$IREN

IREN

IREN Ltd.

本窗口内的全部观点与内容

截至 09-26
09-22
Jose Najarro Stocks发布 2026-09-22
《The Market Is Underestimating This Massive AI Demand Shift》
$IREN看涨
IREN是一流的Neo Cloud标的,其看多逻辑由能源容量和Nvidia合作驱动。

I Rent 是我非常看好的一只股票。这是我的第二大 Neo Cloud 标的,Coreweave 排第一,I Rent 排第二。

I Rent is a stock that I am very optimistic about. This is my second largest Neo Cloud player, with Coreweave in first and I Rent in second place.

I Rent 的市值约为 200 亿美元。我依然相当兴奋。他们拥有一个巨大的能源来源。

I Rent had a market capitalization of about $20 billion. I'm still pretty excited. They have a huge source of energy.

我们知道,燃料在2026年、2027年甚至2028年都将是一个主要的瓶颈。在我看来,I Rent 拥有这种实力并确保这一点,是件好事。

We know that fuel is going to be a major bottleneck for 2026, 2027, and even 2028. In my opinion, it's great that I Rent has this strength and is ensuring it.

更早的记录
09-17
Schwab Network发布 2026-09-17
《Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks》
$IREN看涨
IREN基本面优于同业,具备技术突破条件,有望突破50美元并升向60-65美元,甚至可能达到76美元。

你的下一个选择是“Iron”,它过去挖比特币,现在变成了“Neo”云。你说你在50美元水平之上看到了一个重要的技术形态。那么为什么这个水平在这里如此重要,什么可能推动该股再次上涨至70到76?

Your next choice is "Iron," which used to mine Bitcoin and has now become the "Neo" cloud . You are saying that you see a significant technical setup above the $50 level. So why is this level so important here and what might drive the stock up again towards 70 to 76?

他说在等
价格走势相对关键技术水平的表现
突破50美元并上探60-65美元,随后回测76美元
近期市场价格
若发生突破则支撑看涨逻辑;若阻力位守住,或因融资担忧导致板块情绪恶化,则削弱该逻辑。
更早的记录
09-14
Schwab Network发布 2026-09-14
《Monday's First Moves: IREN Double Upgrade, COIN New Bull, HPE Downgrade》JP Morgan Chase
$IREN看涨
摩根大通将 IREN 上调至增持评级,目标价 65 美元,理由是 AI 云业务收入强劲增长以及关键合作伙伴关系。

我们这里看的是 Iran Iren,我不太确定。I R E N,对吧?这到底该怎么念?我们来谈谈这只股票。这是一家新型云服务提供商。它今天获得了看涨观点。但这并没有反映在股价上,因为正如你提到的,我们一直在关注那些属于 AI 故事一部分、却承压的股票。

这只股票最初是一个比特币矿商的故事,但现在正转变为一个 AI 基础设施的故事。

we look here at Iran Iren, I don't know exactly. I R E N, right? How do you say it anyhow? And let's talk about this name. >> Uh it's a neo cloud provider here. Um it's getting a bullish view today.

It's not reflected in the share price because as you mentioned, we've been watching stocks under pressure that are part of the AI story. This is one that was originally a Bitcoin miner story, but it's now turning into an AI infrastructure story.

09-12
Invest with Henry发布 2026-09-12
《5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)》
$IREN看涨
IREN因在为AI获取电力和数据中心方面具备竞争优势而值得强力买入,尽管其具有投机性且目前尚未盈利。

好,我们来看下一只股票,也就是 INEN。我最近做了一期关于 Iran 和轮动策略的视频。这是 Ian,市值 164 亿美元。没有市盈率,因为实际上没有利润,你知道这令人担忧,但这其实不是问题,因为它们最终会实现盈利,而现在更重要的是营收增长。

All right, let's move over into the next stock, which is INEN. I recently made a video on Iran and the wheel strategy. And here's Ian, $16.4 billion market cap. no PE ratio because really there's no profit which you know is concerning but it's not really an issue because they will eventually be profitable and right now it's more so about revenue growth.

更早的记录
09-08
Invest with Henry发布 2026-09-08
《IREN Wheel Strategy Options Explained | How I'll Make $5K In Premium This Week!》
$IREN看涨
IREN具有强劲的增长潜力,凭借其廉价的能源优势用于AI基础设施,可能在12-18个月内达到300-350亿美元的市值。

大家好,今天我们要讨论 IREN 股票。我目前在这只股票上使用轮动策略。看看 IREN 股票,它的价格是每股 45 美元。

Hey guys, today we're going to talk about IREN stock. I am currently using the wheel strategy on this stock. Look at IREN stock, it's priced at $45 per share.

