IREN is early in its AI growth cycle; supply constraints allow it to sell active compute easily and profitably.
Bullish
“Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI”
Jose Najarro StocksPublished Aug 26 · 2 passages
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Coreweave, I ran, Nabias are just getting started.
So, to me, if we are going to be in a supply constrained space, anybody who has active compute that they can sell is going to be able to sell it either at a great price, to be able to sell it in no time.
So, I still truly believe that companies like Coreweave, like I ran, like Nabias, even though I don't own that, are just getting started in this AI story. And it's going to get a lot crazier next year.
What this channel has said about $IREN
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2026-08-30
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.
Quote at 20:03 ›2026-08-26BullishThis one
Coreweave, I ran, Nabias are just getting started.