IREN (NASDAQ:IREN) has added customers, raised its revenue expectations, and improved its funding position, yet the stock remains far below its June high. The contradiction creates a compelling setup, but the bullish thesis depends on management converting contracted AI demand into 480 megawatts of operating capacity.
Stock prices used were the market prices of July 27, 2026. The video was published on Aug 10, 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.
