[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 $te, $nbis, $krknf, ai the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1315322118/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +21% - X Months XXXXXXXXX +52,251% ### Mentions: XX [#](/creator/twitter::1315322118/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +3,129% ### Followers: XXXXXX [#](/creator/twitter::1315322118/followers)  - X Week XXXXXX +3.60% - X Month XXXXXX +18% - X Months XXXXXX +170% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1315322118/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [vc firms](/list/vc-firms) [celebrities](/list/celebrities) **Social topic influence** [$te](/topic/$te) #36, [$nbis](/topic/$nbis) #50, [$krknf](/topic/$krknf) #18, [ai](/topic/ai), [stocks](/topic/stocks) #4452, [$aur](/topic/$aur) #3, [$asts](/topic/$asts) #173, [$eose](/topic/$eose) #45, [strong](/topic/strong), [if you](/topic/if-you) **Top accounts mentioned or mentioned by** [@babyfolio](/creator/undefined) [@mvcinvesting](/creator/undefined) [@genzinvest0r](/creator/undefined) [@itsalasdairmann](/creator/undefined) [@marcboroditsky](/creator/undefined) [@nebiusai](/creator/undefined) [@liebermanaustin](/creator/undefined) [@couchinvestor](/creator/undefined) [@romanchernin](/creator/undefined) [@accountingds](/creator/undefined) [@sandeman52](/creator/undefined) [@t1energy](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@meeijer](/creator/undefined) [@tleroy5](/creator/undefined) [@mbhogan](/creator/undefined) [@garypallett](/creator/undefined) [@endicottinvests](/creator/undefined) [@pepemoonboy](/creator/undefined) [@jkeynesalpha](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Auroracoin (AUR)](/topic/$aur) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Titan Trading Platform (TES)](/topic/$tes) [Tesla, Inc. (TSLA)](/topic/tesla) [QuantumScape Corporation (QS)](/topic/$qs) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) ### Top Social Posts Top posts by engagements in the last XX hours "$TE investors let's unite and share alpha" [X Link](https://x.com/daniel_koss/status/1996623389981827515) 2025-12-04T16:51Z 12.2K followers, 3223 engagements "Starting this community as I believe $TE is potentially one of the best performing stocks of 2026 but has many real risks. A strong retail community that shares hardcore DD and insights is needed🕵♂" [X Link](https://x.com/daniel_koss/status/1996624107220378038) 2025-12-04T16:54Z 12.2K followers, 37.4K engagements "I want to keep it simple. Be kind. Stay on topic. Don't spam. The goal of this community is to help $TE investors get alpha it's that simple. As many rules as needed as few as possible. Everyone happy with these rules" [X Link](https://x.com/daniel_koss/status/1996646321063972958) 2025-12-04T18:22Z 12.2K followers, 3042 engagements "@accounting_ds $KRKNF would fit in perfectly into this portfolio if you use margin or care about lowering volatility and generally want a hedge against Taiwan and AI risks" [X Link](https://x.com/daniel_koss/status/1996919136606466241) 2025-12-05T12:26Z 12.2K followers, XXX engagements "I maintain my $TE price target except it's now highly derisked and everything so far happening exactly as expected" [X Link](https://x.com/daniel_koss/status/1997079886335193512) 2025-12-05T23:05Z 12.2K followers, 9604 engagements "I cant help but notice that the tone of $NBIS executives is getting quite aggressive Very interesting and honestly surprising to observe because previously they were always very calm collected and almost silent. They did mention multiple times that they dont want to become a commodity business but rarely talked about competitors and when they did it was always with positive words and a ton of respect. Something changed X days ago. It started with Nebius CTO Danila posting on LinkedIn that most neoclouds arent really clouds. They use a ton of third-party software and have different levels of" [X Link](https://x.com/daniel_koss/status/1986366843829756334) 