Iris Energy (IREN) is discussed as a company with potential due to its transition from Bitcoin mining to AI cloud services, leveraging existing infrastructure and energy resources, though caution is advised due to recent price action.
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A Stock a Day Until I Can Quit My Job: Day 86
Sep 14, 2025
The creator discusses Iris Energy (IREN), a company that transitioned from Bitcoin mining to AI cloud services. They highlight IREN's existing infrastructure and energy resources as advantages for AI workloads, noting its growing GPU fleet and potential, while also cautioning about recent price action and the challenges of scaling in the competitive AI space.
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