IREN 的盈利疲软，但股价下跌是对其为了更好定价而推迟合同的战略决策的过度反应。
逐段跳播
我要仔细研究的第五只股票，我相信它能受益，是I rent。现在，这只股票遭受了巨大的打击。我计划本周晚些时候做一个关于I rent的视频，但对我来说，我不太喜欢财报。
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.
仅仅从非常高的层面来看，很多人抱怨I rent没有宣布新的交易，对吧？我认为人们抱怨说：“嘿，I rent说现在签协议没有意义，但那是因为他们无法获得交易。”我不认为情况是这样，而且我觉得这很奇怪，因为我觉得I rent正在告诉我们英伟达几周前告诉我们的东西，但仅仅因为股价下跌，它就是坏的，人们说这是一只坏股票。
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.
I rent基本上在说同样的事情。他们说：“我们现在不想锁定某些合同，因为如果我们自己能获得GPU，那么我们就能获得更好的定价，对吧？”这是转述，对吧？也许CEO解释的方式不同，但这就是我的理解，对吧？
I rent is pretty much saying the same thing. They're saying, "We don't want to lock in certain contracts right now because if we can get the GPUs ourselves, then we will be able to get better pricing, right?" It was paraphrasing, right? Maybe the way the CEO explained it is different, but that's how I took it, right?
如果其他参与者被给予了一份礼物，股价因此积极反应，而I rent却因此受到惩罚，我认为这有点奇怪。
And if other players were were given a gift and stock prices reacted positively because of that, and Irena's being punished for it, I think that's a little bit weird.
关于I rent，我还有其他的事情想在另一个视频中讨论。如果你们想看，请告诉我。
There's other things I want to talk about with Irena in the other video. If you guys want to see it, let me know.
这个频道对 $IREN 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。