What top creators are saying about Iris Energy Limited(IREN)— Page 9
405 AI-extracted insights from 40 sources — podcasts, YouTube channels, and X/Twitter accounts.
Insights about Iris Energy Limited (IREN) — Page 9 of 9
Showing insights 401–405 of 405.
Wednesday, July 2, 2025
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.
Saturday, June 28, 2025
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.
Friday, June 27, 2025
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.
Monday, June 23, 2025
A Bitcoin miner that financial Twitter is reportedly getting excited about as the 'next' big momentum stock.
Wednesday, July 2, 2025
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.
Saturday, June 28, 2025
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.
Friday, June 27, 2025
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.
Monday, June 23, 2025
A Bitcoin miner that financial Twitter is reportedly getting excited about as the 'next' big momentum stock.