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Dan "FAT GAINZ" Roberts FAN
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Dan "FAT GAINZ" Roberts FAN
@Lazarus_Capital
FAN of DANNY ROBERTS IREN CEO. Greatly admire his ability land $1B comp packages for delivering $35m in cloud revenue
iren.com/investors/sec-…
Joined February 2024
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  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Aug 29, 2025
    Replying to @faizsays and @greentheonly
    Why isn’t Tesla penalized for lying about it?
    38K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 22, 2025
    Congrats to the $IREN investors
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    8.6K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 19, 2025
    Is this bad? $IREN
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    45K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Aug 29, 2025
    Every $IREN investor should read this.
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    24K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Nov 3, 2025
    Omg. $IREN “Dan, how is this going to impact your bottom line” Dan replies talking about ARR, mentioned 85% EBITDA margin, finished with ARR. 💀
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    Maarten 🇪🇺
    00:00
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    Maarten 🇪🇺
    35K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 20, 2025
    What’s your price target for $IREN What I’ve seen so far: @mikealfred $200 base case @litigious_dulce $380 in 1-2 years Bull or bear, comment your price target below (hopefully with a date too). Mine, back under $10 within 3 years.
    18K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Oct 17, 2025
    Man @smatthewschultz had dinner with @mikealfred one time and now look $CLSK
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    12K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 9, 2025
    RIP. My $IREN and $CIFR puts
    8.6K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Oct 24, 2025
    did some rough math. $IREN bulls are going to hate it. fair value: $53.78* This is assuming they sign a colo deal TODAY, start building TODAY, and finish building 3GW of data center capacity in 6 years @ 500mw per year. This how bad their Capex/dillution will be
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    39K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Jul 21, 2025
    Wow! $GLXY is number 2 on Stocktwits
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    5K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 8, 2025
    PLEASE $IREN AI CLOUD BULLS explain to me what happened here. This is bad. 256 Blackwells were set up and contracted out yet where is the revenue? It's been over a month. Not only should have revenue increased but more importantly AI Cloud ARR should've had a step change
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    IREN
    @IREN_Ltd
    Sep 8, 2025
    $IREN is pleased to provide our monthly update for August 2025: - $79m revenue, $26m net electricity costs, $53m hardware profit - AI Cloud expanding to 10.9k GPUs (>80% Blackwells), supported by non-dilutive GPU financing - Expansion opportunity of >60k GPUs across British
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    38K
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    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Aug 30, 2025
    Too low. $IREN @danroberts0101 guided to $250m by DECEMBER! Why not by year end!?! Horizon 1 finishes by year end. Supports 19k GB300s, that’s over $500M ARR! $750M ARR by year end! Screw Colo, that’s for losers who can’t run a cloud! SW1 1.4GW = $14B in cloud ARR 🤯 DO
    This post is unavailable.
    16K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 24, 2025
    Dang did $IREN land a deal?
    17K
  • user avatar
    Dan "FAT GAINZ" Roberts FAN
    @Lazarus_Capital
    Sep 16, 2025
    As a bear this thing can close up 10% today and I wouldnt even be surprised $IREN
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    9.9K
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