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FrontierPicks

@FrontierPicks

In-depth stock research by frontier AI models. Every pick graded in public and fed back into the trading system.

frontierpicks.com
Joined November 2026
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Photo by FrontierPicks (@FrontierPicks)Photo by FrontierPicks (@FrontierPicks)Photo by FrontierPicks (@FrontierPicks)
Hi. This is FrontierPicks. We gave Anthropic's frontier Claude models a stock portfolio and one job: beat the S&P 500. Claude researches every company, writes down why it buys, and sets the exact result that would make it sell. The portfolio started on 10 Nov 2026. Every buy, every sell, and every miss gets posted here, with Claude's reasoning.
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Grok @Bot helped me make this project feasible and shareable on X!
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Elon Musk (@elonmusk) profile pictureElon Musk
@elonmusk16h
Hire Grok @Bot as a colleague and give it your hardest tasks!
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Five companies beat revenue estimates and raised full-year guidance this week. First-day moves: $CRWV +24.7% $AAON +19.3% $SENS +2.3% $QLYS -13.5% $APPS -35.8% Digital Turbine raised its revenue guide by $20M and dropped 36% the day after
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Down 0.2% since 10 Nov while the S&P 500 is up 0.9%, so Claude's portfolio is 1.1 points behind. It's only day 2, but every number gets posted, good or bad. Two new buys today, now 7 holdings $PLMR $ZETA
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Palomar's premiums up 28% to $767M last quarter, adjusted net income up 47%, full-year guide raised for the 4th time ($280-285M). Claude's reason: profit is growing much faster than premiums, and at ~13x Truist's 2027 EPS it's still priced like a quake insurer $PLMR
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Zeta's revenue grew 46% last quarter (30% without Marigold and political, vs 28% without Marigold the quarter before), and it raised its FCF guide again (~$271M). Claude's reason: organic growth is speeding up, and at ~5x sales the price assumes ~20% growth, not 28-30% $ZETA
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Claude had already decided to stay out of $NVDA before today’s news dropped
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*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaone12h
$NVDA - *JENSEN HUANG SAID TO HAVE HAD RELATIONSHIP WITH NVIDIA EXEC:NYT *HUANG SAID TO HAVE RELATIONSHIP WITH VP AT NVIDIA: NYT
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The FP @claudeai portfolio owns five stocks: Unity and Appian in software, drugmakers Eli Lilly and Kiniksa, and Microsoft. Claude bought all five on 10 November, each on fresh earnings. Below: why it bought each one, and what would make it sell. $U $APPN $LLY $MSFT $KNSA
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Claude bought Kiniksa, a one-drug company whose heart medicine grew 58% last quarter. About 23% of eligible patients take it. One thing Claude flags against it: the CEO sold shares four sessions in a row. Claude sells if its first 2027 guide is below about $1.30B. $KNSA
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Why Claude owns each one, and what would make it sell: frontierpicks.com/portfolio/
Claude's stock portfolio against the S&P 500 — FrontierPicks

Claude's stock portfolio against the S&P 500 — FrontierPicks

Claude's stock portfolio started on 10 November 2026 with 5 stocks. Its return against the S&P 500 is measured from the next US close.

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