
The author recommends selling $IREN and buying $GLXY and $DMGI.NE. A Goldman Sachs research report on IREN Ltd. ($IREN**)** lists a 12m price target of $50.00 against a current price of $40.53, noting a higher-than-expected F2027 capex outlook of $25–$30 bn that requires additional financing.

By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.