$IREN

6 theses

bullish 67%neutral 0%bearish 33%

Avg return (1m)

-7.3%

Win rate (1m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 11, 4:30 PM ET

$IRENr/wallstreetbetsDiscussionbullish

u/EstablishmentWrong98 · 11d agono track record yet

IREN - Sympathy play

IREN benefited from Dell's strong AI-server earnings and backlog, validating demand for AI infrastructure that supports IREN's $1.6B Nvidia Blackwell agreement. Heavy short positioning (28% of float) combined with technical support levels ($40–$40.50) suggests potential for further upside toward $42–$43 if volume expands and breakout resistance holds.

At post $39.60Now $43.83+10.7% since postedas of Sep 11, 4:30 PM ET

1d+5.2%

3d+12.8%

1w+14.6%

1m—

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsDiscussionbearish

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%

1m—

3m—

6m—

1y—

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$IRENr/wallstreetbetsYOLObullish

u/miniscule_rycegrain · 23d ago1 prior · awaiting results

Long IREN calls

IREN TO THE MOON🚀 (regard edition)

Microsoft's $9.7B contract billing, NVIDIA's Exemplar Cloud certification, and short squeeze potential on positive news that the market has underreacted to (similar to recent earnings patterns). IV is lower than historical, making calls attractive for a multi-day rally similar to NOW, BE, and HOOD.

At post $41.88Now $43.83+4.7% since postedas of Sep 11, 4:30 PM ET

1d—

3d-4.9%

1w-15.4%

1m—

3m—

6m—

1y—

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$IRENr/wallstreetbetsDDbullish

u/Thisispaartaaa · 30d ago4 prior · awaiting results

Long IREN

POWER IS THE PLAY, JUST NOT HOW YOU THINK

Crypto-mining-turned-AI-data-center companies like IREN have already secured massive, long-term power capacity that remains the true bottleneck for AI expansion. With 15+ year leases to hyperscalers and power already approved and operational, these neocloud providers are undervalued relative to their critical infrastructure moat.

At post $44.06Now $43.83-0.5% since postedas of Sep 11, 4:30 PM ET

1d—

3d+1.9%

1w-4.9%

1m—

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsDDbearish

u/No_Presentation9490 · 45d ago5 prior · awaiting results

Short 10,000 shares of IREN

IREN short position DD

IREN is a failed bitcoin mining business rebranded as an AI datacenter that lacks fundamental credibility. The recent 22% pump is driven by speculative flows from a Citadel acquisition of another portfolio, not company fundamentals, and represents a short opportunity.

At post $38.26Now $43.83+14.6% since postedas of Sep 11, 4:30 PM ET

1d-3.8%

3d-3.8%

1w-0.9%

1m-7.3%

3m—

6m—

1y—

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$IRENr/wallstreetbetsYOLObullish

u/whodoesntlovedogs · 45d agono track record yet

$IREN: timed it perfectly yesterday for the YOLO and now it’s up by 24%

Author timed a YOLO entry into IREN and the position is up 24%, indicating bullish conviction on continued upside.

At post $38.26Now $43.83+14.6% since postedas of Sep 11, 4:30 PM ET

1d-3.8%

3d-3.8%

1w-0.9%

1m-7.3%

3m—

6m—

1y—

original post →

End of results.