IREN (NASDAQ:IREN) has suddenly moved from Bitcoin mining into the center of the AI infrastructure boom. Its partnership with NVIDIA (NASDAQ:NVDA) provides the company with validation, scale, and a potential path toward higher-value AI cloud revenue. But after a massive rally, investors still have to weigh whether the market is catching the story early or pricing in too much too soon.
Stock prices used were the market prices of May 19, 2026. The video was published on May 23, 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.
