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Posted by
Two Blokes Jul 3 -
Filed in
Stock
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IREN combines massive renewable-powered Bitcoin mining with a fast-growing AI cloud business, leveraging low-cost hydro and wind energy for industry-leading margins. The company's strategic shift to AI compute, capped Bitcoin expansion, and disciplined capital allocation create a dual-engine growth profile with significant upside potential. Strong financials—high EBITDA margins, no debt, and robust cash flow—support continued expansion and highlight a valuation discount versus peers despite superior fundamentals.
