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# ![@daniel_koss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1315322118.png) @daniel_koss Daniel Koss

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

### Engagements: XXXXXX [#](/creator/twitter::1315322118/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:interactions.svg)

- X Week XXXXXXX +110%
- X Month XXXXXXXXX +224%
- X Months XXXXXXXXX +44,886%

### Mentions: XX [#](/creator/twitter::1315322118/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:posts_active.svg)

- X Week XX +20%
- X Month XXX +103%
- X Months XXX +4,317%

### Followers: XXXXX [#](/creator/twitter::1315322118/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:followers.svg)

- X Week XXXXX +12%
- X Month XXXXX +41%
- X Months XXXXX +106%

### CreatorRank: XXXXXXX [#](/creator/twitter::1315322118/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1315322118/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1315322118/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  #6164 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #22, [investment](/topic/investment) 4.04%, [china](/topic/china) #1199, [why is](/topic/why-is) #389, [$iren](/topic/$iren) #366, [bulls](/topic/bulls) #177, [$orcl](/topic/$orcl) 1.01%, [$nvda](/topic/$nvda) #118, [$msft](/topic/$msft) 1.01%, [$6b](/topic/$6b) XXXX%

**Top accounts mentioned or mentioned by**
[@babyfolio](/creator/undefined) [@mvcinvesting](/creator/undefined) [@neuralcadence](/creator/undefined) [@closenberger](/creator/undefined) [@fijji471168](/creator/undefined) [@sandeman52](/creator/undefined) [@accounting_ds](/creator/undefined) [@from1to3000000](/creator/undefined) [@toptechstocksus](/creator/undefined) [@prasanthinvests](/creator/undefined) [@docofgothm](/creator/undefined) [@mastonk123](/creator/undefined) [@damiana4159](/creator/undefined) [@samsolid57](/creator/undefined) [@throwabull](/creator/undefined) [@sathyeshbhat](/creator/undefined) [@mb_hogan](/creator/undefined) [@mvanbrunsc47513](/creator/undefined) [@mktmavpro](/creator/undefined) [@stuartgoddard2](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/tesla) [PENG (PENG)](/topic/$peng) [Oklo Inc. (OKLO)](/topic/$oklo)
### Top Social Posts [#](/creator/twitter::1315322118/posts)
---
Top posts by engagements in the last XX hours

"$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](https://x.com/daniel_koss/status/1975586273864585358) [@daniel_koss](/creator/x/daniel_koss) 2025-10-07T15:37Z 9277 followers, 66.9K 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](https://x.com/daniel_koss/status/1976329454998945829) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T16:50Z 9286 followers, 41.1K engagements


"You realize that XXX (which by now I think should be XXX btw) is contracts rn that still have to be paid needs chips cooling everything needs to be built and sold You can't compare the $50B number which is for EVERYTHING to literally just the right to the power right Surely everyone is aware of that Posts like this seem to suggest IREN should be worth 150-180B today. I'm very bullish AI infra but this post is misleading"  
[X Link](https://x.com/daniel_koss/status/1978815887772979519) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T13:30Z 9277 followers, 1747 engagements


"@accounting_ds Let's go date and pt and reasoning that's the way πŸ‘πŸ»"  
[X Link](https://x.com/daniel_koss/status/1979090398216597550) [@daniel_koss](/creator/x/daniel_koss) 2025-10-17T07:41Z 9277 followers, 1300 engagements


"πŸš€ Nebius just achieved NVIDIA Exemplar Status on H200 GPUs πŸš€ This means Nebius becomes one of the first cloud providers worldwide to be certified for frontier model training performance. XX% of NVIDIAs benchmark 167k GPU hrs MTBF and vertically-integrated infra = best-in-class reliability & cost predictability. For investors: validation that Nebius isnt just another GPU host its emerging as the go-to AI hyperscaler from a pure performance perspective. $NBIS"  
[X Link](https://x.com/daniel_koss/status/1972581984430964972) [@daniel_koss](/creator/x/daniel_koss) 2025-09-29T08:39Z 9284 followers, 51.4K 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](https://x.com/daniel_koss/status/1972739503786713248) [@daniel_koss](/creator/x/daniel_koss) 2025-09-29T19:05Z 9291 followers, 9576 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](https://x.com/daniel_koss/status/1976236986001391957) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T10:43Z 9284 followers, 3965 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](https://x.com/daniel_koss/status/1976275436377080020) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T13:15Z 9289 followers, 14K engagements


