[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@daniel_koss Daniel Koss

Daniel Koss posts on X about $nbis, investment, $iren, $orcl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +31%
X Month XXXXXXXXX +216%
X Months XXXXXXXXX +35,791%

Mentions: XX #

X Week XX +15%
X Month XXX +120%
X Months XXX +3,917%

Followers: XXXXX #

X Week XXXXX +10%
X Month XXXXX +41%
X Months XXXXX +95%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks #4893 finance XXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% currencies XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $nbis #16, investment 3.27%, $iren #46, $orcl #226, ipo 1.96%, open ai #1079, dip #853, money 1.31%, clickhouse #2, about to XXXX%

Top accounts mentioned or mentioned by @mvcinvesting @babyfolio @accounting_ds @sandeman52 @mastonk123 @fijji471168 @neuralcadence @the3rdreginald @closenberger @101010_jv @thexcapitalist @sauvagesa97563 @dubbiosismo @throwabull @couchinvestor @romanchernin @nebiusai @accountingds @damiana4159 @stefanw2012

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Oracle Corporation (ORCL) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY) Oklo Inc. (OKLO) NVIDIA Corp. (NVDA) QuantumScape Corporation (QS) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Palantir (PLTR) PENG (PENG) Tesla, Inc. (TSLA) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Sandeman52 Im XXX% in Nebius so at an expected $35B ClickHouse IPO valuation that stake probably makes up around XX% of my portfolio. So yeah Im happy either way. But might have made it XX% otherwise hehe"
X Link @daniel_koss 2025-10-09T12:34Z 8749 followers, XXX engagements

"@mvcinvesting Same. The AI revolution is in full swing and so many people here are making life changing money in days. Crazy times. Grab your 🍿"
X Link @daniel_koss 2025-10-15T04:07Z 8815 followers, 1070 engagements

"@mvcinvesting Agree this is most definitely the hottest startup in the world right now. Imagine being able to frontrun the IPO of the hottest startup in the world in one of the hottest markets ever. Oh wait you can $NBIS. We are so far away from being priced fairly it's comical"
X Link @daniel_koss 2025-10-09T10:43Z 8809 followers, 3954 engagements

"Who are the smartest $QS investors to follow on X (other than @JKeynesAlpha) and what's the best quality DD source"
X Link @daniel_koss 2025-10-04T16:31Z 8795 followers, 3609 engagements

"@babyfolio What were the main reasons you increased your target that much"
X Link @daniel_koss 2025-10-09T13:43Z 8745 followers, XXX engagements

"Long term it's inevitable and there are many connections. OpenAI needs max capacity and Nebius can provide that. OpenAI mainly works with Oracle and they don't have enough and are well connected to Nebius' CRO. Then there's the ClickHouse connection. Last but not least the obvious path via Microsoft. All paths lead to OpenAI x Nebius"
X Link @daniel_koss 2025-10-10T19:54Z 8747 followers, 1176 engagements

"What's your $NBIS end of 2026 price target"
X Link @daniel_koss 2025-10-09T13:23Z 8815 followers, 103.2K engagements

"I think $NBIS is about to pull off one of the smartest financial-engineering plays EVER 🧵 Nebius faces a unique dilemma: It runs one of the highest-return-on-capital businesses on earth every dollar they can invest into new capacity compounds insanely fast. But they also own XX % of ClickHouse one of the few assets globally compounding just as fast. So what do you do when your own business and your biggest investment are both rocket ships You get creative. Heres what I think happens next 👇 X ClickHouse valuation path May 2025 Series C $XXXX B post-money. ARR grew $XX M $XX M $XXX M in 12"
X Link @daniel_koss 2025-10-09T15:00Z 8815 followers, 63.1K engagements

"Literally called out the bare metal bubble Yesterday. Of course once again the most entertaining outcome is the most likely: $ORCL is the first big player that starts bubbling and Nebius from all companies gets punished the hardest. Can't make this up. The market might not be rational in the short term but it sure as hell is entertaining 😂"
X Link @daniel_koss 2025-10-07T16:04Z 8786 followers, 6328 engagements

"$IREN bulls I think I owe you an apology. As it says on my profile my goal on X is to share wins AND fails openly. I've more than 10x'd my portfolio now since 2024 with many multibaggers including some very hated names like $OKLO or under the radar names like $OUST. Even more painful therefore to admit that my worst take in the last X years was on $IREN. I don't mind missing out on the gains because in retrospect even after proper DD I'd have still bet on $NBIS. But I do mind that I dismissed $IREN for stupid reasons. They've fixed all of the things that bothered me in a few weeks. Their"
X Link @daniel_koss 2025-10-13T09:21Z 8815 followers, 45.6K engagements

