🚨 BREAKING: Berkshire Hathaway new trades are in FULLY EXITED $SPY & $VOO

He can't keep getting away with this

62 years ago today, someone cheated Warren Buffett so he took his entire company At the time, Buffett was just a minority shareholder in Berkshire Hathaway with a simple plan: buy cheap and sell high. But that's not how things turned out In 1964, Berkshire's chairman Seabury Stanton verbally agreed to buy Buffett out at $11.50 per share. Then the letter arrived and it said $11.375. Twelve and a half cents short Buffett didn't sell. Instead, he bought every share he could find Timeline: • 1962: Buffett buys into a dying New England textile mill at $7.50/share • 1964: Stanton asks Buffett his price. Buffett says $11.50. Stanton shakes on it • May 6, 1964: The letter arrives at $11.375. Buffett gets furious and starts buying everything he can • 1965: Buffett owns 38% of the company and takes control. Stanton is out • 1967: Berkshire buys its first insurance company, National Indemnity, for $8.6M. The pivot begins • 1985: The last textile mill closes. Berkshire is now a holding company • Today: BRK-A at $703,435/share Stanton tried to save $28,125 and ended up losing the whole company

Keep an eye on this Rep. Sheri Biggs (R) just disclosed buying up to $250,000 of Bitcoin $IBIT on March 4th There's a bill sitting in the Senate right now to create a Strategic Bitcoin Reserve If it passes, the US government starts buying bitcoin at a large scale And this isn't her first time buying Bitcoin. Last July her husband bought up to $250,000 of $IBIT one week before pro-crypto legislation passed. She was flagged for disclosing it late Unsurprising to none, $IBIT was up 12% within 3 months of their purchase

Grok really might be that LLM

The Clankers have hit Wall St Two weeks ago we set Claude's Autonomous agents up with a new $50K portfolio to see how well they do at investing So far, they've done well, outperforming the SPY by 3% Here's how they invest the stocks it bought

Breaking: Claude just bought two new stocks bc of the March CPI print Last week we gave Claude agents $50,000 to see how well they do at picking in stocks So far, they've already outperformed the SPY Today, they just bought two new stocks: 🟢 1. "BUY $NOW ServiceNow — New Position at 8% ServiceNow is the portfolio's first direct entry into enterprise workflow SaaS, and we're initiating because the market just handed us a gift wrapped in a category error. On April 8, Anthropic launched Claude Managed Agents, a cloud-hosted AI agent platform for enterprise. The market read this as "AI will replace SaaS" and sold NOW down 7.56% to $89.53, a 52-week low. Down 58% from its high of $211. What the selloff missed: ServiceNow is an Anthropic design partner. Claude is the default model powering the ServiceNow Build Agent platform. This company is not a victim of the AI agent buildout. It is infrastructure for it. The valuation: 24x forward P/E against a 5-year average of 50 to 55x. That's a 50% discount to its own history. Still guiding roughly 20% subscription growth, 32% operating margins, 36% FCF margins. This is a strong business at an irrationally cheap multiple. Street consensus PT: $185, which is 107% from our entry. The risk that matters: Q1 guide cut to below 19% subscription growth would break the thesis and push the stock to $75-80. At 8% weight, that full bear outcome costs roughly 1.6% of portfolio. The base case delivers 2.4%. Today's CPI makes this entry even better. Core came in cool at 0.2% MoM and 2.6% YoY, below consensus. That's a direct tailwind for long-duration SaaS multiples. Rate cut odds improve on this core read." 🟢 "2. BUY $ICE Intercontinental Exchange — New Position at 7% ICE is the NYSE parent, the largest energy futures exchange, plus mortgage tech and fixed income data. About 55% of revenue is recurring subscriptions. March 2026 set the all-time monthly volume record: 428.9M contracts, 88% average daily volume. Oil futures up 85%. Rates futures up 140%. The Iran/Hormuz crisis is printing money for ICE's transaction business. Here's what makes ICE special in this portfolio: it wins in BOTH macro scenarios. Hormuz stays impaired? Energy vol stays elevated, transaction fees keep printing. Hormuz reopens cleanly? Fed gets room to cut, rate futures volume surges, mortgage tech recovers on the refi wave. There is no macro scenario where ICE loses. Valuation: 22.98x forward vs peer CME Group at 25.41x. Similar business, more diversification (mortgage tech, data), yet trades at a discount. UBS raised their Q1 EPS estimate to $2.26 versus street consensus of $2.00. That's a 13% beat baked into one analyst's model. Apr 30 Q1 earnings is the catalyst. The risk: $20.3B debt from the Black Knight acquisition. If rates stay higher for longer, the interest burden bites. And a clean Hormuz reopen would normalize energy volumes back to baseline. The record March was crisis-driven, not structural. Today's CPI is perfect for ICE. Gasoline 21.2% MoM (largest since 1967) plus a split headline/core narrative = maximum confusion in the rates market = maximum trading volume. ICE gets paid on the vol, not the direction." 🔴 "3. SELL $APO Apollo Global — Full Exit Apollo entered the portfolio as a high-quality alternative asset manager at a reasonable valuation. The thesis broke when a securities class action arrived and escalated fast. The case is Feldman v. Apollo, filed in SDNY. CEO Marc Rowan is directly named in Epstein discovery documents. This is categorically different from the 2020 Leon Black matter, which Apollo survived by installing new leadership. Here, Rowan IS the leadership. May 1 is the lead plaintiff deadline, and the recruitment phase is peaking. As of yesterday, 10 law firms are actively soliciting plaintiffs. Goldman cut PT $169 to $134 on Apr 7. Piper Sandler cut $165 to $146. Barclays cut $131 to $125. Three bulge bracket cuts in 48 hours. Stanford/Cornerstone settlement math: 3-8% of the $12B February decline = $360M to $960M settlement range. Claude deep research estimates roughly 55% probability this tail is real and currently unpriced in consensus EPS. Three-week expected value runs negative 4% to negative 15%, skewed to the downside." 🔴 "4. SELL $GD General Dynamics — Full Exit General Dynamics was a defense prime with a $118B backlog, Columbia-class submarines, and the G800 ramp. The thesis was defense spending supercycle plus best-in-class execution. Three broker downgrades in one week. Deutsche Bank cut to Hold on Apr 7. Jefferies cut to Hold at $380 the same week. Citi had already cut to Neutral at $380 on Apr 2. All three cite the identical thesis: Q1 consensus revenue growth of 4% is roughly 300 basis points too high. Then the insiders. CEO Novakovic plus two EVPs sold $18.1M of stock on March 11, six weeks before the Apr 22 earnings print. When three analysts say the quarter will miss and the C-suite is dumping shares, you listen. BNP Paribas raised their PT to $430 on the same day Deutsche downgraded. The bull case exists. But it requires a fifth consecutive earnings beat that three of the most active defense desks now explicitly model as a miss. Expected 12M return: 4.3% probability-weighted. Below our portfolio hurdle. Firm score 82, the weakest tier among our holdings. The structural defense story (NATO 5% GDP, Columbia subs, Gulf stream backlog) is not dead. It's just 2-3 quarters away from showing in the numbers. We can re-enter at a better price after the Apr 22 print if the thesis repairs." New updated portfolio: $VST | 10.3% $TMO | 8.9% $LLY | 8.1% $NOW | 7.6% $AVGO | 7.3% $CI | 7.1% $GLD | 7.1% $ICE | 6.8% $HALO | 6.2% $BAH | 6.0% $OKTA | 5.7% $DVN | 5.6% $MA | 4.9% $AU | 4.4% $MSFT | 4.1% Performance since inception: Claude: 2.68% SPY: -0.25% As a reminder, this is a public long term project to see how well Claude does We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does See following tweet for information on how to invest alongside

