IREN Stock Analysis - From Bitcoin Miner to AI Giant?

Dive into our in-depth analysis of IREN, the agile renewable energy powerhouse pivoting from Bitcoin mining to massive AI data center buildouts. We break down the founders' expertise, bull/bear cases, financial projections (including a potential 66x revenue surge to $33B), competitive moats, and why it's still an asymmetric long-term bet despite recent gains. Not financial advice—always do your own research. If you enjoyed, like, subscribe, and hit the bell for more stock breakdowns!

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00:00 Introduction and Stock Performance Update
00:35 Personal Background and Investment in IREN
01:27 Channel History with the Stock
02:20 Company Overview and Pivot from Bitcoin to AI
03:55 Mission Statement and Products
04:21 Business Model: Remote Data Centers and Low-Cost Energy
04:51 Founders and Management Team
08:59 Bear Case: Risks and Threats
10:34 Bull Case: Opportunities and Growth Potential
12:11 Competitive Edge: Cheap Energy Contracts
13:23 Transition to AI and Company Type (Fast Grower)
17:30 Financial Metrics: Revenue, Cash Flow, and Equity Growth
19:20 Future Guidance: 660K GPUs and Revenue Projections
21:40 Market Cap, Enterprise Value, and Total Addressable Market
24:54 Competitors in Bitcoin Mining and Data Centers
26:12 Company Moat: Contracts, Partnerships, and Disruptive Model
28:54 Valuation Metrics and Short-Term Stretched Ratios
30:01 Bear Case Financial Modeling
31:19 Base and Bull Case Scenarios
32:14 Data Center Buildout Timeline and Progress
35:34 Buy Checklist and Score
36:20 Projected Returns Analysis
38:50 Asymmetric Bet and Worst-Case Outlook
40:10 Earnings Call Highlights: Installed Capacity and Revenue Run Rate
41:23 Conclusion and Investing Framework