IREN (NASDAQ:IREN) is down sharply, but the CEO’s recent comments may have strengthened the long-term bull case. The real issue doesn’t seem to be weak demand. It looks like whether the industry can physically build fast enough to keep up.
Stock prices used were the market prices of April 11, 2026. The video was published on April 18, 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.