
← Power Analysis28 aug · 55 min
IREN FY26' Earnings Deep Dive, Outlook & Price Targets + WULF & SLNH News!
IREN FY26' Earnings Deep Dive, Outlook & Price Targets + WULF & SLNH News!
We break down IREN’s full-year earnings and map the pivot from Bitcoin mining to contracted AI cloud revenue built on power, data centers, GPUs, and software. We also talk through the macro backdrop, the sector selloff, and why contract pricing and financing terms may matter more than the day-to-day tape. • Bitcoin weekly close and what to watch next • Fed remarks from Jackson Hole and why rates hit this sector • Heat map volatility and the psychology of holding drawdowns&nb...