2025-11-06T09:35Z 12.2K followers, 69.6K engagements "I really like this one It does look conservative to me but given the intense capex unclear software contribution completely different sentiment in the market and strong execution risks I now think your safety discounts / conservative valuation makes sense One thing that stands out as an extreme example of the sentiment shift is that a few months ago companies like IREN pumped 10-20% when they announced big NVDA GPU orders. I could easily imagine that the same announcement today would lead to the stock going down as the depreciation topic is so controversial now. I'm not sure people are ready" [X Link](https://x.com/daniel_koss/status/1993937559290880271) 2025-11-27T06:58Z 12.2K followers, 6007 engagements "Investing in $GOOGL is basically the grown-up version of investing in $NBIS. Both feel like globally diversified AI ETFs just at different stages of maturity. With Google you get a leader in every key part of AI: - Hardware (TPUs servers data centers) - Software (algorithms search cloud tools) - Data (search logs YouTube Maps Android) With Nebius you get a future AI leader. - Data center buildout excellence (globally) - Software (Aether Token Factory) via Subsidiariees: - AVride - autonomous-vehicle & robotics - Toloka - data-labeling - ClickHouse - data warehousing / analytics For my risk" [X Link](https://x.com/daniel_koss/status/1994390828895101094) 2025-11-28T13:00Z 12.2K followers, 32K engagements "$TE's balance sheet is ugly and they need a lot of cash 💸 We all know that. But todays Form X shows a director getting RSUs that vest through 2028. Insiders dont take long-dated equity if they think the company is collapsing 📉 Some slight reassurance for us bulls or at least some copium that all will be fine 🙏😂" [X Link](https://x.com/daniel_koss/status/1996473827006484671) 2025-12-04T06:57Z 12.2K followers, 3462 engagements "My portfolio is optimized for max gains. I time the market I use options and margin and pick stocks so there are many considerations like reducing overall volatility and short term trades that sometimes lead me to pick some stocs over others. If I had to only hold X stocks for X years I'd pick $NBIS and $ASTS for sure $KRKNF would not be a 5-10 year stock for me most likely as I think the scaleup phase and Nasdaq listing catalyst will be over in X years and I want a Founder CEO with 10%+ equity to hold a stock "forever"" [X Link](https://x.com/daniel_koss/status/1996666701036073085) 2025-12-04T19:43Z 12.2K followers, XXX engagements "@RevnoProduction Nobody cares about $AUR and $TE had like X people posting about it when I started my position. Some are retail darlings but that's ok with me Fintwit nails may names. But I also hate XX% of retail darlings and wouldn't touch them with a XX feet pole" [X Link](https://x.com/daniel_koss/status/1996668264571982120) 2025-12-04T19:49Z 12.2K followers, XXX engagements "This does look very interesting and I understand why this language scares some people but isn't a fundamental difference that now the demand by END-USERS is also here not just by b2b companies building capacity. Different demand For example I'm a paid user of many AI tools and hit the limits almost every day Clearly with more compute I could get higher limits and faster answers" [X Link](https://x.com/daniel_koss/status/1991529882912759927) 2025-11-20T15:31Z 12.2K followers, 9295 engagements "I believe the current $NBIS stock price reflects: - market just grouping them with other "infra providers" - market overrestimating how much capex they'll need (it will be a lot but less than others) - market overly fearful on AI - market underestimating sustainable AI demand and growth - market underestimating NVDIA partnership value - market not believing in software expanding margins a LOT - market not realizing software and ecosystem will lead to super sticky recurring revenue that's highly predictable - market not valueing subsidiaries even close to fair price probably not even