Daniel Koss

Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.

[Daniel Koss @daniel_koss]

https://t.co/omqcs5cBZI

[Babyfolio @babyfolio]

https://t.co/ri9JrI6vsY

[Daniel Koss @daniel_koss]

@140ismymax economies of scale and network effects

[Daniel Koss @daniel_koss]

Let me tell you exactly what will happen to $NBIS demand in the next few months.

- open source models will become really good for coding

- millions of developers will seek lower cost alternatives to Claude Code and OpenAI Codex because they are currently spending billions on them and see real value but need to start being cost-efficient

- demand for companies like Nebius that provide the full infrastructure that's just ready to use and start building instantly, easily and at a fraction of the cost will 100x again

[Daniel Koss @daniel_koss]

@robbhope i don't give buy or sell recommendations. i own nbis, a lot.

[Daniel Koss @daniel_koss]

All eyes on $NBIS

June 9 👀

[Daniel Koss @daniel_koss]

@mvcinvesting I know why $NBIS :D

[Daniel Koss @daniel_koss]

@PhotonBull Donald J. Pump

[Daniel Koss @daniel_koss]

@TopTechStocksUS it's all good, just another day :D

[Daniel Koss @daniel_koss]

Thought experiment:

You are a fund manager who was short AI stocks, or simply missed the entire generational AI rally.

You own 0 of the stocks that went up 500% to 1,000%.

Your investors are not happy.

The media asks if AI is a bubble.

What do you say?

Option 1: “We missed it.”

Option 2: “It’s 100% a bubble!”