股票表现与价格目标 - 自上次分析IREN Limited以来 其股价大约翻了一倍 并且一度超过20美元的价格目标近4倍[1] - 公司股价在10月15日达到一个高点[1] 分析师背景与文章目的 - 文章作者是一位拥有超过10年经验的资深衍生品专家 专注于资产管理的股票分析研究 宏观经济和风险管理投资组合构建[1] - 其专业背景涵盖机构和私人客户资产管理 曾就多资产策略提供建议并实施 但高度专注于股票和衍生品[1] - 作者的核心热情在于理解宏观趋势如何影响资产价格和投资者行为 密切跟踪欧美央行政策 行业轮动和情绪动态 并构建可操作的投资策略[1] - 撰写文章的目的之一是分享见解 交流思想 并帮助彼此建立长期投资的信心[1]

IREN Limited ( IREN ) shares have shed over 54% since their high of $76.41 per share, with the stock crashing as much as 10% on Monday, shown below, and another 4% Tuesday.Tech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions d ...

The IREN stock price made a strong bearish breakout on Monday as it plunged to its lowest level since September this year. It has now erased some of the gains it made a few months ago when it jumped f... ...

Renowned TV host Jim Cramer issued a “Sell” rating on a prominent AI infrastructure stock that has been under pressure in recent weeks, despite several bullish catalysts and tailwinds. Cramer Says It’s ‘Time To Sell’The stock in question is Australian Bitcoin (CRYPTO: BTC) miner turned AI infrastructure company, Iren Ltd. (NASDAQ:IREN) , which has witnessed a steep pullback over the past few weeks, following a monumental rally this year. On Monday, in a short and cryptic post on X, the host of CNBC’s “Mad M ...

Key Takeaways IREN is rapidly scaling AI cloud operations with plans for 140,000 GPUs and major site upgrades by 2026.IREN's capital requirements are rising, with multibillion-dollar capex far outpacing operating cash flow.IREN is leaning on external funding as revenue is projected to climb 116.4% in 2026 on rising AI demand.IREN Limited’s (IREN) shift toward AI cloud infrastructure boosts long-term prospects while sharply increasing capital intensity. The company has highlighted massive capital needs that ...

IREN Ltd (NASDAQ:IREN) has been one of the market's most explosive AI infrastructure trades of 2025, riding a dramatic pivot from crypto mining into AI cloud and GPU services. IREN stock is up 285% in six months. That rally recently caught the attention of hedge fund legend Paul Tudor Jones — not as a new buyer, but as a seller locking in gains after a massive run.Track IREN stock here.According to recent filings, Tudor Investment cut its IREN stake by more than 90%, taking profits after a roughly 300% move ...

Bitcoin mining equities fell approximately 10% shortly after market open on Monday as the price of bitcoin dropped significantly. The decline coincided with reports regarding the forced closure of cryptocurrency mining operations in China. Bitcoin dropped from $89,474 to $87,024.78 in less than one hour during the morning session. This volatility triggered a broad selloff among major publicly traded bitcoin mining stocks. Reports also surfaced today that the CCP has renewed its crack down on bitcoin min ...

Discovery Capital takes profits on soaring AI neocloud company stocks. What happenedAccording to a filing with the Securities and Exchange Commission dated Nov. 14, 2025, Discovery Capital Management, LLC sold 784,600 shares of Iren Limited (IREN 8.67%) in the third quarter. The post-trade stake stands at 3,365,700 shares, valued at $157.95 million as of Sept. 30, 2025.What else to knowDiscovery Capital Management, LLC reduced its Iren stake, which now accounts for 8.66% of AUM, ranked as the fund’s 2nd-lar ...

Labubu is seen on Pop Mart's "Pop City" float at the Macy's Thanksgiving Day Parade on November 27 this year in New York. (Photo by Michael Simon/Getty Images for POP MART)Getty Images for POP MARTShares in Pop Mart International Group, the Chinese maker of globally popular Labubu dolls, rose this week after the company named one of the country’s most seasoned luxury brand executives to its board. Andrew Wu, group president of LVMH Greater China since 2005, joined Pop Mart’s board as an non-executive direct ...

Iren's massive Microsoft partnership could ignite one of the strongest AI growth stories of the decade, and investors need to see what happens next.Iren (IREN 8.93%) is racing to become a significant force in AI cloud computing, backed by a huge Microsoft contract and rapid GPU expansion. This video breaks down the bullish case, the staggering revenue targets, and the potential upside if the company executes.Stock prices used were the market prices of Dec. 2, 2025. The video was published on Dec. 7, 2025. ...