Shared on06 Aug 25
August 2025 Update: Relentless Execution, Mounting Optionality Since my last update, Iris Energy has continued to execute with precision. July’s operational update confirms the company remains firmly on track, scaling both its Bitcoin and AI infrastructure with discipline and speed.
Shared on03 Jul 25Fair value Increased 64%
Since publishing my initial thesis on Iris Energy, the company has exceeded expectations across all key dimensions. As a result, I am raising my fair value estimate from $16 to $26 per share , reflecting stronger conviction in the company’s emerging AI infrastructure business and its scalable data center blueprint.