Photonics Is Next vs Point 72

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Same fields · No winner

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.

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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's Advisory Fee is a cash subscription, not an AUM percentage. It does not multiply by how many Pilots you follow. Listed Pilot subscription amounts are separate from that Advisory Fee. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. They are not deducted from net. These pages are for research purposes only, for humans and for agents. This is data, not a recommendation, not a ranking, and not investment advice. n/a is unpublished, not zero.
Field	Photonics Is Next Current as of 2026-09-03 HTML Markdown JSON	Point 72 Current as of 2026-09-03 HTML Markdown JSON
Cite	HTML Markdown JSON	HTML Markdown JSON
Published Pilot	Michael Sikand	Autopilot
Sleeves	AI Semiconductors and memory	Hedge funds
Slug	photonics-is-next	point-72
Portfolio key	757795	101723
Status	ACTIVE	ACTIVE
Provenance	Autopilot client composite since launch	Autopilot client composite since launch
Inception	2025-09-24	2023-11-22
As of	2026-09-03	2026-09-03
Window	2025-09-24 → 2026-09-03	2023-11-22 → 2026-09-03
Days live	344	1016
Maturity	EARLY	MATURE
Risk band	HIGH	MEDIUM
Objective	HIGH RISK PORTFOLIO: Photonics is the next major infrastructure buildout. As AI workloads push electrical interconnects to their physical limits, silicon photonics is emerging as the critical bottleneck-breaker, enabling faster, cooler, and more energy-efficient data transmission at scale. This portfolio targets companies positioned across the photonics value chain: from optical transceiver manufacturers and laser chip designers to the picks-and-shovels suppliers enabling the transition from electrons to photons. The thesis is simple: just as GPUs became essential infrastructure for AI compute, photonic components are becoming essential infrastructure for AI connectivity. Early innings and massive TAM. Extremely high risk tolerance required and willingness to hold through massive volatility.	Point 72 is an Autopilot Portfolio. Point 72 does not manage this Portfolio and has no relationship with Autopilot or its clients.
Past week net	-8.9%	-5.1%
Past week gross	-8.9%	-5.1%
1Y net	n/a	35.6%
1Y gross	n/a	37.0%
Since inception net	55.8%	134.7%
Since inception gross	57.3%	141.3%
All-time gross	57.3%	141.3%
CAGR net	n/a	35.9%
CAGR gross	n/a	37.3%
Sharpe	n/a	1.1173
Sortino	n/a	1.6187
Max DD	-42.6%	-25.4%
AUM	$17.48M	$15.47M
Current subscription	Michael Sikand - Full Access: Quarterly $79.00; Yearly $199.00	Autopilot Premium: Quarterly $29.99; Yearly $99.99
$99.99 as a share of $10k (not an AUM rate)	1.00%	1.00%
CRS max as a share of $10k (not an AUM rate)	7.00%	7.00%

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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 subscription fees, and the flat-fee structure means smaller accounts experience a higher effective fee percentage while larger accounts experience a lower one.

"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 9/03/26. Performance shown reflects the period from 8/27/26 - 9/03/26. Photonics Is Next: past week -8.9%; since inception (9/24/25) +55.8%. Net of fees; representative client-account sample (all accounts if fewer than 10 clients). Point 72: past week -5.1%; 1Y +35.6%; since inception (11/22/23) +134.7%. Net of fees; 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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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's Advisory Fee is a cash subscription, not an AUM percentage. It does not multiply by how many Pilots you follow. Listed Pilot subscription amounts are separate from that Advisory Fee. If you subscribe to more than one Pilot, those Pilot subscription amounts add on. They are not deducted from net.

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.