aware of" [X Link](https://x.com/daniel_koss/status/1996602426657222838) 2025-12-04T15:28Z 12.2K followers, 23.9K engagements "@karl4fun all dec XX to jan XX from XXX to 130" [X Link](https://x.com/daniel_koss/status/1996925646497308774) 2025-12-05T12:52Z 12.2K followers, XX engagements "@genZinvest0r Love to see it. They never commented on any AMD offerings but I always hoped they'd stay agnostic awesome" [X Link](https://x.com/daniel_koss/status/1997963757360980314) 2025-12-08T09:37Z 12.2K followers, XXX engagements "I don't like Tesla stock cause the future is great but the expectations are insane as the market already sees them as the winner in everything. Reality is difficult. I prefer stocks that can 5x simply by not going bankrupt. Basically I look for low expectation to great reality stocks that will 10x" [X Link](https://x.com/daniel_koss/status/1998029751781363749) 2025-12-08T13:59Z 12.2K followers, XX engagements "Thx so much for all the love we're getting for our first interview We're planning many more. Which companies would you like us to feature next $NBIS ✅ (more interviews coming with different leaders though) I'm personally most interested in $KRKNF $EOSE $TE $ASTS $ADUR $QS $AUR $OUST $RKLB Buuuut you guys decide What company are you most excited about Important: we wanna focus on companies that are ALSO good investments. So the stock should also be interesting :)" [X Link](https://x.com/daniel_koss/status/1993059804076499196) 2025-11-24T20:51Z 12.2K followers, 14.4K engagements "My top "free money" stocks: Buy. Hold. Forget. $NBIS $ASTS $KRKNF $AUR $DLO $RKLB $OUST Just holding these for years will let you outperform the market significantly. I currently als hold $TE and $EOSE but these have serious risks and I wouldn't add them to any "free" money list" [X Link](https://x.com/daniel_koss/status/1995976846207299810) 2025-12-02T22:02Z 12.2K followers, 6550 engagements "Sam is basically speedrunning incubating all Y Combinator startups he thinks are hot just without the funding" [X Link](https://x.com/daniel_koss/status/1996594533681832270) 2025-12-04T14:56Z 12.2K followers, 2091 engagements "Google TPUs didnt break the AI market. They just might be giving us a reminder of who holds the real power here. Google ($GOOGL) trained Gemini X on TPUs and reports say Meta is exploring a major TPU deal. So TPUs now sit next to NVIDIA ($NVDA) and AMD ($AMD) as real hardware options. But the supply chain stays the same. Every TPU is built by TSMC ($TSM). Leading edge manufacturing still depends on ASML ($ASML) lithography. For infra players like Nebius ($NBIS) next-gen datacenter builders and the new cloud providers nothing about supply capacity limits has shifted. We are still in a world" [X Link](https://x.com/daniel_koss/status/1994421870393733356) 2025-11-28T15:03Z 12.2K followers, 5067 engagements "🦑 Kraken Robotics $KRKNF scores $12M orders for SAS & SeaPower batteries From Teledyne Marine AUVs to Terradepths ocean ops & X NATO navies. I'm super bullish Kraken Robotics. Want to interview the CEO" [X Link](https://x.com/daniel_koss/status/1995826595521511521) 2025-12-02T12:05Z 12.2K followers, 3864 engagements "@PhilipJohnston @elonmusk Hey Philip check your DMs Love your vision and would like to share it with a bigger audience :)" [X Link](https://x.com/daniel_koss/status/1998681004270129321) 2025-12-10T09:07Z 12.2K followers, XX engagements "Ok guys I'm officially switching sides we're in a massive AI bubble I have a huge liquidity event coming up in a few months. Until then - please freak the F out everyone. Sell all your stocks especially $NBIS $EOSE $KRKNF $TE $ASTS All these companies are frauds all of them will go bankrupt. Nobody uses AI. There are no moats no patents no progress nooooothing. Let the market dump and let me scoop up as many shares as I can. That is of course exactly what the big institutions want as we can see they constantly scoop up cheap shares in confirmed winners on every dip. But hey I'm also happy to" [X