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J.P. Morgan’s $IREN investment thesis & valuation: $65 price target
“IREN is well into its transition in becoming a top tier Neocloud provider serving hyperscalers, enterprises, and AI native companies.”
JPM’s main risks include deals signed on worse than expected terms, data center build + GPU costs higher than expected, and interest rates compressing financials.
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J. Cole launches his first independent sneaker, the Dreamer Indie 5000
J.P. Morgan’s BTM research report projects a 57 GW shortage from data center demand in 2030
Since 2023, 5-year forecasts for utility-grid load growth have increased ~7x from 24 GW to 166 GW
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J&J REPORTS A 69.2% OVERALL SURVIVAL RATE OVER FIVE YEARS AND A MEDIAN PROGRESSION-FREE SURVIVAL OF 60.5 MONTHS.
J.P. MORGAN ON BEHIND-THE-METER
We believe BTM power offers a differentiated growth profile and potentially more durable earnings stream.
The U.S. is trending toward a structural power shortfall the grid can’t close fast enough. Projecting a ~50-80 GW gap by 2030.
$NBIS $BE $GEV $NUAI $CIFR $VST
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J.P. Morgan: custom silicon workload from frontier labs have potential to contribute to much higher memory demand as they rely more on their own chips and less on datacenter capacity leasing.
$MU $DRAM $EWY $SKHY
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J.P. Morgan: GPU to CPU ratio to decline from 3.0 in 2025 to 1.9 in 2028E.
Not exactly 1:1 as many have said but getting there slowly...
$INTC $AMD $NVDA $ARM $QCOM
J. Cole pulled up last night to meet fans camping out in Fayetteville for the first drop of his new Dreamer Indie 5000 sneaker 👟
J.P. Morgan: CSP Capex expected to reach ~$1.7 trillion in 2028 🤣
That is a lot of money...
$GOOGL $AMZN $META $MSFT $ORCL $SPCX
