IREN: Tesla's Playbook Applied to Datacenters.
6 months ago
Investment Ideas by Antonio
"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."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
IREN: Tesla's Playbook Applied to Datacenters.
Source:
Investment Ideas by Antonio
Published:
July 2, 2025
Idea Type:
Stock Idea