Description
Dive into the explosive rise of IREN stock—up 525% in six months—and uncover if it's still a buy with our updated bull, base, and bear case models projecting 20-year returns that crush the S&P 500. In this follow-up to our Iren analysis, we tackle viewer comments, correct modeling mishaps, debunk FOMO fears, and explore leadership's genius in pivoting from Bitcoin mining to AI cloud dominance. Plus, why we're eyeing MARA next
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I'm Jake — a lifelong learner, investor, and creator. I’m passionate about helping others make informed decisions and thrive in both traditional investing and the future of finance.
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⚠️Disclaimer:
All videos on this channel are for educational and entertainment purposes only. I’m not a financial advisor, and nothing here is investment advice. While I strive to provide accurate and timely information, always do your own research before making any financial decisions. Your money, your responsibility. Invest smart — and stay safe out there!
Chapters:
00:00 Introduction and Welcome
00:22 Recommendation: Watch the Original Video
00:34 Stock Momentum and Key Disclaimers
02:00 Building a Transparent Investment Community
02:36 Viewer Comment: Holding to $100
03:02 When to Sell - Cautionary Tale from Palantir
04:13 Addressing FOMO and More Comments
04:53 The Real Deal: Leadership and Success Stories
05:26 Corrections and Leadership Highlights
05:54 Why Mara Hasn't Surged Yet
06:37 Planning a Mara Video
07:04 Is $38 Too Late? Current Valuation
07:27 Updated Modeling and Revenue Growth
09:37 AI Cloud ARR Targets and Projections
11:05 Revised Modeling: Smoothing Out Assumptions
13:15 Bear Case Scenario
13:21 Base Case Scenario and Long-Term Growth
18:40 Bull Case Scenario
19:29 Funding Challenges and Dilution
20:47 Profit Margin Revisions
25:09 Charts: Intrinsic Value Over Time
28:33 S&P 500 Comparison
30:11 Insider Selling and Short Interest
32:07 Responding to Optimism Skeptics
34:25 Funding GPUs: Debt and Cash Flow
36:14 Spotting Spam Bots
36:31 Co-Location Skepticism and Agility
39:55 Modeling Limitations and Final Thoughts
41:04 Outro and Thanks