Autopilot
@joinautopilot
Making the best investment strategies available to invest alongside.
$1.9B invested so far.
Best known for launching @PelosiTracker
454 Following 241.6K Followers
Congrats to everyone who followed me into the $CRDO fear buy on my AB fund on @joinautopilot.
The stock is up over 40% in the last 10 days.
Breaking: The Trump administration is pushing to restrict US diesel exports after prices hit record highs
A reported 90-day export ban was denied by the White House, but Energy Secretary is now personally calling refiners to negotiate a voluntary cutback instead
3 stocks worth watching:
Valero Energy $VLO
*The largest independent oil refiner in the US
Marathon Petroleum $MPC
*Runs the biggest oil refinery in the country
Phillips 66 $PSX
*Refines oil and also runs thousands of gas stations across the US
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Update: The Trump administration committed $2,000,000,000 to quantum computing companies in exchange for equity stakes
Majority of them are public and surging today
• GlobalFoundries $GFS +4.2%
• Rigetti $RGTI +3.0%
• Infleqtion $INFQ +2.9%
• D-Wave Quantum $QBTS +0.9%
• IBM $IBM -0.6%
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Just In: a16z's Capital Management fund is down nearly $67,250,000 today
Their holdings:
$BTGO -6.8%
$KLRA -6.4%
$RBLX -4.0%
$META -3.7%
$MAZE -2.6%
$AKTS -1.9%
$DNA -1.5%
$ERAS -1.0%
$FIG -0.6%
$SPCX -0.6%
$DMRA -0.6%
$BIOA -0.5%
$XYZ -0.2%
$CAMP +0.3%
$OMDA +0.7%
$NAVN +1.4%
$NAUT +1.5%
$RVMD +4.4%
$IPST +16.7%
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Breaking
Andreessen Horowitz's (a16z) Capital Management fund is the largest Silicon Valley venture firm and they hold over $14.2B in public equities
Here are their current investments per the recent 13F filing which include these 19 stocks:
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GROK IS CURRENTLY THE 6TH BEST PERFORMING PORTFOLIO MANAGER ON AUTOPILOT OVER THE LAST 3 MONTHS
@ralliesarena added their Grok run portfolio to @joinautopilot and so far it is beating more than 200 human run portfolios over the last 3 months
The portfolio was added to Autopilot on April 1st and is up almost 61% 🟢 since then. The portfolio has $2.6 Million worth of capital following it
Here is the link to the portfolio on Autopilot which has more info
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Should we just launch it?
@pitdesi Need you on @joinautopilot so I can tag along to this strategy lol
See Daniel's full portfolio or trade alongside
Breaking: Daniel Koss has the best portfolio on Autopilot this year 🎉
• His portfolio is up 154% YTD, beating the S&P by 11x
• $10,000,000+ invested alongside him
• Nebius $NBIS is the top holding, ~30% of the portfolio
Follow alongside @daniel_koss on Autopilot
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Breaking: President Trump told the United Nations the U.S has 18 new weapons factories under construction. Next year's proposed defense budget jumps 42% to $1.5T
4 stocks worth watching:
Olin Corporation $OLN
*Just got a $788,361,894 contract to keep supplying the Army's bullets through 2031
L3Harris $LHX
*Building 60 new missile parts factories across Arkansas, Alabama, and Virginia to keep up with government demand
Lockheed Martin $LMT
*Got a $35,000,000,000 contract to quadruple THAAD missile production, going from 96 a year to 400
RTX $RTX
*Got a $22,900,000,000 contract to build Tomahawk missiles, going from 60 a year to over 1,000
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Breaking: The 30-year Treasury yield just broke above 5.37%
Highest level since 2004 🚨
The bond market is pricing in more inflation and more rate hikes ahead, not less
Breaking: The 30-year Treasury yield just broke above 5.37%
Highest level since 2004
Bond market is pricing in more inflation and more rate hikes going forward
Breaking: One of Silicon Valley's known investors bought 4 underwater stocks
@Jason put:
• WeRide $WRD 15K shares @ $5.97 = $89,550
• Pony $PONY 10K shares @ $7.15 = $71,500
• Lucid $LCID 20K shares @ $4.66 = $93,200
• Rivian $RIVN 6K shares @ $15.84 = $95,040
His bet is self-driving cars are about to consolidate, and whoever's still standing gets bought out within the next two years
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#Jaytrading#: put some small trades on for $WRD $PONY $LCID $RIVN recently
Thesis: consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making.
