Parkev Tatevosian, CFA on $IREN

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Parkev Tatevosian, CFA has discussed $IREN in 2 videos since 2026-10-28. The latest, on 2026-11-08, was bullish.

2026-11-08Bullish

“Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors | CRWV, NBIS, APLD”

AI summary · IREN is a buy on the dip, with fair value near $46 — about 18% above the post-drop price and huge upside if AI data-center demand keeps expanding; the speaker reaffirms his buy rating and raises conviction from low to medium despite $7.7 billion of long-term debt exceeding a $7.3 billion market cap and a nonzero chance the stock goes to zero.

Shares of CoreWeave, Nebius, Iron, and Applied Digital fell by 12%, 14%, 16%, and 17 % respectively, as the results of the US midterm elections heightened investor concerns about a potential slowdown in the approval and construction of new data centers , and in the artificial intelligence sector as a whole.

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2026-10-28Bullish

“Should Investors Buy Iren Instead of Applied Digital? | IREN Stock vs. APLD Stock”

AI summary · IREN is a buy opportunity: at $25 it trades at 1.3 times forward sales, its lowest in years, and the speaker values a share at $46, calling it significantly undervalued by 84%, with revenue reasonably expected to double over three years on billions in accumulated orders. Risks include a 54% negative operating margin, $7.84 billion of long-term debt likely to rise, and uncertain contract renewals; it is among the riskiest, most volatile stocks, for high risk tolerance only.

Iren and Applied Digital are among the AI companies that have been hit hard by growing concerns about unit economics and the sustainability of the AI sector.

Investors are concerned that after the spending boom coming in the next few years , there will be a significant slowdown, and among the companies most at risk are Iren and Applied Digital.

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