IREN: Why The AI Transition Still Isn't Fully Priced In

Core Viewpoint - IREN is expected to report its 2Q26 results, and the stock is maintained as a buy ahead of the earnings announcement [1] Company Analysis - The analyst has a background as a retired Wall Street portfolio manager specializing in Technology, Media, and Telecommunications (TMT) [1] - The analyst has over two decades of experience in the market, focusing on risk mitigation during significant market events such as the dot-com bubble, the credit default crisis of 2008, and the recent AI boom [1] - The investment strategy revolves around momentum, indicating a focus on stocks that are trending positively [1]