IRN

He wants to know your opinion about the "Iron" company. And I know that "Iron" is in the midst of a lot of that. I think it is actually being negatively affected at the moment by artificial intelligence.

This is what makes the price, as you know, move mainly sideways. It is actually at its lowest point within the range it is currently in. If you want to play this game with "Iron" and some other mining companies , you will have to keep up with all the announcements, follow all the trends, and keep track of what is happening on the AI side and the cryptocurrency side.

And second, this category includes the Neoclouds, specialized AI infrastructure providers like Cororeweave, Nebius, and Iron, which are the focus of this video. One of them is the pretty clear winner, and I'll show you which one when we compare them.

There are three big reasons to focus on Neoclouds above other kinds of companies, at least for the near- term. First, they have deals with every kind of AI buyer, from startups like Perplexity and Figure AI all the way to the hyperscalers themselves.

That means that even their direct competitors are their customers.

Let me see what happened with Iron on expectation versus reality. So, I ran forecasts for the year ending June 2027, you're still sitting at 69 cents of earnings. However, then you get to a buck 46 and the growth from there looks starts looking pretty good.

So as they start getting a return on assets. So 3563 divided by $146. It's only trading for 24 times. And the forecast growth is is actually really good. So let's write this down because it actually looks like it's trading very inexpensively.

That said, that can come with its own risks of well, you know, what's the terminal growth rate for the company because it may not grow forever like that.