格隆汇11月17日｜美股加密货币概念股盘前走高，其中，IREN Ltd、Bitdeer Technologies涨超4%，嘉楠 科技涨超3%，Strive、Bitfarms、Circle涨超2%。 | 代码 | 名称 | 盘前涨跌幅√ | | --- | --- | --- | | IREN | IREN Ltd | 4.70% | | BTDR | Bitdeer Technologies | 4.18% | | HIVE | HIVE Digital Technologie: | 3.32% | | CAN | 嘉楠科技 | 3.13% | | FFAI | Faraday Future Intelligen | 2.97% | | DFDV | DeFi Development | 2.94% | | CIFR | Cipher Mining | 2.79% | | ASST | Strive | 2.78% | | BITF | Bitfarms | 2.71% | | GEMI | Gemini Space Station | 2.69% | | HUT | Hut 8 | 2.27% | | MA ...

Core Insights - IREN stock has surged over four times year-to-date, reaching approximately $51, driven by solid growth, cost efficiencies, and a robust inventory of high-performance GPUs essential for AI [2] - The company operates as a vertically integrated data center enterprise, fully owning its land, energy resources, and data centers, which provides long-term cost management and lower execution risks compared to competitors [4][5] Competitive Advantages - IREN manages about 3 GW of secured low-cost power capacity and has a significant land bank for future growth, which is a vital differentiator in the market [4][5] - The company benefits from some of the lowest energy costs in the industry at approximately $0.033 per kWh, powered entirely by renewable energy sources [5] Market Trends - There is a growing trend towards Infrastructure as a Service (IaaS), allowing businesses to quickly add AI-capable computing capacity without tying up capital in fixed assets [6][7] - A partnership with Microsoft worth $9.7 billion through 2031 highlights the increasing interest in scalable data centers to meet rising AI computing demands [6] Financial Performance - Revenues surged from $60 million in FY'22 to around $501 million in FY'25, with Q1 FY26 revenues soaring 355% year-over-year to $240.3 million [8][9] - The company forecasts over 125% growth for fiscal 2026 and about 95% in 2027, pushing revenues above $2.3 billion by FY'27 [8] Infrastructure Expansion - IREN plans to expand its GPU fleet from approximately 23,000 to around 140,000 GPUs by the end of 2026, supported by ample power capacity [9][10] - The company concluded Q1 FY26 with $1.8 billion in cash and equivalents, providing flexibility for large-scale expansion [10][11] Future Projections - Management forecasts $3.4 billion in AI Cloud annual recurring revenue by the end of 2026, a significant increase from the current run-rate of over $500 million [11]

Core Points - Ten large-cap stocks experienced significant declines last week, with IREN Limited leading the drop at 29.3% due to a decrease in Bitcoin prices and investor concerns over government shutdown resolutions and Federal Reserve policies [1] - CoreWeave, Inc. saw a 29.75% decrease after lowering its FY2025 sales guidance, prompting multiple analysts to revise their price forecasts [1] - Nebius Group N.V. fell 27.37% after issuing FY2025 sales guidance that was below market estimates [2] - Fermi Inc. and Circle Internet Group, Inc. reported declines of 25.51% and 24.03% respectively, with the latter facing analyst downgrades following its third-quarter results [2] - IonQ, Inc. dropped 17.79% amid overall market weakness and a sell-off in tech and AI stocks [3] - Strategy Inc experienced a 19.77% decline, also linked to the drop in Bitcoin prices affecting crypto-related stocks [3] - Bloom Energy Corporation and Symbotic Inc. saw decreases of 21.14% and 21.9% respectively [3] - Oklo Inc. fell 16.55% after reporting its third-quarter financial results [4]

Group 1 - The focus of PropNotes is on identifying high-yield investment opportunities for individual investors [1] - The company leverages a background in professional Prop Trading to simplify complex concepts and provide actionable insights [1] - All analyses produced by the company aim to assist investors in making informed market decisions, supported by unique expert research [1] Group 2 - The article expresses a beneficial long position in the shares of IREN, indicating a positive outlook on the stock [2] - The author emphasizes that the opinions presented are personal and not influenced by compensation from any company mentioned [2] - There is no business relationship disclosed with any company whose stock is referenced in the article [2]

