Claude-run 'WW3' portfolio up 194% vs S&P's 91%, sells Northrop for Akamai
alejandroll10 · x · 2026-10-22
Autopilot's AI World War III Portfolio is up 194% since Oct 2023 vs 91% for the S&P 500 with $81M tracking it. Claude sold all 7.11% Northrop Grumman at $537.20 and bought Akamai (4.11% at $91.61, 13.2x 2027 earnings, citing a 7-year AI lab contract), plus 3% into BOXX.
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