Dave

People overestimate the role of rules & formulas in stock market success & often overlook the importance of behavior & luck.

[Dave @davecompounds]

@StockSavvyShay @FuturumEquities This AI buildout is ridiculous.

The market can't fathom that anything else exists rn

[Dave @davecompounds]

@meeijer Nice!

[Dave @davecompounds]

@trevhesinvests @YodaStockInvest Perfectly said

A lot of quality names can't compete with the excitement of 'this Mag7 plans to spend a gazillion dollars in to this company that plays a part in AI infra'

Won't be like this forever

Stock price follows the business eventually

[Dave @davecompounds]

@YodaStockInvest Still buy stocks, stop buying what's already in a euphoric sentiment.

I'm also looking into the beaten down dogs.

[Dave @davecompounds]

@wealthmatica @ariaradnia Always fire man. Can't wait

[Dave @davecompounds]

@Mr_Derivatives Also the last 8% drop was in Q1

Lately, corrections been about 1.5yrs in between

Wouldn't be surprised to see the market trading pretty flat from here and maintaining the current YTD for the rest of 2026

[Dave @davecompounds]

Great summary with all of these.

I think you hit the biggest lesson to gain from 2026:

Finding great companies is cool - no doubt about it.

But being able to spot a mass rotation of money and detecting where it will eventually flow to and setting up shop there is another level of alpha.

Early bird gets the worm.

[Dave @davecompounds]

@InsiderWire They wasted an office too..

[Dave @davecompounds]

@ariaradnia @wealthmatica

[Dave @davecompounds]

@mvcinvesting Welcome! Please excuse everyone filming themselves dancing and the 27 ingredients in everything you eat.... weird times right now.

[Dave @davecompounds]

@PalletTownRon I've learned this lesson 1000 times lol

[Dave @davecompounds]

Now isn't the time to exit all your positions

You should've been trimming when the the market hit new all time highs daily

Now's when you turn off the screens & touch grass with family

Trust your projections & understand that your time horizon is no where near complete

[Dave @davecompounds]

Your lifetime gains in the stock market is mainly tied to your behavior in those handful of moments that take your breath away.

[Dave @davecompounds]

@EndicottInvests would be nuts

[Dave @davecompounds]

@JonahLupton I have a great feeling about $HROW

Love the products in the pipeline

[Dave @davecompounds]

@growthrapidly After yesterday, it's best to just stay away from my own portfolio and rebalance with what actually matters.

[Dave @davecompounds]

@optionscjp amazing dude

[Dave @davecompounds]

@StockSavvyShay Market still dumped

[Dave @davecompounds]

There's an endless supply of AI growth catalysts.

Mag7 is throwing money to AI

Government wants to throw money to AI

Investors want to throw money to AI

What will it actually take to end this run?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.