Author
@daniel_koss daniel_koss
grade Bx.com/daniel_koss ↗
Transparent high-conviction AI-infrastructure thesis trader anchored on Nebius and the compute-power-memory stack
Publishes deep, modeled fundamental theses on AI-infrastruct
trader score
-1.71
hit rate
40%
mean α
-1.45%
signals 14d
63
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 40% hit rate, -1.45% mean alpha, trader score -1.71. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 54 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @daniel_koss | +0.30 | Says disappointing recent NBIS price action does not change the author's established view. | — | tweet ↗ |
| 2026-08-27 | NVDA | @daniel_koss | +0.75 | 强调NVDA再次大幅超预期，并认为AI空头持续误判核心趋势。 | -4.6% | tweet ↗ |
| 2026-08-27 | BE | @daniel_koss | +0.80 | Calls BE and FCEL massive AI-related winners due to scarcity and higher expected returns. | -3.2% | tweet ↗ |
| 2026-08-27 | FCEL | @daniel_koss | +0.80 | Calls BE and FCEL massive AI-related winners due to scarcity and higher expected returns. | -8.1% | tweet ↗ |
| 2026-08-26 | · | @daniel_koss | · | Dismisses circular-financing criticism from AI bears, implying confidence in AI demand. | · | tweet ↗ |
| 2026-08-25 | QQQ | @daniel_koss | +0.80 | Argues structural growth and inflation make equities rise long term despite recurring crises. | +0.8% | tweet ↗ |
| 2026-08-24 | NBIS | @daniel_koss | +0.75 | Calls the referenced NBIS deals huge and important for latency-sensitive customers | -0.8% | tweet ↗ |
| 2026-08-24 | CRDO | @daniel_koss | +0.85 | Calls Credo a top-quality, profitable AI-infrastructure compounder and potential buy | +4.6% | tweet ↗ |
| 2026-08-23 | · | @daniel_koss | · | Argues exponential agentic-token growth and immature agents show the AI investment cycle remains early. | · | tweet ↗ |
| 2026-08-21 | · | @daniel_koss | · | Dismisses BofA reporting as persistently inaccurate and excessively negative. | · | tweet ↗ |
| 2026-08-21 | ORCL | @daniel_koss | +0.10 | Argues data-center delays will drive sustained demand and pricing power for fuel-cell suppliers. | +3.0% | tweet ↗ |
| 2026-08-21 | BE | @daniel_koss | +0.80 | Argues data-center delays will drive sustained demand and pricing power for fuel-cell suppliers. | +4.6% | tweet ↗ |
| 2026-08-21 | FCEL | @daniel_koss | +0.80 | Argues data-center delays will drive sustained demand and pricing power for fuel-cell suppliers. | -9.1% | tweet ↗ |
| 2026-08-21 | FCEL | @daniel_koss | +0.85 | Builds a detailed valuation thesis that FCEL is very cheap relative to prospective capacity. | -9.1% | tweet ↗ |
| 2026-08-21 | NBIS | @daniel_koss | +0.10 | Argues data-center delays will drive sustained demand and pricing power for fuel-cell suppliers. | -4.5% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.