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
-2.20
hit rate
25%
mean α
-1.68%
signals 14d
43
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: 25% hit rate, -1.68% mean alpha, trader score -2.20. Their last-14d mentions, direction-adjusted, have moved -15.0% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @daniel_koss | +0.65 | Argues NBIS fundamentals remain strong despite a sharp sentiment-driven stock decline. | -4.1% | tweet ↗ |
| 2026-10-16 | · | @daniel_koss | · | States that hands-on AI use reveals many legitimate productivity gains. | · | tweet ↗ |
| 2026-10-16 | · | @daniel_koss | · | Suggests Elon Musk is spreading unwarranted fear to pressure high memory prices. | · | tweet ↗ |
| 2026-10-15 | NBIS | @daniel_koss | +0.75 | Implies the author took a more aggressive bullish NBIS dip position than buying shares. | -15.7% | tweet ↗ |
| 2026-10-15 | · | @daniel_koss | · | Argues FinX sentiment is a lagging reaction to price and should be ignored as an indicator. | · | tweet ↗ |
| 2026-10-14 | · | @daniel_koss | · | Says AI summaries destroy nuance and provide negative value. | · | tweet ↗ |
| 2026-10-14 | AMD | @daniel_koss | +0.15 | Uses tokens-per-megawatt benchmarks to argue powered data-center capacity gains economic value. | -9.5% | tweet ↗ |
| 2026-10-14 | NBIS | @daniel_koss | +0.70 | Uses tokens-per-megawatt benchmarks to argue powered data-center capacity gains economic value. | -14.7% | tweet ↗ |
| 2026-10-14 | MSFT | @daniel_koss | +0.25 | Uses tokens-per-megawatt benchmarks to argue powered data-center capacity gains economic value. | -1.7% | tweet ↗ |
| 2026-10-14 | NVDA | @daniel_koss | +0.70 | Uses tokens-per-megawatt benchmarks to argue powered data-center capacity gains economic value. | -4.7% | tweet ↗ |
| 2026-10-14 | NBIS | @daniel_koss | +0.55 | Views NBIS weakness as sympathy selling and doubts NVDA would allow CRWV to fail. | -14.7% | tweet ↗ |
| 2026-10-14 | NVDA | @daniel_koss | +0.35 | Views NBIS weakness as sympathy selling and doubts NVDA would allow CRWV to fail. | -4.7% | tweet ↗ |
| 2026-10-14 | CRWV | @daniel_koss | +0.20 | Views NBIS weakness as sympathy selling and doubts NVDA would allow CRWV to fail. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @daniel_koss | · | Says sharply higher compute prices would reveal strong industry profitability despite slowing adoption. | · | tweet ↗ |
| 2026-10-14 | · | @daniel_koss | · | Argues AI's expanding market can support many winners and favors a long, steady infrastructure buildout. | · | 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.