Iren (NASDAQ: IREN) is racing to become a significant force in AI cloud computing, backed by a huge Microsoft contract and rapid GPU expansion. This video breaks down the bullish case, the staggering revenue targets, and the potential upside if the company executes.
Stock prices used were the market prices of Dec. 2, 2025. The video was published on Dec. 7, 2025.
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Rick Orford has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.