Weekly AI model contest
AI stock battle: six models, one winner
Six AI models were each given $10,000.00 and the same assignment: pick five AI-related stocks from any sector, with each company valued at under $10 billion.
13Contest week
$10,000.00Starting stake per model
0 of 6Models above their starting stake54Closed tradesWhere it stands
- Week 13, and Gemini is in front with $9,638.87.
- That is -3.61% on the starting stake.
- The gap from first to last is $1,839.87 after 54 completed swaps.
Scoreboard
| # | Model | Account value | Return | Cash | Holdings |
|---|---|---|---|---|---|
| 🥇 | Gemini 3.1 Pro, extended thinking | $9,638.87 | -3.61% | $0.00 | AI, ONDS, APLD, RCAT, BBAI |
| 🥈 | Meta AI Thinking mode | $9,303.95 | -6.96% | $0.00 | S, PENG, FIVN, BBAI, INOD |
| 🥉 | Claude Opus 5 (1M context) | $9,136.97 | -8.63% | $0.00 | RMBS, AMBA, KLIC, ESTC, AGX |
| 4 | Grok 4.5 Expert | $8,634.28 | -13.66% | $0.00 | PENG, CBLL, AEHR, INOD, SHAZ |
| 5 | ChatGPT GPT-5.6 Sol | $7,831.76 | -21.68% | $0.00 | CAMT, RGTI, INOD, AEVA, APLD |
| 6 | DeepSeek Expert, DeepThink | $7,799.00 | -22.01% | $0.00 | RGTI, PDYN, SOUN, AEHR, INOD |
The scoreboard tracks each portfolio's total performance from day one, not the return on individual stocks since they were added. The prices on this page are live, so refresh the page anytime to see the latest standings.
The books
🥇 Gemini $9,638.87 (-3.61%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| AIC3.ai, Inc. | 342.81 | $9.13 | $12.07 | $4,139.38 | +32.25% | $1.47B |
| Increasing allocation to capitalize on strong momentum and acceleration in enterprise AI software deployment. | ||||||
| ONDSOndas Inc | 263.09 | $7.40 | $6.67 | $1,756.14 | -9.80% | $4.23B |
| Expanding autonomous drone and data network capabilities provide strong momentum for portfolio upside. | ||||||
| APLDApplied Digital Corporation | 76.94 | $27.12 | $19.55 | $1,504.16 | -27.91% | $8.66B |
| Maintaining core exposure to scale with high-performance data center infrastructure supporting advanced AI workloads. | ||||||
| RCATRed Cat Holdings, Inc. | 285.15 | $6.83 | $4.77 | $1,360.16 | -30.14% | $1.03B |
| Replacing struggling assets with a high-growth AI drone manufacturer that is gaining military contracts. | ||||||
| BBAIBigBear.ai, Inc. | 380.53 | $2.74 | $2.31 | $879.02 | -15.75% | $1.34B |
| Reducing exposure to the minimum required size while maintaining a footprint in defense and government AI analytics. | ||||||
🥈 Meta AI $9,303.95 (-6.96%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| SSentinelOne, Inc. | 99.05 | $22.41 | $25.63 | $2,538.10 | +14.35% | $7.80B |
| AI-native cybersecurity platform up 43.6% YTD delivering autonomous endpoint protection for enterprise AI workloads. | ||||||
| PENGPenguin Solutions, Inc. | 34.93 | $53.06 | $58.72 | $2,051.26 | +10.67% | $2.73B |
| AI Infra Summit MemoryAI 11TB KV Cache Server launch and Lektra partnership after 91% YoY market cap growth. | ||||||
| FIVNFive9, Inc. | 49.92 | $31.78 | $37.76 | $1,884.91 | +18.82% | $2.41B |
| AI contact center leader up 42% YoY with 37% 3-month momentum in enterprise conversational AI | ||||||
| BBAIBigBear.ai, Inc. | 733.76 | $2.16 | $2.31 | $1,694.99 | +6.85% | $1.04B |
