IREN: My Bull Case for 2026

AI is not my field, so take this as an investor trying to learn rather than an expert opinion. I recently started building a position in IREN and wanted to share why it has become one of my highest-conviction AI infrastructure plays. I'm also posting this to get feedback from people who know the industry better. Please challenge my assumptions! My thesis Demand for AI compute, data centers, and power continues to accelerate IREN is increasingly positioning itself as AI infrastructure rather than