Jose Najarro StocksANALYSTJun 30, 2026“IREN is a compelling Neo Cloud play with Nvidia partnership, Exemplar Cloud status, strong growth targets, and vertical integration advantage.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
I own this one. I'm actually liking it at these price.
they do have a partnership with Nvidia that Nvidia is going to have like a backstop.
they achieved NVIDIA Exemplar Cloud status on NVIDIA's HGX B300, advancing production-grade AI infrastructure.
by the end of this year they expect to have roughly 480 megawatts of active power. About 1,500 GPUs on track and that's where they expect to have their 3.7 billion dollars in annual reoccurring revenue.
develops the sites, constructs the facilities, and deploys the hardware, also operates the platform
The structured call
The receipt
Publish-day price $$61.20 · the claim is anchored to the moment it was said.