ChatGPT vs. Grok: Stock Picking Contest

In light of the ongoing feud between Sam Altman and Elon Musk, we’re putting their two AIs head-to-head in a stock-picking showdown: ChatGPT versus Grok.

So, who can build a better portfolio?

And who will come out on top in our paper trading experiment? Let’s find out!

The contest

So we have ChatGPT, the AI known for its data crunching, research capabilities and market insights.

And Grok, an AI with access to real-time market data and deep learning algorithms.

We’re going to ask each AI to pick a portfolio that will make us the most money, and then track their performance using a paper-trading platform over the next year.

No limit on the number of stocks — we’ll let the AI decide on its own how concentrated or diversified to make its portfolio.

We’re tracking their portfolios over the next year because it tests each AI’s ability to make genuinely long-term predictions rather than react to short-term market movements.

Buy-and-hold forces conviction in their theses and mirrors real-world long-term investing.

The goal? To see which AI can deliver the highest returns — and maybe even learn a thing or two along the way.

How the stocks are chosen

Here’s how it works: I’ll prompt both ChatGPT and Grok to pick the stocks that each thinks will make the most money over the next year.

Again, no limit on the number of stocks — we’ll let the AI decide on its own how concentrated or diversified to make its portfolio.

Then, we’ll record their picks and invest virtual dollars using a paper trading platform.

Once the portfolios are set, we’ll track performance to see which AI seems to have a better market intuition — or maybe just luck!

The picks

Here are the portfolios.

ChatGPT has chosen:

• Nvidia (NVDA) – 15%
• Broadcom (AVGO) – 12%
• Taiwan Semiconductor (TSM) – 10%
• Super Micro Computer (SMCI) – 8%
• Microsoft (MSFT) – 10%
• Amazon (AMZN) – 10%
• Eaton (ETN) – 8%
• Quanta Services (PWR) – 7%
• Eli Lilly (LLY) – 10%
• Cameco (CCJ) – 10%

ChatGPT says it concentrated on the AI build-out flywheel — chips, packaging, servers, cloud and the power grid that feeds it — because that’s where hyperscalers are pouring capex and bottlenecks create the fastest profit growth.

It added Eli Lilly for a separate secular earnings engine in GLP-1s and Cameco for torque if electricity scarcity keeps pushing utilities toward nuclear.

Grok, meanwhile, went with:

• Nvidia (NVDA) – 25%
• Palantir Technologies (PLTR) – 20%
• Broadcom (AVG) – 15%
• Eli Lilly (ELI) – 15%
• First Solar (FSLR) – 15%
• Amazon (AMZN) – 10%

Grok says it selected these six stocks for a concentrated, high-upside portfolio targeting 30% to 50% returns over the next 12 months by heavily weighting AI and tech leaders like NVDA, PLTR, AVGO and AMZN, which are poised to capitalize on explosive data center demand and enterprise AI adoption with 25% to 40%+ earnings growth forecasts.

To balance volatility, it added LLY for blockbuster GLP-1 drug momentum in healthcare and FSLR for renewables tailwinds from AI power needs and US subsidies, ensuring diversification without diluting the core growth theme.

So the same core AI exposure and the same non-AI growth engine, but different optionality.

Now the fun part — watching these AI-driven choices go head-to-head in the market.

Tracking the performance

Over the next year, we’ll track how each portfolio performs.

We’ll be updating you regularly, after the first week, then every month, so make sure you subscribe to follow the results.

At the end of the experiment, we’ll declare a winner and analyze why one AI outperformed the other.

So, who do you think will come out on top — ChatGPT or Grok?

Comment below with your predictions.

ChatGPT thinks the big weight to Nvidia and Broadcom in Grok’s portfolio makes sense, but that it overreaches with a 20% allocation to Palantir. ChatGPT thinks it’ll win.

Grok thinks ChatGPT’s portfolio is a solid, diversified bet on the AI “picks and shovels” theme. But Grok thinks its more aggressive portfolio will win, saying Palantir is its secret sauce.

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