Microsoft is mentioned as a top company that IREN works with, and signing deals with them can lead to revenue jumps for data center companies.
Source Post
IREN Stock Rebounds 15% As AI Demand Holds Strong...
Jul 7, 2026
The creator discusses the AI infrastructure market, highlighting IREN as a key data center play comparable to APLD and NBIS. Despite recent sell-offs, IREN showed a significant rebound, breaking out of a downtrend. The creator sees potential for further recovery, citing IREN's addition to the Russell 1000 index, global data center expansion, GPU financing, and projected revenue growth, although noting negative net income.
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Nvidia is mentioned as the underlying power for AI markets and the most valuable company in the world.
WULF is mentioned as another popular stock in the data center space that has seen consistent sell-offs, similar to IREN.
NBIS is mentioned as a comparable data center play to IREN.
APLD is mentioned as a comparable data center play to IREN, showing good financial prowess.
IREN is a key data center play showing a strong rebound and potential breakout from its downtrend, with targets up to $60.
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