Daniel Koss(@daniel_koss):A lot of investors here on X are currently investing good money into really shit companies because they want to be the genius that finds the next big thing. Sometimes it's better to just be boring and hold what everyone else also knows are the winners. Nothing wrong with being consensus and right. Sure contrarian and right will give crazy returns, but most picks are contrarian and wrong. For example being in software was just a bad place to be last few months. Don't fight the market like that. There's much easier money to be made in all the obvious names.

Daniel Koss

@daniel_koss

Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.

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Daniel Koss@daniel_koss

2026.05.17 18:39

A lot of investors here on X are currently investing good money into really shit companies because they want to be the genius that finds the next big thing. Sometimes it's better to just be boring and hold what everyone else also knows are the winners. Nothing wrong with being consensus and right. Sure contrarian and right will give crazy returns, but most picks are contrarian and wrong. For example being in software was just a bad place to be last few months. Don't fight the market like that. There's much easier money to be made in all the obvious names.

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