Paul Tudor Jones Trims IREN After A 300% Run — AI Story Still Intact

Benzinga_recent_news12-16

IREN Ltd (NASDAQ:IREN) has been one of the market's most explosive AI infrastructure trades of 2025, riding a dramatic pivot from crypto mining into AI cloud and GPU services. IREN stock is up 285% in...

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IREN stock is up 285% in...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49396708/paul-tudor-jones-trims-iren-after-a-300-run-ai-story-still-intact\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0149725797.USD","symbol_name":"汇丰美国股市经济规模基金","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/25/12/49396708/paul-tudor-jones-trims-iren-after-a-300-run-ai-story-still-intact","article_id":"2591628429","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/15/IREN-Limited.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/markets/tech/25/12/49396708/paul-tudor-jones-trims-iren-after-a-300-run-ai-story-still-intact","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2591628429","pubTimestamp":1765814640,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"IREN Ltd, saw a 285% stock increase in six months. 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IREN stock is up 285% in six months. That rally recently caught the attention of hedge fund legend Paul Tudor Jones — not as a new buyer, but as a seller locking in gains after a massive run.\nAccording to recent filings, Tudor Investment cut its IREN stake by more than 90%, taking profits after a roughly 300% move from the fund's average buy price. Based on filings and price history, Paul Tudor Jones likely turned roughly $13 million into about $53 million, locking in around $40 million in gains as IREN surged nearly 300% before he trimmed over 90% of the position.\nThe move hasn't slowed the stock's buzz — but it does add a new layer of nuance to a name that's been trading almost nonstop on momentum.\nThe core reason IREN keeps showing up on traders' screens is execution. In November, the company announced a multi-year $9.7 billion AI cloud contract with Microsoft Corp (NASDAQ:MSFT), providing Nvidia Corp‘s (NASDAQ:NVDA) GB300-powered compute over five years. The deal includes customer prepayments and locks in GPU deployments through 2026 at IREN's Texas campus, anchored by secured power capacity and liquid-cooled data centers.\nIn one announcement, IREN jumped from speculative pivot story to hyperscaler partner — a leap few AI infrastructure players have managed.\nRead Also: IREN CEO Teases Deals Even Bigger Than Microsoft\nThat momentum hasn't come without turbulence. IREN recently raised roughly $2.3 billion through convertible notes and equity, funding GPU purchases and data center expansion. The move sparked short-term volatility and dilution concerns, but also reinforced management's willingness to scale aggressively while demand is visible and contracted.\nThe market's reaction has been conflicted: traders debate capital structure, while the stock continues to trade like an execution story rather than a promise.\nJones' exit doesn't read like a vote of no confidence — it looks like disciplined profit-taking after an outsized run. For IREN, the bigger signal remains the Microsoft contract, phased deployments into 2026, and a power portfolio built for AI workloads at scale.\nThe question now isn't whether IREN is \"real.\" It's whether the stock can digest dilution without cooling the momentum that made it one of 2025's most talked-about AI infrastructure names.\nRead Next: \nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591628429","isCrawlerRequest":true}