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[@daniel_koss](/creator/twitter/daniel_koss)
"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](https://x.com/daniel_koss/status/1976301825662824848) [@daniel_koss](/creator/x/daniel_koss) 2025-10-09T15:00Z 9290 followers, 63.6K 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](https://x.com/daniel_koss/status/1977827005308481633) [@daniel_koss](/creator/x/daniel_koss) 2025-10-13T20:01Z 9291 followers, 93.3K 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


"🚨 XXX% bubble alarm: all these complete junk companies claiming to have Gigawatts of Data Center capacity "pipelines" = excel spreadsheets. Retail buying into it 🤦🏻♂ 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 9290 followers, 109.9K engagements


"Most $NBIS investors dont get the real thesis 👇 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 ⚙⚡💻 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 9291 followers, 18.8K engagements


"Guys does this count as $NBIS merch 🤓🥳 Best I could get haha"  
[X Link](https://x.com/daniel_koss/status/1978844629073096728) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T15:24Z 9290 followers, 11.7K 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 9291 followers, 30.3K 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 9290 followers, 156K 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 9291 followers, 47.4K 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


"@ahmedmustakim3 Didn't do that for $CIS but for $NU $MDB and $OUST"  
[X Link](https://x.com/daniel_koss/status/1960740180182151445) [@daniel_koss](/creator/x/daniel_koss) 2025-08-27T16:24Z 9270 followers, XXX 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](https://x.com/daniel_koss/status/1965067607276708003) [@daniel_koss](/creator/x/daniel_koss) 2025-09-08T15:00Z 9264 followers, 10.1K 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](https://x.com/daniel_koss/status/1975586273864585358) [@daniel_koss](/creator/x/daniel_koss) 2025-10-07T15:37Z 9277 followers, 66.9K 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](https://x.com/daniel_koss/status/1975600758788927858) [@daniel_koss](/creator/x/daniel_koss) 2025-10-07T16:35Z 9270 followers, 19.3K 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](https://x.com/daniel_koss/status/1975642061601718772) [@daniel_koss](/creator/x/daniel_koss) 2025-10-07T19:19Z 9286 followers, 2854 engagements


"Both companies are now eyeing $30B. Sometimes it really is that simple"  
[X Link](https://x.com/daniel_koss/status/1975905017967309248) [@daniel_koss](/creator/x/daniel_koss) 2025-10-08T12:44Z 9262 followers, 2506 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


"$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](https://x.com/daniel_koss/status/1977028222790377477) [@daniel_koss](/creator/x/daniel_koss) 2025-10-11T15:07Z 9261 followers, 14.3K 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](https://x.com/daniel_koss/status/1977443076617503042) [@daniel_koss](/creator/x/daniel_koss) 2025-10-12T18:35Z 9271 followers, 46.7K 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](https://x.com/daniel_koss/status/1977706822774522145) [@daniel_koss](/creator/x/daniel_koss) 2025-10-13T12:03Z 9273 followers, 13.6K 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 9285 followers, 31.7K 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](https://x.com/daniel_koss/status/1978464794186322279) [@daniel_koss](/creator/x/daniel_koss) 2025-10-15T14:15Z 9271 followers, 3574 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


"Definitely very interesting since xAI doesn't want to build their own AI cloud. It could really be a great fit for Nebius. But at the same time it doesn't really change anything for Nebius because the question is really just: How many chips will they get from NVIDIA Every single chip they get they will be able to immediately get the demand for. So such deals at this point are actually as dumb as it sounds almost bad for them because then they give the chips away with lower margins"  
[X Link](https://x.com/daniel_koss/status/1978893705252868322) [@daniel_koss](/creator/x/daniel_koss) 2025-10-16T18:40Z 9263 followers, 1172 engagements


"@accounting_ds Let's go date and pt and reasoning that's the way 👏🏻"  
[X Link](https://x.com/daniel_koss/status/1979090398216597550) [@daniel_koss](/creator/x/daniel_koss) 2025-10-17T07:41Z 9277 followers, 1300 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 9285 followers, 24.6K engagements


"🚀 Nebius just achieved NVIDIA Exemplar Status on H200 GPUs 🚀 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


"@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


"@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


"@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


"@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


"@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


"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


"Brave $NBIS warriors hold the ground so we can enjoy a green weekend 😂💪"  
[X Link](https://x.com/daniel_koss/status/1976718348722524265) [@daniel_koss](/creator/x/daniel_koss) 2025-10-10T18:35Z 9291 followers, 18.7K 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


"$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 9290 followers, 46.1K 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 9291 followers, 8093 engagements