💥📊 $IREN: The Next Leader in Computing Power?
This earnings season, one trend is becoming increasingly clear:
$IREN is highly likely to surpass $NBIS and $CRWV in market capitalization, emerging as a new-generation "core asset in computing power."
The reason lies not in hype, but in structural competitive advantages.
1️⃣ First-mover advantage + resource lock-in
CEO Dan Roberts explicitly mentioned:
"We entered the field early and secured a substantial amount of power and land resources in advance."
This signifies that, in the competition for AI computing power, $IREN has achieved sovereignty over scarce foundational resources—energy consumption, land, and electricity have all been strategically pre-arranged. While competitors struggle with capacity expansion, their 23,000 GPUs account for only 2% of the total available capacity.
In other words, they have only utilized '2% of their muscle,' with the remaining 98% still waiting to be unleashed.
2️⃣ Execution power determines the moat
Another statement by Roberts hits the core:
"We have never missed any milestone."
In this industry, the cycles of capacity expansion, delivery timelines, and capital trust are most tightly interlinked.
$CRWV delayed, $NBIS operating at full capacity, yet $IREN manages to deliver on time or even ahead of schedule—this signifies not only securing orders but also earning a 'trust dividend'.
Such companies become the primary targets for capital outflows during upward cycles.
3️⃣ Potential logic for valuation restructuring
The market typically assigns higher valuations to enterprises with 'scalable computing power + stable delivery capabilities'...

🚀📈$IREN: The Catalyst for the Next Frenzy in Market Momentum
Market sentiment often lags behind capital movements — and this time, the movement has already begun. Just two days ago, J.P. Morgan increased its holdings in $IREN by 2646%, now owning over 645,000 shares. This is not a scale of short-term speculation but a typical signal of medium-term positioning.
In the past few months, $PLTR, $HOOD, and $NBIX have all experienced explosive revaluations following a surge of capital inflows, and institutional investors are now focusing their attention on $IREN. The company’s strategic positioning in computing power, energy integration, and AI infrastructure places it at the intersection of valuation and narrative — companies linked to AI computing demand often experience an acceleration in sentiment once expectations shift.
The synchronized actions of insiders and major capital suggest a consensus: the market is underestimating $IREN’s growth elasticity. If the current trend continues, the institutional target price of $160+ by February 2026 is not out of reach.
Before $PLTR and $HOOD took off, institutions quietly increased their positions. By the time the public realizes the signal, the wave of momentum is often already midway. The question is: will you choose to get in early, or wait until the news dominates headlines before taking action?

looks like all the shorts that celebrated 4$ on Friday has gone missing🤣🤣

it has reached the lowest in the past 3 months. it will surely bounce back. patience