| Defense AI momentum with $225M contract awards and Oct 27 earnings catalyst for government AI demand | ||||||
| INODInnodata Inc. | 24.29 | $57.22 | $46.70 | $1,134.69 | -18.38% | $1.96B |
| Q2 revenue up 58% with 12th straight growth quarter, customer concentration down to 37% and ex-NSA Director Rogers joining board. | ||||||
🥉 Claude $9,136.97 (-8.63%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| RMBSRambus, Inc. | 26.95 | $91.48 | $88.38 | $2,381.77 | -3.39% | $9.92B |
| Memory interface chips and IP sit directly on the HBM and DDR5 bottleneck and earn royalties on server memory volume rather than on anyone's construction budget, and the cohort selloff pushed it under the contest's $10 billion ceiling for the first time. | ||||||
| AMBAAmbarella, Inc. | 29.38 | $68.07 | $65.53 | $1,925.52 | -3.72% | $3.40B |
| Ambarella puts AI inference on the device instead of in the data center, which is the one part of this book that does not depend on the buildout, and it sits mid range rather than on a broken parabola. | ||||||
| KLICKulicke and Soffa Industries, I | 23.87 | $89.26 | $79.35 | $1,894.37 | -11.10% | $4.66B |
| Kulicke and Soffa builds the thermocompression bonders that stack HBM, which is the actual physical bottleneck in AI memory, and it is a profitable 75-year-old equipment maker with a dividend that nobody is ever going to call an AI stock. | ||||||
| ESTCElastic N.V. | 16.14 | $87.50 | $106.23 | $1,715.05 | +21.41% | $9.24B |
| Search and vector retrieval is infrastructure that AI applications consume, and the latest quarter showed it: cRPO up 21% and full-year guidance raised. | ||||||
| AGXArgan, Inc. | 3.52 | $568.93 | $347.12 | $1,220.25 | -38.99% | $8.71B |
| Argan builds the gas-fired power plants that data centers actually plug into, it earns real money at a 48 PE with a dividend, and almost no model will count a construction contractor as an AI stock. | ||||||
#4 Grok $8,634.28 (-13.66%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| PENGPenguin Solutions, Inc. | 34.33 | $53.06 | $58.72 | $2,015.71 | +10.67% | $2.73B |
| Sells AI servers, CXL memory, and rack systems that lift inference performance without relying on scarce HBM. | ||||||
| CBLLCeriBell, Inc. | 61.85 | $25.04 | $27.20 | $1,682.37 | +8.63% | $961M |
| Develops AI-powered point-of-care EEG systems that detect seizures and monitor brain activity in real time. | ||||||
| AEHRAehr Test Systems | 26.21 | $76.30 | $63.82 | $1,672.87 | -16.36% | $2.71B |
| Supplies wafer-level burn-in and reliability test systems essential for high-performance AI and power semiconductors. | ||||||
| INODInnodata Inc. | 35.77 | $55.91 | $46.70 | $1,670.72 | -16.46% | $1.83B |
| Provides critical data engineering and annotation services that train and refine generative AI models for major tech firms. | ||||||
| SHAZSharonAI Holdings, Inc. | 58.20 | $26.61 | $27.36 | $1,592.61 | +2.83% | $953M |
| Builds and operates high-performance GPU cloud infrastructure for AI training and inference workloads. | ||||||
#5 ChatGPT $7,831.76 (-21.68%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| CAMTCamtek Ltd. | 13.53 | $147.85 | $129.39 | $1,750.29 | -12.49% | $7.32B |
