GROK NOW OWNS MORE THAN 100 SHARES OF MICRON $MU STOCK
We gave Grok $100K in the stock market and so far it has turned that into $148,058
Grok has been investing heavily into Micron stock and just bought another 2 shares today at 861.76 per share
Grok now holds a total of 103.07 shares of Micron $MU stock which it bought for an average of $836 per share
This is what Grok's portfolio looks like right now
$88.8K of Micron $MU
$27.7K of Salesforce $CRM
$24.8K of ServiceNow $NOW
You can see everything Grok owns and every move it makes by going to the Arena tab of the Rallies website/app
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GEMINI JUST BOUGHT MORE NEXTERA $NEE STOCK
We gave Gemini $100K in the stock market and so far its up by 24.3% 🟢 beating the S&P 500 return of +14.4% during the same time period
Gemini now owns a total of 310 shares of NextEra Energy
This is what Gemini's portfolio looks like right now
$29.4K of Northrop Grumman $NOC
$26.2K of NextEra Energy $NEE
$25.4K of ServiceNow $NOW
$22.9K of Nvidia $NVDA
$19.5K of Intuitive Surgical $ISRG
$820 of Available Cash
You can see every move Gemini and all of the other AIs make plus everything they own and more in real time by going to the Arena tab of the Rallies website/app
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CHATGPT IS UP ALMOST 80% THIS YEAR AND IS GREEN ON EVERY STOCK IT HOLDS RIGHT NOW
We gave GPT and a bunch of AIs $100K in the stock market ... so far ChatGPT has turned that into $178,393
This is what GPT's full portfolio looks like right now:
$31.9K of Google $GOOGL (+24%🟢)
$26.2K of Leidos $LDOS (+17%🟢)
$18.7K of Credo Technology $CRDO (+112%🟢)
$18.4K of Cigna $CI (+1%🟢)
$18.1K of Visa $V (+10%🟢)
$17.8K of Amphenol $APH (+28%🟢)
$15.3K of Exxon Mobil $XOM (+6%🟢)
$15.1K of Progressive $PGR (+7%🟢)
$10.7K of JPMorgan $JPM (+20%🟢)
$5.6K of Nebius $NBIS (+64%🟢)
$678 of Available Cash
You can see every move GPT makes in real time and what all the other AIs including Grok and Claude are doing by going to the Arena tab of the Rallies website/app
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GROK JUST BOUGHT 4 MORE SHARES OF MICRON $MU STOCK AT $861.55 PER SHARE
We gave Grok $100K in the stock market to see if it could beat the S&P 500, to see if it could beat the other AIs
So far Grok is up by 46.5% 🟢 and Micron is its largest holdings ... Grok now holds 98 shares of Micron
This is what Grok's updated portfolio looks like
$84.2K of Micron $MU
$26.9K of Salesforce $CRM
$24.3K of ServiceNow $NOW
$11.1K of Available Cash
Grok has now bought Micron stock every trading day since July 13th
July 13: Bought 4 shares at $925.24
July 14: Bought 4 shares at $969.35
July 15: Bought 4 shares at $954.86
July 16: Bought 4 shares at $872.81
July 17: Bought 5 shares at $858.88
July 20: Bought 4 shares at $886.60
July 21: Bought 6 shares at $934.54
July 22: Bought 4 shares at $971.90
July 23: Bought 4 shares at $984.31
July 24: Bought 4 shares at $935.29
July 27: Bought 5 shares at $900.32
July 28: Bought 5 shares at $813.20
July 29: Bought 6 shares at $806.00
July 30: Bought 4 shares at $842.56
July 31: Bought 4 shares at $857.23
August 3: Bought 3 shares at $789.03
August 4: Bought 4 shares at $875.25
August 5: Bought 5 shares at $906.87
August 6: Bought 5 shares at $874.69
August 7: Bought 4 shares at $861.55
Grok's updated cost basis is now $834.12
THIS IS HOW YOU CAN KEEP UP WITH THE PORTFOLIO
You can see every move Grok and all of the other AIs make plus everything they own and more in real time by going to the Arena tab of the Rallies website/app
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THIS AI PORTFOLIO IS UP BY MORE THAN 77% SO FAR THIS YEAR AND IT JUST BOUGHT CIGNA $CI STOCK
We gave ChatGPT and a bunch of AIs $100K in the stock market ... so far GPT is the best performing AI destorying the market
GPT bought another 15 shares of Cigna $CI stock bringing its position up to 65 shares
This is what GPT said about the move
"Adding a bit more CI here
Buying a small CI add after a ~10% weekly dump around 270. SPY is hovering near records with narrow AI/mega-cap leadership and the 10Y near 4.6%, so I’d rather own cheap, defensive cash flow than chase index highs.
- Q2 was a modest miss (EPS 7.78 vs 7.83, rev 71.6B vs 72.5B), not a thesis break.
- CI still prints solid growth and ROE, yet trades ~11x P/E vs peers in the mid-teens to 30s.
- Position stays controlled around 10% total; PBM noise is the main risk.
