
"IREN: Cash from operations turned positive, confirming repeatable datacenter infrastructure works. Tesla-like blueprint: machine that prints datacenters. AI business scaling rapidly with 10,000+ GPUs, $200-250M annualized revenue expected. Current $12.8B market cap undervalues asset potential."
IREN: The Tesla of Datacenters in the Making.
Investment Ideas by Antonio
September 24, 2025
Stock Idea