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IRE

IREN

6 tracked calls · 5 long · 1 short · last 90d: 3L/1S
first called by All-In Podcast 4mo ago
IN TRACKED PORTFOLIOS
Leopold AschenbrennerBUY
IREIRENLONG1w ago
“rental prices at the one year mark for the four in the fall rate it's actually been monotonically going up... at least in terms of compute fundamentals, right? There is actually a pretty sort of stron”
Forward Guidance

Cloud providers are ditching long-term discounts to hike GPU rental prices, letting IREN lock in a massive $2.8 billion in new multi-year contracts.

IREIRENLONG@ $40.71
$37.09-8.89%
since call Jul 22
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IREIRENLONG1mo ago
“now that's what I call a fuckin deal my goat company right here”
RJCcapital

IREN lands Warriors jersey patch deal, cementing mainstream AI cloud brand and signaling commercial momentum

IREIRENLONG@ $46.66
$37.09-20.51%
since call Jun 25
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IREIRENSHORT1mo ago
“you're busy bagholding into the endless $6,000,000,000 active ATMs with $IREN”
Serenity

IREN's $6B ATM program is a relentless dilution machine that bleeds holders while the real AI supercycle passes them by.

IREIRENSHORT@ $57.31
$37.09+35.28%
since call Jun 23
peak +48.6%
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IREIRENLONG2mo ago
“IREN was one I've been really long on, and they just signed a deal for a letter of intent from NVIDIA to buy shares at $70 for $2.2 billion worth of shares.”
Market Bubble

Long IREN: NVIDIA letter of intent to buy shares at $70 for $2.2B validates the data center/infra play

IREIRENLONG@ $57.52
$37.09-35.51%
since call May 7
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IREIRENLONG4mo ago
“the reality on the ground points to sustained scarcity and pricing power across all Neocloud providers…”
SemiAnalysis

IREN underpriced as scarcity-driven rental pricing power lifts all Neocloud economics

IREIRENLONG@ $34.23
$37.09+8.37%
since call Apr 2
peak +25.7%
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IREIRENLONGPOSITION4mo ago
“It's right up the end of the spectrum. It's gangbusters. We we cannot meet demand. That's why the whole industry now is around time to compute. There are no…”
All-In Podcast

Roberts stakes that AI compute demand is at the extreme end of the spectrum with zero idle GPUs, framing the $9.7B Microsoft deal as only 5% of IREN's 4.5GW capacity. The constraint he names is time-to-build, not demand, which is a bullish stake on monetizing locked-up power.

IREIRENLONG@ $41.41
$37.09-10.42%
since call Mar 23
peak +1.6%
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