"$NBIS is getting sold off aggressively because $ORCL apparently made a loss on renting $NVDA chips. That should be BULLISH Nebius. We already know from multiple sources that Nebius can and is doing this very profitably through their vertical integration. For example their $MSFT deal will bring them AT LEAST $6B in gross profit according to @dylan522p Right now we see exactly what sets them apart. They are built different Know what you own. Market might panic X day a week or even a month. But once Nebius earnings show the massive skill and resulting margin gap and adjusted guidance we're gonna"
X Link @daniel_koss 2025-10-07T15:37Z 8797 followers, 66.8K engagements

"@throwabull As a user could you elaborate more what you love about the service why you use it and how it's different/better"
X Link @daniel_koss 2025-10-09T16:27Z 8744 followers, XXX engagements

"Many people asked me if anything changes for Nebius after the Trump China escalation. My X cents: I considered selling $NBIS at +3.5% when I read the Trump post. Not because any fundamentals changed but because the following dip was obvious. Just as a trade to buy back lower. Ultimately decided against it because I think if he does the usual double triple backflip we undo the complete dip on Monday. I believe the two systems do need each other and both sides have rational heads collaborating behind the scenes. Hurting each other's economies helps noone. Sentiment will stay negative and the"
X Link @daniel_koss 2025-10-11T05:35Z 8815 followers, 30.3K engagements

"@mastonk123 @BJLinvestment No eoy haha. But as mentioned: this is my base case. I think we'll get overheated and go crazy at some point"
X Link @daniel_koss 2025-10-13T20:20Z 8746 followers, XX engagements

"🔥NEW $NBIS 2026 price target: $XXX (+211%) Disclaimer: This post is not financial advice. I currently hold a highly concentrated long position in Nebius. This is my base case not my bull case. Personally Im leaning a lot more bullish 😉 Many questions will be answered if you read the full post to the end. Oh and this post is not AI-generated just FYI. Okay lets get started 👇 🧩 Sum-of-the-Parts for the subsidiaries: Fair to say we all underestimated the subsidiaries so far. First we thought they are a nice to have. Then we realized they are actually quite interesting. Now it's starting to"
X Link @daniel_koss 2025-10-13T20:01Z 8815 followers, 87.4K engagements

"I'm very bullish about $OKLO XX% of comments on X are complete bs takes from people who spent no time at all studying how amazing this company is. But I can't comprehend the valuation anymore. I can only imagine it has one of X reasons: 1) A massive 10-20 year contract with the US Gov or OpenAI or a hyperscaler that only insiders know about that essentially guarentees revenue growth and profit for the next X decades. 2) Here's the more cynical take: OKLO is part of every Nuclear ETF or "nuclear theme bundle" that investors are making. What if people just put 5-20% of their portfolios into"
X Link @daniel_koss 2025-10-15T14:15Z 8815 followers, 2720 engagements

"There is no AI bubble. But there are many small bubbles of highly inflated expectations that simply won't meet reality. Right now there's this idea that all "data center" builders like $NBIS $CRWC $IREN $CIFR $GLXY etc. are the same and people take their "contracted" capacity slap the highest possible forward multiple on the highest margins imaginable and think it's an obvious arbitrage play. It's NOT. The space is super attractive. But don't think for a second that all these companies are the same. They have different managements different balance sheets different skills different access to"
X Link @daniel_koss 2025-10-06T17:30Z 8815 followers, 23.9K engagements

"$AMD x OpenAI deal is gigabullish for $NBIS I envision AMD soon offering highly competitive inference chips with XX% instead of XX% profit margins. Aggressively attacking $NVDA's massive margins. It both ensures and validates AMD becoming a long-term competitor to NVIDIA especially in inference the biggest part of the AI compute market. More competition lower prices faster innovation and a much larger total chip supply. For Nebius that means cheaper more available GPUs and even faster growth. Less dependence. One of very few risks now looking closer to solved than ever. Demand for compute is"
X Link @daniel_koss 2025-10-06T12:05Z 8783 followers, 10.6K engagements

"Upcoming Nebius catalysts: Q3 earnings $900M$1.1B ARR by YE (I expect $1.1B+) Data center rollouts (NJ Finland Iceland KC) w/ Nvidia Blackwell Avride & Toloka funding + ClickHouse IPO SE Asia expansion Positive EBITDA in H2 Execution = re-rating. $NBIS"
X Link @daniel_koss 2025-09-08T15:00Z 8749 followers, 10.1K engagements

