IREN vs Nebius: Which neocloud stock is a better bet heading into 2026?
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IREN and Nebius are two neocloud stocks being compared for investment potential heading into 2026. IREN benefits from a vertically integrated model that provides cost advantages and cash flow from Bitcoin mining. In contrast, Nebius aims to be a full-stack AI cloud platform with better margins and long-term software leverage. Despite negative retail sentiment, Wall Street remains optimistic about both companies due to supply-demand dynamics.
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