Added to YB: 2025-07-04
Pitch date: 2025-07-02
IREN [bullish]
IREN Limited
+122.17%
current return
Author Info
Company Info
IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers.
Market Cap
$13.7B
Pitch Price
$15.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.92
P/E
24.38
EV/Sales
19.87
Sector
Software
Category
growth
IREN: Tesla's Playbook Applied to Datacenters.
IREN: Bitcoin miner scaling from 1.1 to 50 exahash in 3 years while halving energy needed per compute unit. Building Tesla-like datacenter franchise w/ standardized design & liquid cooling. $3.4B mkt cap. 1,896 H100/H200 GPUs deployed at marginal cost. 2.9GW grid capacity secured. Betting on AI+Bitcoin computing demand with process power = consistently over-delivering ahead of schedule.
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