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.