The Compounder's Almanac @CompAlmanac
Investing is about protecting capital first and compounding over decades 150%+ CAGR portfolio (Last 2.5Y) 12+ Years Equity Exp. Technical + Fundamental Analysis substack.com/@compalmanac Join Free Subscribers 👉 Joined February 2026-
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@growthrapidly Here is a portfolio construction in Datacenters and levels to bid or DCA. Covers $CRWV $CORZ $RIOT $CIFR $CLSK $DGXX $NBIS $IREN and others x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@TedPillows Ted, $BTC.D says hi
@StockSavvyShay @fiscal_ai Also, many datacenter stocks as mentioned here. Huge opportunity will present itself soon. $IREN $WULF $CRWV $CORZ $NBIS x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@NotA_Bull Until we get a KOSPI down circuit breaker.
@BlackMambaMilli Or if you compound efficiently without risking too much of your capital. YGMI
@drayinvests Ya i guess people are not pricing it based on how much cash they have invested in compute. They are pricing it as if OpenAI is going bankrupt.
@cryptorover Me agreeing to this
@Peregrino1708 You too bud.
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction names. $NBIS $IREN $CRWV $CORZ $WULF $CIFR $CLSK $WYFI $DGXX $KEEL $NUAI $SLNH $APLD $BTDR $HIVE $RIOT $MARA $GREE $SHAZ $BRUN Everyone keeps asking "Is the datacenter/AI-infra correction over?" The violent price-based capitulation is mostly done. What's coming next is worse: Time-based capitulation. A slow, boring bleed that outlasts most people's patience. A correction in a sector completes in 2 phases: Phase 1: Price-based capitulation = the crash. Fast, violent, obvious in hindsight. Phase 2: Time-based capitulation = the slow bleed. Sideways-to-lower, shrinking volume, nothing to screenshot. This is the phase that actually clears out the last of the weak hands. WE'RE IN PHASE 2 NOW Bigger names like $CRWV $NBIS may have already bottomed price-wise. - Bigger, more institutional, structurally different from the rest of the group. - Both names look like they're at or near a genuine bottom rather than mid-bleed. $DGXX $KEEL $HIVE $CLSK $WYFI $SHAZ $BRUN etc. likely haven't. - Still smaller, still mostly retail-driven, more prone to weak hands selling. Here are some examples:
@StockSavvyShay A message to Datacenter Bears x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@unusual_whales Put together a longer writeup and charts on the datacenter stocks correction and what I think the next couple months look like. $CORZ $CRWV $NBIS $IREN $CIFR $WULF $DGXX $HIVE $KEEL Sharing here for Unusual Whales community who is positioned in these. x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@Mr_Derivatives Datacenter stocks like $IREN $CLSK $CIFR $CRWV $CORZ $WULF $APLD $RIOT $DGXX are on pace to bottom by november after a slow grind down. Put together a longer writeup on the datacenter correction and what I think the next couple months look like. x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
$IREN may be bearish in short term. But I see this correction over by Nov. Here is a full breakdown on where datacenter stocks like $IREN $WULF $CRWV $CORZ $DGXX $RIOT $SLNH $CIFR are going in the next couple of months. Its a 15 piece thread worth a read. x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@BullTheoryio Burry may be right for short term. Wrote up the full thesis on where I think this sector goes from here — worth a read if you're positioned in any of these names. $IREN $WULF $CIFR $NBIS $CRWV $CORZ $HUT $DGXX $HIVE $SLNH $KEEL etc x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@KobeissiLetter "AI spending forecast on Wednesday intensified investor concerns over ramping CapEx." I have put together a longer writeup on the datacenter correction and what I think the next couple months look like. Sharing here x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
Wrote this mainly to organize my own thinking on the sector, figured it's worth sharing given the group. Curious what people agree or disagree with. x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@unusual_whales This is cool. Here is some info that I feel might be useful for someone looking to bet on Datacenter names, $IREN $WULF $NBIS $CRWV $CORZ $RIOT $SLNH x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
@NoLimitGains If you are not a millionaire, read this article on datacenter stocks and where they might bottom in the next couple of months. Might give an opportunity to enter into these names $NBIS $CRWV $IREN $CIFR $WULF $DGXX $HIVE $CLSK etc. x.com/CompAlmanac/st…
1/15 "IF YOU'RE INTO COMPUTE, PIVOT TO CASH" Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction
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