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The host is bullish on Iris Energy (IREN), which he is actively trading via a wheel strategy. He successfully ran the wheel twice — selling puts at $43, getting assigned, then selling covered calls and getting assigned at $46 — generating income at both legs. He plans to re-enter the wheel strategy the following week. Fundamentally, he likes IREN's positioning as an AI-era computing infrastructure play that locates near cheap renewable power sources for efficiency. He notes capital intensity and execution risk as concerns but considers them manageable.

Iris Energy ('I ran') was briefly surfaced by the AI agent as a competing data center candidate but was dismissed in favor of WULF. The specific knock was that IREN is still in the building/development stage, whereas WULF already has operational infrastructure. The host relays this comparison as the AI's reasoning and does not push back, implying an implicit bearish-relative stance versus WULF.