Link](https://x.com/daniel_koss/status/1991564384934789442) 2025-11-20T17:48Z 12.2K followers, 44K engagements "Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets" [X Link](https://x.com/daniel_koss/status/1992949578677498237) 2025-11-24T13:33Z 12.2K followers, 408.9K engagements "$CRDO beautiful Bought this one as an earnings trade 1min before market close. Credo powers AI data centers with high-speed SerDes chips active cables and optical transceivers that slash power use and boost bandwidth for hyperscalers. Seemed pretty obvious numbers would be good in this buildout 👌🏻" [X Link](https://x.com/daniel_koss/status/1995605721472217547) 2025-12-01T21:27Z 12.2K followers, 4148 engagements "$AUR I think it's happening. The autonomous trucking revolution is here. See you at $XX soon (100+%) 😉 Strong 10x candidate if laws and industry will move as they should. Everything is ready" [X Link](https://x.com/daniel_koss/status/1996312832946692321) 2025-12-03T20:17Z 12.2K followers, 3727 engagements "Not a bad day. Finally some life is back lol" [X Link](https://x.com/daniel_koss/status/1996611168169824744) 2025-12-04T16:02Z 12.2K followers, 11.2K engagements "Current portfolio: XX% Nebius $NBIS XX% Kraken Robotics $KRKNF XX% EOSE $EOSE XX% T1 Energy $TE X% Aurora Innovation $AUR X% AST SpaceMobile $ASTS X% Nebius calls Perfectly captures the coming supercycles I believe in: inference robotics defense energy autonomy space. High beta. High conviction🫡" [X Link](https://x.com/daniel_koss/status/1996652776147788202) 2025-12-04T18:48Z 12.2K followers, 60.7K engagements "$TE bankruptcy avoided until profitability. Balance sheet fixed. Seems the dilution was priced in nice. Ready for takeoff" [X Link](https://x.com/daniel_koss/status/1996968646912921611) 2025-12-05T15:43Z 12.2K followers, 9869 engagements "🚛🤖 $AUR its happening 🧾 What happened @aurora_inno signed a commercial deal. ✅ XX trucks committed for 2026 ✅ 20+ hours per day ✅ Driverless ops targeted for Q2 2026 💰 The money I estimate $24M ARR at scale from this one customer. Paid repeatable 24/7 operations. Not a pilot 🧠 Why this matters 🛣 Public highways 📍 Endpoint-to-endpoint routes ⚙ Clear customer ROI Commercial autonomous trucking is now real. Friends do you realize how freaking huge this is 📈 My takeaway 2026 = real commercialization 2027 = scaaaaaaaling Let's go 🚀" [X Link](https://x.com/daniel_koss/status/1998024295486775445) 2025-12-08T13:38Z 12.2K followers, 4290 engagements "It seems investors struggle to understand $AUR's valuation. Look at how big the market is. It's HUGE. Trucking might not be as sexy as other stocks. But it's real. Aurora's tech works TODAY It's live on the streets of the US. They are now making commercial deals for 2026. They are going to scale hard. Much lower risks than many other companies. Stock is ridiculously cheap imho for the ultra high upside with very very very little risk. Yes it looks expensive but again look at the TAM and their technological advantage and leadership. Founder recently bought more shares. Highly aligned. Proven" [X Link](https://x.com/daniel_koss/status/1998062574315717046) 2025-12-08T16:10Z 12.2K followers, 3212 engagements
[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 $te, $nbis, $krknf, ai the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +21%
- X Months XXXXXXXXX +52,251%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +3,129%
Followers: XXXXXX #
- X Week XXXXXX +3.60%
- X Month XXXXXX +18%
- X Months XXXXXX +170%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands countries social networks automotive brands vc firms celebrities
Social topic influence $te #36, $nbis #50, $krknf #18, ai, stocks #4452, $aur #3, $asts #173, $eose #45, strong, if you
Top accounts mentioned or mentioned by @babyfolio @mvcinvesting @genzinvest0r @itsalasdairmann @marcboroditsky @nebiusai @liebermanaustin @couchinvestor @romanchernin @accountingds @sandeman52 @t1energy @jiahanjimliu @meeijer @tleroy5 @mbhogan @garypallett @endicottinvests @pepemoonboy @jkeynesalpha
