IREN: AI Scarcity Is Rewriting The Economics (NASDAQ:IREN)
· seekingalpha.com
IREN has contracted over $4 billion of AI Cloud ARR, while 2026 capacity is largely sold out and 2027 discussions advance.
IREN Limited ( IREN ) is getting to a point where I believe the historical financial performance becomes increasingly detached from the business that the invest...