Calls
36
#77
Alpha Score 92.5
Daniel Koss
Founder, Edelbridge Capital
Win Rate
47.2%
return
+6.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$104.00
+71.3%
NBIS stock is rallying in pre-market trading following positive earnings results from ORCL.
NeoCloud
Long
Mar 13
$21.92
+66.5%
The author outlines a bullish strategy for four specific stocks following recent portfolio gains.
AI Photonics
Long
Apr 19
$28.66
+14.0%
Go long HIMS as a high-volatility trade driven by the removal of legal overhangs, upcoming product launches expected to reaccelerate growth, and a favorable technical trend reversal.
Go long HIMS as a high-volatility trade driven by the removal of legal overhangs, upcoming product launches expected to reaccelerate growth, and a favorable technical trend reversal.
GLP-1 / Obesity
Long
May 21
$21.64
-14.5%
Buy FCEL on the data center order catalyst and AI infrastructure pivot, which could trigger a rerating similar to Bloom Energy's trajectory.
Buy FCEL on the data center order catalyst and AI infrastructure pivot, which could trigger a rerating similar to Bloom Energy's trajectory.
Clean Energy
Long
Apr 30
$841000.00
+44.1%
Buy SK Square to gain exposure to SK Hynix at an effective 1.5x forward P/E, a deep-value play versus overvalued tech at 100x sales.
Buy SK Square to gain exposure to SK Hynix at an effective 1.5x forward P/E, a deep-value play versus overvalued tech at 100x sales.
Capital Markets
Long
Mar 16
$629.75
+1.6%
Nebius secures a massive $27B AI infrastructure deal with Meta featuring next-gen Nvidia hardware.
Hyperscalers
Long
Apr 21
$13.45
+11.5%
Buy LPK shares because influential and historically accurate investors are promoting the stock, indicating a potential catalyst from increased smart money attention and credibility.
Buy LPK shares because influential and historically accurate investors are promoting the stock, indicating a potential catalyst from increased smart money attention and credibility.
AI Photonics
Long
Mar 26
$38.67
-12.7%
The author expresses a bullish outlook on compute-related stocks, warning against shorting the sector.
The author expresses a bullish outlook on compute-related stocks, warning against shorting the sector.
NeoCloud
Long
Mar 18
$450.00
+87.4%
The author is buying the dip in Micron Technology following the recent earnings report.
AI Memory
Long
Jun 23
$73.62
-20.7%
Buy ASTS near the 200-day SMA as sentiment has overshot to the downside following launch failures and delays; speaker argues the long-term trend remains intact and the selloff from ~$70 represents an emotionally-driven discount beyond a rational 10-20% execution haircut.
Buy ASTS near the 200-day SMA as sentiment has overshot to the downside following launch failures and delays; speaker argues the long-term trend remains intact and the selloff from ~$70 represents an emotionally-driven discount beyond a rational 10-20% execution haircut.
Satellite Communications
Long
Apr 30
$1286000.00
+43.2%
Long SK Hynix expecting 2-3x upside base case (5-10x bull) if PE re-rates to 15x on high earnings and stock trades at 30% discount.
Long SK Hynix expecting 2-3x upside base case (5-10x bull) if PE re-rates to 15x on high earnings and stock trades at 30% discount.
AI Memory
Long
Apr 28
$37.78
+37.5%
Speaker lists $DRAM as largest allocation (40%) in 'my current picks' portfolio, justified by conviction that memory players are printing cash and still look very cheap relative to the broad market.
Speaker lists $DRAM as largest allocation (40%) in 'my current picks' portfolio, justified by conviction that memory players are printing cash and still look very cheap relative to the broad market.
Thematic ETFs
Long
Apr 13
$5.81
-26.7%
Long SHMD as a bargain given current price and favorable macro outlook, implying a bullish view based on valuation and economic conditions. Speaker expresses high conviction with personal capital allocation reasoning.
Long SHMD as a bargain given current price and favorable macro outlook, implying a bullish view based on valuation and economic conditions. Speaker expresses high conviction with personal capital allocation reasoning.
Foundry Equipment
Long
Mar 11
$13.82
-22.3%
The author expresses excitement and optimism regarding the positive price action of NBIS and VELO.
Industrial Automation
Long
Mar 11
$185.05
+9.4%
Nvidia is investing $2 billion into Nebius to develop a strategic full-stack AI cloud partnership.
AI Compute
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Daniel Koss has 36 trade ideas tracked on Buzzberg across 35 tickers since March 2026. Win rate 47% across 36 evaluated calls, average return +6.1%. Ranked #77 on the Buzzberg Alpha leaderboard. Most covered: NBIS, OUST, HIMS.