| Its inspection and metrology tools are critical for advanced AI chip packaging and semiconductor production. | ||||||
| RGTIRigetti Computing, Inc. | 141.14 | $14.17 | $12.20 | $1,721.95 | -13.90% | $4.96B |
| Quantum computing remains a high-risk but potentially transformative AI accelerator with Rigetti among the few pure-play US-listed developers. | ||||||
| INODInnodata Inc. | 35.77 | $55.91 | $46.70 | $1,670.72 | -16.46% | $1.83B |
| It supplies AI training data, model evaluation, and deployment services that are directly leveraged by leading foundation model developers. | ||||||
| AEVAAeva Technologies, Inc. | 131.95 | $15.44 | $10.39 | $1,371.00 | -32.71% | $1.08B |
| Its frequency-modulated lidar and optical-connectivity technology offer a differentiated route into physical AI and AI-data-center infrastructure. | ||||||
| APLDApplied Digital Corporation | 67.41 | $25.52 | $19.55 | $1,317.80 | -23.39% | $7.39B |
| Its contracted AI-data-center capacity offers stronger near-term momentum than SERV after Serve's revenue-guidance cut and Uber Eats split. | ||||||
#6 DeepSeek $7,799.00 (-22.01%)
| Stock | Shares | Entry | Now | Value | Change | Cap at entry |
|---|---|---|---|---|---|---|
| RGTIRigetti Computing, Inc. | 141.14 | $14.17 | $12.20 | $1,721.95 | -13.90% | $4.96B |
| Builds quantum computing systems that integrate AI and machine learning workloads. | ||||||
| PDYNPalladyne AI Corp. | 404.86 | $4.94 | $3.96 | $1,601.21 | -19.94% | $250M |
| Develops AI and ML software to enable robotic systems to observe, learn, and act autonomously in various environments. | ||||||
| SOUNSoundHound AI, Inc. | 350.71 | $4.72 | $4.28 | $1,501.04 | -9.32% | $2.13B |
| Voice AI commercialization is accelerating; the Kia in-car deployment and the LivePerson acquisition are near-term revenue catalysts, and the stock has fallen sharply from its high. (Translated from DeepSeek's Chinese reply.) | ||||||
| AEHRAehr Test Systems | 23.41 | $60.60 | $63.82 | $1,494.27 | +5.31% | $1.98B |
| A direct beneficiary of AI chip testing and silicon photonics reliability validation with improving order visibility; a tactical replacement for deeply losing positions. (Translated from DeepSeek's Chinese reply.) | ||||||
| INODInnodata Inc. | 31.70 | $52.22 | $46.70 | $1,480.53 | -10.56% | $1.82B |
| Provides AI data engineering to giants such as Meta, guides to 40%+ revenue growth in 2026, and new contracts keep confirming demand; one of the few AI small caps with a path to profit. (Translated from DeepSeek's Chinese reply.) | ||||||
Closed trades
Every name a model has swapped out, and what the round trip actually returned. Losses stay on the books whether or not the position is still open.
| Model | Ticker | In | Out | Return | Weeks | Sold |
|---|---|---|---|---|---|---|
| Grok | SOUN | $6.16 | $4.72 | -23.31% | 1–13 | Oct 16, 2026 |
| Grok | BBAI | $2.77 | $2.16 | -21.81% | 1–13 | Oct 16, 2026 |
| Meta AI | AMBA | $66.19 | $61.54 | -7.03% | 9–13 | Oct 16, 2026 |
| DeepSeek | LEU | $144.90 | $114.75 | -20.81% | 9–13 | Oct 16, 2026 |
| DeepSeek | QBTS | $17.08 | $11.90 | -30.31% | 9–13 | Oct 16, 2026 |
| DeepSeek | RCAT | $6.83 | $4.72 | -30.87% | 9–13 | Oct 16, 2026 |
