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daniel roberts

T3 · host / generalist
4 calls·2 names·100% bull·last heard 5 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$IRENIRENposition

IREN runs 100% renewable since inception via stranded energy arbitrage: locate at source, monetize via compute, export tokens at light speed

By building data centers at stranded renewable sources (West Texas has 45-50 GW wind/solar but only 12 GW transmission), IREN arbitrages cheap green energy into high-value compute, with grid connection guaranteeing 24/7 reliability.

All-In Podcast2026-03→
2ndmedium conviction
$NVDANvidia

IREN: Nvidia has massive head start in AI silicon; custom chips (Google, Amazon, Meta) emerging but Nvidia roadmap is safest path to scale

Nvidia's ecosystem, standards, and incubated software stack give it a massive lead; custom silicon from hyperscalers is arriving but following Nvidia roadmaps remains the safest way to build at scale early.

All-In Podcast2026-03→

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recurring themes

4 total
$NVDA
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Nvidia
MEDdaniel roberts·All-In Podcast·5 months ago
IREN: Nvidia has massive head start in AI silicon; custom chips (Google, Amazon, Meta) emerging but Nvidia roadmap is safest path to scale
Nvidia's ecosystem, standards, and incubated software stack give it a massive lead; custom silicon from hyperscalers is arriving but following Nvidia roadmaps remains the safest way to build at scale early.
"Look, it to various degrees it is. They're promoting their products. They're trying to tie up data center capacity. So, yes, there's multiple silicon looking for homes. I think I…"
91:00
$IREN
···
IREN
HIGHdaniel roberts·All-In Podcast·5 months ago· position
IREN runs 100% renewable since inception via stranded energy arbitrage: locate at source, monetize via compute, export tokens at light speed
By building data centers at stranded renewable sources (West Texas has 45-50 GW wind/solar but only 12 GW transmission), IREN arbitrages cheap green energy into high-value compute, with grid connection guaranteeing 24/7 reliability.
"So, our our philosophy has been sustainability from day one. We have used 100% renewable energy since inception. What? 100% Wait, how is that possible? It's We use hydro in Britis…"
86:10
$IREN
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IREN
HIGHdaniel roberts·All-In Podcast·5 months ago· position
IREN: Jevons paradox drives compute demand — 10x more compute → many more images generated, not less
Compute efficiency gains (lower token cost, faster inference) induce exponentially more usage (Jevons paradox), so demand grows with supply; no slowdown expected.
"Look, I think it's actually the opposite. I think it feeds on itself. So, I'll give you one example. You go into ChatGPT today and you generate an image. You ain't to the prompt.…"
89:40
$IREN
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IREN
HIGHdaniel roberts·All-In Podcast·5 months ago· position
IREN secured 4.5 GW power (near Bay Area annual usage) at stranded renewable sites; $9.7B Microsoft deal is 5% of capacity
IREN's 8-year head start securing land, permits, and grid connections at stranded renewable energy sites (West Texas wind/solar, BC hydro) gives them 4.5 GW of power — a scarce asset — with Microsoft contract representing only 5% of capacity; demand is 'gangbusters' with zero idle GPUs globally.
"For us, because we started 8 years ago tying up all this land and power, it's not. So, we've got 4 and 1/2 GW. For context, that's almost as much power annually as the Bay Area us…"
81:00