CV Research

The CV Research portfolio is now live on Autopilot. You can connect your brokerage and automatically copy the portfolio. Every entry, every exit, mirrored in real time. If you’ve ever said “I wish I could just copy the port,” this is literally that. The thesis behind it: we’re living through one of the largest infrastructure buildouts in history, and the market keeps mispricing the layers underneath it. Everyone crowds into the obvious names while the companies that actually supply the buildout, the interconnect, the optics, the power equipment, the compute landlords, trade at a fraction of their role. CV Research positions one tier below where consensus is looking, in the layer beneath the layer the market just discovered. We track how the bottleneck rotates through the stack, compute to memory to interconnect to power, and position one rotation ahead. And when this buildout matures, the mandate rotates with it, robotics and physical AI are next. Every name enters after a full fundamental teardown, with the thesis written down before a dollar goes in. We target monopolies, sole qualified suppliers, and toll booth businesses that get paid no matter which architecture wins. And the discipline is the real product. Positions exit when the thesis breaks or completes, never because the price dipped. No panic selling, no chasing, held through the volatility, because that’s where the returns come from. You get the whole CV Research system, not just the tickers. Live now. marketplace.joinautopilot.co…