Hertz Network (HTZ)

Hot take: $HTZ might be the $IREN / $CIFR / $WULF / $CRWV / $NBIS of robotaxi and robotics.

In the AI cycle, yes, there are a lot of winners. But some of the biggest winners ended up being the unsexy infrastructure layer. Data-center operators that the market used to call “just miners” became critical once GPUs became the bottleneck. Names like $IREN, $CIFR, $WULF, $CRWV, $NBIS went from despised to essential.

And here’s the part people forget: a lot of the early bulls weren’t even calling “AI supercycle” at first. They were calling valuation + asset economics. I remember when @mikealfred was talking about $IREN in 2023. That wasn’t a “ChatGPT narrative” trade back then. It was more like: this thing is priced like trash relative to its assets and what it can become. The theme arrived later. The mispricing came first. Then there were people to spot it early on like @DeepValueBagger

I keep wondering if something similar is hiding in plain sight with autonomy.

Everyone’s focused on the sexy layer: robotaxi