$IREN

7 theses

bullish 71%neutral 0%bearish 29%

Avg return (3m)

-20.7%

Win rate (3m)

33% (3 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 Oct 28, 4:45 PM ET

$IRENr/wallstreetbetsDiscussionbearish

u/LarryBlink · 50d ago3 prior · 0% at 3mo

Why IREN is a hard pass for me

Severe shareholder dilution with 42% share count increase and $6 billion ATM still running. $700 million performance-free stock grant to founders and massive unfunded capex guidance ($11-16 billion) create compounding dilution. At 26x sales with no profit and missing revenue guidance, IREN is fundamentally overvalued.

At post $45.37Now $28.84-36.4% since postedas of Oct 28, 4:45 PM ET

1d-3.8%

3d-3.4%

1w-6.1%

1m-22.4%

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsDiscussionbullish

u/EstablishmentWrong98 · 56d agono track record yet

IREN - Sympathy play

IREN experienced a sympathy move on Dell's strong AI-server earnings and $95B backlog, supported by its $1.6B agreement for Nvidia Blackwell systems. With short interest at 28% of float and only 2.2 days to cover, the stock could continue higher if volume holds and breaks through $40–$40.50 resistance levels toward $42–$43.

At post $39.60Now $28.84-27.2% since postedas of Oct 28, 4:45 PM ET

1d+5.2%

3d+12.8%

1w+14.6%

1m+5.5%

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsYOLObullish

u/miniscule_rycegrain · 68d ago1 prior · 100% at 3mo

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 $28.84-31.1% since postedas of Oct 28, 4:45 PM ET

1d—

3d-4.9%

1w-15.4%

1m+11.5%

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsDDbullish

u/Thisispaartaaa · 76d 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 $28.84-34.5% since postedas of Oct 28, 4:45 PM ET

1d—

3d+1.9%

1w-4.9%

1m-0.5%

3m—

6m—

1y—

original post →

$IRENr/wallstreetbetsDDbearish

u/No_Presentation9490 · 91d ago5 prior · 100% at 3mo

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 $28.84-24.6% since postedas of Oct 28, 4:45 PM ET

1d-3.8%

3d-3.8%

1w-0.9%

1m-7.3%

3m-24.6%

6m—

1y—

original post →

$IRENr/wallstreetbetsYOLObullish

u/whodoesntlovedogs · 91d 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 $28.84-24.6% since postedas of Oct 28, 4:45 PM ET

1d-3.8%

3d-3.8%

1w-0.9%

1m-7.3%

3m-24.6%

6m—

1y—

original post →

$IRENr/pennystocksStock Infobullish

u/Bigstonkspender · 367d ago2 prior · 0% at 3mo

Hottest Topics Now- What to buy?

IREN is a leader in BTC mining and AI datacenters with massive expansion plans, suitable for 2025 portfolio allocation.

At post $64.99Now $28.84-55.6% since postedas of Oct 28, 4:45 PM ET

1d-4.0%

3d-10.4%

1w+4.2%

1m-25.5%

3m-12.8%

6m-22.1%

1y-57.8%

original post →

End of results.