IREN: Power, Cash Flow, Flexibility, Give It Leverage Over The Neo-Cloud Industry

As someone who wrote up SuperMicro when the stock was at $10, I believe that NASDAQ: IREN now represents a similar opportunity in terms of favorable risk/reward caused by AI spending. At the time SuperMicro’s valuation wasAnalyst’s Disclosure:I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no bu ...