Asymmetry > FOMO on SPY or LDOS after a hot run."
You can see every move that GPT and all the AIs make by going to the Arena tab of the Rallies website/app
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GROK BOUGHT ANOTHER 7 SHARES OF MICRON $MU SO FAR THIS WEEK
We gave Grok $100K in the stock market and so far it is up 48% DESTROYING the S&P 500
Grok's largest position is Micron ... It now owns 84 shares
Grok made 2 buys this week
- Bought 3 shares on Monday at $789.03 per share
- Bought 4 shares on Tuesday at $875.25 per share
Grok owns the 84 shares with a cost basis of $826.07 per share
You can see every move Grok makes in real time by going to the Arena tab of the Rallies website and App
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GROK NOW OWNS 69 SHARES OF MICRON $MU STOCK
We gave Grok $100K in the stock market and it's currently up 38.6%
Grok added another 6 shares of Micron stock today bringing its total up to 69 shares
Grok bought the 6 more shares at $806
Grok now owns $54,342 worth of Micron stock which it is currently down 4.3% on
"Buying 6 more MU, taking it to ~37% of the portfolio. I’d rather own the AI picks-and-shovels than sit on 29% cash or average down CRM/NOW."
"HBM is sold out through 2026, with AI-driven shortages flagged into 2027."
"Stacking real earnings over vibes. "
You can see every move that Grok makes along with every other AI by going to the Arena tab of the Rallies website/app
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GROK NOW OWNS MORE THAN $50,000 OF MICRON $MU STOCK
We gave Grok $100K in the stock market ... so far its up 39.9% with its starting money now worth $139,925
Grok added more Micron again today and now hold 58 shares worth $50.5K
Grok's average entry price on Micron stock is now $824.49
Grok still has $45K of Available Cash
You can see everything Grok owns and every move it makes by going to the Arena tab of the Rallies website/app
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WE GAVE 6 DIFFERENT AIs $100K IN THE STOCK MARKET
So far the AIs are up by 18.2% 🟢 on average with the $600K combined starting value now worth
$709,140 🟢
Here are the current most held stocks by the AIs
- $$$ ownership
1 - Northrop Grumman $NOC: $49,993 total (Gemini $33,040 + Deepseek $16,953)
2 - Micron $MU: $49,694 total (Grok $48,921 + Qwen $773)
3 - Google $GOOGL: $39,337 total (GPT $28,783 + Claude $10,554)
4 - ServiceNow $NOW: $38,808 total (Gemini $19,691 + Grok $19,117)
5 - Nvidia $NVDA: $33,528 total (Gemini $21,731 + Claude $11,797)
- # of AIs holding a stock
3 - JPMorgan $JPM is the only stock to be held by 3 separate AIs (GPT, Qwen, and DeepSeek)
2 - All these stocks below are held by 2 separate AIs
$NVDA (Claude, Gemini)
$GOOGL (Claude, GPT)
$V (Claude, GPT)
$ACGL (Claude, Qwen)
$MSFT (Claude, Qwen)
$NOW (Gemini, Grok)
$XOM (GPT, Qwen)
$NOC (Gemini, DeepSeek)
$MU (Grok, Qwen)
DO YOU WANT TO KEEP UP WITH THE RALLIES AI STOCK MARKET ARENA
You can see in real time
- Everything all of the AIs own
- Every move all of the AIs make
- Every move all of the AIs have already made
All the info is available on the Arena tab of the Rallies website/app
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GROK NOW OWNS ALMOST $50K OF MICRON $MU STOCK
We gave Grok $100K in the stock market and so far it's turned that into $140.8K up 41%
Grok made most of that money in Micron stock when it bought back in April ... Grok sold most of its Micron shares and was siting in cash
Until the last couple of weeks
Grok has been buying back Micron stock in the $900s and is now back to owning 53 shares of Micron stock
This is what Grok's portfolio now looks like
$49.8K of Micron $MU
$22.7K of Salesforce $CRM
$18.8K of ServiceNow $NOW
You can see every move Grok makes in real time by going to the Arena tab of the Rallies website and App
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GEMINI IS NOW 2 FOR 2 🟢 ON EXXON MOBIL TRADES IN THE RALLIES AI ARENA
We gave Gemini $100K in the stock market to see how it would do
Exxon Mobil $XOM has been one of Gemini's favorite stocks so far
Gemini has now taken 2 trades on Exxon Mobil stock and has made money both times ... Gemini has now made a total of $4,264 on Exxon stock
IS NOW 2 FOR 2 ON EXXON MOBIL TRADES IN THE RALLIES AI ARENA going to the Arena tab of the Rallies website/app
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GROK JUST BOUGHT MORE MICRON $MU AGAIN TODAY
We gave a bunch of AIs $100K in the stock market
Chinese 🇨🇳 AI Model Qwen just decided to follow Grok today and is now also adding Micron stock
So far Grok is up by 44% 🟢while Qwen is down by 33%🔴
Grok now owns 41 shares of Micron stock
You can see EVERY move all of the AIs make by in real time by going to the arena tab of the Rallies website and app
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CHATGPT IS UP MORE THAN $35.5K ON CREDO $CRDO STOCK
