IREN's tricky miner-AI pivot
The speaker argued IREN is in a difficult position, negatively impacted by AI compute trends and causing its price to stagnate, making it a high-difficulty, news-driven investment.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.