| Meta AI | SOUN | $5.86 | $4.72 | -19.45% | 11–13 | Oct 16, 2026 |
| Meta AI | PATH | $12.46 | $13.11 | +5.17% | 10–11 | Oct 2, 2026 |
| Meta AI | SOUN | $5.93 | $6.07 | +2.35% | 9–10 | Sep 25, 2026 |
| Meta AI | APLD | $27.93 | $26.30 | -5.84% | 9–10 | Sep 25, 2026 |
| Claude | PATH | $16.26 | $12.46 | -23.36% | 5–10 | Sep 25, 2026 |
| Grok | SERV | $4.81 | $4.38 | -8.93% | 1–9 | Sep 18, 2026 |
| DeepSeek | BBAI | $2.77 | $2.82 | +1.99% | 1–9 | Sep 18, 2026 |
| DeepSeek | SOUN | $6.16 | $5.93 | -3.66% | 1–9 | Sep 18, 2026 |
| Gemini | OUST | $38.08 | $35.00 | -8.09% | 2–9 | Sep 18, 2026 |
| Gemini | SOUN | $6.08 | $5.93 | -2.52% | 2–9 | Sep 18, 2026 |
| Meta AI | AI | $10.50 | $10.48 | -0.19% | 8–9 | Sep 18, 2026 |
| Meta AI | APLD | $26.46 | $27.93 | +5.56% | 8–9 | Sep 18, 2026 |
| Meta AI | BBAI | $3.06 | $2.82 | -7.84% | 6–9 | Sep 18, 2026 |
| Meta AI | INOD | $55.60 | $57.22 | +2.91% | 7–9 | Sep 18, 2026 |
| Meta AI | PENG | $49.30 | $53.06 | +7.63% | 6–9 | Sep 18, 2026 |
| DeepSeek | RZLV | $2.30 | $2.27 | -1.26% | 8–9 | Sep 18, 2026 |
| ChatGPT | SOUN | $6.16 | $6.27 | +1.87% | 1–8 | Sep 12, 2026 |
| DeepSeek | AI | $8.15 | $10.50 | +28.84% | 1–8 | Sep 12, 2026 |
| Meta AI | AMBA | $73.73 | $67.72 | -8.15% | 5–8 | Sep 12, 2026 |
| Meta AI | SOUN | $7.32 | $6.27 | -14.34% | 5–8 | Sep 12, 2026 |
| Meta AI | BAND | $47.52 | $43.44 | -8.59% | 5–7 | Sep 5, 2026 |
| Meta AI | INOD | $64.37 | $56.60 | -12.07% | 5–6 | Aug 29, 2026 |
| Meta AI | UPST | $30.53 | $29.03 | -4.91% | 5–6 | Aug 29, 2026 |
| ChatGPT | SERV | $5.02 | $4.99 | -0.60% | 5–6 | Aug 29, 2026 |
| Claude | AAOI | $100.19 | $112.30 | +12.09% | 1–5 | Aug 22, 2026 |
| Claude | POWL | $214.91 | $197.67 | -8.02% | 3–5 | Aug 22, 2026 |
| Meta AI | AMBA | $87.04 | $73.73 | -15.30% | 3–5 | Aug 22, 2026 |
| Meta AI | BAND | $53.97 | $47.52 | -11.95% | 4–5 | Aug 22, 2026 |
| Meta AI | PENG | $64.34 | $52.40 | -18.56% | 4–5 | Aug 22, 2026 |
| Meta AI | SOUN | $6.08 | $7.32 | +20.33% | 2–5 | Aug 22, 2026 |
| Meta AI | UPST | $27.40 | $30.53 | +11.42% | 2–5 | Aug 22, 2026 |
| ChatGPT | POET | $9.54 | $8.27 | -13.33% | 4–5 | Aug 22, 2026 |
| Meta AI | AI | $9.13 | $9.91 | +8.54% | 2–4 | Aug 15, 2026 |
| Meta AI | RGTI | $14.85 | $18.83 | +26.80% | 2–4 | Aug 15, 2026 |
| ChatGPT | AOSL | $30.82 | $30.77 | -0.16% | 1–4 | Aug 15, 2026 |
| Claude | INOD | $55.91 | $62.82 | +12.36% | 1–3 | Aug 8, 2026 |
| Meta AI | INOD | $62.84 | $62.82 | -0.03% | 2–3 | Aug 8, 2026 |
| Claude | SKYT | $30.65 | $32.66 | +6.55% | 1–2 | Aug 1, 2026 |
| Gemini | BBAI | $2.77 | $2.74 | -0.84% | 1–2 | Aug 1, 2026 |
| Meta AI | BBAI | $2.77 | $2.74 | -0.84% | 1–2 | Aug 1, 2026 |
| Gemini | APLD | $27.19 | $27.12 | -0.26% | 1–2 | Aug 1, 2026 |
| Gemini | SOUN | $6.16 | $6.08 | -1.17% | 1–2 | Aug 1, 2026 |
| Gemini | AI | $8.15 | $9.13 | +12.03% | 1–2 | Aug 1, 2026 |
| Gemini | OUST | $34.03 | $38.08 | +11.88% | 1–2 | Aug 1, 2026 |
| Meta AI | SOUN | $6.16 | $6.08 | -1.17% | 1–2 | Aug 1, 2026 |
| Meta AI | AAOI | $100.19 | $92.31 | -7.86% | 1–2 | Aug 1, 2026 |
| Meta AI | AI | $8.15 | $9.13 | +12.03% | 1–2 | Aug 1, 2026 |
| Meta AI | RGTI | $14.17 | $14.85 | +4.80% | 1–2 | Aug 1, 2026 |
The rules
- $10,000.00 paper money each, five positions, equal weight in week 1.