"@babyfolio What were the main reasons you increased your target that much"  
[X Link](https://x.com/daniel_koss/status/1976282446393118931) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T13:43Z 9284 followers, XXX 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](https://x.com/daniel_koss/status/1976392268086116577) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T21:00Z 9284 followers, XXX engagements


"LOL. Guess it was the right decision not to sell. $NBIS"  
[X Link](https://x.com/daniel_koss/status/1977419068929188044) [@daniel_koss](/creator/x/daniel_koss) 2025-10-12T17:00Z 9290 followers, 19.1K engagements


"@NeuralCadence Why is the ARR multiple lofty Totally common for their numbers. And I do account for dilution"  
[X Link](https://x.com/daniel_koss/status/1977835827813380294) [@daniel_koss](/creator/x/daniel_koss) 2025-10-13T20:36Z 9284 followers, 1465 engagements


"@mvcinvesting I got a nice lil insight for u. If someone's data in ClickhHouse doubles the usage goes up like 10x and they have usage based pricing"  
[X Link](https://x.com/daniel_koss/status/1978528198263488551) [@daniel_koss](/creator/x/daniel_koss) 2025-10-15T18:27Z 9284 followers, 4217 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](https://x.com/daniel_koss/status/1978530905292419363) [@daniel_koss](/creator/x/daniel_koss) 2025-10-15T18:38Z 9284 followers, 1949 engagements


"@RJCcapital Would take advice from this frog over Wall Street analysts any day"  
[X Link](https://x.com/daniel_koss/status/1979470067176743079) [@daniel_koss](/creator/x/daniel_koss) 2025-10-18T08:50Z 9291 followers, XXX 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](https://x.com/daniel_koss/status/1976323557283295600) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T16:27Z 9301 followers, XXX engagements


"Name a single AI infrastructure investment opportunity with a better risk-reward than $NBIS - you can't. Undervalued today hypergrowth ahead"  
[X Link](https://x.com/daniel_koss/status/1971964109320307194) [@daniel_koss](/creator/x/daniel_koss) 2025-09-27T15:44Z 9362 followers, 24.6K 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 πŸ‘€ Definitely not financial advice"  
[X Link](https://x.com/daniel_koss/status/1975642061601718772) [@daniel_koss](/creator/x/daniel_koss) 2025-10-07T19:19Z 9342 followers, 2856 engagements


"Brave $NBIS warriors hold the ground so we can enjoy a green weekend πŸ˜‚πŸ’ͺ"  
[X Link](https://x.com/daniel_koss/status/1976718348722524265) [@daniel_koss](/creator/x/daniel_koss) 2025-10-10T18:35Z 9357 followers, 19.7K 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](https://x.com/daniel_koss/status/1977665996912525556) [@daniel_koss](/creator/x/daniel_koss) 2025-10-13T09:21Z 9360 followers, 46.1K engagements


"πŸ”₯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 πŸ˜‰ 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 πŸ‘‡ 🧩 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](https://x.com/daniel_koss/status/1977827005308481633) [@daniel_koss](/creator/x/daniel_koss) 2025-10-13T20:01Z 9365 followers, 94.6K 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](https://x.com/daniel_koss/status/1978441249871810634) [@daniel_koss](/creator/x/daniel_koss) 2025-10-15T12:42Z 9365 followers, 31.7K engagements


"🚨 XXX% bubble alarm: all these complete junk companies claiming to have Gigawatts of Data Center capacity "pipelines" = excel spreadsheets. Retail buying into it πŸ€¦πŸ»β™‚ Not understanding the difference between pipelines contracts and actual built functional connected real capacity with demand leading to real revenues with positive profit margins. This is pure madness and will XXX% hurt many naive buyers while the pumpers make a fortune. Friends please be careful who you trust"  
[X Link](https://x.com/daniel_koss/status/1978760398997176564) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T09:50Z 9364 followers, 109.9K engagements


"Most $NBIS investors dont get the real thesis πŸ‘‡ Its NOT just that Nebius sells software. the strategy is much more sophisticated and logically sound. All AI-native startups that currently just use ChatGPT or Claude are effectively buying a bundle of these models and the underlying infrastructure. You cant run their latest model on your own infrastructure or the infrastructure of your choice. That means youre paying for the model land cooling power compute and whatever they throw in there. Model power and compute are the big three βš™βš‘πŸ’» Every startup that starts to scale will eventually want"  
[X Link](https://x.com/daniel_koss/status/1978780772325568687) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T11:11Z 9362 followers, 18.8K engagements