我从持有的 IREN 股票备兑看涨期权中赚了 6000 美元,这些期权将在 10 天后到期。所以,我仅通过卖出期权就从 IREN 获得了巨额利润。

I have earned $6,000 from the covered call options I own on IREN stock, which will expire in 10 days. So, I make huge profits from IREN just by selling the options.

他说在等
股价相对于行权价
保持在42至45美元水平附近或以上
短期(期权到期)市场数据
支持轮动策略的收入生成;若价格大幅跌破盈亏平衡点则削弱论点
市值增长
达到300亿或350亿美元
未来12至18个月市场数据
若实现则支持看涨论点;若停滞则削弱论点
08-30
Jose Najarro Stocks发布 2026-08-30
《5 Stocks That Could Explode After Nvidia’s Massive Earnings!!》
$IREN未站边
IREN 的盈利疲软,但股价下跌是对其为了更好定价而推迟合同的战略决策的过度反应。

我要仔细研究的第五只股票,我相信它能受益,是I rent。现在,这只股票遭受了巨大的打击。我计划本周晚些时候做一个关于I rent的视频,但对我来说,我不太喜欢财报。

The fifth stock that I am going to take a closer look at, and I believe can benefit, is I rent. Now, this one took a massive hit. And I'm planning on doing a video later this week on I rent, but to me, I didn't like earnings a lot.

仅仅从非常高的层面来看,很多人抱怨I rent没有宣布新的交易,对吧?我认为人们抱怨说:“嘿,I rent说现在签协议没有意义,但那是因为他们无法获得交易。”我不认为情况是这样,而且我觉得这很奇怪,因为我觉得I rent正在告诉我们英伟达几周前告诉我们的东西,但仅仅因为股价下跌,它就是坏的,人们说这是一只坏股票。

Uh just on the very top-level overview, many people are complaining that I rent is not announcing new deals, right? I think people complain that, "Hey, I rent says there's no point in signing deals right now, but it's because they can't get deals."

I don't think that's the case, and I think this is so weird because I feel like I rent is telling us what Nvidia has kind of told us a few weeks ago, but just because the stock price went down, it's bad, and and people say this is a bad stock.

更早的记录
08-29
《🚨 MAJOR Market Update (for all serious investors)》
$IREN看涨
IREN是一个看涨的长期投资标的,因为AI基础设施的论点(微软/英伟达合同)正在加强,尽管存在短期盈利风险。

第二,我昨天买入的最重仓的股票是在他们财报发布之后,他们的财报非常糟糕,所以股价隔夜大幅下跌,周五早上又跌得更多。所以周四当我看到盘后下跌时,我告诉我的学校小组,只要价格达到我告诉他们的价格,我周五早上就会买入。

结果开盘价正好在我说的价位,然后进一步下跌。所以我昨天实际上买了两次,很高兴看到我的学校小组中的很多人都有准备,那些做了研究并认为这适合他们投资组合的人也买入了。我认为从长远来看,这将是一个非常不错的投资。

Number two, the heaviest stock that I bought yesterday happened right after their earnings report, and they had terrible earnings, and so the stock dropped a bunch overnight, and dropped even more the next morning, on Friday morning.

And so I told my school group on Thursday, when I saw that drop after hours, that on Friday morning, I'd be buying as long as the price was at the price that I told them. And it actually opened up right at what I said, and then dropped even further.

So I actually bought twice yesterday, and it was cool to see a lot of my school group was prepared, and those of them that did the research and thought that that was good for their portfolio, bought in as well.

And I think long-term, this is going to be a very good play.

08-28
Verified Investing发布 2026-08-28
《Every Earnings Winner Reversed Today》
$IREN看跌
IREN的财报表现不佳(下调指引/亏损),且技术面因通道破位而看跌;关键支撑位在29-30美元,若跌破则有跌至20美元的风险。

最后,IREN昨天也公布了财报,IREN表现不佳。其财报发布后股价暴跌。虽然营收超出预期,但下调了指引,并报告了大量亏损。

Finally, IREN also had earnings yesterday and IREN not great. Absolutely got crushed on their earnings. Beat revenue expectations, but also lowered um lowered guidance and reported a lot of losses.

在这张图表上,我在看几个方面。首先引起我注意的是潜在上升通道线的突破。你们看到了突破、测试、测试、测试、跌破、回撤,然后我看到了一个更低的低点。

On this chart, you know, I'm I'm looking at a couple things. The first thing that sticks out to me really is the break of a potential up sloping channel line here. You guys saw a break test test test broke retrace and then I had a lower.

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