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18:37
Apr 16
@daniel_koss
@MB_Hogan without looking into it: immediately thought is that this has a lot to do with risk of customers like OpenAI. can imagine lenders …
15:37
Apr 16
@daniel_koss
@brankinm i don't buy chocolate stocks haha
14:22
Apr 16
@daniel_koss
Having the most Swiss day ever with girlfriend in the Lindt chocolate museum 🍫 https://t.co/flpTfhnk2r
09:54
Apr 16
@daniel_koss
@longinvest32 it is that is clear :P
08:59
Apr 16
@daniel_koss
@longinvest32 I think you have to differentiate between a 100% long portfolio and leveraged ports where you have to optimize for correlation…
08:54
Apr 16
@daniel_koss
@mi_tschi no this ChatGPT portfolio is on Autopilot. I didn't make it.
07:50
Apr 16
@daniel_koss
Nooo, is it already over for human investors? ChatGPT outperformed me last 5days! 🥲 At least 60% of ChatGPTs portfolio is 2 stocks I also …
06:20
Apr 16
@daniel_koss
it's a tiny market cap company that works behind the scenes. ceo is super anti marketing and all execution. they don't like taking the spotl…
06:18
Apr 16
@daniel_koss
@Racetoamilly just got overheated, will reclaim aths this year imho.
06:18
Apr 16
@daniel_koss
@apdonelan yes. depending on price to my target (= my eexpecteed upside) i increase or deecrease my position. can be eanything from 0 to 100…
06:12
Apr 16
@daniel_koss
I didn't get to buy $CRDO because I put all my data center allocation into $NBIS (which is up way more YTD). I only highlighted Credo as a g…
CRDO NBIS
MED
06:09
Apr 16
@daniel_koss
@NeuralCadence exactly. plan is to get more $nbis shares.
05:54
Apr 16
@daniel_koss
@RonenHayempour lack of time 😆 i'm still at part 4 / 10 in my nbis deep dives
05:49
Apr 16
@daniel_koss
@RonenHayempour no deep dive only few posts like this
05:46
Apr 16
@daniel_koss
@anil_april i think yes
20:58
Apr 15
@daniel_koss
@Dream5728363541 honestly don't know. would have to look into it more.
19:52
Apr 15
@daniel_koss
@Dream5728363541 I agree on the logic but Trumps is an Enigma.
19:05
Apr 15
@daniel_koss
@GrumpierBTDay @snmart Yeah I see the bull case. For me it's more a case of "happy to buy higher once the risks I'm scared about are gone" i…
18:32
Apr 15
@daniel_koss
@SoooooCal i'm negative cash
18:31
Apr 15
@daniel_koss
@Leo66Gao Really hard to say what PE market will give, balancing the fact that they don't slow down but market keeps panicking about memory …
18:30
Apr 15
@daniel_koss
@SoooooCal Awesome, great to hear!
18:30
Apr 15
@daniel_koss
@VictorLasalleDD Thanks, trying to be max transparent! It's mostly a time issue, as these updates are quite time consuming.
18:29
Apr 15
@daniel_koss
No, not right now. I see the insanely high demand, countless opportunities and massive long term potential, but I'm thrown off by the fact t…
18:24
Apr 15
@daniel_koss
Portfolio update & my thoughts on positions and macro: Leverage Reduced from 1.3x to 1.1x Reason: We are moving from extreme fear toward …
18:23
Apr 15
@daniel_koss
Portfolio update & my thoughts on positions and macro: Leverage Reduce from 1.3x to 1.1x Reason: We are moving from extreme fear toward n…
17:32
Apr 15
@daniel_koss
@aleabitoreddit uff
17:16
Apr 15
@daniel_koss
Worst advice ever! As someone who dropped out of high school to start my first business: If you are THIS driven and want to start this ear…
16:45
Apr 15
@daniel_koss
@aleabitoreddit I wouldn't be so quick to jump to conclusions. They have around the same amount of top tier ai factories as IREN (0). It's…
07:18
Apr 15
@daniel_koss
Thx for sharing! I hope you're right, but some of your numbers are a bit too optimistic for me. I currently havee a very big $OUST position …
OUST
HIGH
07:14
Apr 15
@daniel_koss
@reelyphishy @mvcinvesting @Sandeman52 @MktMavPro @EndicottInvests @MB_Hogan @HyperAICapital Thank you for the mention and enjoy your coffee…
07:14
Apr 15
@daniel_koss
@tilmancompounds honestly, I wouldn't buy calls rn. very high volatility = very expensive options and overall market is quite expeensive. rn…
SPY
MED
07:13
Apr 15
@daniel_koss
@Kookkookko82131 hell yeah!
07:12
Apr 15
@daniel_koss
@justkehat I switched to IBKR, but couldn't move the calls. Liked Saxo more because the IBKR UI is a nightmare, but as my strategy changed …
07:11
Apr 15
@daniel_koss
@One__Person holding a bit longer.
03:29
Apr 15
@daniel_koss
@Sandeman52 Thank you! To many more such wins 🥂
19:12
Apr 14
@daniel_koss
@mastonk123 0 this year, but a ton in 27!
19:11
Apr 14
@daniel_koss
My $NBIS calls are up 120% this WEEK. Pretty cool. But what's much cooler is that I had enough conviction to put 20% of my portfolio into N…
17:21
Apr 14
@daniel_koss
@Agrippa_Inv We certainly share that sentiment. Same thing with $NBIS. They love it at $150 but hated it at $40, $80, etc.
17:19
Apr 14
@daniel_koss
@MktMavPro I'm 99% certain the answer is both or even all 3.
17:18
Apr 14
@daniel_koss
I think too. It's very complicated for me to find the right mix when posting about stocks as I publicly talk about my long term conviction o…
NBIS
MED
15:38
Apr 14
@daniel_koss
@EnvestingEarly Are you joking? Literally all Nebius bulls were super consistent imho.
15:36
Apr 14
@daniel_koss
@JerryAldini508 Yes, a little bit. If you want to play it safe you could always buy in chunks when the stock is around the 50 day moving ave…
15:34
Apr 14
@daniel_koss
@erikjohnson56 I do think it's always bad. Married to a stock to me = not selling, even if the thesis clearly breaks.
15:30
Apr 14
@daniel_koss
@usppdd check DMs please! :)
14:07
Apr 14
@daniel_koss
@SMASIMHO Trimmed some $NBIS to increase diversification after this run as I'm still 1.3x leveraged. Concentration got too big for this leve…
14:00
Apr 14
@daniel_koss
Just added more $OUST and $MU.
OUST MU
12:46
Apr 14
@daniel_koss
There will come a time where $NBIS is so big and has grown sooo much, that many of us higher risk seeking investors that want 100%+ / year r…
NBIS
MED
08:49
Apr 14
@daniel_koss
@andresga1993 still on my $NBIS deep dive ^^
08:30
Apr 14
@daniel_koss
$NBIS goes 10% above previous ATH and all hell breaks loose. People talk about selling and stock being overheated etc. A lot of fancy word…
NBIS
HIGH
06:28
Apr 14
@daniel_koss
@justkehat they simply won't get price discounts at some point is my guess