"Guys does this count as $NBIS merch πŸ€“πŸ₯³ Best I could get haha"  
[X Link](https://x.com/daniel_koss/status/1978844629073096728) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T15:24Z 9358 followers, 11.8K engagements


"The market quickly gets bored and investors always want "new themes" or "the next play". The reality is AI is probably the last and only theme that matters long term. And the current wave of data centers has the same old issue: not enough NVDA chips not enough TSMC capacity even if AMD or anyone else would take over. It hasn't changed it probably won't change soon. I know people want to believe it will shift to power or batteries or cooling systems or whatever but that's the investor desire to "play" themes. So the fact is really that NVDA chooses the winners and is the de facto kingmaker."  
[X Link](https://x.com/daniel_koss/status/1978902739418779768) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T19:15Z 9362 followers, 30.4K engagements


"Absolute bloodbath 🩸 Clearly everything that's perceived as high risk is getting sold off indiscriminately. Which means insane opportunity to redistribute your portfolio and make new purchases if you believe your favorite stocks are getting sold off without good reason. This moment right here is where outperformance comes from and where you can lean about your own psychology. Do you feel scared or excited when you see this If you feel scared it could mean you're not made for investing OR that you didn't put enough research behind your portfolio. If you feel excited you probably did your"  
[X Link](https://x.com/daniel_koss/status/1979083508011225253) [@daniel_koss](/creator/x/daniel_koss) 2025-10-17T07:14Z 9364 followers, 156.3K engagements


"I think this $NBIS selloff is a joke. But talk is cheap. Put $200k into $NBIS Dec. 2026 LEAPS. Just couldn't resist. Risk/reward looks too good. Note: Please do NOT put a single $ into options that you can't afford to lose"  
[X Link](https://x.com/daniel_koss/status/1979232818249994513) [@daniel_koss](/creator/x/daniel_koss) 2025-10-17T17:07Z 9365 followers, 47.9K engagements


"$NBIS we all know analysts don't like to risk their necks and are usually laggards so what does it tell you that the LOWEST analyst pt is still higher than the current share price Honestly nobody can be mad for missing Nebius in X years at this point it's just too obvious"  
[X Link](https://x.com/daniel_koss/status/1979773487020384389) [@daniel_koss](/creator/x/daniel_koss) 2025-10-19T04:55Z 9362 followers, 8933 engagements


"Sry for the dip guys bought 5k $NBIS shares and it went down X% immediately πŸ˜‚"  
[X Link](https://x.com/daniel_koss/status/1980279069691257254) [@daniel_koss](/creator/x/daniel_koss) 2025-10-20T14:24Z 9364 followers, 10.4K engagements


"Bought a new stock for the first time in a while: $KRKNF / $PNG.V πŸ¦‘ Thinking out loud: 1) The US must stay the global AI leader or it will lose economic dominance. 2) The AI economy runs on NVIDIA chips. 3) NVIDIA relies XXX% on TSMC (in Taiwan an island). 4) If China invades Taiwan the US economy and AI industry are screwed. 5) To prevent that the US will be forced to defend Taiwan's waters. 6) Right now China's shipbuilding capacity is about XXX larger than the US'. 7) To even stand a chance in marine warfare the US needs to bet big on fast-moving defense cos like Anduril which could"  
[X Link](https://x.com/daniel_koss/status/1980344685173563759) [@daniel_koss](/creator/x/daniel_koss) 2025-10-20T18:45Z 9365 followers, 23.4K 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 πŸ‘‡ X ClickHouse valuation path May 2025 Series C $XXXX B post-money. ARR grew $XX M $XX M $XXX M in 12"  
[X Link](https://x.com/daniel_koss/status/1976301825662824848) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T15:00Z 9365 followers, 63.7K engagements


"$NBIS some fake "bulls" are starting to act like 🐈 s. Trust the management to execute and ffs trust your own conviction and decision-making. Why is the FUD affecting you after we gathered all these great insights here over months Do you move based on fundamentals or volatility I haven't heard a single good Nebius bear take. They all come down to "but the stock is already up a lot" or "AI is a bubble". Arguments so misinformed that we shouldn't even address them anymore. Know what you own. In the meantime some of us stayed cool and positioned our portfolios according to our conviction. You'll"  
[X Link](https://x.com/daniel_koss/status/1980360290245214255) [@daniel_koss](/creator/x/daniel_koss) 2025-10-20T19:47Z 9364 followers, 7263 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 Avatar @daniel_koss Daniel Koss

