- Positions
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Opened position · Jan 9, 2026
CIFREntry: $17Current return: −47%Went long $CIFR at $17, before the run's low. The trade is down 47% from entry.
Entry to peak
+81%Entry
$17
Jan 9, 2026
Peak
$30
Jun 22, 2026
Current price
$8.87
−47%now
- Entry vs the low
- 42% above the low
- low $12 on Mar 31, 2026
- Max drop since entry
- −75%
- Jun 22 → Oct 26, 2026
- Current price
- $8.87
- −47% from entry
The journey
Trade 1
LongEntry to peak +81%Ranked trade30D return −11%Opened position
Long CIFREntry: $1730D return: −11%Jan 9, 2026, 22:04 UTC
Fair question. Since I believe skin in the game is important for trust, a significant portion of my investing is now done through my own Autopilot funds on a weekly basis. I do occasionally still buy individual stock positions and LEAPS when I see opportunities. The significant positions I hold other than S&P 500 ETFs are 30,000+ $IREN shares purchased in the $6-10 range and 10,000+ $CIFR shares. Other than that, I ride the waves with my followers!
Added to position · 6 times
Long CIFRAvg price: $1530D return: −11%Feb 5, 2026, 00:23 UTC to Apr 5, 2026, 16:28 UTC
Show all 6 trades
Added at $14Feb 5, 2026, 00:23 UTC Retrospective trade
@bobthebuolder3 As you’ve probably seen in my report, it has dipped under my accumulation zone target. However, $IREN $CIFR $META were more attractive to increase at the lows today!
Added at $17Feb 15, 2026, 23:22 UTC
@BlackPantherCap @XCapitalMgmt @danroberts0101 @wallstengine @zerohedge @awilkinson @claudeai @unusual_whales @Jason @moninvestor @Agrippa_Inv Based on my macro data review, I still expect near term chop to continue, and I wouldn't be surprised by a potential correction in the next few weeks. But growth cycle outlook, rate cuts, fiscal policy, deregulation effects, and liquidity continue to be supportive market tailwinds for the medium to long term. All that said, my two top high beta choices for this year $IREN and $CIFR remain at attractive price levels (in my opinion). Their multiple upcoming catalysts and profitability outlook could potentially overcome near term market weakness. Still accumulating shares at these great prices while keeping some cash to take advantage of more severe dips! NFA of course
Added at $17Feb 24, 2026, 19:34 UTC Retrospective trade
Added at $14Mar 26, 2026, 17:00 UTC
Macro/technicals/sentiment > company fundamentals in the short term. Company fundamentals > macro/technicals/sentiment in the long term. Regardless of war and countless other fears, I continue my weekly DCA. 40% All Weather 20% Flagship 20% Top 15 (couldn’t resist the price attractiveness today, particularly with the recent $CIFR $NBIS deals) 20% ETF Strategy Days like today help us appreciate the increased SGOV (cash equivalent) defense positions in the portfolios!
Added at $12Apr 2, 2026, 13:42 UTC
War escalating speech, oil up, investors panic sell. Like with tariff scare, we use some cash to buy dip on undervalued, high conviction picks. Investing for 12-18 months out, not 12-18 weeks. Increased $IREN $CIFR $WULF $NBIS, still keeping $SGOV shield solid for continued war uncertainty.
Added at $13Apr 5, 2026, 16:28 UTC Retrospective trade
Happy Easter, Weekly Flagship report is up! In addition to my accumulation zones and macro data, I write some of my thoughts on the Thursday dip buy into $IREN $CIFR $WULF $NBIS, continued oil price elevation concerns, and further elaboration on my AI datacenter investment thesis. Enjoy! Substack Link: t.co/dZtFSOH4Jc Wolff’s Flagship Fund Link: t.co/jnnNekPUBY
Trimmed position
Long CIFRPrice: $1830D return: −11%May 4, 2026, 17:19 UTC Retrospective trade
Wolff’s Flagship Fund trade update: Locking in some profits and reducing some sector concentration risk into the pre-earnings excitement this morning for my top datacenter picks, $IREN $CIFR $WULF $NBIS. Still bullish for the next 12-18 month outlook for these companies! t.co/dnFLg2YuGx
Added to position · 3 times
Long CIFRAvg price: $2130D return: −11%May 18, 2026, 14:57 UTC to Jun 14, 2026, 20:01 UTC
Show all 3 trades
Added at $18May 18, 2026, 14:57 UTC Retrospective trade
Added at $21Jun 10, 2026, 15:30 UTC
So much AI fear, anxiety, and doubt out there recently. Yet over these last few months, these AI datacenter picks have increased their secured GW, their hyperscaler deals, and their datacenter infrastructure. Used $SGOV to add more $IREN, $CIFR, and $WULF on this dip. Add to $AMZN too, this hyperscaler remains undervalued. Wolff’s Flagship Fund Link: t.co/dnFLg2YuGx
Added at $25Jun 14, 2026, 20:01 UTC Retrospective trade
Trimmed position
Long CIFRPrice: $2930D return: −11%Jun 18, 2026, 15:35 UTC
In Wolff's Flagship Fund, trimmed some of our higher risk, more volatile AI datacenter positions $IREN, $CIFR, $NBIS, $WULF into today's strength (remember, we bought into this dip just last week). Using profits to add a bit more into $SGOV and to slightly increase our $AMZN, $MSFT, $BN, $ELV, $LLY, $NOW, and $PLTR positions. Link: t.co/dnFLg2YuGx
Added to position · 3 times
Long CIFRAvg price: $2430D return: −11%Jun 24, 2026, 18:21 UTC to Jul 2, 2026, 15:34 UTC
Show all 3 trades
Added at $25Jun 24, 2026, 18:21 UTC
Sold the AI datacenter rip in the Flagship last week, bought the dip today. Trimmed $SGOV, $BRK.B. Increased $IREN, $CIFR, $NBIS, and $WULF. Link: t.co/hOngJScVUv t.co/uaGZZwzrRt
Added at $26Jun 28, 2026, 21:09 UTC
