Bitcoin miners pivoting to AI. This narrative is seen as a potential tailwind for the stock.

A momentum stock that has run significantly. The host is cautious and skeptical, grouping it with other names he would not 'chase' due to the move being driven by hype.

The Bitcoin mining sector is rallying strongly due to miners diversifying into selling power for AI and a potential proposal from Senator Lummis to remove double taxation for the industry.

Has a strong AI/HPC opportunity but its strategy of selling mined Bitcoin to fund this ambition is viewed as a negative by the speaker. All-in cost to mine a Bitcoin is $41,000.

Presents a compelling investment case based on two valuation methods (Price-to-EBITDA and Sum-of-the-Parts) suggesting the stock is significantly undervalued, with its primary value driver being the pivot to AI/HPC leveraging cheap power.

The speaker believes the company is undervalued based on a 'sum of the parts' analysis of its assets. It's viewed as a long-term AI/HPC play, but investors should note it sells its mined Bitcoin rather than holding it.

A Bitcoin miner that financial Twitter is reportedly getting excited about as the 'next' big momentum stock.