IREN IREN Limited
Published Coverage
Owned AI cloud + power infrastructure
- Latest available price
- Unavailable
- Base fair value
- $111.17
- Probability-weighted value
- $98.87
- Implied Base return
- —
Coverage
Company-specific underwriting across AI infrastructure and the semiconductor value chain.
NBIS Nebius Group
Published Coverage
Full-stack AI Cloud
- Latest available price
- Unavailable
- Base fair value
- $265.43
- Probability-weighted value
- $215.91
- Implied Base return
- —
CRWV CoreWeave
Published Coverage
GPU cloud / neocloud
- Latest available price
- Unavailable
- Base fair value
- $124.04
- Probability-weighted value
- $151.60
- Implied Base return
- —
CIFR Cipher Digital
Published Coverage
HPC infrastructure landlord / developer
- Latest available price
- Unavailable
- Base fair value
- $16.24
- Probability-weighted value
- $12.46
- Implied Base return
- —
HUT Hut 8
Model Preview / Research in Progress
Project-financed AI infrastructure landlord
- Latest available price
- Unavailable
- Base fair value
- $90.35
- Probability-weighted value
- $84.08
- Implied Base return
- —
WULF TeraWulf
Model Preview / Research in Progress
Contract-backed AI infrastructure landlord
- Latest available price
- Unavailable
- Base fair value
- $17.48
- Probability-weighted value
- $15.89
- Implied Base return
- —
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