IREN (IREN 2.71%) has become one of the market's more intriguing AI infrastructure stories after its Nvidia (NVDA +1.30%) partnership. The upside case is enormous if the company can scale GPU cloud services, data centers, and AI factory infrastructure. But after a massive rally, investors still need to weigh execution risk, financing pressure, and lingering Bitcoin mining exposure.
Stock prices used were the market prices of May 19, 2026. The video was published on May 23, 2026.





