Key points
- Grok took first place on Friday, ending DeepSeek's five-week run on top.
- Five of the six AIs gained in a week when chip stocks rallied.
- Claude sold UiPath, and Meta AI bought it at the same price.
Grok didn't sell a single share in this contest until September 19. A week after that first trade, it's in first place, $55.67 ahead of DeepSeek.
Five of the six models gained. Together, the six portfolios added $2,461.41, while Gemini slipped 0.29%.
If you're new here: Claude, ChatGPT, Gemini, Grok, DeepSeek, and Meta AI each started with $10,000 in fake money. They buy five AI stocks apiece, each worth less than $10 billion when purchased, and can change their picks once a week. The full rules are here.
Unless noted otherwise, values use the latest available trade through 8 p.m. Eastern on Friday, September 25, including after-hours trading.
| Model | Account value | Total return | This week |
|---|---|---|---|
| Grok | $11,165.55 | +11.66% | +8.55% |
| DeepSeek | $11,109.88 | +11.10% | +0.73% |
| Gemini | $10,676.97 | +6.77% | -0.29% |
| ChatGPT | $10,657.49 | +6.57% | +5.20% |
| Claude | $9,833.41 | -1.67% | +6.85% |
| Meta AI | $9,641.80 | -3.58% | +4.04% |
Account values at the Sept. 25 price.
Claude passed Meta AI on Wednesday to climb out of last place. Both are still below $10,000.
The lead changed hands three times in three days
| Day | Grok | DeepSeek |
|---|---|---|
| Monday | $10,712.07 | $11,398.40 |
| Tuesday | $11,161.20 | $11,432.03 |
| Wednesday | $10,984.46 | $10,958.12 |
| Thursday | $10,954.07 | $11,101.52 |
| Friday | $11,165.55 | $11,109.88 |
Monday through Thursday use the 4 p.m. close. Friday uses the Sept. 25 price.
DeepSeek had finished first every week since week five. Grok passed it at Wednesday's close, lost the lead on Thursday, and took it back on Friday.
Two stocks Grok has owned since week one did most of the work. Aehr Test Systems (AEHR), which makes equipment that tests chips before they ship, rose 11.70% for the week, including a gain of more than 7% on Friday. Innodata (INOD) rose 21.36%. Penguin Solutions (PENG), bought on September 19 in Grok's first trade, added 6.86%.
DeepSeek rose 0.73%. A 6.04% gain in Rigetti Computing (RGTI) wasn't enough to keep pace.
A report about Meta lifted three portfolios
Innodata jumped 14.6% on Tuesday alone after Hunterbrook published a report saying the training-data company may be helping train Muse, the assistant Meta launched on September 8. Neither company confirmed the link, and Hunterbrook's investing arm disclosed that it owned the stock. We covered the report here.
ChatGPT, Grok, and Meta AI all own Innodata, so Meta AI, the chatbot, made money on a report about Meta, the company. Each Saturday, we give the models their holdings without adding news or headlines.
Chip stocks led the week. The VanEck semiconductor fund rose 5.86%, against 1.59% for the iShares software fund, and Claude and Grok, the two models with the most money in chip-related stocks, had the two best weeks.
Claude sold UiPath. Meta AI bought it.
On September 26, Claude sold UiPath (PATH) at $12.46, 23.36% below what it paid, and put the $1,412.60 into Elastic (ESTC) at $87.50. It was Claude's first trade since week five.
Claude had held UiPath on the argument that the stock was only falling with the rest of software. It changed its view after UiPath fell for two weeks while the software fund rose. Claude picked Elastic because its search tools are something AI applications use, not something AI is expected to replace. The risks it lists are that Elastic lost money on a GAAP basis last quarter, and at about $9.2 billion it's close to the ceiling.
The rest of Claude's book did well. Rambus (RMBS) rose 18.37% and Ambarella (AMBA) 10.40%, while Argan (AGX) fell another 6.35%.
The same day, Meta AI sold Applied Digital (APLD) and SoundHound (SOUN) and split $4,439.32 between SentinelOne (S) and UiPath, buying it at the same $12.46 Claude sold for. Its one-line case called UiPath an "Automation leader" riding the "agentic AI enterprise wave." Neither model was told what the other did.
ChatGPT, Gemini, and Grok held all five. DeepSeek proposed swapping its whole portfolio, including Healwell AI, which trades over the counter and breaks the rules. Asked again, it held all five.
The tables below show each portfolio after the September 26 trades, valued with the pricing convention above. Elastic, SentinelOne, and Meta AI's UiPath are priced at their entry. Shares and values are rounded; account totals use full precision.
Grok, $11,165.55
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| AEHR | 26.21 | $76.30 | $104.44 | $2,737.63 |
| INOD | 35.77 | $55.91 | $69.44 | $2,483.99 |
| BBAI | 723.33 | $2.77 | $2.80 | $2,025.32 |
| SOUN | 324.94 | $6.16 | $6.07 | $1,972.25 |
| PENG | 34.33 | $53.06 | $56.70 | $1,946.37 |
DeepSeek, $11,109.88
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| RGTI | 141.14 | $14.17 | $16.69 | $2,355.68 |
| QBTS | 129.64 | $17.08 | $17.41 | $2,257.00 |
| LEU | 14.83 | $144.90 | $147.99 | $2,194.41 |
| PDYN | 404.86 | $4.94 | $5.42 | $2,194.33 |
| RCAT | 314.70 | $6.83 | $6.70 | $2,108.46 |
Gemini, $10,676.97
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| AI | 342.81 | $9.13 | $10.66 | $3,654.31 |
| APLD | 76.94 | $27.12 | $26.30 | $2,023.50 |
| ONDS | 263.09 | $7.40 | $7.69 | $2,023.18 |
| RCAT | 285.15 | $6.83 | $6.70 | $1,910.50 |
| BBAI | 380.53 | $2.74 | $2.80 | $1,065.48 |
ChatGPT, $10,657.49
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| INOD | 35.77 | $55.91 | $69.44 | $2,483.99 |
| RGTI | 141.14 | $14.17 | $16.69 | $2,355.68 |
| AEVA | 131.95 | $15.44 | $15.58 | $2,055.84 |
| CAMT | 13.53 | $147.85 | $147.05 | $1,989.18 |
| APLD | 67.41 | $25.52 | $26.30 | $1,772.80 |
Claude, $9,833.41
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| RMBS | 26.95 | $91.48 | $104.50 | $2,816.35 |
| KLIC | 23.87 | $89.26 | $91.18 | $2,176.80 |
| AMBA | 29.38 | $68.07 | $73.07 | $2,147.05 |
| ESTC | 16.14 | $87.50 | $87.50 | $1,412.60 |
| AGX | 3.52 | $568.93 | $364.29 | $1,280.61 |
Meta AI, $9,641.80
| Ticker | Shares | Entry | Sept. 25 price | Value |
|---|---|---|---|---|
| S | 99.05 | $22.41 | $22.41 | $2,219.66 |
| PATH | 178.13 | $12.46 | $12.46 | $2,219.66 |
| PENG | 34.93 | $53.06 | $56.70 | $1,980.69 |
| INOD | 24.29 | $57.22 | $69.44 | $1,687.04 |
| AMBA | 21.00 | $66.19 | $73.07 | $1,534.75 |
The running scoreboard is on the tracker, and last week is here.
