💥🧨 Dan Ives Adds $IREN to AI 30 — A Familiar Early-Signal Moment
1️⃣ Being noticed by Dan Ives is a phase shift, not a victory lap
Seeing $IREN included in Dan Ives’ AI 30 list matters less for the list itself and more for what it represents: the beginning of narrative legitimacy. Many long-duration winners didn’t start with broad Wall Street consensus — they started when a small number of influential analysts began paying attention seriously.
2️⃣ Why this feels like early $PLTR
The comparison to early $PLTR is telling. Back then, Palantir struggled for recognition until voices like Dan Ives reframed it as infrastructure, not just software. Once that mental model clicked, institutional interest followed. $IREN today sits in a similar zone — misunderstood, under-modeled, and early in its perception curve.
3️⃣ Even now, the diligence is just getting started
Listening to Dan Ives’ recent podcast, it’s clear this is his first real pass on $IREN. The coverage scratches the surface and still needs deeper DD. But that’s precisely the point — attention is forming, not peaking. Markets usually misprice assets most during this transition phase.
4️⃣ “Diamond in the rough” phases are structurally uncomfortable
At this stage, $IREN carries skepticism, volatility, and narrative gaps. What it does have is more important over a 5–10 year horizon:
• Strategic positioning tied to AI infrastructure
• Cost and scale dynamics that compound with time
• A role that becomes more obvious as AI compute demand grows
These are the types of companies that quietly become standard holdings in major tech portfolios and ETFs later on.
5️⃣ The real question investors face
The key decision isn’t whether $IREN looks obvious today. It’s whether you’re willing to engage before it becomes obvious to everyone else — when positioning is still possible rather than crowded.
🔔 Tracking underfollowed infrastructure and AI-adjacent companies as they move from obscurity to institutional relevance.
Do you see $IREN following a $PLTR-style path from ignored to indispensable, or taking a different route entirely?
$IREN #AI #ArtificialIntelligence #DanIves #TechStocks #AIInfrastructure #DataCenters
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
