Substack · FDW Capital
La infraestructura invisible del mundo que viene
IREN Limited no es una empresa de cripto. Tampoco es solo una empresa de IA. Es algo más difícil de categorizar, y por eso el mercado todavía no sabe bien cómo valuarla.
US · 7 entries · 6 publications
IREN
Iren
- Entries
- 7
- Bullish
- 1
- Bearish
- 0
- First
- Jul 7, 2026
- Latest
- Oct 25, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on IREN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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1Timeline
Newest to oldest- October 2026 1 entry
- September 2026 3 entries
Substack · Agrippa Investments
IREN x Anthropic: The Breadcrumb Trail
Chapter 1, IREN’s new frontier AI lab client
Since publication −46.0% α −45.6 pp vs S&P 500 · USD
Substack · Agrippa Investments
IREN’s Financing Flywheel
Section 1 of Chapter 1 / The Good, The Bad, & The Ugly
Since publication −45.5% α −45.9 pp vs S&P 500 · USD
Substack · Outlier Capital
Why I Picked $IREN Over $NBIS and $CRWV?
The tape is pricing IREN as a leftover hash-rate story with an AI slide. I am pricing it as the only listed AI cloud that owns the dirt, the watts, the building, the GPUs and the software.
Since publication IREN −45.8% α −45.9 pp vs S&P 500 · USD
- August 2026 2 entries
Substack · Leonardo Boquillón Briefs · Leonardo Boquillón
Data centers & neoclouds: Is the GPU depreciation thesis overstated?
Some notes on GPU depreciation, utilization and demand, after a big week for CoreWeave, Nebius and IREN.
Since publication IREN −39.3% α −39.3 pp vs S&P 500 · USD
Substack · Big Game
REANÁLISIS BG: IREN LIMITED ($IREN)
Volvió la hydra.
Since publication −36.0% α −37.0 pp vs S&P 500 · USD
- July 2026 1 entry
Substack · TradingDTE · tradingdte
Niveles claves | IREN
Campo de juego
Since publication −36.1% α −38.4 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.