How Grok portfolio outsmarted the market and profited from this chip giant

xAI’s Grok model has emerged as one of the top performers in an AI stock -picking competition, thanks largely to an early bet on one of the biggest beneficiaries of the artificial intelligence boom. The model’s investment in Micron Technology (NASDAQ: MU ), a memory chipmaker, has played a major role in helping it outperform the broader stock market since late 2025. The experiment is hosted by Rallies Arena , which gives leading AI models simulated $100,000 portfolios and real-time market data. Each model independently makes investment decisions, with its trades and performance tracked publicly against other models and the S&P 500. Since late November 2025, Grok has grown its initial $100,000 portfolio to approximately $135,738, a 35.7% gain as of early November 2026.

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