Calls
48
#1011
Alpha Score 20.8
Daniel Koss
Founder, Edelbridge Capital
Win Rate
36.2%
return
-1.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 02
$89.32
-3.9%
Buy Nebius as an AI cloud software play where margin expansion is the core catalyst, driven by software mix shift within the AI infrastructure buildout.
Buy Nebius as an AI cloud software play where margin expansion is the core catalyst, driven by software mix shift within the AI infrastructure buildout.
NeoCloud
Long
Jan 02
$22.94
+45.1%
Buy Ouster as lidar technology expands into new verticals beyond automotive, broadening the addressable market and driving revenue growth.
Buy Ouster as lidar technology expands into new verticals beyond automotive, broadening the addressable market and driving revenue growth.
AI Photonics
Long
Jan 02
$4.86
-25.1%
Buy Kongsberg (KRKNF) as marine defense spending scales; author sees revenue/contract growth as the primary driver in 2026.
Buy Kongsberg (KRKNF) as marine defense spending scales; author sees revenue/contract growth as the primary driver in 2026.
Defense
Long
May 21
$21.64
-21.2%
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 19
$28.66
-0.8%
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
Jan 02
$14.15
-20.6%
Buy Velo3D as metal additive manufacturing enters a potential breakout year; author's highest-conviction language in the list ("monster year") suggests meaningful upside catalyst expected.
Buy Velo3D as metal additive manufacturing enters a potential breakout year; author's highest-conviction language in the list ("monster year") suggests meaningful upside catalyst expected.
Industrial Automation
Long
Apr 30
$841000.00
+23.3%
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 10
$939000.00
+80.3%
Long SK Hynix (OTC: HXSCL) on a multi-year AI/memory cycle thesis; author expects sustained appreciation driven by AI infrastructure demand through the long-term technology inflection.
Long SK Hynix (OTC: HXSCL) on a multi-year AI/memory cycle thesis; author expects sustained appreciation driven by AI infrastructure demand through the long-term technology inflection.
AI Memory
Long
Mar 18
$450.00
+106.3%
The author is buying the dip in Micron Technology following the recent earnings report.
AI Memory
Long
Mar 16
$629.75
-8.3%
Nebius secures a massive $27B AI infrastructure deal with Meta featuring next-gen Nvidia hardware.
Hyperscalers
Long
Jan 02
$12.66
-75.8%
Buy Eos Energy as battery storage deployment scales; author expects commercial ramp to drive meaningful revenue growth in 2026.
Buy Eos Energy as battery storage deployment scales; author expects commercial ramp to drive meaningful revenue growth in 2026.
Batteries & Storage
Long
Apr 28
$37.78
+44.9%
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 21
$13.45
-3.3%
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
-5.8%
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 11
$185.05
+17.5%
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 48 trade ideas tracked on Buzzberg across 47 tickers since January 2026. Win rate 36% across 47 evaluated calls, average return -1.1%. Ranked #1011 on the Buzzberg Alpha leaderboard. Most covered: NBIS, OUST, KRKNF.
