IREN (IREN +6.03%) has raised its annualized AI cloud revenue target above $4 billion after signing $2.8 billion in new contracts. Its most valuable asset, however, may be the massive power pipeline supporting that growth. This video examines the opportunity, the valuation risk, and what must happen next.
Stock prices used were the market prices of July 25, 2026. The video was published on Aug. 6, 2026.
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