How Investing Simplified - Professor G’s view on $IREN changed

2026-08-29Bullish
“🚨 MAJOR Market Update (for all serious investors)”
IREN is a bullish long-term play due to strengthening AI infrastructure thesis (Microsoft/Nvidia contracts), despite short-term earnings risks.

Number two, the heaviest stock that I bought yesterday happened right after their earnings report, and they had terrible earnings, and so the stock dropped a bunch overnight, and dropped even more the next morning, on Friday morning.

And so I told my school group on Thursday, when I saw that drop after hours, that on Friday morning, I'd be buying as long as the price was at the price that I told them. And it actually opened up right at what I said, and then dropped even further.

So I actually bought twice yesterday, and it was cool to see a lot of my school group was prepared, and those of them that did the research and thought that that was good for their portfolio, bought in as well.

And I think long-term, this is going to be a very good play.