Stratify
Strategy mandates

AI Arms Race

docs/compliance/strategy-playbooks/ai-world-war-iii.md

Source updated 03. Aug. 2026

AI Arms Race — strategy playbook

Mandate ID: ai-world-war-iii Benchmark: Nasdaq-100 Autopilot analog: Join Autopilot portfolio 100040

Data sources

SourceRefreshLagLicense
Autopilot holdings sync (AUTOPILOT_AI_WW3_SYNC_URL)Daily pollPublisher-dependentReverse-engineered — ToS review
Fixture sample (dev)ManualIn-repo

Approved universe

  • US AI infrastructure, semiconductors, defense-adjacent equities
  • Cash leg allowed in target portfolio

Limitations

  • No public rules document from publisher — holdings inferred until API verified
  • Do not substitute unrelated 13F overlays without confirmation

Disclaimer block

Research publication. Keine Anlageberatung. Holdings sync ist best-effort bis Autopilot-API verifiziert.