IREN · IREN Limited
Bitcoin miner turned AI-cloud and data-center operator, backed by Microsoft and Nvidia deals
Risiko 8/10 · HIGH RISK · miner-to-AI-cloud pivot · $44.68 ▲ 7.27%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $44.68
- Market cap $17.6B
- P/E (ttm) n/a
- Div yield none
- 52-wk range $25.38 – $76.87
Wichtigste Risiken
- Debt-financed buildout against fast-depreciating GPUs (Shareholders) — EXTREME
- Bitcoin-mining cash flows remain cyclical (Shareholders) — HIGH
- AI-cloud contracts still small versus the valuation (Shareholders) — HIGH
- Power-supply and construction execution slips (Customers) — MED
Fazit
The pivot is real and well-sponsored, but the stock already prices the AI future while the balance sheet still carries the mining past — a high-beta bet on flawless execution.
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