Shay Boloor(@StockSavvyShay):$IREN ended the day up nearly 20% as the global shortage of AI compute pushes customers to prepay nearly half the GPU cost to secure capacity before deployment. IREN then provides the power, data centers, networking, deployment, operations and cloud platform needed to bring that capacity online. That customer funded model is also making the revenue outlook more credible with its year end annualized revenue run rate target now above $4B and ~85% already under contract.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

加入 February 2019

319 正在關注 442.2K 粉絲

Shay Boloor@StockSavvyShay

2026.07.20 20:46

$IREN ended the day up nearly 20% as the global shortage of AI compute pushes customers to prepay nearly half the GPU cost to secure capacity before deployment. IREN then provides the power, data centers, networking, deployment, operations and cloud platform needed to bring that capacity online. That customer funded model is also making the revenue outlook more credible with its year end annualized revenue run rate target now above $4B and ~85% already under contract.