IREN因在为AI获取电力和数据中心方面具备竞争优势而值得强力买入，尽管其具有投机性且目前尚未盈利。
逐段跳播
好，我们来看下一只股票，也就是 INEN。我最近做了一期关于 Iran 和轮动策略的视频。这是 Ian，市值 164 亿美元。没有市盈率，因为实际上没有利润，你知道这令人担忧，但这其实不是问题，因为它们最终会实现盈利，而现在更重要的是营收增长。
All right, let's move over into the next stock, which is INEN. I recently made a video on Iran and the wheel strategy. And here's Ian, $16.4 billion market cap. no PE ratio because really there's no profit which you know is concerning but it's not really an issue because they will eventually be profitable and right now it's more so about revenue growth.
这是名单上规模最小的名字，也是我持有的五只股票中最具投机性的一只，52 周区间为 25 美元到 77 美元。它从那个高点下跌了 46%。你可以看到，这只股票其实一直在横盘。尽管它在一年期基础上表现非常好，但最近波动很大。
So this is the smallest name on the list and the most speculative thing that I own out of the five stocks 52- week range is from $25 to 77. It fell 46% from that high. You can see here, you know, the stock has been actually going sideways. Although it's performed really well on a one-year basis, lately it has had a lot of volatility.
这一只相当具有投机性，我们来谈谈 IN 是什么，以及我为什么这么喜欢它。IN 建造并拥有数据中心，并锁定运行它们所需的电力。土地、建筑、电网接入、冷却、机架，所有这些好东西。IN 非常独特的一点是，它们曾经是一家比特币挖矿公司，并且在寻找搁浅能源方面变得极其擅长。
So, this one is pretty speculative and let's talk about what IN is and why I like it so much. So, IN builds and owns data centers and secures the power to run them. So, land, buildings, grid connections, cooling, um, racks, all that good stuff. And IN is very unique that they used to be a Bitcoin mining company and they have become extremely good at finding stranded energy.
但因为 IRA 曾是一家比特币挖矿公司，它们的全部问题就是找到大量电力来挖更多比特币，而这正是它们的竞争优势。所以基本上，它们拥有其他人——AI 运行于其中的那些设施。它们以比特币挖矿起家，这一点比听起来更重要，因为挖比特币教会了它们一项几乎比任何其他事情都更好的技能。
那就是如何大规模找到廉价电力、将其锁定，并在旁边直接建设。所以事实证明，这正是 AI 所需要的那项技能。
But because IRA was a Bitcoin mining company, their whole problem was just finding tons of electricity to mine more Bitcoin and that is their competitive advantage. So basically they own the facilities that everyone else is uh AI runs on inside. Okay, they started their company with Bitcoin mining and that matters more than it sounds because mining Bitcoin taught them one skill better than almost anything else. That's how to find cheap power at scale, lock it in and build right next to it. So it turns out that is the exact skill that AI needs.
我花了数年时间在还没有人排队的时候就站在队列里。场地已锁定，电力已签约，许可已经批下来，以下是它们拥有的一些数据中心。它们在得克萨斯州拥有数据中心。它们在加拿大西侧拥有数据中心。
它们有不列颠哥伦比亚省的 Prince George、不列颠哥伦比亚省的 Canal Flats。它们有得克萨斯州、得克萨斯州的 Seawater，还有得克萨斯州的另一处设施。
I ran spent years uh standing in the queue before anybody was in it. Sites secured, power contracted, permits already through, and here are some of the data centers that they own. They own data centers in Texas. They own data centers on the west side of Canada. They have Prince George, British Columbia, Canal Flats, British Columbia. They got Texas, Seawater, Texas, and another plant in Texas.
Blue Owl Capital 在 2026 年 8 月下旬牵头了一笔 24 亿美元的私募信贷融资交易，为 Iran Limited 购买先进的 NVIDIA AI 基础设施。所以，非常非常看好 Iran。
So, Blue Owl Capital led a 2.4 billion private credit financing deal for Iran Limited in late August 2026 to purchase advanced NVIDIA AI infrastructure. So, very, very bullish on Iran.
现在，我们来稍微谈谈缺失的市盈率，因为这可能令人担忧。没有盈利数字可以拿来除。所以，实际上没有市盈率可以展示。大多数人看到这一点就认为这意味着这只股票不好，但这意味着公司只是故意以快于盈利的速度支出，以建设资产。所以，这其实是有意为之的，我想给你举个例子。
Now, let's talk a little bit about the missing PE ratio because that could be concerning. There's no earnings number to divide into. So, there's no PE ratio to really show. Most people see that and assume it means that the stock is bad, but it means that the company is just really spending faster than its earnings on purpose to build assets. So, this is really deliberate and I want to give you an example.
Netflix 上涨了，AMD 上涨了，而 Iran 显然我们没有市盈率，但当它们真正实现盈利时，Iran 的市盈率会很高。
Uh Netflix is higher, AMD is higher and then Iran is obviously we don't have a PE ratio, but when they do become profitable, I rent is going to have a high PE ratio.
所以，我实际上做的是，这五只股票目前都在我的投资组合里。对其中一些，比如 Iran，我在做轮动策略。
So, what I'm actually doing is all five of these stocks I currently have in my portfolio. For some, like I ran, I'm doing the wheel strategy.
这个频道对 $IREN 的历次判断
Invest with Henry 在这只股票上共 2 条判断，这里只列相邻的几条。