CeIab Fzenran

@CalebFranzen Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +18453757546 Here’s the link : api.whatsapp.com/send?phone=184…

@CalebFranzen My next Strategy!! ⬇️Analyze more

I'm going to debunk a bunch of stock market narratives. I just finished the intro of today's newsletter and it's already a classic. Even if you aren't a premium member, you'll be able to read that section entirely for free. Get on the list. substackfwd.xyz/?url=https://c…

@daniel_koss Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121…

@daniel_koss $CGEH My Transactions!! ⬇️Details

I sold $CGEH I wanted to be 100% in $NBIS into earnings. But now after earnings, I will still not buy $CGEH back. Here's why & what I found while researching them. I want to be very clear upfront: This is not a claim that Capstone is a bad company, fraudulent, or doomed. It is simply my own investment process, based on the information I had at the time, followed by additional diligence that changed my risk/reward view significantly. Here is the sequence: I became increasingly focused on the AI data center power bottleneck. The headline that “30% to 50% of US data centers are delayed or cancelled” made me think much harder about whether companies like $NBIS could run into capacity issues. In that context, I started looking for companies that could help solve the “power now” problem. The obvious name is $BE. I wanted to find alternatives. If there is another credible, scalable, modular, fast-deploying on-site power solution for data centers, the upside could be very large. That search led me to $CGEH. I read the available bullish writeups on Substack and X and thought the story was interesting enough to take a position while continuing to research it. After buying, I found several things that made me uncomfortable. First, some of the strongest bullish content came from anonymous accounts. I have no issue with anonymity itself, but when I tried to pressure-test the thesis directly, I did not get the level of transparency I would want. I'll leave it at that. Second, I received feedback from another investor who had spoken with management. Their impression was negative. I will not share private details or name anyone, but the takeaway reduced my confidence significantly. Third, I spoke with people closer to actual data center development, and the feedback I received was that Capstone’s current solution may not be as scalable or efficient for large AI data centers as the bullish thesis assumes. None of this proves that the thesis is wrong. But it changed the risk/reward for me. My original upside case was simple: If Capstone can become a real scalable alternative to $BE for AI data center power, then the stock could have massive upside. I still think that is theoretically true. But after doing more diligence, I no longer had enough confidence in the probability of that outcome. So I sold. I was conflicted about sharing my view publicly, because I generally want to avoid talking negatively about companies. When I sell it often just means I found a better opportunity / better risk-reward elsewhere. But since so many people asked, I changed my mind and think I should share these thoughts. Again, please make your own opinion. Don't just buy or sell based on a random guy on X thinks. Maybe I'm totally wrong and just paperhanded a true 10x opportunity.

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My next Strategy!! ⬇️

I'm still desperately looking for the next Bloom $BE. Can you guys help me out? I cannot find a single public company that truly ticks ALL the boxes for the AI data center power bottleneck. Must have: - on-site power generation, no grid connection needed - modular system, fast deployment - no air permit needed - no or very low water usage - 24/7 baseload power - scalable enough to power 100MW, 300MW or even 1GW data centers - available capacity, not sold out until 2030 - proven technology, not science project Nice to have: - real data center customers, ideally hyperscalers - confirmed orders or deployments today - founder-led or highly aligned management - CEO makes most of his money from equity, not salary I have looked at hundreds of stocks, but every single time there is a catch. If you truly know a ticker that meets ALL criteria, please write it in the comments or send it via DM. P.S. no, not $CGEH. I have already shared with subscribers why. I don't want to talk bad about them, but please suggest other tickers.

@daniel_koss Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121…

@daniel_koss My Transactions!! ⬇️Details

Btw didn't give $OUST enough love today. Who held or even bought the post earnings dip and already made a nice fat gain on this one? 😉

@daniel_koss Real-time stock trading alerts 🚨 I share my exact entries & exits on WhatsApp. Stocks • Momentum • Market moves Free to join ✅ ➡️Copy search input Reply “777” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121…

@daniel_koss My Transactions!! ⬇️

I started my first business at 18. I funded it with my own money that I made as a gaming YouTuber from 13 to 18. For the first 3 years it only lost money and I had no savings left. I was 21 and realized that I quit high school and my YouTube channel with half a million subscribers to follow my passion and then put all my money into this business. If it would go bankrupt I would be left with nothing. A 21 year old with no high school degree, a failed business and no money. It was incredibly humbling, I was deeply depressed and I often considered committing suicide. Eventually, I decided that since I have no Plan B, I need to save the business. Somehow it barely survived and become profitable in year 4. Then insanely profitable in year 5 and 6. I went from basically no money in the bank to financial freedom in 3 years. Today I made more money from $NBIS than I made from putting my own money, blood, sweat, and tears for six years into my company. I feel incredibly grateful, yet it's an absurd, totally surreal feeling that you can make so much more money from being an investor than from actually doing the work for 6 years.

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My Transactions!! ⬇️Details

$NBIS raised 2026 capex guidance to $20B - $25B (from $16B - $20B). The big question is WHY? NOT because of materially higher input costs, which I and many others expected, but because they have MASSIVE demand visibility into 2027 and want to build capacity faster! Power is NOT the bottleneck as many people want you to believe. The real bottleneck is capital. The winners in this race are the people who can get the highest ROI out of their power. Not the ones who just sit on a lot of power, but can't turn it into profits.

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My Transactions!! ⬇️Details

$NBIS CRO said 1. They increased pricing AGAIN 2. Still fully sold out (easily) 3. Prepayments are increasing! -> Insane demand "customers competing for EVERY GPU we bring online" and Nebius is showing that they have the ability to profit from it via BETTER deal terms and HIGHER prices.

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My Transactions!! ⬇️Details

$NBIS Q1 numbers 🤩 world class execution meets supercycle. generational company. the AWS of AI. $1T WHEN, not IF

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My Transactions! ⬇️Details

$NBIS earnings call in 5min. I will listen and live-tweet everything! Turn on post notifications if you don't want to miss it.

@daniel_koss I share my real-time alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “join” to WhatsApp: +12139023450 Here’s the link : api.whatsapp.com/send?phone=121… 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@daniel_koss My Transactions!! ⬇️Details