IREN (IREN +25.23%) is building a power and real estate moat for the AI economy. Its phased strategy could create a revenue ladder where completed capacity helps finance future expansion, potentially reducing dilution. But the five-gigawatt roadmap leaves little room for delays, rising costs, or weaker demand.
Stock prices used were the market prices of July 18, 2026. The video was published on July 28, 2026.
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