Breaking: Claude just made it's first trade Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks So far, they've already outperforming the SPY Today, it just bought it's newest stock: "WHY WE SOLD $HWM (Howmet Aerospace) Howmet was our only Hold-rated position out of 15. At 63.7x trailing P/E — twice the aerospace peer average — the stock was priced for perfection with no margin for error. Our research projected just 2.3% over 12 months. That barely beats the S&P. For a position carrying this much concentrated risk, that return doesn't justify the capital. The near-term setup made it worse. The company declared force majeure on tariffs, threatening to halt shipments to Boeing and Airbus. They just closed a $1.8B acquisition funded by $1.2B in new debt, adding leverage at exactly the wrong time. And insiders sold 6 times in the past year with zero purchases. When your weakest position barely beats a savings account, has the highest P/E in the portfolio, and management is selling — that's your exit." WHY WE BOUGHT $MSFT (Microsoft) "Microsoft is trading at 19.7x forward earnings. That's 34% below the software sector average and the cheapest the stock has been relative to peers in over 5 years. The stock is down 28% from its highs — a rare entry point into the world's largest enterprise cloud platform. The edge is timing. Q3 earnings land April 28 with Azure guided at 37-38% growth. The company has $625B in revenue backlog and Copilot has hit 4.7M paid seats. This is not a turnaround story — it's a quality compounder temporarily mispriced by macro fear. The risk is capex. Microsoft is spending $100B this year on AI infrastructure, which compresses free cash flow in the near term. If Azure decelerates or the UK CMA forces Office unbundling, the multiple stays depressed longer. But the math was clear: MSFT at 22.1% expected return vs HWM at 2.3%. That was the widest gap in the entire portfolio — a 10x difference in projected return. The swap uses 8.14% of our 10% turnover budget. One clean, high-conviction move." New updated portfolio: $AVGO | 10.05% $VST | 9.99% $TMO | 8.84% $LLY | 7.98% $CI | 7.16% $OKTA | 7.09% $GLD | 6.89% $BAH | 6.37% $GD | 6.08% $DVN | 5.86% $HALO | 5.80% $MA | 4.97% $APO | 4.72% $AU | 4.13% $MSFT | 4.07% Performance since inception: Claude: 1.60% SPY: -3.4% As a reminder, this is a public long term project to see how well Claude does We have 0 idea nor 0 expectation on how this will do, but we'll be sharing all updates here publicly and consistently no matter how good or bad Claude does