"I think I timed this one pretty well. Went XXX% into cash before "liberation day" and then XXX% into small cap hypergrowth tech. Gains this year are mindblowing"
X Link @daniel_koss 2025-10-07T09:05Z 8750 followers, 4597 engagements

"This $ORCL news will change the entire market. Everyone will now realize that bare metal is NOT an attractive business model. Unless you really believe you can win on costs and outcompete in what seems a pure commodity business. 2-3 changes coming: 1) Full Stack like $NBIS will win. They will simply make XX% of their profit margins from the non bare metal part. You tell me if XX% of profits are important or not. And btw this is so cool because their competition can NOT keep up on the software side of the business. Nebius crushes on so many benchmarks. 2) There is real pressure on $NVDA to"
X Link @daniel_koss 2025-10-07T15:58Z 8787 followers, 19.9K engagements

"@Fijji471168 No lol. Do your own DD. But start with looking into who's actually behind the company. It's basically the current white house"
X Link @daniel_koss 2025-10-15T14:29Z 8811 followers, XX engagements

"@DamianA4159 All in rn. Trading around events and catalyst like earnings"
X Link @daniel_koss 2025-10-14T04:07Z 8799 followers, XXX engagements

"Well for a hedge fund or investment company in general this type of website is actually quite common and some people think it's classy. But for a frontier AI cloud provider the standard for a website is just much higher in my opinion. It also seems like they agree by the way. Why else would they have completely redone their website The new website looks amazing"
X Link @daniel_koss 2025-10-13T14:09Z 8795 followers, XXX engagements

"Yes $NBIS's stake in ClickHouse is interesting as a standalone investment. BUT way more interesting is the insane foot in the door it gives them to many of the world's leading AI companies. Imagine the value of knowing who from which company uses it when for what and the scale. S-tier customer goldmine"
X Link @daniel_koss 2025-09-29T19:05Z 8750 followers, 9454 engagements

"$NBIS guys CHILL. Nebius will NOT get good margins. They already DO Last earnings they announced gross margins increased to XX% up from XX% QoQ. They already very clearly showed that the $ORCL problem is not one we have. Our margins are gonna be insane"
X Link @daniel_koss 2025-10-07T16:35Z 8815 followers, 19.3K engagements

"LOL. Guess it was the right decision not to sell. $NBIS"
X Link @daniel_koss 2025-10-12T17:00Z 8815 followers, 18.7K engagements

"When ClickHouse IPOs $NBIS should NOT sell a single share in my opinion. The synergies and financial upside in ClickHouse are insane. As a shareholder I would much rather see Nebius take on debt or honestly even dilute. I don't care. I know their ROIC is insane so I'm ok with every bit of dilution as I know it will make the pie so much bigger. But selling ClickHouse Hell no"
X Link @daniel_koss 2025-10-09T13:15Z 8749 followers, 13.9K engagements

"Many $NBIS investors are $IREN investors aswell and vice versa. I'm currently only in $NBIS and many people ask why. First here's what I really like about IREN - great CEO - insane 3.6GW of secured power - recent sponsorings media etc. strongly suggest hyperscaler deals coming - strategic position as the infra pureplay makes IREN one of the ideal partners for hyperscalers The reason why I only own Nebius is pretty straightforward: I just think the risk/reward is better. - I think energy is NOT the bottleneck right now. It's actually very boring: the bottleneck (just as a matter of fact) for"
X Link @daniel_koss 2025-10-15T12:42Z 8815 followers, 26K engagements

"$NBIS fam I need your help I'm working on a detailed and comprehensive Nebius end of 2026 valuation model and price target. The main X variables I really struggle to pin down or get an accurate number or estimate (can be a range) for are: 1) How much capacity do you think they can get LIVE by end of 2026 Not guidance not goal I mean your actual specific estimate and reasoning. 2) @DavidSacks said for data centers the expected cost to building 1GW of capacity is $50B right now (broad rule of thumb). That number is way higher than I think it really is for Nebius. But I would love to get data"
X Link @daniel_koss 2025-10-11T15:07Z 8815 followers, 14.1K engagements

"Yes $NBIS is the next $PLTR. I believe Nebius will make more ARR end of 2026 (2 years after inception) than Palantir (after XX years). Both are amazing businesses. Nebius is a way better investment. Nebius grows significantly faster and is indescribably cheaper"
X Link @daniel_koss 2025-10-09T16:50Z 8814 followers, 41K engagements

"Holding $NBIS feels like being a kid on Christmas Eve. Your parents pretend they didnt get you any gifts but you know theyve got several hidden away. The gifts are the hyperscaler deals. We know theyre coming"
X Link @daniel_koss 2025-09-15T19:23Z 8783 followers, 11.6K engagements

