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.

And in my opinion, their relationship with Nvidia is also quite good. I know investors aren't very happy with their management fees, but it's never been a bullish or bearish issue for me.

Generally, is the company in a great market? I believe I have rent.

Are they working properly ? I think they are. And do they have a great partnership to win ? I think their partnership with Nvidia is what is helping them win.

and Irent. The stock has risen 14% in the last 5 days. So, I have no complaints about i-Rent at the moment,