Creator sentiment
7 creators · 7 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Fair value estimated at $46 per share versus a market price of about $18, implying huge upside.
- +Supply remains below demand, likely for the next two years, which could allow existing data-center capacity to charge higher prices.
- +Reiterated buy rating and upgraded conviction from low to medium despite the risk of going to zero.
- +Impressive quarter-on-quarter cloud revenue growth of 182% and 86% AI cloud gross margins.
- +Owns land and data centers worth more than its market cap, providing asset backing and avoiding lease escalations.
- +Losses are narrowing quickly and could be profitable sooner than analysts expect.
- +Trading at half times 2029 sales; could see up to 7x if revenue targets are met.
- +IREN lowered capex and is not chasing growth at any cost, which the creator sees as a responsible approach the market may reward.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors | CRWV, NBIS, APLD
Fair value estimated at $46 per share versus a market price of about $18, implying huge upside. · Supply remains below demand, likely for the next two years, which could allow existing data-center capacity to charge higher prices. · Reiterated buy rating and upgraded conviction from low to medium despite the risk of going to zero.
📹 IREN Stock Analysis! 10X or Hype?
Impressive quarter-on-quarter cloud revenue growth of 182% and 86% AI cloud gross margins. · Owns land and data centers worth more than its market cap, providing asset backing and avoiding lease escalations. · Losses are narrowing quickly and could be profitable sooner than analysts expect. · Trading at half times 2029 sales; could see up to 7x if revenue targets are met.
📹 AI Stocks Just Crashed — Why I'm Not Panicking!!
IREN lowered capex and is not chasing growth at any cost, which the creator sees as a responsible approach the market may reward. · Long-term contracts at $22M per megawatt over 5 years with 90% of GPU capex prepaid imply roughly $110B in total revenue versus ~$60B build cost. · Short-term contracts up to $40M per megawatt and H100s re-contracted at double the old price show active compute remains highly valuable.
