I've been asked a lot what I think about $IREN, so there it is.
I don't talk about $IREN often, but I think the R/R here is pretty good.
I still have a hard time looking past the brothers' compensation. But if you can, I think there's some nice upside here if management continues to deliver.
And to their credit, they've executed well so far.
The bulls have already explained the upside case well enough, so I won't repeat it.#SKoreaFSCConsidersVirtualAssetMarketMaker #ChinaMayLetAlibabaByteDanceBuyNvidiaChips