The analysts argued that bitcoin-related volatility is no longer central to the investment case as IREN accelerates its shift toward AI.
Bernstein says IREN selloff reflects missing AI deal, not earnings, with bitcoin no longer central to investment case
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Bernstein says IREN selloff reflects a missing AI deal, not earnings; analysts say bitcoin-related volatility is no longer central to the investment case as IREN accelerates its shift toward AI
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