Jose Najarro StocksANALYSTJul 21, 2026“IREN's 10% ARR floor increase to $4B+, diverse AI customer base, and 45% prepayments on GPU capex make it a strong AI infrastructure play.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
that number increasing by about 10% on the floor at least is extremely bullish for the overall stock.
they announced customers that include Microsoft, Nvidia, Perplexity, Figure AI, Together AI, Fluidstack, Fireworks AI, Fowl AI, Hume AI
contract pricing continues to strengthen. Recent contracts also include customers' prepayments representing approximately 45% of the associated GPU capital expenditure
You guys know I I a shareholder of IREN.
Risk
Any fluctuation here's the two random delays which do happen in the AI ecosystem could create volatility for the stock.
The structured call
The receipt
Publish-day price $$61.20 · the claim is anchored to the moment it was said.
