Retail investors talked up five hot stocks this week (Dec. 29 to Jan. 2) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.The stocks, Target Corp. (NYSE:TGT) , Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) , Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , IREN Ltd. (NASDAQ:IREN) , Strategy Inc. (NASDAQ:MSTR) , spanning retail, semiconductor, AI, cloud, and crypto, reflected diverse investor interests.TargetTGT was in focus last week after activist investor To ...

Retail investors talked up five hot stocks this week (Dec. 29 to Jan. 2) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.The stocks, Target Corp. (NYSE:TGT) , Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) , Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , IREN Ltd. (NASDAQ:IREN) , Strategy Inc. (NASDAQ:MSTR) , spanning retail, semiconductor, AI, cloud, and crypto, reflected diverse investor interests.TargetTGT was in focus last week after activist investor To ...

My primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver tenfold returns or even greater.My approach is to maintain a long-term perspective on these companies, as I believe this will generate higher returns compared to the market index, in ...

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Follower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to message me, feel free to do so.Analyst’s Disclosure:I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this article myself, ...

Iren Limited (NASDAQ:IREN) is one of the hottest large-cap stocks of 2025. On December 18, Goldman Sachs initiated coverage of Iren with a Neutral rating and $39 price target. The firm sees Iren as a primary beneficiary of the AI infrastructure boom, forecasting a 7x revenue increase by 2028. While the company’s massive deal to provide GPU capacity to Microsoft provides a clear near-term catalyst, Goldman Sachs warned that the stock is already trading at a premium. The firm remains on the sidelines due to ...

IREN (NASDAQ:IREN) looked like an unstoppable growth stock from April to the end of October, gaining more than 1,000% during that stretch. ...

加密货币概念股市场表现 - 周一盘初，部分加密货币概念股普遍走高 [1] - IREN Ltd(IREN.US)和Bitmine Immersion Technologies(BMNR.US)涨幅超过1.7%，盘中一度涨超4% [1] - Circle(CRCL.US)微涨，盘中一度涨超2% [1] - CleanSpark(CLSK.US)上涨0.87% [1]

人工智能投资趋势演变 - 人工智能是近几十年来最佳的投资机会之一 结合了互联网泡沫时期的热情与真实的收入增长 [2] - 人工智能芯片定义了第一轮人工智能股票涨势 但下一轮趋势可能规模更大 能源将成为新的瓶颈 [1][3][4] - 解决人工智能瓶颈可带来数十亿美元的年收入并创造巨大前景 英伟达市值突破5万亿美元即是例证 [6] 能源成为人工智能新瓶颈 - 人工智能应用需要大量能源 导致出现能源短缺 传统数据中心基础设施无法满足人工智能软件的复杂工作负载 [8] - 科技巨头正转向能够提供充足能源的人工智能数据中心提供商 并愿意投入大量资本 例如Alphabet以47.5亿美元收购Intersect [9] - 英伟达的芯片解决了人工智能瓶颈的关键部分 而能源是下一个亟待解决的瓶颈 [8] IREN公司概况与市场定位 - IREN被视为下一轮人工智能涨势中极具吸引力的公司 其当前股价为40.30美元 市值130亿美元 当日下跌4.00% [3][7] - 公司毛利率为31.17% 52周股价区间为5.13美元至76.87美元 [7] - 公司主要收入目前来自加密货币挖矿 但人工智能基础设施是其未来发展方向 [12] IREN的核心业务与合同 - IREN与微软签订了一项为期五年的关键合同 提供200兆瓦的关键IT负载 合同总价值达97亿美元 相当于每年近20亿美元的经常性收入 [9] - 公司获得了该合同20%的预付款 这将有助于其为额外的人工智能数据中心提供资金 [9] - 每个类似微软的人工智能数据中心合同都能提供数十亿美元的年度经常性收入 使公司能够快速扩大收入规模 [11] IREN的增长潜力与未来展望 - IREN拥有数千兆瓦的管道容量 可以支持更多交易 预计将在2026年获得额外的千兆瓦合同并建设更多站点 [10] - 公司联合首席执行官表示 其满足需求的速度不够快 这表明未来将宣布更多站点 [10] - 公司目标是到2026年底实现34亿美元的人工智能云年化运营率收入 相比2025财年1640万美元的人工智能云收入是巨大飞跃 [12][13] - 2026财年第一季度（截至9月30日）人工智能云收入为750万美元 到2026年底跃升至超过30亿美元的年度经常性收入 预示着2027年及以后仍可能保持高增长率 [13]

Key Takeaways IREN added multi-year AI cloud customers beyond Microsoft, reducing reliance on a single anchor client.These wins are expected to exceed $500M in AI Cloud ARR by early fiscal 2026, before Microsoft ramps.IREN posted a fifth straight record quarter with $240M revenue, supported by pre-contracted GPU deployments.IREN Limited’s (IREN) expanding AI client base is increasingly pointing to a more durable growth profile, reducing reliance on any single anchor client. Beyond the highly visible $9.7 bi ...