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

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +110%
  • X Month XXXXXXXXX +224%
  • X Months XXXXXXXXX +44,886%

Mentions: XX #

Mentions Line Chart

  • X Week XX +20%
  • X Month XXX +103%
  • X Months XXX +4,317%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +12%
  • X Month XXXXX +41%
  • X Months XXXXX +106%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks #6164 technology brands XXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX%

Social topic influence $nbis #22, investment 4.04%, china #1199, why is #389, $iren #366, bulls #177, $orcl 1.01%, $nvda #118, $msft 1.01%, $6b XXXX%

Top accounts mentioned or mentioned by @babyfolio @mvcinvesting @neuralcadence @closenberger @fijji471168 @sandeman52 @accounting_ds @from1to3000000 @toptechstocksus @prasanthinvests @docofgothm @mastonk123 @damiana4159 @samsolid57 @throwabull @sathyeshbhat @mb_hogan @mvanbrunsc47513 @mktmavpro @stuartgoddard2

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Palantir (PLTR) Tesla, Inc. (TSLA) PENG (PENG) Oklo Inc. (OKLO)

Top Social Posts #


Top posts by engagements in the last XX hours

"$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 9277 followers, 66.9K 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 9286 followers, 41.1K engagements

"You realize that XXX (which by now I think should be XXX btw) is contracts rn that still have to be paid needs chips cooling everything needs to be built and sold You can't compare the $50B number which is for EVERYTHING to literally just the right to the power right Surely everyone is aware of that Posts like this seem to suggest IREN should be worth 150-180B today. I'm very bullish AI infra but this post is misleading"
X Link @daniel_koss 2025-10-16T13:30Z 9277 followers, 1747 engagements

"@accounting_ds Let's go date and pt and reasoning that's the way πŸ‘πŸ»"
X Link @daniel_koss 2025-10-17T07:41Z 9277 followers, 1300 engagements

"πŸš€ Nebius just achieved NVIDIA Exemplar Status on H200 GPUs πŸš€ This means Nebius becomes one of the first cloud providers worldwide to be certified for frontier model training performance. XX% of NVIDIAs benchmark 167k GPU hrs MTBF and vertically-integrated infra = best-in-class reliability & cost predictability. For investors: validation that Nebius isnt just another GPU host its emerging as the go-to AI hyperscaler from a pure performance perspective. $NBIS"
X Link @daniel_koss 2025-09-29T08:39Z 9284 followers, 51.4K 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 9291 followers, 9576 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 9284 followers, 3965 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 9289 followers, 14K engagements

"@babyfolio What were the main reasons you increased your target that much"
X Link @daniel_koss 2025-10-09T13:43Z 9284 followers, XXX 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 9284 followers, XXX engagements

"LOL. Guess it was the right decision not to sell. $NBIS"
X Link @daniel_koss 2025-10-12T17:00Z 9290 followers, 19.1K 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 9284 followers, 1465 engagements

"@mvcinvesting I got a nice lil insight for u. If someone's data in ClickhHouse doubles the usage goes up like 10x and they have usage based pricing"
X Link @daniel_koss 2025-10-15T18:27Z 9284 followers, 4217 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 9284 followers, 1949 engagements

"@RJCcapital Would take advice from this frog over Wall Street analysts any day"
X Link @daniel_koss 2025-10-18T08:50Z 9291 followers, XXX 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 9301 followers, XXX 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 9362 followers, 24.6K 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 πŸ‘€ Definitely not financial advice"
X Link @daniel_koss 2025-10-07T19:19Z 9342 followers, 2856 engagements

"Brave $NBIS warriors hold the ground so we can enjoy a green weekend πŸ˜‚πŸ’ͺ"
X Link @daniel_koss 2025-10-10T18:35Z 9357 followers, 19.7K 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 9360 followers, 46.1K engagements

"πŸ”₯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 πŸ˜‰ 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 πŸ‘‡ 🧩 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 9365 followers, 94.6K 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 9365 followers, 31.7K engagements

"🚨 XXX% bubble alarm: all these complete junk companies claiming to have Gigawatts of Data Center capacity "pipelines" = excel spreadsheets. Retail buying into it πŸ€¦πŸ»β™‚ Not understanding the difference between pipelines contracts and actual built functional connected real capacity with demand leading to real revenues with positive profit margins. This is pure madness and will XXX% hurt many naive buyers while the pumpers make a fortune. Friends please be careful who you trust"
X Link @daniel_koss 2025-10-16T09:50Z 9364 followers, 109.9K engagements

