Jose Najarro Stocks 对 $IREN 的判断变化

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.

The fifth stock that I am going to take a closer look at, and I believe can benefit, is I rent. Now, this one took a massive hit. And I'm planning on doing a video later this week on I rent, but to me, I didn't like earnings a lot.

Uh just on the very top-level overview, many people are complaining that I rent is not announcing new deals, right? I think people complain that, "Hey, I rent says there's no point in signing deals right now, but it's because they can't get deals."

I don't think that's the case, and I think this is so weird because I feel like I rent is telling us what Nvidia has kind of told us a few weeks ago, but just because the stock price went down, it's bad, and and people say this is a bad stock.