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Auroracoin (AUR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Eos Energy Enterprises, Inc. (EOSE) Alphabet Inc Class A (GOOGL) Rocket Lab USA, Inc. Common Stock (RKLB) Titan Trading Platform (TES) Tesla, Inc. (TSLA) QuantumScape Corporation (QS) DLocal Limited Class A Common Shares (DLO) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Taiwan Semiconductor (TSM) Microsoft Corp. (MSFT) Credo Technology Group Holding Ltd Ordinary Shares (CRDO)
Top Social Posts
Top posts by engagements in the last XX hours
"$TE investors let's unite and share alpha"
X Link 2025-12-04T16:51Z 12.2K followers, 3223 engagements
"Starting this community as I believe $TE is potentially one of the best performing stocks of 2026 but has many real risks. A strong retail community that shares hardcore DD and insights is needed🕵♂"
X Link 2025-12-04T16:54Z 12.2K followers, 37.4K engagements
"I want to keep it simple. Be kind. Stay on topic. Don't spam. The goal of this community is to help $TE investors get alpha it's that simple. As many rules as needed as few as possible. Everyone happy with these rules"
X Link 2025-12-04T18:22Z 12.2K followers, 3042 engagements
"@accounting_ds $KRKNF would fit in perfectly into this portfolio if you use margin or care about lowering volatility and generally want a hedge against Taiwan and AI risks"
X Link 2025-12-05T12:26Z 12.2K followers, XXX engagements
"I maintain my $TE price target except it's now highly derisked and everything so far happening exactly as expected"
X Link 2025-12-05T23:05Z 12.2K followers, 9604 engagements
"I cant help but notice that the tone of $NBIS executives is getting quite aggressive Very interesting and honestly surprising to observe because previously they were always very calm collected and almost silent. They did mention multiple times that they dont want to become a commodity business but rarely talked about competitors and when they did it was always with positive words and a ton of respect. Something changed X days ago. It started with Nebius CTO Danila posting on LinkedIn that most neoclouds arent really clouds. They use a ton of third-party software and have different levels of"
X Link 2025-11-06T09:35Z 12.2K followers, 69.6K engagements
"I really like this one It does look conservative to me but given the intense capex unclear software contribution completely different sentiment in the market and strong execution risks I now think your safety discounts / conservative valuation makes sense One thing that stands out as an extreme example of the sentiment shift is that a few months ago companies like IREN pumped 10-20% when they announced big NVDA GPU orders. I could easily imagine that the same announcement today would lead to the stock going down as the depreciation topic is so controversial now. I'm not sure people are ready"
X Link 2025-11-27T06:58Z 12.2K followers, 6007 engagements
"Investing in $GOOGL is basically the grown-up version of investing in $NBIS. Both feel like globally diversified AI ETFs just at different stages of maturity. With Google you get a leader in every key part of AI: - Hardware (TPUs servers data centers) - Software (algorithms search cloud tools) - Data (search logs YouTube Maps Android) With Nebius you get a future AI leader. - Data center buildout excellence (globally) - Software (Aether Token Factory) via Subsidiariees: - AVride - autonomous-vehicle & robotics - Toloka - data-labeling - ClickHouse - data warehousing / analytics For my risk"
X Link 2025-11-28T13:00Z 12.2K followers, 32K engagements
"$TE's balance sheet is ugly and they need a lot of cash 💸 We all know that. But todays Form X shows a director getting RSUs that vest through 2028. Insiders dont take long-dated equity if they think the company is collapsing 📉 Some slight reassurance for us bulls or at least some copium that all will be fine 🙏😂"
X Link 2025-12-04T06:57Z 12.2K followers, 3462 engagements
