
"IREN Speculative Buy: Transitioning from efficient Bitcoin mining to AI data centers. PT $20 (vs $20.30 consensus). Strong renewable power capacity moat. Key catalysts: AI data center build-out execution, Bitcoin mining profitability post-halving, rising BTC price. Risks: execution, BTC volatility, financing needs, competition."
IREN Limited - $IREN
SixSigmaCapital
July 1, 2025
Stock Idea