IREN just signed a massive $9.7 billion AI infrastructure agreement with Microsoft, yet the stock remains far below its previous highs. In this video, I break down the surprising reality behind the deal and what it could mean for investors. Is this the “Microsoft loophole” that could unlock explosiv
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Rick Orford - Trading Stocks and Options15 Mar 2026, 00:00 UTC
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IREN's recent 9.7 billion dollar deal with Microsoft highlights its role in AI infrastructure. The stock has seen significant volatility, dropping from a 52-week high of $76.87 to around $35, but has shown some recent upward momentum. Analysts currently maintain a 'Moderate Buy' rating with a consensus price target of $78.50, suggesting significant upside potential from current levels. The company's financial performance shows a strong reliance on Bitcoin mining for current revenue, but its long-term growth story is heavily tied to the expansion of its AI cloud computing services and GPU infrastructure. The market is pricing in substantial future revenue growth, with management targeting $3.4 billion in annualized revenue by 2026, which would require a significant increase from current revenue levels. Investors are betting on IREN's ability to scale its infrastructure and capitalize on the growing demand for AI computing.
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Rick Orford - Trading Stocks and Options
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