AI Bottleneck Portfolio vs Uncle Sam's Checkbook
A comparison of two published records. This is a side-by-side table of the same fields for each Portfolio. It is not a ranking, a score, or a recommendation.
Open in the interactive pickerPublished directory
| Field | AI Bottleneck Portfolio Current as of 2026-10-02 HTMLMarkdownJSON | Uncle Sam's Checkbook Current as of 2026-10-02 HTMLMarkdownJSON |
|---|---|---|
| Cite | HTMLMarkdownJSON | HTMLMarkdownJSON |
| Published Pilot | Prof. Harold Tan | Prof. Harold Tan |
| Sleeves | AI | AI |
| Slug | ai-bottleneck-portfolio | uncle-sam-s-checkbook |
| Portfolio key | 1055417 | 1142193 |
| Status | ACTIVE | ACTIVE |
| Provenance | Autopilot client composite since launch | Autopilot client composite since launch |
| Inception | 2026-05-08 | 2026-06-04 |
| As of | 2026-10-02 | 2026-10-02 |
| Window | 2026-05-08 → 2026-10-02 | 2026-06-04 → 2026-10-02 |
| Days live | 147 | 120 |
| Maturity | NASCENT | NASCENT |
| Risk band | HIGH | MEDIUM |
| Objective | Own the bottlenecks, not the apps. Most AI portfolios chase mega-cap chips, cloud platforms, or whatever AI ticker is trending. This portfolio is different. It targets the scarce infrastructure layer that many AI winners must consume but few can easily replicate. The holdings are selected for durable chokepoint moats: hard-to-replicate technology, capital-intensive supply chains, scarce manufacturing capacity, regulatory and geographic constraints, customer switching costs, and direct exposure to AI infrastructure demand. We own companies positioned where supply is constrained, substitutes are limited, and value capture is real. This is not a diversified core portfolio. It is a concentrated, high-conviction satellite strategy meant to be evaluated over 3-5+ years. Investors should expect volatility, sharp divergence from broad indexes, and significant drawdowns. Volatility is expected. Scarcity is the thesis. Discipline is the edge. Follow @aibottlenecks on X for daily updates. | Uncle Sam’s Checkbook follows the money trail from Washington to Wall Street. This long-only U.S. equity strategy tracks companies positioned where federal spending, national-security priorities, CHIPS Act reshoring, AI infrastructure, grid modernization, nuclear power, defense tech, cyber, autonomy, and space collide. We are not copying politicians - we are following public spending signals, contracts, subsidies, budgets, filings, backlog, and earnings validation. The portfolio is concentrated across three sleeves: 1. Defense/Federal/Cyber/Space 2. CHIPS/Semiconductor Reshoring 3. AI Power/Grid Infrastructure. It deliberately caps the hottest names, avoids leverage and options, and uses disciplined sizing rules instead of hype. This is a high-risk thematic satellite portfolio for investors who want exposure to the companies getting paid by Washington - and understand that volatility comes with the territory. |
| Past week net | 3.1% | 0.6% |
| Past week gross | 3.1% | 0.6% |
| 1Y net | n/a | n/a |
| 1Y gross | n/a | n/a |
| Since inception net | 6.4% | -4.8% |
| Since inception gross | 6.4% | -4.8% |
| All-time gross | 6.4% | -4.8% |
| CAGR net | n/a | n/a |
| CAGR gross | n/a | n/a |
| Sharpe | n/a | n/a |
| Sortino | n/a | n/a |
| Max DD | -25.5% | -21.2% |
| AUM | $164.2k | $39.3k |
| Current subscription | Harold Tan's Team - Full Access: Quarterly $29.99; Yearly $99.99 | Harold Tan's Team - Full Access: Quarterly $29.99; Yearly $99.99 |
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Performance disclaimer
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before Pilot subscription amounts. Autopilot does not charge an advisory fee.
"Autopilot" refers to Autopilot Holdings Corp and Autopilot Advisers, LLC, an SEC-registered investment adviser. Investing carries risk-including possible loss of principal-and past performance is not indicative of future results. Figures current as of 10/02/26. Performance shown reflects the period from 9/25/26 - 10/02/26. AI Bottleneck Portfolio: past week +3.1%; since inception (5/08/26) +6.4%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Uncle Sam's Checkbook: past week +0.6%; since inception (6/04/26) -4.8%. No Autopilot advisory fee is deducted; representative client-account sample (all accounts if fewer than 10 clients). Not a recommendation. View important info at joinautopilot.com/disclaimer.
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Canonical HTML: /compare/ai-bottleneck-portfolio-vs-uncle-sam-s-checkbook. Structured rows: /api/portfolios/compare?ids=ai-bottleneck-portfolio,uncle-sam-s-checkbook. This is an all-or-nothing pair, not a ranking.
Notes
This is a side-by-side table of the same fields for each Portfolio. It is not a ranking, a score, or a recommendation.
Autopilot does not charge an advisory fee and does not charge an AUM fee. The price to follow a Pilot is that Pilot's subscription. If you subscribe to more than one Pilot, those subscription amounts add. Pilot subscriptions are not deducted from the published return figures.
While individual Portfolios may each be suitable for your risk profile, combining multiple Portfolios may create concentration risks or unsuitable aggregate exposure. Autopilot does not assess aggregate suitability across multiple Portfolios.