Key Takeaways IREN doubled its AI cloud capacity to 23k GPUs with a $674 million purchase of NVIDIA and AMD chips. Customer contracts for 11k GPUs support $225 million in AI Cloud ARR, targeting $500 million by fiscal 2026. IREN shares have jumped 502.7% YTD, with the stock trading at a 63.42X price/cash flow multiple. IREN Limited’s (IREN) AI cloud business is expanding rapidly. IREN has doubled its AI cloud capacity to 23k GPUs through the purchase of an additional 12.4k GPUs for roughly $674 million. Thi ...

Key Takeaways Applied Digital's CoreWeave lease deal secures $11B in projected revenues and de-risks its business.IREN targets $1.25B in annualized revenues, with $500M AI Cloud ARR expected by early fiscal 2026. APLD shares surged 49.7% in a month, outpacing IREN's 33% gain, signaling stronger investor momentum. Applied Digital (APLD) and IREN Limited (IREN) offer next-gen data center infrastructure targeting high-performance computing (HPC), artificial intelligence (AI) workloads and scalable computing. D ...

IREN Limited ( IREN ) failed to break through a psychological level of $70 per share a couple of weeks ago and it currently trades at $62. The current 13% short interest is quite high, but I think that the stockComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident i ...

Crypto-related stocks gained ground Monday after President Donald Trump and Treasury Secretary Scott Bessent signaled that progress was being made in U.S.-China trade talks. “I really feel good” about a deal, Trump told reporters Monday morning, referring to an agreement that would allow China to continue supplying the U.S. with rare-earth magnets — a critical component in everything from electric vehicles to smartphones — in exchange for easing the 100% tariff threat announced earlier this month. This f ...

Earnings are just around the corner for IREN Limited (NASDAQ: IREN ), and with analysts projecting quite a bit of growth, I thought it would be useful to break down the full portfolio ofI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behi ...

比特币概念股市场表现 - 比特币概念股普遍上涨 Robinhood涨超5.6% Bitmine Immersion Technologies涨超5.7% SharpLink Gaming涨超5.5% [1] - MicroStrategy涨2.6% Bitfarms涨超1.5% Iren Ltd涨超3.4% [1] 监管政策动向 - 特朗普提名Michael Selig担任美国商品期货交易委员会主席 Selig是CFTC加密货币工作组首席法律顾问 [1] - 该任命被视为数字资产行业的重大胜利 预计将加速通过新立法重塑数字资产行业监管的进程 [1] - Selig上任将为寻求合规的加密货币公司和投资者提供更清晰的指引 [1]

Friday, October 10 was a forgettable day all the way around for risk assets. Those included cryptocurrency and crypto-related equities. The CoinShares Valkyrie Bitcoin Miners ETF (WGMI) wasn't immune to the broader market pullback. But give the ETF some credit. Some of its holdings managed to cobble together modest gains on the day. And the tariff-induced pullback could be healthy for a fund that gained 116.43% over 90 days ending October 10. It could also be a buying opportunity for investors interested i ...

公司评级与目标价 - 对冲基金评估将公司列入12只最具潜力的区块链与加密货币挖矿股票名单[1] - BTIG维持公司买入评级并将目标价从32美元上调至75美元[1] 行业趋势与公司定位 - 超大规模企业和新型云服务商对按需电力需求增长使公司具备把握高性能计算托管机遇的有利条件[1] - 公司是业务遍及北美的比特币挖矿与人工智能数据中心企业[1] 人工智能云服务合同 - 公司与人工智能企业签订多年期云服务合同涉及英伟达Blackwell系列GPU部署[1] - 合同将覆盖公司23000台GPU中的11000台[1] - 合同将助力公司扩大在加拿大不列颠哥伦比亚省和美国得克萨斯州数据中心的GPU布局[1] - 预计在2025年底前实现225亿美元人工智能云服务收入[1]

文章核心观点 - 随着股市创下新高，加密货币挖矿和数据中心基础设施类股票成为2025年表现最佳的板块之一，多只个股股价实现三位数百分比增长 [1] - 股价上涨的主要驱动力在于许多传统比特币矿商正在转型为全面的数据基础设施提供商，从依赖不稳定的比特币收入转向更稳定、可重复的数据托管收入 [4][5][7] - 全球人工智能计算需求激增，拥有现有基础设施、廉价电力、冷却系统和现成数据中心的公司被视为数字经济骨干的关键参与者 [6][7] 加密货币挖矿与数据中心股票表现 - IREN Ltd 年内涨幅超过540%，在同类股票中领先 [1] - Cipher Mining 上涨345%，Applied Digital 上涨338%，Nebius 上涨323% [1] - CoreWeave 上涨231%，Bitfarms 上涨209%，TeraWulf 上涨142% [2] - Hut 8、CleanSpark 和 Riot Platforms 涨幅均超过100% [2] - Galaxy Digital 和 Marathon Holdings 涨幅相对温和，分别为69%和16% [2] 行业转型与战略调整 - IREN 从纯比特币矿商重新定位为可再生能源驱动的数据中心运营商，并受益于与英伟达等主要GPU供应商的合作 [4] - Applied Digital 进行了更大幅度的战略调整，与一家超大规模客户签署了价值50亿美元的多年度AI基础设施租约，并额外扩展了150兆瓦的容量 [5] - Cipher Mining 和 NEBIUS 利用其广泛的电力资源和现有矿场来满足对AI和HPC托管激增的需求 [6] 股价上涨的驱动因素 - 公司转型使投资者相信其能从类似大宗商品的波动性比特币收入转向更稳定的经常性数据托管收入 [5] - 现有的基础设施、廉价电力、冷却系统和现成数据中心构成了结构性优势，推动投资者资金流入该板块 [6][7] - 比特币价格上涨、机构兴趣增长以及全球对AI基础设施的大量投资也支撑了此轮涨势 [7]

IREN Limited (NASDAQ:IREN) is included in our list of the 12 most promising blockchain and crypto mining stocks according to hedge funds. BTIG Remains Bullish on IREN Limited (IREN), Cites Its Strong Position in AI and Colocation Market On October 14, 2025, BTIG raised its price target on IREN Limited (NASDAQ:IREN) from $32 to $75, maintaining a “Buy” rating. The investment firm’s bullish stance on IREN Limited (NASDAQ:IREN) was included in its broader note on crypto mining stocks. The firm believes ris ...