"My portfolio is optimized for max gains. I time the market I use options and margin and pick stocks so there are many considerations like reducing overall volatility and short term trades that sometimes lead me to pick some stocs over others. If I had to only hold X stocks for X years I'd pick $NBIS and $ASTS for sure $KRKNF would not be a 5-10 year stock for me most likely as I think the scaleup phase and Nasdaq listing catalyst will be over in X years and I want a Founder CEO with 10%+ equity to hold a stock "forever""
X Link 2025-12-04T19:43Z 12.2K followers, XXX engagements
"@RevnoProduction Nobody cares about $AUR and $TE had like X people posting about it when I started my position. Some are retail darlings but that's ok with me Fintwit nails may names. But I also hate XX% of retail darlings and wouldn't touch them with a XX feet pole"
X Link 2025-12-04T19:49Z 12.2K followers, XXX engagements
"This does look very interesting and I understand why this language scares some people but isn't a fundamental difference that now the demand by END-USERS is also here not just by b2b companies building capacity. Different demand For example I'm a paid user of many AI tools and hit the limits almost every day Clearly with more compute I could get higher limits and faster answers"
X Link 2025-11-20T15:31Z 12.2K followers, 9295 engagements
"I believe the current $NBIS stock price reflects: - market just grouping them with other "infra providers" - market overrestimating how much capex they'll need (it will be a lot but less than others) - market overly fearful on AI - market underestimating sustainable AI demand and growth - market underestimating NVDIA partnership value - market not believing in software expanding margins a LOT - market not realizing software and ecosystem will lead to super sticky recurring revenue that's highly predictable - market not valueing subsidiaries even close to fair price probably not even aware of"
X Link 2025-12-04T15:28Z 12.2K followers, 23.9K engagements
"@karl4fun all dec XX to jan XX from XXX to 130"
X Link 2025-12-05T12:52Z 12.2K followers, XX engagements
"@genZinvest0r Love to see it. They never commented on any AMD offerings but I always hoped they'd stay agnostic awesome"
X Link 2025-12-08T09:37Z 12.2K followers, XXX engagements
"I don't like Tesla stock cause the future is great but the expectations are insane as the market already sees them as the winner in everything. Reality is difficult. I prefer stocks that can 5x simply by not going bankrupt. Basically I look for low expectation to great reality stocks that will 10x"
X Link 2025-12-08T13:59Z 12.2K followers, XX engagements
"Thx so much for all the love we're getting for our first interview We're planning many more. Which companies would you like us to feature next $NBIS ✅ (more interviews coming with different leaders though) I'm personally most interested in $KRKNF $EOSE $TE $ASTS $ADUR $QS $AUR $OUST $RKLB Buuuut you guys decide What company are you most excited about Important: we wanna focus on companies that are ALSO good investments. So the stock should also be interesting :)"
X Link 2025-11-24T20:51Z 12.2K followers, 14.4K engagements
"My top "free money" stocks: Buy. Hold. Forget. $NBIS $ASTS $KRKNF $AUR $DLO $RKLB $OUST Just holding these for years will let you outperform the market significantly. I currently als hold $TE and $EOSE but these have serious risks and I wouldn't add them to any "free" money list"
X Link 2025-12-02T22:02Z 12.2K followers, 6550 engagements
"Sam is basically speedrunning incubating all Y Combinator startups he thinks are hot just without the funding"
X Link 2025-12-04T14:56Z 12.2K followers, 2091 engagements
"Google TPUs didnt break the AI market. They just might be giving us a reminder of who holds the real power here. Google ($GOOGL) trained Gemini X on TPUs and reports say Meta is exploring a major TPU deal. So TPUs now sit next to NVIDIA ($NVDA) and AMD ($AMD) as real hardware options. But the supply chain stays the same. Every TPU is built by TSMC ($TSM). Leading edge manufacturing still depends on ASML ($ASML) lithography. For infra players like Nebius ($NBIS) next-gen datacenter builders and the new cloud providers nothing about supply capacity limits has shifted. We are still in a world"
