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Manage episode 492392930 series 2467143
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Edward Shek focuses on Iris Energy ($IREN) — a $3bn clean energy-powered Bitcoin miner rapidly evolving into a serious player in AI cloud infrastructure. With the broader data centre and semiconductor trade still on fire, he's bullish on the theme but increasingly selective about where real upside remains. $IREN stands out for its unique model: using Bitcoin mining cash flow to fund GPU expansion, offering ultra-competitive pricing versus major cloud providers, and scaling capacity from 660MW to nearly 3GW over the next two years. Ed breaks down the opportunity, key catalysts, risks, and a high-reward options structure targeting significant upside.

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