Jose Najarro StocksPublished 2026-09-22
“The Market Is Underestimating This Massive AI Demand Shift”
$IRENBullish
IREN is a top-tier Neo Cloud play with bullish thesis driven by energy capacity and Nvidia partnership.
I Rent is a stock that I am very optimistic about. This is my second largest Neo Cloud player, with Coreweave in first and I Rent in second place.
I Rent had a market capitalization of about $20 billion. I'm still pretty excited. They have a huge source of energy.
We know that fuel is going to be a major bottleneck for 2026, 2027, and even 2028. In my opinion, it's great that I Rent has this strength and is ensuring it.