IREN: Powering The AI Cloud Supercycle

Core Insights - The article discusses the author's investment journey, emphasizing a strong foundation in value investing and a disciplined approach to analyzing companies [1] Group 1: Investment Philosophy - The focus is on identifying mispriced quality companies and understanding resilient business models across economic cycles [1] - The author employs a fundamentals-first approach, utilizing DCF models and analyzing financial statements [1] Group 2: Community Engagement - The author contributes to the Seeking Alpha community, sharing insights and testing investment ideas publicly [1] - The goal is to provide research-backed commentary on various investment opportunities, including under-the-radar compounders and misunderstood tech platforms [1]