X Link 2025-11-28T15:03Z 12.2K followers, 5067 engagements
"🦑 Kraken Robotics $KRKNF scores $12M orders for SAS & SeaPower batteries From Teledyne Marine AUVs to Terradepths ocean ops & X NATO navies. I'm super bullish Kraken Robotics. Want to interview the CEO"
X Link 2025-12-02T12:05Z 12.2K followers, 3864 engagements
"@PhilipJohnston @elonmusk Hey Philip check your DMs Love your vision and would like to share it with a bigger audience :)"
X Link 2025-12-10T09:07Z 12.2K followers, XX engagements
"Ok guys I'm officially switching sides we're in a massive AI bubble I have a huge liquidity event coming up in a few months. Until then - please freak the F out everyone. Sell all your stocks especially $NBIS $EOSE $KRKNF $TE $ASTS All these companies are frauds all of them will go bankrupt. Nobody uses AI. There are no moats no patents no progress nooooothing. Let the market dump and let me scoop up as many shares as I can. That is of course exactly what the big institutions want as we can see they constantly scoop up cheap shares in confirmed winners on every dip. But hey I'm also happy to"
X Link 2025-11-20T17:48Z 12.2K followers, 44K engagements
"Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets"
X Link 2025-11-24T13:33Z 12.2K followers, 408.9K engagements
"$CRDO beautiful Bought this one as an earnings trade 1min before market close. Credo powers AI data centers with high-speed SerDes chips active cables and optical transceivers that slash power use and boost bandwidth for hyperscalers. Seemed pretty obvious numbers would be good in this buildout 👌🏻"
X Link 2025-12-01T21:27Z 12.2K followers, 4148 engagements
"$AUR I think it's happening. The autonomous trucking revolution is here. See you at $XX soon (100+%) 😉 Strong 10x candidate if laws and industry will move as they should. Everything is ready"
X Link 2025-12-03T20:17Z 12.2K followers, 3727 engagements
"Not a bad day. Finally some life is back lol"
X Link 2025-12-04T16:02Z 12.2K followers, 11.2K engagements
"Current portfolio: XX% Nebius $NBIS XX% Kraken Robotics $KRKNF XX% EOSE $EOSE XX% T1 Energy $TE X% Aurora Innovation $AUR X% AST SpaceMobile $ASTS X% Nebius calls Perfectly captures the coming supercycles I believe in: inference robotics defense energy autonomy space. High beta. High conviction🫡"
X Link 2025-12-04T18:48Z 12.2K followers, 60.7K engagements
"$TE bankruptcy avoided until profitability. Balance sheet fixed. Seems the dilution was priced in nice. Ready for takeoff"
X Link 2025-12-05T15:43Z 12.2K followers, 9869 engagements
"🚛🤖 $AUR its happening 🧾 What happened @aurora_inno signed a commercial deal. ✅ XX trucks committed for 2026 ✅ 20+ hours per day ✅ Driverless ops targeted for Q2 2026 💰 The money I estimate $24M ARR at scale from this one customer. Paid repeatable 24/7 operations. Not a pilot 🧠 Why this matters 🛣 Public highways 📍 Endpoint-to-endpoint routes ⚙ Clear customer ROI Commercial autonomous trucking is now real. Friends do you realize how freaking huge this is 📈 My takeaway 2026 = real commercialization 2027 = scaaaaaaaling Let's go 🚀"
X Link 2025-12-08T13:38Z 12.2K followers, 4290 engagements
"It seems investors struggle to understand $AUR's valuation. Look at how big the market is. It's HUGE. Trucking might not be as sexy as other stocks. But it's real. Aurora's tech works TODAY It's live on the streets of the US. They are now making commercial deals for 2026. They are going to scale hard. Much lower risks than many other companies. Stock is ridiculously cheap imho for the ultra high upside with very very very little risk. Yes it looks expensive but again look at the TAM and their technological advantage and leadership. Founder recently bought more shares. Highly aligned. Proven"
X Link 2025-12-08T16:10Z 12.2K followers, 3212 engagements