$IREN

IREN

IREN Ltd.

本窗口内的全部观点与内容

截至 10-02
09-22
Jose Najarro Stocks发布 2026-09-22
《The Market Is Underestimating This Massive AI Demand Shift》
$IREN看涨
IREN是一流的Neo Cloud标的,其看多逻辑由能源容量和Nvidia合作驱动。

I Rent 是我非常看好的一只股票。这是我的第二大 Neo Cloud 标的,Coreweave 排第一,I Rent 排第二。

I Rent is a stock that I am very optimistic about. This is my second largest Neo Cloud player, with Coreweave in first and I Rent in second place.

I Rent 的市值约为 200 亿美元。我依然相当兴奋。他们拥有一个巨大的能源来源。

I Rent had a market capitalization of about $20 billion. I'm still pretty excited. They have a huge source of energy.

我们知道,燃料在2026年、2027年甚至2028年都将是一个主要的瓶颈。在我看来,I Rent 拥有这种实力并确保这一点,是件好事。

We know that fuel is going to be a major bottleneck for 2026, 2027, and even 2028. In my opinion, it's great that I Rent has this strength and is ensuring it.

更早的记录
09-17
Schwab Network发布 2026-09-17
《Trading Opportunities in MRVL, MU & IREN: Charles Moon on AI Stock Picks》
$IREN看涨
IREN基本面优于同业,具备技术突破条件,有望突破50美元并升向60-65美元,甚至可能达到76美元。

你的下一个选择是“Iron”,它过去挖比特币,现在变成了“Neo”云。你说你在50美元水平之上看到了一个重要的技术形态。那么为什么这个水平在这里如此重要,什么可能推动该股再次上涨至70到76?

Your next choice is "Iron," which used to mine Bitcoin and has now become the "Neo" cloud . You are saying that you see a significant technical setup above the $50 level. So why is this level so important here and what might drive the stock up again towards 70 to 76?

他说在等
价格走势相对关键技术水平的表现
突破50美元并上探60-65美元,随后回测76美元
近期市场价格
若发生突破则支撑看涨逻辑;若阻力位守住,或因融资担忧导致板块情绪恶化,则削弱该逻辑。
更早的记录
09-14
Schwab Network发布 2026-09-14
《Monday's First Moves: IREN Double Upgrade, COIN New Bull, HPE Downgrade》JP Morgan Chase
$IREN看涨
摩根大通将 IREN 上调至增持评级,目标价 65 美元,理由是 AI 云业务收入强劲增长以及关键合作伙伴关系。

我们这里看的是 Iran Iren,我不太确定。I R E N,对吧?这到底该怎么念?我们来谈谈这只股票。这是一家新型云服务提供商。它今天获得了看涨观点。但这并没有反映在股价上,因为正如你提到的,我们一直在关注那些属于 AI 故事一部分、却承压的股票。

这只股票最初是一个比特币矿商的故事,但现在正转变为一个 AI 基础设施的故事。

we look here at Iran Iren, I don't know exactly. I R E N, right? How do you say it anyhow? And let's talk about this name. >> Uh it's a neo cloud provider here. Um it's getting a bullish view today.

It's not reflected in the share price because as you mentioned, we've been watching stocks under pressure that are part of the AI story. This is one that was originally a Bitcoin miner story, but it's now turning into an AI infrastructure story.

09-12
Invest with Henry发布 2026-09-12
《5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)》
$IREN看涨
IREN因在为AI获取电力和数据中心方面具备竞争优势而值得强力买入,尽管其具有投机性且目前尚未盈利。

好,我们来看下一只股票,也就是 INEN。我最近做了一期关于 Iran 和轮动策略的视频。这是 Ian,市值 164 亿美元。没有市盈率,因为实际上没有利润,你知道这令人担忧,但这其实不是问题,因为它们最终会实现盈利,而现在更重要的是营收增长。

All right, let's move over into the next stock, which is INEN. I recently made a video on Iran and the wheel strategy. And here's Ian, $16.4 billion market cap. no PE ratio because really there's no profit which you know is concerning but it's not really an issue because they will eventually be profitable and right now it's more so about revenue growth.

更早的记录
09-08
Invest with Henry发布 2026-09-08
《IREN Wheel Strategy Options Explained | How I'll Make $5K In Premium This Week!》
$IREN看涨
IREN具有强劲的增长潜力,凭借其廉价的能源优势用于AI基础设施,可能在12-18个月内达到300-350亿美元的市值。

大家好,今天我们要讨论 IREN 股票。我目前在这只股票上使用轮动策略。看看 IREN 股票,它的价格是每股 45 美元。

Hey guys, today we're going to talk about IREN stock. I am currently using the wheel strategy on this stock. Look at IREN stock, it's priced at $45 per share.

我从持有的 IREN 股票备兑看涨期权中赚了 6000 美元,这些期权将在 10 天后到期。所以,我仅通过卖出期权就从 IREN 获得了巨额利润。

I have earned $6,000 from the covered call options I own on IREN stock, which will expire in 10 days. So, I make huge profits from IREN just by selling the options.

他说在等
股价相对于行权价
保持在42至45美元水平附近或以上
短期(期权到期)市场数据
支持轮动策略的收入生成;若价格大幅跌破盈亏平衡点则削弱论点
市值增长
达到300亿或350亿美元
未来12至18个月市场数据
若实现则支持看涨论点;若停滞则削弱论点
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