Last 12mo stats

mentions

tickers

607

posts

Daniel Koss

@daniel_kossLong Research39.5k followers

Daniel Koss

@daniel_kossLong Research39.5k followers

Past 12mo:984mentions85tickers607posts

$VPG· Vishay Precision Group

2 calls since Jan 2026show all

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About this voice

@daniel_koss posted 607 times over the past 12 months, mentioning 984 cashtags across 85 distinct tickers. $NBIS dominated his activity with 347 mentions, followed by $OUST with 81 mentions and $IREN with 49 mentions. Other frequently discussed tickers included $NVDA and $TE. His most recent posts on 2026-07-17 focused on semiconductor and AI infrastructure companies, with particular emphasis on Nebius and its operational metrics during market volatility.

AI-generated from tracked posts · updated Jul 19, 2026

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Recent calls

2 calls

@daniel_kossJun 30, 2026 · 6:44 AM

Physical AI will blow the minds of mediocre investors. I fully expect the smartest and dumbest people to make all the money. The smart ones can think a few years ahead, and the dumb ones will just hop on the hype train and send it. Winners like $CCXI (Agility Robotics), HDS (Harmonic Drive Systems), $OUST and many others have potential for insane runs over many years to come. Once again, I see so many midwits on X getting this completely wrong. They frame great Physical AI names as short-term hype trades after they missed them, but say they are long-term shitcos or overhyped names (“please come down so I don’t look this stupid”). The exact opposite will play out! Humans chronically and systematically overestimate what technology can achieve in the short term, but massively underestimate what it can achieve long term. This is called “Amara’s Law”. The best names can absolutely have a massive run and then correct sharply, but the main point is that the clear winners will not disappoint on actual business results long term. The scale will be off the charts. Humanoids might be one of the biggest products EVER. I don’t understand how you can take anyone seriously who thinks otherwise. Not only is there plenty of data to make this obvious, like money going into the space, production scaling, technical capabilities improving, real-world deployments scaling, etc., but it is also insanely obvious if you just have common sense and think a few steps ahead. I read all the skeptical takes about humanoids “not being useful” or being “5 years away”, but I just can’t take most of them seriously. It just feels like these people are either haters who already feel like they missed it, natural skeptics who miss... everything, or they genuinely just don’t get it and are disconnected from the technology progressing right in front of us. I also saw a comment: “humanoids won’t be useful until AGI” -> THAT’S THE POINT. You have to understand that even with zero progress in robotics, all robots and physical bodies for AI to potentially control become more economically valuable EVERY DAY simply as a function of AI getting smarter. Think of it this way: the smarter you are, the more useful every function of your body becomes, because more of it gets unlocked by your intelligence. P.S. I have made very good money on $VPG + $OUST already, have owned HDS and currently own $CCXI There will be a ton of winners we can enjoy over the next years.

Open on X

@daniel_kossJan 29, 2026 · 5:24 PM

The next 10x stock of 2026 could be $VPG In this post I will give you the ~80IQ thesis using exactly 0 fundamentals. Here we go: Since the SPAC low $OKLO went up +1800% to a market cap of $29B. Above 80IQ investors like @pennycheck pointed out that OKLO trades based on SMR sentiment, not fundamentals. Now $VPG is seen as the best $TSLA Optimus proxy. X has many posts explaining why and the numbers and all that stuff. I don't care if true or not, point is it's seen that way. My prediction is this stock will pump or dump the entire year based on exactly one thing: Elon Musk's rhetoric on Optimus. Since legacy business Tesla numbers suck balls right now (in relation to the valuation) and all the music and fantasy is in Optimus, he will talk about Optimus ALL THE TIME and paint the most rosy picture possible. It will be seen as a way to isolate Optimus and have a more direct, higher leverage investment path for Optimus and robotics in general. What happens if a shit ton of investment hungry and almost desperate for robotics stocks finds a less than $1B market cap company? 📈 Will fundamentals matter? Maybe, probably... at some point. I've done close to 0 research on $VPG yet (simply cause no time rn), but I'm long.

Open on X

Frequently asked

Who is Daniel Koss?

Daniel Koss (@daniel_koss) is a FinTwit voice tracked on Surfaced in the Long Research category with 39.5k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @daniel_koss mention most?

Over the past 12 months, @daniel_koss's most-mentioned tickers are $NBIS, $OUST, $IREN, $NVDA, $TE — $NBIS leads with 347 mentions.

When did @daniel_koss first mention $NBIS?

@daniel_koss's first tracked mention of $NBIS was on Dec 16, 2025.

How active is @daniel_koss?

In the past 12 months, @daniel_koss posted 607 times carrying cashtag mentions, totalling 984 mentions across 85 distinct tickers.