Jose Najarro Stocks发布 2026-09-22
《The Market Is Underestimating This Massive AI Demand Shift》
$IREN看涨
IREN是一流的Neo Cloud标的，其看多逻辑由能源容量和Nvidia合作驱动。
I Rent 是我非常看好的一只股票。这是我的第二大 Neo Cloud 标的，Coreweave 排第一，I Rent 排第二。
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 的市值约为 200 亿美元。我依然相当兴奋。他们拥有一个巨大的能源来源。
I Rent had a market capitalization of about $20 billion. I'm still pretty excited. They have a huge source of energy.
我们知道，燃料在2026年、2027年甚至2028年都将是一个主要的瓶颈。在我看来，I Rent 拥有这种实力并确保这一点，是件好事。
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.