CV Research's Portfolios on Autopilot: how a supply-chain research shop builds five Portfolios

I'm Chris, one of the co-founders of Autopilot. CV Research runs five Portfolios, and every one of them follows a rule I wish more investors used.

Before buying anything, they write down what would prove them wrong. Let me explain why that matters, then walk through the five.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

1) The rules they share

CV Research is an independent Pilot. It creates and manages all five Portfolios, and the descriptions say the research is its own, with deep dives published on Substack.

Three habits show up across the descriptions. They test companies against their own annual and quarterly filings rather than investor presentations, because a press release isn't revenue. They use gross margin to tell real pricing power from companies that just ride demand. And every position gets a falsifier before they buy, a written condition that would mean the thesis is wrong.

For those unaware, a falsifier is a discipline against a common mistake in investing, which is holding on because you've grown attached to a story.

2) CV Research Flagship and CK Capital's Flagship

Both are supply-chain Portfolios. The CV Research Flagship maps where demand is heading before it shows up in results, looking for the choke points winners can't build without, and changes positions when the choke point changes.

CK Capital's Flagship owns what the description calls the full length of one trade: the companies whose cash flow funds the AI build-out, plus the physical bottlenecks it can't proceed without. It values companies on numbers three to four years out.

3) Energized

The power side of AI, with a sharp point of view: the build-out is capped by electricity, not chips. The description draws a line between power that's been announced and power that's actually been energized, and says the gap is where the money is.

It owns only the delivery layer, the equipment and inputs that have to be installed before a server rack draws power. No chips, no memory, no cloud companies. Positions are sized on contracted capacity.

4) Physical AI & Robotics and Aerospace & Defense

Physical AI & Robotics starts from the machine and works backward: what a robot needs to sense, think, and move, who makes that part, and whether an American investor can own it. It's compared with other robotics Portfolios in Is there an app that invests in humanoid robotics stocks for me?.

Aerospace & Defense verifies contracts in filings, counts backlog only if it's funded, and looks for suppliers the government can't replace. It's compared with other defense Portfolios in Is there an app that invests in defense stocks for me?.

5) The risk, said plainly

I want to be honest with you. Rigorous research reduces some mistakes. It doesn't prevent losses. Four of these five sit inside the AI build-out in one way or another, so they can move together.

Check for overlap before following more than one, and read the worst stretch in each record.

6) How following works

Pick a Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

TLDR: CV Research runs five research-driven Portfolios across AI supply chains, power delivery, robotics and defense. They test against filings, use margins to find pricing power, and write a falsifier for every position before buying. Most share the AI build-out theme, so check the overlap.

Frequently asked questions

CV Research portfolio

CV Research publishes five Portfolios on Autopilot: CV Research Flagship, CK Capital's Flagship, Energized, Physical AI & Robotics, and Aerospace & Defense. Each is built from its own supply-chain research, with a written falsifier set before every position.

CV Research Autopilot

CV Research is an independent Pilot on Autopilot. It creates and manages its Portfolios, and followers hold them in the brokerage accounts they already have.

How can I follow CV Research's portfolio in my own brokerage?

Pick one of its Portfolios in the app, connect your brokerage, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them.

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Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

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