Jose Najarro Stocks 对 $IREN 的判断变化

2026-08-30
5 Stocks That Could Explode After Nvidia’s Massive Earnings!!
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。

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.

2026-08-26看涨
Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI
IREN处于AI增长周期的早期阶段,供应限制使其能够轻松且有利可图地出售活跃算力。

Coreweave、I ran、Nabias才刚刚开始。

Coreweave, I ran, Nabias are just getting started.

所以,对我来说,如果我们要处于一个供应受限的空间,任何拥有可出售的活跃算力的人都将能够以很好的价格出售它,或者在短时间内将其售出。所以我仍然真心相信,像Coreweave、像I ran、像Nabias这样的公司,即使我没有持有它们,在这个AI故事中才刚刚开始。明年它会变得更加疯狂。

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.