IF I COULD ONLY OWN 1 ARTIFICIAL INTELLIGENCE ( AI ) STOCK THROUGH THE NEXT BUBBLE SCARE , IT WOULD BE THIS ONE

What happened: A GDELT item carries a headline arguing Iren (IREN) is the one AI stock the author would own through the next bubble scare, and the author says they are buying now and would buy more at a low price. Key numbers: Gartner projects 80% of neoclouds ceasing independent operations by 2030. CoreWeave bonds reached 15% yields; CoreWeave current ratio 0.46, Iren 3.55. Why it matters: The author reads bearish neocloud claims as bullish for Iren, citing supply constraints and a stronger balance sheet, and points to upcoming hyperscaler earnings as a read on AI spending.

A GDELT item carries a headline arguing Iren (IREN) is the one AI stock the author would own through the next bubble scare, and the author says they are buying now and would buy more at a low price.

The author reads bearish neocloud claims as bullish for Iren, citing supply constraints and a stronger balance sheet, and points to upcoming hyperscaler earnings as a read on AI spending.