IREN是一个看涨的长期投资标的，因为AI基础设施的论点（微软/英伟达合同）正在加强，尽管存在短期盈利风险。
逐段跳播
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第二，我昨天买入的最重仓的股票是在他们财报发布之后，他们的财报非常糟糕，所以股价隔夜大幅下跌，周五早上又跌得更多。所以周四当我看到盘后下跌时，我告诉我的学校小组，只要价格达到我告诉他们的价格，我周五早上就会买入。
结果开盘价正好在我说的价位，然后进一步下跌。所以我昨天实际上买了两次，很高兴看到我的学校小组中的很多人都有准备，那些做了研究并认为这适合他们投资组合的人也买入了。我认为从长远来看，这将是一个非常不错的投资。
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.
现在，是的，I ran在财报后确实下跌了，他们的财报也确实相当糟糕，但你没有看到的是，他们正在转型。他们正在从旧的比特币挖矿设备转向这种新的AI风格。所以，是的，当然会有净亏损。
我认为他们大约有7亿美元的净亏损。但总体而言，我对这里可能发生的事情相当看好。
Now, yes, I ran did drop after earnings, and they did have a pretty bad earnings report, but what you don't see there is that they're transitioning. They're transitioning from their old Bitcoin mining equipment over to this new AI style. And so yes, of course, there's going to be a net loss. I think they had like a seven hundred million-dollar net loss. But overall, I'm pretty bullish on what could happen here.
我关注的数据是2026年AI云收入1.288亿美元，几乎是去年的八倍。其中仅第四季度AI收入就有7000万美元，当前运营AI ARR约为10亿美元，以及2026年合同化ARR约为40亿美元。
The numbers I'm watching are the $128.8 million in 2026 AI cloud revenue, nearly eight times last year. 70 million of that 70 million dollars of AI revenue in Q4 alone, roughly one billion dollars of current operating AI ARR, and approximately four billion dollars of contracted 2026 ARR.
I ran还拥有一份重要的多年期微软合同，其GB300部署获得了Nvidia的典范云状态，并且获得了数十亿美元的GPU融资和客户预付款，以帮助资助大规模建设。
I ran also has a major multi-year Microsoft contract, Nvidia exemplar cloud status for its GB300 deployment, and it secured billions in GPU financing and customer prepayments to help fund the massive buildout.
显然仍然存在很多风险，所以我不会仅仅因为下跌就买入。那从来都不是一个好主意。你可能会接住一把下跌的刀，但我买入是因为底层AI基础设施的论点持续增强。我要再说一次，这是一个高风险但可能高回报的投资，所以请自己做研究。
There's obviously still a bunch of risk, and so I wouldn't just buy because it dropped. That's never a good idea. You could be catching a falling knife, but I'm buying specifically because the underlying AI infrastructure thesis continues to strengthen. I will say one more time, this is a higher risk, but possible higher reward investment, so do your own research.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $IREN 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。