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

Rally is fueled by persistent rumors that Iren will be a major beneficiary of a 10-gigawatt data center build-out by Anthropic. Sentiment around the stock is extremely positive, but it is noted as highly volatile.

Experienced extreme volatility, falling 30% after hours due to a revenue miss and an unimpressive CEO performance, though the sell-off was considered potentially overdone.

A high-risk, high-reward play whose stock dropped significantly after a major revenue miss driven by its legacy Bitcoin business. The nascent AI cloud service revenue is growing rapidly, but the market is currently focused on the overall miss and crypto correlation.

Mentioned as a specialized AI infrastructure player ('neocloud') that is benefiting from the overwhelming demand for computing power that even the largest companies cannot fully meet.

An interesting hybrid play on AI and Bitcoin. While the AI pivot is a smart move, its profitability is still significantly influenced by and 'negatively impacted by Bitcoin being in the gutter right now,' creating a headwind.

The stock being down around 10% is viewed as 'absolute nonsense' and part of an indiscriminate sell-off, implying it is unfairly punished.

Mentioned as a 'very hot stock' used for a scale comparison to highlight the massive ambition of Tesla's 100-gigawatt solar plan versus IREN's 2.9-gigawatt capacity.

The chart is described as 'structurally good' with 'room to run.' The stock benefits from two powerful narratives (Bitcoin and AI) and has resumed its uptrend with high volume after an MSCI index delisting threat was resolved.

Stock surged on strong speculation of a potential deal with Anthropic. The key technical level to watch is the resistance at $63; a break above could signal a move to $77.

Data center stock that was hit hard, falling 6-9%. The pullback could be an opportunity for dip-buyers if not tied to fundamental changes.

Received a significant bullish reversal with an upgrade from sell to a buy by HC Wainwright and a price target increase to $80.

Considered a 'winner' in the AI infrastructure space. Technicals suggest a move to $56 is likely, with a potential to reach $63. A pullback to the $47-$48 range would be very bullish.

Mentioned as a direct beneficiary of the powerful, long-term investment theme of building out infrastructure (land, power) for AI data centers.

Seen as a beneficiary of Meta's new MetaCompute initiative, as Meta will likely need to partner with such companies to build out its data center infrastructure.

Stock was up over 9%. A speaker expressed a long-term bullish view, believing the stock could 'quadruple by 2030', while also warning of volatility.

Stock was up 5% based on a viral rumor of a deal with Anthropic, which the host is extremely skeptical of and warns against buying based on it.

Mentioned as a high-beta, speculative stock that was up 10%, indicating strong risk appetite, though the host advises caution on sustainability.

Mentioned alongside other miners as an undervalued, high-growth stock that is experiencing a strong rebound, though it is characterized by extreme volatility.

The stock was up 12% as part of a winning 'Energy/Data Centers' theme that is believed to follow the semiconductor trend.

Mentioned as a stock performing well within the 'hot theme' of data centers.

Mentioned as a 'Data Center Play' within the broader AI infrastructure buildout investment theme.

The stock recovered from lows after hitting a key technical pullback level. A bounce to the low $40s is possible, but $31 is a critical support level to watch.

Data center stock described as having been 'absolutely decimated' from its recent highs.

Down 11% to $35.53, noted as being hit the worst in the data center space and is significantly down from its recent high of $80.

The same bullish sentiment applied to CleanSpark is also applied to IREN, suggesting it is another undervalued opportunity in the Bitcoin mining sector.

The stock was down significantly, caught in a broader downdraft and market nervousness surrounding the AI infrastructure trade.

Mentioned as an AI-related energy stock that sold off due to concerns about a slowdown in data center construction.

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.