"Every day I look a little less crazy $NBIS A month ago other bulls called me delusional crazy detached from reality. All I did was the math. Public transparent and simple enough for anyone who actually read the post to understand"
X Link @daniel_koss 2025-10-03T17:50Z 8661 followers, 13K engagements

"Name a single AI infrastructure investment opportunity with a better risk-reward than $NBIS - you can't. Undervalued today hypergrowth ahead"
X Link @daniel_koss 2025-09-27T15:44Z 8745 followers, 24.6K engagements

"@TopTechStocksUS I don't see BTC as something you buy and sell within days or weeks. I see it as an instrument to DCA into over years and I believe all those people will always do far better than whoever saves in USD"
X Link @daniel_koss 2025-10-12T06:22Z 8680 followers, XX engagements

"@NeuralCadence Why is the ARR multiple lofty Totally common for their numbers. And I do account for dilution"
X Link @daniel_koss 2025-10-13T20:36Z 8814 followers, 1393 engagements

"If you believe AI is NOT a bubble and want to bet against the market the most aggressive and a little crazy way to play that today could be for example buying $PENG into earnings 👀 Definitely not financial advice"
X Link @daniel_koss 2025-10-07T19:19Z 8815 followers, 2822 engagements

"@PrasanthInvests It works if the other trades are a) correct and b) around aggressive catalysts like earnings. For example recently went into ASTS after the Verizon news and still got a nice X% profit. Not crazy but such small trades compound"
X Link @daniel_koss 2025-10-12T19:03Z 8740 followers, XX engagements

"I'm at GITEX (world's largest Tech & AI show) in Dubai and just met some of the brilliant people behind @nebiusai @ClickHouseDB veeeery exciting stuff coming 🤩🥳 $NBIS"
X Link @daniel_koss 2025-10-13T12:03Z 8815 followers, 13.2K engagements

"@mvcinvesting yep. guys showed me how it scales. and how they load a gazillion (not literal number) data points for tesla in 0.1s. basically clickhouse growth gonna be insane"
X Link @daniel_koss 2025-10-15T18:38Z 8815 followers, 1513 engagements

"@samsolid57 @PaperGainsInc @amitisinvesting I mean MSFT needing more capacity ClickHouse going public and NVIDA now being able to sell to UAE are X real news not random noise"
X Link @daniel_koss 2025-10-09T21:00Z 8747 followers, XXX engagements

"@Docofgothm @closenberger Yep"
X Link @daniel_koss 2025-10-13T18:52Z 8807 followers, XX engagements

"🚨 $NBIS update: Massive land grab for U.S. expansion Nebius has acquired XX acres of land in Birmingham Alabama 🏟 about the size of XX soccer fields. The site is large enough to support a 300+ MW AI data center campus ⚡ They paid about $90M. At full build-out it could power $23B in annual recurring revenue 💰 This makes it a strong candidate to become Nebius flagship Southeast AI hub 🌐 Everyone can buy land or power but only Nebius can use it to power the best AI Cloud. $NBIS $CRWV $IREN"
X Link @daniel_koss 2025-10-02T06:23Z 8783 followers, 104.7K engagements

"Insanely attractive $NBIS dip opportunity. We gonna 3x within a year from here. BTFD 🥰"
X Link @daniel_koss 2025-10-07T15:28Z 8751 followers, 14.5K engagements

"Brave $NBIS warriors hold the ground so we can enjoy a green weekend 😂💪"
X Link @daniel_koss 2025-10-10T18:35Z 8815 followers, 12.5K engagements

"@babyfolio I've been to Tel Aviv and I'm aware it's not a warzone but at the same time in the region there can be hard escalations any time as we've sadly seen many times. It's not something that stops me from investing but I do see it as a risk"
X Link @daniel_koss 2025-10-13T20:10Z 8815 followers, 2102 engagements

"Posting my new Nebius end of 2026 price target tomorrow. Can't believe this actually took me X days but I spent a lot of time figuring out the revenue / MW margins and realistic buildout. It's honestly so hard with so many conflicting data sources. Read through all of them and combined what I believe are the trustworthy numbers with my own assumptions. All I can say is I'm bullish af :) $NBIS"
X Link @daniel_koss 2025-10-12T18:35Z 8815 followers, 46.3K engagements

"The people complaining about a 10-15% $BTC drop are outing themselves as absolute noobs. Incredibly embarrassing. Unable to zoom out. Memelike behavior. Every damn time. 💎 🤚"
X Link @daniel_koss 2025-10-12T06:19Z 8814 followers, 2106 engagements