Breaking: The S&P 500 opened down 1.0% as oil prices near $100/barrel again • Iran war widening across Middle East • Oil up 60% since December • Nasdaq down 1.0%, led by tech

Breaking: Trump just signed a Cyber Strategy for America backed by a $15 billion Pentagon cyber budget • Cloudflare: 25% • CrowdStrike: 20% • Palo Alto Networks: 12% • SentinelOne: 9% • Fortinet: 6% S&P 500: -2% Dow: -4% Every major cybersecurity stock is green since the Iran war started

The Nancy Pelosi Stock Tracker has officially made our clients $90M in potential gains So we got a Times Square Billboard to thank her for it🫶

Another Holy Sh*t moment ... Autopilot was just referenced in a congressional hearing to ban members of Congress from trading stocks. "86% of Americans support this ban" "Apps like Autopilot allow users to mirror the trading habits of certain members of congress" But here’s the part most still don't realize: - $500M is Autopiloting Pelosi right now, making her bigger than most hedge funds. - Her tracker has net 200% returns, creating millions in profits for everyday investors. - Other politicians like Crenshaw, MTG, Mullin, have another $30M Autopiloting their trades too. When we started Autopilot & the Pelosi Tracker, our goal was simple: Expose the hypocrisy of politicians trading by building the first way for retail to trade alongside them. It's surreal to see Autopilot sort of become a rallying cry to force congress to stop being corrupt. And if the fact that literal politician portfolio trackers are larger than hedge funds doesn't prove the point, idk what will.

NEW: The WW3 AI Portfolio, up 160%, just made it's first trade. The portfolio is run by Dr. @alejandroll10 (PhD from Wharton) and has $54,000,000 trading alongside. It's an AI driven strategy positioned "to do well if WW3 were to ever happen" Here's the changes it made: Sells: - Dominion Energy $D: "simplify utilities, keeps higher-quality $NEE and frees a slot for defense names" - Chevron $CVX: "Consolidates energy exposure into $XOM to open slot for higher conviction defense/cyber." - Boeing $BA: "Rotating into cleaner defense exposure (LHX/DRS) with better risk-reward." - Lockheed $LMT: "Fundamentals solid, but we prefer RTX/LHX/NOC mix and need to cut to 15 names." Buys: - L3Harris $LHX: "High-conviction new core holding directly leveraged to US/NATO rearmament." - Leonardo $DRS: "Adds focused C-UAS/naval exposure with attractive risk/reward." - Iridium $IRDM: "Resilient satcom cash flows plus upside from emerging NTN/D2D use-cases." To see the full performance & connect your broker to trade alongside Dr. Lopez see below 🫡 marketplace.joinautopilot.co…

New Pilot Alert 🚨 Meet Brooker Belcourt, ex-Citadel & Coatue hedge fund analyst. He previously manage millions and is now taking his learnings & launching two funds you can trade alongside on Autopilot. “At Coatue, I learned to own category killers. At Citadel, I learned timing, risk, and sizing. Buy Uber, not Lyft. Buy Nvidia, not AMD. Winners stay winners.” Fund 1: Oligopolies Only. It's thesis is own 10 names with >30% share of profits in growing markets (Google, Uber, Vertiv...). Fund 2: AI Winners Only. It's thesis is own the bottlenecks, not the hype: chips, power, cooling, specialty gases, distribution (LAM Research, Nvidia, KLA, ...). See both portfolios and trade alongside Brooker on Autopilot.

So far, Pelosi > Buffett

Autopilot just hit $1,000,000,000 in AUM Putting us in the top 3% of RIA's nation wide Investing like a politician really gets the people going 🇺🇸

Just launched on @joinautopilot and already have $200K AUM While I'm 70% porting $KRKNF, my Autopilot port has some other names I'm excited about. So far I'm up 22% in the past week $ASTS 68% $TGEN 9% $TMC 34% $PPIH 15% $SATS 3%

Calling all you wanna be hedge fund managers An investor who launched his strategies on Autopilot just passed $50,000,000 of AUM He's a Wharton PhD with a passion for using AI to pick stocks And chose Autopilot to help launch instead of spending years raising capital himself

Breaking 🚨: The Taylor Swift Effect is real So introducing the brand new "Swift Effect Portfolio" It's a tracker of the top 15 stocks that could benefit from a Marriage & Baby Boom Here's the picks & how you can cash in

$UNH shareholders seeing Burry, Buffett, & Tepper all buy

BREAKING 🚨 Michael Burry just bough United Health too He just disclosed owning up to $100M of calls on $UNH