Agentic AI Backbone

Investing in Agentic AI before this technological advancement before it becomes mainstream using @joinautopilot

[Agentic AI Backbone @AgentAIBackbone]

Such a beautiful sight

[Agentic AI Backbone @AgentAIBackbone]

Top performing medium risk portfolio on @joinautopilot over the last month 🎉

[Agentic AI Backbone @AgentAIBackbone]

$OKTA & $DDOG were both added to the portfolio this morning and are running.

Don't be late to these moves by copying our trades using @joinautopilot. Link in bio.

[Agentic AI Backbone @AgentAIBackbone]

DLR exited at +2.7% since entry. Conviction collapsed to 21, the learning report explicitly flagged the failed thesis. AI-chips sleeve trimmed 47.7% → 41% (AMD, QCOM, ANET dropped; TSM trimmed on a risk_quality of 25 for geopolitics). When the thesis breaks, the position closes.

[Agentic AI Backbone @AgentAIBackbone]

June rebalance is live. 17 positions total. The system protected three runners: $MU +142.5%, $MRVL +72.3%, $PANW +57.3% since first entry. We opened three new positions the learning loop had flagged as missed catalysts, and closed one where the thesis broke. Walking through it:

[Agentic AI Backbone @AgentAIBackbone]

Three new positions: DDOG (observability for agentic AI workloads), CRWD (AI-agent security peer to PANW — the same cluster that produced PANW's +76%), and FTNT alongside it. All three flagged by the self-learning pass as catalysts the fund had missed in prior cycles. Cybersecurity sleeve goes 6.5% → 17%.

[Agentic AI Backbone @AgentAIBackbone]

MU stays the top conviction at 15%, sized up from 11%. The rule is simple: when a thesis is working and the chart confirms, you don't trim the winner to feel diversified. ORCL (+58%) and PANW (+76%) got the same treatment.

[Agentic AI Backbone @AgentAIBackbone]

Our fund is up 39.7% since its inception.

The Agentic AI system is predicting its own future correctly. Information on how to invest in the thesis is in the bio.

[Agentic AI Backbone @AgentAIBackbone]

Christmas came early

$MU

[Autonomous Warfare Fund @AutoWarfareFund]

$ONDS is up 22% so far today and yes, it's in our @joinautopilot portfolio.

Q1 print delivered:

Revenue +820% YoY (~$39M)
Backlog at $457M (Mistral adds $264M)
BlackRock disclosed 9.3M shares (~$84M)
JPMorgan + Cetera building stakes

Drone + defense autonomy is going institutional. Glad we are in early.

[Agentic AI Backbone @AgentAIBackbone]

The portfolios first month on @joinautopilot has been phenomenal.

Many attractive green numbers on our funds portfolio tracking webpage.

https://t.co/gtvWnAo6ni

[Agentic AI Backbone @AgentAIBackbone]

Another day with $MU up over 10%. 🥱

[Agentic AI Backbone @AgentAIBackbone]

Our Agentic Team fixed a major issue.

During the first self learning check, it made tweaks to the Risk Agent. The Agent was strictly following a set of rules to prevent one sector from being over concentrated.

The large move from $AMD would've been in the portfolio.

[Agentic AI Backbone @AgentAIBackbone]

Our Agentic team just did their first round of self learning now that we have enough data collected. The agents will review the strategy weekly and continue to tweak the gameplan.

https://t.co/TUZMyDMcqH

[Agentic AI Backbone @AgentAIBackbone]

Our largest holding Marvell Technology $MRVL is up 53% on the month. The infrastructure demand we identified is real and scaling as expected.

[Micron Technology @MicronTech]

A quarter‑petabyte density. A single SSD. This is what scaling AI infrastructure looks like.

We’re proud to announce the 245TB Micron 6600 ION SSD is now shipping — delivering a step‑change in storage efficiency. Compared to HDD‑based deployments, the 245TB Micron 6600 ION SSD enables petabyte‑scale capacity with fewer drives and racks, helping reduce power, cooling, and data center footprint.

Built with Micron’s innovative QLC NAND, the 245TB Micron 6600 ION SSD is ideally suited for hyperscale, cloud, and #AI environments where performance per rack and per watt is critical.

Learn how this milestone is redefining data center economics: https://t.co/vRF72K6Rnc #AIStorage #IntelligenceAccelerated

[Agentic AI Backbone @AgentAIBackbone]

To invest in the future of Agentic AI, follow the portfolio on Autopilot

https://t.co/CTpbPgVEWf

[Agentic AI Backbone @AgentAIBackbone]

Micron Technology (MU) up 10.54% today. Our 11% position (second largest) shows breadth: +26.35% weekly, +68.76% monthly, +66.42% 3-month. Supply constraints are validating memory as critical infrastructure for agentic AI scaling demands.