- From week 2 each model sets its own position sizes, but every new position must be between 10% and 40% of its account when bought, and the book stays fully invested. No holding cash.
- Any AI-adjacent stock: semiconductors, software, data center, energy, defense.
- Market cap under $10 billion, checked when the position is opened. A pick that grows past $10B is not forced out.
- Changes happen Saturdays only, priced at the Saturday price: the last trade before the market shuts at 8pm Friday Eastern. That price is frozen until Sunday evening, so no model can act on a move the settle does not already include. All six answer inside that window. No mid-week edits.
- Cash from a sale funds the replacement, so a bad week follows the model into the next one. To resize a name it already holds, a model sells it and buys it back at the same close.
- Every pick comes with a one-line thesis, written before the week starts.
Every Saturday, each model can either keep its portfolio or replace as many stocks as it wants. What the models can't do is quietly erase bad picks and start over.
Read the coverage
The story behind the scoreboard: how the contest started, and what each model did every week and why.
- AI stock battle week 10: Grok retakes the lead on the last day as five AIs gain (September 26, 2026)Sep 28, 2026
- AI stock battle week 9: four models trade as Claude falls to last (September 19, 2026)Sep 20, 2026
- AI stock battle week 8: DeepSeek still leads, but the crowded AI stocks all fell (September 12, 2026)Sep 12, 2026
- AI stock battle week 7: DeepSeek leads our AI stock contest. All four of its latest picks broke the rules (September 5, 2026)Sep 8, 2026
- AI stock battle week 6: all six AIs were green on Thursday, then Friday knocked two below $10,000 (August 29, 2026)Aug 29, 2026
- AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)Aug 22, 2026
- AI stock battle week 4: Grok took the lead, and ChatGPT's one trade broke the rules (August 15, 2026)Aug 15, 2026
- AI stock battle week 3: all six AIs finished up at least 16%, DeepSeek up 24% (August 8, 2026)Aug 8, 2026
- AI stock battle week 2: DeepSeek led every day until Friday, then Claude took it (August 1, 2026)Aug 1, 2026
- We gave six AIs $10,000 each to pick small-cap AI stocks. Five bought the same one.Jul 27, 2026
- I gave six AIs $10,000 for AI stocks. Five bought SoundHound (SOUN), one bought a construction company.Jul 25, 2026
This is a paper-money contest run for the sport of it. Nothing here is investment advice, and a five-stock portfolio of sub-$10B names is going to move a lot more than the market does.
Questions people ask
What is the AI stock battle?
A weekly contest in which six AI models each manage a $10,000 paper portfolio of five AI-related stocks under $10 billion in market value. Each model picks and rebalances every Saturday, and the page shows live prices and the full trade history for every portfolio.
Which AI models compete?
ChatGPT, Gemini, Claude, Grok, DeepSeek and a sixth model, all named on the scoreboard above, each given the same prompt, the same rules and the same starting cash. No model sees the others' picks before choosing.
Is this real money?
No. The portfolios are paper trades priced at real market quotes. Nothing on this page is a recommendation, and small-cap AI stocks can move sharply in either direction.
How is the winner decided?
By total portfolio value at the current prices, with every trade logged at the price on the day it was made. The scoreboard updates through the trading day and the ranking can change week to week.