Core Insights - Arlington Capital Management initiated a new position in Iren Limited by acquiring 76,117 shares valued at approximately $3.6 million during the third quarter of 2025, as disclosed in a Form 13-F filed with the SEC on November 14 [1][2][7] Company Overview - Iren Limited is a Sydney-based company specializing in the ownership and operation of data centers and computing infrastructure, primarily for Bitcoin mining, while also providing AI Cloud Services with large-scale GPU clusters for AI training and inference [5] - The company has a market capitalization of $13.14 billion, with a revenue of $685.28 million and a net income of $604.62 million for the trailing twelve months [4] Financial Performance - Iren's fiscal first quarter revenue more than quadrupled from the prior year to $240.3 million, with significant revenue growth from Bitcoin mining, which increased from $49.6 million to $239.4 million [6] - AI cloud service revenue more than doubled from $3.2 million to $7.3 million, with management targeting $3.4 billion in annualized revenue by the end of the year, supported by a $9.7 billion contract with Microsoft [9] - The company reported a profit of $384.6 million under generally accepted accounting principles, which included a $665 million unrealized gain on financial instruments, complicating the understanding of its bottom line [10] Stock Performance - As of November 14, shares of Iren were priced at $46.37, reflecting a 348.9% increase over the past year, significantly outperforming the S&P 500's total return by 334.2 percentage points [8]

IREN Limited (NASDAQ:IREN) is one of the stocks Jim Cramer mentioned in his latest comments. Answering a caller’s query about the stock, Cramer remarked: “Okay, so IREN is a press release stock. It’s great that they want a big deal. I think that’s absolutely… it’s super super super. But that is part of the year of magical investing that’s ending… Take, sell half of it, okay?” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels IR ...

Core Viewpoint - Cryptocurrency-related stocks experienced a significant decline in pre-market trading, reflecting broader market concerns over the recent drop in Bitcoin and Ethereum prices [1] Group 1: Market Performance - IREN Ltd (IREN.US) and Cipher Mining (CIFR.US) both fell over 8% [1] - CleanSpark (CLSK.US) dropped more than 7% [1] - Strategy (MSTR.US) and Robinhood (HOOD.US) saw declines exceeding 5% [1] Group 2: Cryptocurrency Price Movements - Bitcoin's price fell over 4%, dropping below $96,000, with a 24-hour decline of 6.65% [1] - Ethereum experienced a decline of over 3%, falling below $3,200, with a nearly 9% drop in the past 24 hours [1]

Core Viewpoint - Cryptocurrency-related stocks experienced a significant decline in pre-market trading, reflecting a broader downturn in the cryptocurrency market [1] Group 1: Stock Performance - IREN Ltd (IREN.US) and Cipher Mining (CIFR.US) both fell over 8% [1] - CleanSpark (CLSK.US) dropped more than 7% [1] - Strategy (MSTR.US) and Robinhood (HOOD.US) saw declines exceeding 5% [1] Group 2: Cryptocurrency Market - Bitcoin plummeted over 4%, falling below $96,000, with a 24-hour drop of 6.65% [1] - Ethereum experienced a decline of more than 3%, dropping below $3,200, with a nearly 9% crash in the past 24 hours [1]

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended waiting before buying telehealth firm Doximity, Inc. (NYSE:DOCS), noting it is “still too expensive.”Doximity, on Nov. 6, reported quarterly earnings of 45 cents per share which beat the analyst consensus estimate of 38 cents per share. The company, which connects physicians and nurse practitioners with other healthcare providers, reported quarterly sales of $168.525 million. It beat the analyst consensus estimate of $157.614 million.Cramer recom ...

CoreWeave, Nebius and peers such as IREN have surged this year on the back of multibillion-dollar contracts to provide AI computing capacity to large technology companies. ...