Wolff’s Flagship Fund Report: Week 25 Free tier: t.co/uLUR8rvQoO Paid tier: t.co/NU6XslY3It Fund link: t.co/dnFLg2YuGx In this week’s report, I share my thoughts on my $IREN, $CIFR, $NBIS, & $WULF increases on this dip and the “Bag 7” stocks. FAQ 1: Is the paid Substack tier free for current Autopilot subscribers and general followers? No. These reports consume several extra hours of my time on a weekly basis. I’m both a capitalist and a successful businessman; I believe extra work merits extra compensation. FAQ 2: Who benefits from the Substack paid tier? Most Autopilot subscribers and general followers will receive more than sufficient fund information from my weekly free reports, my free to read Substack posts, and my X account. The paid tier includes current macro data, my personal macro insights, my personal accumulation zones on individual stocks, my 1 year optimistic price targets on the Flagship holdings, and my thoughts on a wide variety of investment related topics. If these categories of information spark your interest, you may enjoy the in depth weekly Flagship reports. Disclaimers: Disclaimer 1: My analyses are merely my researched personal opinions, not financial advice. I’m not a financial advisor. Everyone’s finances are too unique for blanket advice to fit all situations, and one should consult their own registered financial advisor for personalized recommendations. Disclaimer 2: Past performance of the Wolff Funds or its manager is not indicative of future results, and no assurance can be given that investment objectives, including targeted returns, will be achieved. Investing involves significant risks, including the potential loss of principal, due to market volatility, economic shifts, and sector-specific uncertainties, particularly in high-growth areas like AI, healthcare, and digital assets. Forward-looking statements, such as market outlooks or performance goals, are based on current assumptions and subject to change without notice. Investors should carefully review the fund’s description and consult with a qualified financial advisor to assess suitability based on their risk tolerance and objectives. The Wolff Funds and its affiliates disclaim liability for any losses arising from investment decisions.
Added at $21Jul 2, 2026, 15:34 UTC
Sentiment is down across the AI datacenter sector this week. We'll be adding into the discounts here. Trimming $SGOV, $LLY, $ELV, and $AMD here to add to $IREN, $CIFR, $WULF, and $NBIS. t.co/6zSk6u1A0D
Trimmed position
Long CIFRPrice: $2230D return: −11%Jul 30, 2026, 14:20 UTC
@rgpotter89 @joinautopilot Same note in the autopilot update: Using today’s relief rally to slightly trim positions and increase SGOV. Although many of these stocks/ETFs remain undervalued, the macro/technicals has weakened across the board. July has been brutal market to most momentum stocks. Plenty of these momentum stocks were overvalued, but the market dumped the majority of the sector with no discretion. The market acts by shooting everything first, asking questions later. Many stock traders were trading these positions with debt (leverage). When a stock trader can’t cover his debt after a market correction, they get margin called. This forces the traders to sell positions while they’re down. This creates the violent sell off conditions that we’ve witnessed. It’s a double-edged sword; leverage also heightens the run ups. The war with Iran continues to severely pressure the market by elevating oil prices and contributing to inflation; it’s been very unfortunate that we’re embroiled in this ongoing conflict through this year. Market sentiment could sharply improve if the Trump administration successfully ended the war and opened the Strait of Hormuz. I dislike trimming into this macro/technical weakness, but I have to consider a few factors at this point: (a) Lock in some profits for my longer-term fund holders, (b) increase protection from more macro/technical downside, and (c) for better peace of mind for my current subscribers. My plan is to continue my steady dollar cost average into these companies at these attractive prices; I expect the market to eventually turn around as it recognizes the significant return on investment for AI infrastructure. It could be very soon, but it also could be further out. No one knows the future. Microsoft, Meta, and Bloom energy earnings reports have already provided valuable information regarding the continued insatiable demand for compute. I’ll write with more detail in a Substack article later this week.
Added to position
Long CIFRPrice: $1930D return: −11%Aug 5, 2026, 15:58 UTC
Regardless of troubling macro and subpar price action, $CIFR and $WULF reports continue to demonstrate high level execution and impressive time to compute for their AI datacenter projects. The risk/reward at current share prices is extremely attractive, especially after the excellent hyperscaler earnings reports. Increasing both positions as a result of continued high level execution as evidenced by the recent earnings reports. The AI/momentum drawdown in July was brutal, and high risk strategies unfortunately have a higher risk of rough corrections. During that difficult month, some of our stronger performers that resisted the drawdown included $LLY, $ELV, and $BRK.B. We are increasing these positions to help the portfolio continue to navigate through the expected future market volatility, and both ELV and LLY have delivered solid earnings reports at this point. In regards to investing, it’s important to be able to survive sharp sector corrections. Both wealth preservation and growth can be achieved simultaneously with some portfolio diversification efforts. Finally, we are trimming $NOW and $PLTR. Solid earnings report from NOW, and excellent earnings from PLTR. Unfortunately, the risk/reward potential on a holding does decrease as the share prices sharply increase. We began accumulating NOW in the $80s and PLTR in the $120s for reference. These are still great holds, and I expect both to do well as long as execution remains on target.
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