"Most $NBIS investors dont get the real thesis πŸ‘‡ Its NOT just that Nebius sells software. the strategy is much more sophisticated and logically sound. All AI-native startups that currently just use ChatGPT or Claude are effectively buying a bundle of these models and the underlying infrastructure. You cant run their latest model on your own infrastructure or the infrastructure of your choice. That means youre paying for the model land cooling power compute and whatever they throw in there. Model power and compute are the big three βš™βš‘πŸ’» Every startup that starts to scale will eventually want"
X Link @daniel_koss 2025-10-16T11:11Z 9362 followers, 18.8K engagements

"Guys does this count as $NBIS merch πŸ€“πŸ₯³ Best I could get haha"
X Link @daniel_koss 2025-10-16T15:24Z 9358 followers, 11.8K engagements

"The market quickly gets bored and investors always want "new themes" or "the next play". The reality is AI is probably the last and only theme that matters long term. And the current wave of data centers has the same old issue: not enough NVDA chips not enough TSMC capacity even if AMD or anyone else would take over. It hasn't changed it probably won't change soon. I know people want to believe it will shift to power or batteries or cooling systems or whatever but that's the investor desire to "play" themes. So the fact is really that NVDA chooses the winners and is the de facto kingmaker."
X Link @daniel_koss 2025-10-16T19:15Z 9362 followers, 30.4K engagements

"Absolute bloodbath 🩸 Clearly everything that's perceived as high risk is getting sold off indiscriminately. Which means insane opportunity to redistribute your portfolio and make new purchases if you believe your favorite stocks are getting sold off without good reason. This moment right here is where outperformance comes from and where you can lean about your own psychology. Do you feel scared or excited when you see this If you feel scared it could mean you're not made for investing OR that you didn't put enough research behind your portfolio. If you feel excited you probably did your"
X Link @daniel_koss 2025-10-17T07:14Z 9364 followers, 156.3K engagements

"I think this $NBIS selloff is a joke. But talk is cheap. Put $200k into $NBIS Dec. 2026 LEAPS. Just couldn't resist. Risk/reward looks too good. Note: Please do NOT put a single $ into options that you can't afford to lose"
X Link @daniel_koss 2025-10-17T17:07Z 9365 followers, 47.9K engagements

"$NBIS we all know analysts don't like to risk their necks and are usually laggards so what does it tell you that the LOWEST analyst pt is still higher than the current share price Honestly nobody can be mad for missing Nebius in X years at this point it's just too obvious"
X Link @daniel_koss 2025-10-19T04:55Z 9362 followers, 8933 engagements

"Sry for the dip guys bought 5k $NBIS shares and it went down X% immediately πŸ˜‚"
X Link @daniel_koss 2025-10-20T14:24Z 9364 followers, 10.4K engagements

"Bought a new stock for the first time in a while: $KRKNF / $PNG.V πŸ¦‘ Thinking out loud: 1) The US must stay the global AI leader or it will lose economic dominance. 2) The AI economy runs on NVIDIA chips. 3) NVIDIA relies XXX% on TSMC (in Taiwan an island). 4) If China invades Taiwan the US economy and AI industry are screwed. 5) To prevent that the US will be forced to defend Taiwan's waters. 6) Right now China's shipbuilding capacity is about XXX larger than the US'. 7) To even stand a chance in marine warfare the US needs to bet big on fast-moving defense cos like Anduril which could"
X Link @daniel_koss 2025-10-20T18:45Z 9365 followers, 23.4K 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 πŸ‘‡ 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 9365 followers, 63.7K engagements

"$NBIS some fake "bulls" are starting to act like 🐈 s. Trust the management to execute and ffs trust your own conviction and decision-making. Why is the FUD affecting you after we gathered all these great insights here over months Do you move based on fundamentals or volatility I haven't heard a single good Nebius bear take. They all come down to "but the stock is already up a lot" or "AI is a bubble". Arguments so misinformed that we shouldn't even address them anymore. Know what you own. In the meantime some of us stayed cool and positioned our portfolios according to our conviction. You'll"
X Link @daniel_koss 2025-10-20T19:47Z 9364 followers, 7263 engagements

@daniel_koss
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