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Iren Could Be an AI Winner, but the Buildout Has to Work

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated April 5, 2026

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Iren (NASDAQ:IREN) is chasing one of the biggest AI infrastructure opportunities in the market, but the real story is the gap between what’s already live and what still has to be built. That tension could define the stock’s next move.

Stock prices used were the market prices of March 31, 2026. The video was published on April 3, 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.

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