I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years.
This is not investment advice. These are tiny bets for me to get a little market action when I see something obvious.
I consider these midterm bets to be 1- to 4-year bets.
Most of the time, when I buy equity, it is to hold it for 10+ years.
Other bets I'm making are ones I want to hold forever.
Note: I don't do day trading or try to flip stocks in under a year because I'm super busy. Again, this isn't investment advice 😂
My goal is to have y'all tell me I'm wrong or vet these deals and decisions as brutally as possible.
I have many other bets in the autonomy space, including amazing private companies like @Zipline and @goautolane, as well as other large ones that I don't want to talk about here right now.
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marked safe from not gambling away all my money
Breaking: Ero Copper is spiking today after Michael Burry disclosed a new position in the stock
He's betting on AI data centers driving copper demand, citing that new mine discoveries have nearly stopped while it takes 18 years to bring one into production
$ERO added ~$216,000,000 in market cap today
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Breaking: Michael Burry has disclosed his updated positions
He:
• Bought Ero Copper $ERO
• Bought QXO $QXO
• Added to Temple & Webster $TPW
• Added to Sprouts Farmers Market $SFM
• Added to Zoetis $ZTS
On his short book, Burry said: "I did not know any better. Neither shorts covered nor puts sold"
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Just In: Apple has reached a new all-time high
$AAPL is now just 0.2% away being valued at $5T
See Inverse Cramer's holdings or trade alongside:
New: Inverse Cramer is crushing the Pelosi Tracker and the S&P 500 in 2026
Although many think Inverse Cramer is a fun 'meme portfolio', it's turned into a legit alpha strategy.
Since launch on 1/27/23, it's up 247%.
Here are its positions and how they're performing so far
1. BP p.l.c. $BP +19.7%
2. International Business Machines $IBM -17.3%
3. Progressive $PGR -7.2%
4. Adobe $ADBE +15.2%
5. Bank of America $BAC -1.1%
6. Stryker $SYK -12.8%
7. Intuitive Surgical $ISRG -1.4%
8. Boeing $BA -9.9%
9. JPMorgan Chase $JPM +3.8%
10. W.W. Grainger $GWW -5.1%
11. Johnson Controls $JCI +0.4%
12. Astera Labs $ALAB -21.1%
13. Coherent $COHR -17.8%
14. Nebius Group $NBIS -0.4%
15. KLA $KLAC -35.7%
For the $109,000,000 investing alongside on Autopilot
*For transparency, data as of 9/22/26 1:25 PM ET
Find link to full portfolio in the following tweet
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EquipmentShare skimming their investors for years
They've been hiding investors money behind 130 shell companies designed to keep the payments off regulators' radar
Jabbok Schlacks is CEO of EquipmentShare, a construction equipment rental company. The company runs a program that lets investors buy equipment and rent it back through the platform
He and his brother Willy built two companies:
• Bevel Financial: financed the loans investors used to buy the equipment
• Armada Fleet Management: managed the equipment after investors bought it
Both got paid on every deal:
• Bevel Financial: $24M+ in origination fees
• Armada Fleet Management: $18M+ in fleet fees
Now they're facing a class action lawsuit over $77M in payments to companies the Schlacks brothers secretly controlled
$EQPT fell 17%+ in the two days after the report broke, and is still down 23%+ since
All figures are allegations from the research report and pending litigation, not confirmed findings
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Breaking: President Trump officially renames Artificial Intelligence (AI) to Super Intelligence (SI)
"Sounds much better"
Breaking: SanDisk is surging today after Rosenblatt initiated coverage with a Buy rating and a $2,400 price target, citing AI's growing need for NAND storage
Aschenbrenner first disclosed a $12.9M position in SanDisk Q3 2025
$SNDK added ~$16,600,000,000 in market cap today
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