7
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
IREN and GRRR - More AI Infrastructure Companies
Posted on 8/20/26 at 10:52 am
Posted on 8/20/26 at 10:52 am
Both are at inflection points.
IREN: They recently delivered Horizon 1 to Microsoft, which is a major proof point for IREN’s execution. With Horizons 2–4 targeted for delivery later this year, continued execution could be the catalyst that gives investors greater confidence in IREN reaching its >$4B year-end CY26 AI Cloud ARR target—and potentially drives a meaningful rerating as contracted backlog converts into live revenue.
GRRR: This one could be next NBIS. They are targeting $500m in revenue next year. The current market cap is $400m. With $5B+ of signed backlog, another $5B+ pipeline, contracted AI capacity beginning to deploy in 2H26, and management explicitly targeting $500M next year, FY27 is shaping up as the year GRRR’s enormous backlog starts converting into reported revenue.
This is NFA
IREN: They recently delivered Horizon 1 to Microsoft, which is a major proof point for IREN’s execution. With Horizons 2–4 targeted for delivery later this year, continued execution could be the catalyst that gives investors greater confidence in IREN reaching its >$4B year-end CY26 AI Cloud ARR target—and potentially drives a meaningful rerating as contracted backlog converts into live revenue.
GRRR: This one could be next NBIS. They are targeting $500m in revenue next year. The current market cap is $400m. With $5B+ of signed backlog, another $5B+ pipeline, contracted AI capacity beginning to deploy in 2H26, and management explicitly targeting $500M next year, FY27 is shaping up as the year GRRR’s enormous backlog starts converting into reported revenue.
This is NFA
This post was edited on 8/20/26 at 2:59 pm
Posted on 8/20/26 at 11:24 am to helllo_heisman002
IREN will be a 100B company
Posted on 8/20/26 at 2:42 pm to helllo_heisman002
I remain heavy in on Iren - still absolutely loved the long-term potential.
The fact that Sweetwater will be the flagship Vera Rubin DSX project for Nvidia (per Nvidia themselves) is enough for me to hold strong
The fact that Sweetwater will be the flagship Vera Rubin DSX project for Nvidia (per Nvidia themselves) is enough for me to hold strong
Posted on 8/20/26 at 6:47 pm to Arthur Bach
It only has a 1071 p/e
Posted on 8/23/26 at 4:45 pm to helllo_heisman002
Recently rotated some NBIS into both of these companies. Very bullish long term on both.
Posted on 8/24/26 at 6:53 am to tigerbait7777777
Are you guys all still bullish on AI data center infrastructure?
Is there going to be a pushback and slowdown in these datacenters?
These 2 look appealing though.
Is there going to be a pushback and slowdown in these datacenters?
These 2 look appealing though.
Posted on 8/25/26 at 8:11 am to helllo_heisman002
Might take a starter position in GRRR if it drops in the $12.50 range. Anyone else buying the dip after the mixed earnings
Posted on 8/25/26 at 8:44 am to jp4lsu
quote:
Are you guys all still bullish on AI data center infrastructure?
Is there going to be a pushback and slowdown in these datacenters?
These 2 look appealing though.
Me - absolutely. Keep in mind if there is a pushback or slow down in development - those who currently have capacity will find it that much more valuable. Plus the likes of NBIS, IREN are international in focus too and the pushback is not as strong.
Posted on 8/25/26 at 8:52 am to jp4lsu
quote:
Is there going to be a pushback and slowdown in these datacenters?
Yes it's become political.
Posted on 8/25/26 at 1:52 pm to j1897
It's not political for me. For me it is providing their own power and closed cooling system. That's before I start on its impact on just about everything, societal, political, jobs, etc.
I feel like this is a can of worms that we have no idea what is going to happen.
I feel like this is a can of worms that we have no idea what is going to happen.
Posted on 8/25/26 at 9:42 pm to jp4lsu
quote:
It's not political for me. For me it is providing their own power and closed cooling system. That's before I start on its impact on just about everything, societal, political, jobs, etc. I feel like this is a can of worms that we have no idea what is going to happen.
I don't disagree on the micro level, but I look at this as a much higher macro level - this is like the Cold War and nuclear proliferation in the 50s. We have to build. We have to stay ahead of the Chinese. period. The Nimby stuff is cute, but it will eventually be a matter of national security hopefully not before it's too late.
China is ahead in robotics, only months behind an inference and we cannot lose the race
Posted on 8/26/26 at 11:47 am to igoringa
I’m tempted to trade IRENs earnings. Theyre trading around Sept 2025 lows.
Posted on 8/26/26 at 12:47 pm to SquatchDawg
I believe they have earnings report tomorrow.
Posted on 8/26/26 at 1:08 pm to SquatchDawg
quote:
I’m tempted to trade IRENs earnings. Theyre trading around Sept 2025 lows.
If the bottom hadn't dropped on ASTS on me I was going to pull out some.and move to GRRR.
It's ripping now. Seems like it was a bottom
Posted on 8/26/26 at 3:29 pm to thejudge
quote:I'm trying to get back to close to even on ASTS and put it somewhere.
If the bottom hadn't dropped on ASTS on me I was going to pull out some.and move to GRRR.
Posted on 8/26/26 at 8:35 pm to Neauxla
Yea. I was in an 19 and 28.
Still ok but I think it can catch a run back to 90s and I'll reduce by 50% at least.
It was 130 and I wasn't watching it with the busyness of life. I would have done 50% then as I thought that was a strtech
Still ok but I think it can catch a run back to 90s and I'll reduce by 50% at least.
It was 130 and I wasn't watching it with the busyness of life. I would have done 50% then as I thought that was a strtech
Posted on 8/26/26 at 9:50 pm to helllo_heisman002
Insiders did buy a shitload of IREN stock on 7/1 when it dipped hard. It has 13 bearish signals versus 2 bullish. It reports tomorrow. I may pick some up after earnings.
This post was edited on 8/26/26 at 9:54 pm
Posted on 8/27/26 at 6:50 am to horndog
horndog, you anticipate earnings that might create a downturn or dip and then you'll buy the dip?
I just picked up IREN this week.
I just picked up IREN this week.
Posted on 8/27/26 at 7:09 am to jp4lsu
Every article on tipranks is expecting them to disappoint on earnings. You never know tho. They report after the bell today.
Posted on 8/27/26 at 8:04 am to horndog
earnings in terms of quarter revenue and eps will be horrific but no one should be investing off that - enough idiots do though.
Key metrics - do they bump up 4 billion year end ARR, any deal or update on sweetwater, and any 27 guidance
Key metrics - do they bump up 4 billion year end ARR, any deal or update on sweetwater, and any 27 guidance
Page 1 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News