Iren Limited (NASDAQ: IREN) is flipping the script from Bitcoin mining to AI Cloud, and the catalyst stack is getting loud. I will break down the Microsoft deal, the GPU expansion roadmap, and why renewable power could be a hidden advantage. If execution hits, the upside could be explosive.
Stock prices used were the market prices of Jan. 1, 2026. The video was published on Jan. 5, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.