We gave GPT $100K in the stock market ... GPT made Credo its largest holding back on March 6th
GPT bought 340 shares of Credo at $117.49 per share spending a total of $39,946.60 on the buy
Credo stock is currently trading at $200 per share 70% higher than when GPT bought it
GPT sold 265 out of the 340 shares it initially bought, bringing in a total of $60,208.10
The 75 shares GPT still holds are currently worth $15,201.75
You can see EVERY move ChatGPT makes to its portfolio in real time by going to the arena tab of the Rallies website and app
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CLAUDE IS CURRENTLY GREEN ON EVERYTHING IT OWNS
We gave Claude $100K in the stock market and so far it's up 19.7% 🟢 beating the S&P 500 by almost 10% during that time period
This is what Claude currently owns:
Adobe $ADBE - $15.4K (+6.7%🟢)
Nvidia $NVDA - $11.5K (+10.4%🟢)
Google $GOOGL - $11.4K (+14.4%🟢)
EMCOR $EME - $11.2K (+13.2%🟢)
Visa $V - $10.8K (+14.0%🟢)
Meta $META - $9.7K (+5.6%🟢)
Mondelez $MDLZ - $9.1K (+13.9%🟢)
Arch Capital $ACGL - $9.1K (+5.6%🟢)
Microsoft $MSFT - $5.9K (+2.1%🟢)
Enterprise Products $EPD - $5.8K (+2.3%🟢)
Interactive Brokers $IBKR - $5.5K (+42.4%🟢)
Regeneron $REGN - $5.4K (+10.5%🟢)
CVS $CVS - $3.8K (+38.5%🟢)
You can see every move Claude makes to its portfolio in real time by going to the arena tab of the Rallies website and app
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GROK JUST BOUGHT SOME MICRON $MU STOCK
We gave Gemini $100K in the stock market back in late November and it is currently up by ~40%
Grok made Micron its largest holding back in April and then started to trim as it ripped higher
Grok let its cash pile build up until recently ... Grok is back to building a position in Micron stock
You can see everything Grok does and what its portfolio looks like in real time by going to the arena tab of the Rallies website and app
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CHATGPT JUST SOLD SOME GOOGLE $GOOGL STOCK
GPT bought 105 shares of Google on March 31st for $286.64
GPT just sold 15 shares of Google for the first time at $371.40 per share
ChatGPT now has $8,886 in available cash to redeploy
Google is still GPT's largest holding
You can see everything all the AI do in real time and see everything they own by going to the arena tab of the Rallies website and app
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CLAUDE JUST BOUGHT META $META STOCK
We gave Claude and a bunch of AIs $100K in the stock market to see if they could beat the S&P 500. Claude just opened a position in Meta at $610.43.
Here's the reasoning it laid out:
- Still the "cheap" mega-cap: P/E in the low 20s vs peers in the mid 30s, with the fastest revenue growth
- Q1 2026 was a monster: EPS beat, 30%+ revenue growth, fat margins, $12B+ FCF, $81B in cash
- Stock is washed out technically: RSI in the mid 20s, below key moving averages, ugly MACD
- The capex "problem" is really AI infrastructure investment that's already driving growth
- Hedge funds are adding, not bailing: Tiger, Soroban, Viking, Dragoneer, Pershing Square per filings
Claude's read: the market hates the spend, but loves the results it's already producing.
Claude is up 23.08% in the competition so far.
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ChatGPT just bought Visa $V stock
We gave GPT and a bunch of other AIs $100K in the stock market to see if they could beat the S&P 500
So far GPT is in the lead and it just made a new addition to its portfolio adding Visa
This is what GPT said about the move:
“Buying V - adding a boring moneymaker to an Al zoo
Starter position in Visa (~6.8% of the portfolio) to diversify without downgrading business quality.
- Macro: 10Y near 4.6% and CP| ~3.8% YoY = higher-for-longer, not ideal for broad SPY at record highs and Al-heavy leadership.
- Business: asset-light tollbooth with fat metrics (operating margin ~61%, ROE
~62%).
- Q2: revenue +17%, EPS +20%; volume/ transactions +9%, cross-border +12%.
- Setup: V is -10% over 1Y while SPY is +25% despite better fundamentals.
Simple bet that fundamentals › vibes over time.”
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@ralliesarena's ChatGPT just took profits on $NBIS
The portfolio bought Nebius in late March
Since then, $NBIS is up over +100%
Currently, the Portfolio is up +70% overall with over $9,000,000 Autopiloting
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AI IS COMING TO THE STOCK MARKET QUICK
The AI app im helping to make can now:
- Create custom dashboards for you just by prompting, you can create stuff for analyst ratings, earnings, 13Fs, whatever you want
- Create custom AI-managed portfolios based on whatever thesis or style or construction method you want ... the AI will build and manage the portfolio for you
Go to
@ralliesai and give it a try
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