u/Significant-Fact4476 · 16d agono track record yet
IREN opinion
Despite potential $4B ARR, the company faces structural headwinds: path to profitability remains unclear with a stretched 4x P/S multiple, Chinese AI models are rapidly improving with lower compute requirements, and significant shareholder dilution erodes value. The risk/reward appears unfavorable.
At post $35.45Now $43.83+23.6% since postedas of Sep 11, 4:30 PM ET
1d—
3d+4.7%
1w+26.0%
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3m—
6m—
1y—