Iris Energy Ltd (IREN): Well within the specific AI plays ...IRE...

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Iris Energy Ltd (IREN)

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Re: rosemountbomber post# 267

Thursday, 11/13/2025 1:21:50 PM

Thursday, November 13, 2025 1:21:50 PM

Well within the specific AI plays ...IREN, CIFR etc ...a lot of this goes back to ORCL ...chk the drop since the recent top.
Several analysts , especially the one at Davidson on CNBC argued that their data center operation was a low margin business as its currently structured .
That also applies to the NeoClouds like IREN in the space .
Coreweave CEO recent appearance on TV didn't help either .

APP you have the AG probe overhang
IONQ ...super speculative name

Lot of rotation into biotech etc
JMO
Kiwi

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Recent IREN News

IREN shares fall after announcing $6 billion equity offering program • IH Market News • 03/05/2026 03:39:40 PM
Form 8-K - Current report • Edgar (US Regulatory) • 03/04/2026 10:25:30 PM
Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 03/04/2026 10:24:04 PM
Form 8-K - Current report • Edgar (US Regulatory) • 03/04/2026 09:59:47 PM
IREN Expands AI Cloud Capacity to 150,000 GPUs • GlobeNewswire Inc. • 03/04/2026 09:30:48 PM
IREN Appoints John Gross as Chief Innovation Officer • GlobeNewswire Inc. • 02/17/2026 10:00:50 AM
IREN Added to MSCI USA Index • GlobeNewswire Inc. • 02/12/2026 11:33:35 PM
Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/05/2026 09:08:45 PM
Form 8-K - Current report • Edgar (US Regulatory) • 02/05/2026 09:05:03 PM
IREN Reports Q2 FY26 Results • GlobeNewswire Inc. • 02/05/2026 09:03:29 PM
IREN to Release Q2 FY26 Results on February 5, 2026 • GlobeNewswire Inc. • 01/22/2026 09:02:52 PM
Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 01/02/2026 01:52:58 PM
Form 8-K - Current report • Edgar (US Regulatory) • 12/08/2025 10:13:43 PM
IREN Closes $2.3 Billion Convertible Notes Offering and the Repurchase of Existing Convertible Notes • GlobeNewswire Inc. • 12/08/2025 10:02:05 PM
Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 12/04/2025 10:19:17 PM
Form 8-K - Current report • Edgar (US Regulatory) • 12/03/2025 11:06:12 AM
Form FWP - Filing under Securities Act Rules 163/433 of free writing prospectuses • Edgar (US Regulatory) • 12/03/2025 11:02:03 AM
IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible Notes • GlobeNewswire Inc. • 12/03/2025 11:01:12 AM
IREN Prices $2 Billion Convertible Notes Offering • GlobeNewswire Inc. • 12/03/2025 11:00:44 AM
Form 8-K - Current report • Edgar (US Regulatory) • 12/01/2025 09:48:06 PM
Form 424B5 - Prospectus [Rule 424(b)(5)] • Edgar (US Regulatory) • 12/01/2025 09:45:54 PM
IREN Announces Proposed Convertible Notes Offering • GlobeNewswire Inc. • 12/01/2025 09:23:46 PM
IREN Announces Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes • GlobeNewswire Inc. • 12/01/2025 09:22:59 PM
Form 8-K - Current report • Edgar (US Regulatory) • 11/28/2025 11:58:52 AM
Form 8-K - Current report • Edgar (US Regulatory) • 11/24/2025 09:26:55 PM

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