Author
@danroberts0101 danroberts0101
grade Ax.com/danroberts0101 ↗
IREN founder/CEO posting first-party AI data-center operational updates and infrastructure thesis
Communicates IREN's operational progress, partnerships, and
trader score
+0.73
hit rate
71%
mean α
+3.66%
signals 14d
4
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 7 scored bets: 71% hit rate, +3.66% mean alpha, trader score +0.73. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 3 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | MSFT | @danroberts0101 | +0.10 | IREN's co-CEO explains data-center financing, lease underwriting, and Microsoft's five-year Horizon term. | +1.7% | tweet ↗ |
| 2026-08-27 | IREN | @danroberts0101 | +0.35 | IREN's co-CEO explains data-center financing, lease underwriting, and Microsoft's five-year Horizon term. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @danroberts0101 | +0.55 | IREN联席CEO称行业约束在交付而非需求，4000多人正跨三大洲部署算力。 | -12.5% | tweet ↗ |
| 2026-08-15 | · | @danroberts0101 | · | Long-term thesis says AI demand compounds faster than physical data-center supply. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.