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IREN

IREN Thesis: From Miner to AI Infrastructure Leader

IREN is undergoing a fundamental re-rating, evolving from a Bitcoin miner into a premier AI Cloud Service Provider. The thesis is anchored by the scarcity of three critical assets: Gigawatt-scale power , specialized data centers , and NVIDIA Blackwell compute.Read more

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US$70
35.5% undervalued intrinsic discount
Fair Value
Revenue
25.63% p.a.
Profit Margin
51.48%
Future PE
40.67x
Price in 2031
US$106.43