Daniel Koss
@daniel_koss
AI infrastructure investor & trader. 2026 YTD: +407%. #1# public investor on Autopilot last 3M. My exact portfolio and real-time trade alerts ⬇️
加入 March 2013
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The AI doomers are so desperate, they now refer to using a service as “circular financing.”
very nice circular financing here - OpenAI is a big customer of Clickhouse, of which Nebius owns 28%, Nebius rents GPUs to Microsoft, which then rents them to OpenAI. It's a big beautiful circle
