The Analysts

Call · @ilzmcfly · unranked

@ilzmcfly

@ilzmcfly · Thu, Aug 27

McFly@ilzmcfly
$IREN Overall I would characterize these results as bullish for the IREN thesis, particularly on AI Cloud demand and unit economics. The weak part is the sheer amount of capital required to execute it. What I view as most bullish: - >$4B contracted ARR for 2026 capacity, with
8d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long IREN · High confidence

Confidence

High0.97

Counted from

Fri, Aug 28 · market close

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