Daniel Koss

Big personal announcement! @babyfolio, @itsalasdairmann and I are joining forces to build the best investor community on the internet: Edelbridge Alpha. We believe in one thing above all: performance. Ali: +320% YTD Baby: +270% YTD Me: +360% YTD and now +3,365% since Jan 2024 There is endless investing content online. Much of it is generic, consensus-driven, hard to act on, or AI-repackaged by people who never show their true results. Edelbridge Alpha is built to be the opposite: original alpha, actionable, short and specific posts, transparent numbers and accountability. What subscribers get: - High-conviction investment ideas - Actionable trade ideas - Full portfolio updates - Peer-reviewed deep dives - Financial models and price targets - Industry insights - Macro thoughts and analysis - Exclusive insights from executives at companies we follow Each of us writes with our own style, opinions, and approach. No committee takes! No hedged consensus "should, could, would, might". We share real price targets and our actual numeric assumptions! We'll be right or wrong and you can tell! :) And the three of us are only the founding contributors. We will selectively invite more high-performing investors and traders on X, many of whom you likely already follow ;) The bar: consistent performance, independent thinking, and original analysis that actually generates alpha. Paid subscribers will (next week) also get optional access to a private, actively moderated Discord to discuss the ideas together, red team them, openly discuss risks and build conviction or spot scary risks or when a thesis breaks. Spam, insults, and low-quality noise get removed instantly, even from paying members. The room stays high-signal. I started investing because I refused to watch inflation eat my savings, and it became an obsession because, like competitive gaming, there is an objective scorecard. But the messages from readers who paid off debt or started funding their kids' education made me realize this could be so much bigger. That's what I want to work on now! Link to the Edelbridge Alpha Substack is in my bio. Join us from day one!

Our first investment memo is about SK hynix. Now live on Substack. Link in bio. Spoiler: may contain bullish views 😉

@MantisInvests not sure what market says but I see great results coming so the discount seems dumb af to me.

@daniel_koss Is the market basically saying that more models and more players = bad for Nebius and higher memory prices = more demand = good for Nebius?

$NBIS crybaby investors and panicans, it seems you need some common sense. Deepseek going public is BULLISH Nebius. During the Deepseek panic last time Nebius stock went down 40%. Guess when they had their BEST WEEK EVER in sales? Bingo. Back then. Repeat after me: memory prices going up is BAD for Nebius. Opensource winning is GOOD. Market has it sooooo backwards 😂😂😂

@BKJYK1287 Exactly. It's their money and they made the investment, so they should do some research and stop complaining about volatility in a stock that's up hundreds of percent.

@daniel_koss Sorry man, but you have no right to label anyone a crybaby. It’s not your money.

@TheBigBerbowski Didn't look at timing. Is the drop exactly after those news?

@daniel_koss It's NYC news. Not related to Nebius.

$NBIS stock goes up and down. But the team has executed like they are possessed for every damn second. Unlike so many hype stocks, Nebius is 100% underhyped imho. The more people realize how open source winning will be a global prio 1 for every economy, the more obvious this will become.