daniel_koss

Post highlights $NBIS (Nebius Group NV) after a -7.49% move and references another user claiming “Kimi K3 coming to @nebiustf in a few days.” This implies a near-term product/model availability catalyst on a Nebius-related platform, but details are sparse and attribution is indirect.

...X announced the acquisition of Cursor I wondered if they now have more money to expand on Nebius (awesome) or will be lost as a Show more Nebius Group NV NBIS $203.67 -7.83% SpaceXAI @SpaceXAI 18h Try the Tavily plugin for LLM-driven search inside Grok Build 11 4 185 22K Daniel Koss @daniel_koss 1h I think this is HUGE for $NBIS investors. SpaceX (AI) publicly shouting out Tavily (acquired by Nebius!)?! Cursor is a Nebius customer. After SpaceX announced the acquisition of Cursor I wondered i

Post argues a positive signal for Nebius Group (NBIS): SpaceXAI publicly promoted “Tavily,” which the author says was acquired by Nebius. The author also claims Cursor is a Nebius customer, and notes SpaceX acquired Cursor—raising an upside (more spend on Nebius) vs downside (customer churn if brought in-house). Actionability is moderate: it’s a ticker-tagged catalyst-style narrative but relies on M&A/customer relationship assertions that need verification and has ambiguous net impact.

Post promotes a free write-up of an interview with FuelCell Energy’s CFO, mentioning interview takeaways and an updated valuation/risk model through mid-2028, but provides no directional view or specific catalysts in the post itself. Actionability is low because no investable conclusion is stated.

Post promotes a free write-up of an interview with FuelCell Energy’s CFO, mentioning interview takeaways and an updated valuation/risk model through mid-2028, but provides no directional view or specific catalysts in the post itself. Actionability is low because no investable conclusion is stated.

Single short post mocking prior technical-analysis upside claims for $NBIS (“going to $60”), implying disappointment/failed breakout. No fundamentals, catalyst, or actionable setup provided.

Single short social post asserts a new 2026 price target for $NBIS ($403, +211%) and discloses a highly concentrated long position. No supporting catalysts, financial model inputs, or timing/trigger conditions are provided, so the post is directional but weakly actionable beyond sentiment/positioning signal.

Post claims Nebius ($NBIS) bought 79 acres in Birmingham, Alabama for ~$90M, large enough for a 300+ MW AI data center campus, framed as a “massive land grab” for U.S. expansion. This is a company-specific capacity/expansion catalyst with medium actionability but limited detail (no timing, funding, customer/offtake, IRR).

Pinned post promotes an article titled “AI Is Eating the World: A Framework for the Next Decade of Investing,” citing very strong past portfolio performance and framing AI as the core long-term thesis. No explicit tickers/cashtags, catalysts, or trade parameters are provided in the excerpt.