IREN是一流的Neo Cloud标的，其看多逻辑由能源容量和Nvidia合作驱动。
逐段跳播
I Rent 是我非常看好的一只股票。这是我的第二大 Neo Cloud 标的，Coreweave 排第一，I Rent 排第二。
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 的市值约为 200 亿美元。我依然相当兴奋。他们拥有一个巨大的能源来源。
I Rent had a market capitalization of about $20 billion. I'm still pretty excited. They have a huge source of energy.
我们知道，燃料在2026年、2027年甚至2028年都将是一个主要的瓶颈。在我看来，I Rent 拥有这种实力并确保这一点，是件好事。
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.
而且在我看来，他们与 Nvidia 的关系也相当不错。我知道投资者对他们的管理费不太满意，但对我来说，这从来都不是一个看涨或看空的问题。
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.
总体而言，这家公司是否处在一个极好的市场？我相信 I Rent 是的。
Generally, is the company in a great market? I believe I have rent.
他们是否在正常运作？我认为是的。他们是否拥有一个能助其取胜的出色合作关系？我认为他们与 Nvidia 的合作关系正是帮助他们取胜的原因。
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.
以及 Irent。该股在过去5天内上涨了14%。所以，目前我对 i-Rent 没有任何不满，
and Irent. The stock has risen 14% in the last 5 days. So, I have no complaints about i-Rent at the moment,
这个频道对 $IREN 的历次判断
Jose Najarro Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。