IREN (NASDAQ: IREN) 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.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
