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Is Visa (V) Ken Griffin’s Top Pick?

While Microsoft Corporation (NASDAQ:MSFT) remains the billionaire’s largest position, Visa Inc. (NYSE:V) ranks 5th on the list of Ken Griffin’s top holdings with a 0.16% portfolio share ($1.04 billion). We recently published a list of youngest hedge fund billionaires and their top stock picks.

On February 5, 2026, Visa Inc. (NYSE:V) introduced Visa & Main, a new platform with a U.S. focus that aims to strengthen small business growth by addressing enduring barriers related to digital adoption, customer reach, and capital access.

Targeting undercapitalized entrepreneurs at a time when 43% of small businesses report financing challenges, the initiative’s centerpiece is a $100 million working capital facility that was introduced in partnership with community lender Lendistry. The platform supports Visa’s plan to increase acceptance, transaction volumes, and long-term network stickiness by strengthening engagement throughout the merchant ecosystem.

JMiks / Shutterstock.com

In addition to providing funding, Visa & Main combines digital tools and marketing assistance to help small businesses profit from high-traffic events, such as the FIFA World Cup 2026, for which Visa Inc. (NYSE:V) is the official payment technology partner. Furthermore, the program encourages wider use of fraud prevention, digital payments, and expense management tools, all of which have the potential to increase usage throughout Visa’s network. Altogether, Visa & Main remains strongly positioned to support long-term payment flows throughout economic cycles and helps small businesses grow.

Visa Inc. (NYSE:V) offers global digital payment services, facilitating secure transactions between consumers, merchants, and institutions via its extensive network of cards and payment solutions that support global commerce and money movement.

Note: MSFT is Citadel LLC’s top holding, accounting for 0.31% share of the firm’s total portfolio, equivalent to $2.06 billion.

While we acknowledge the potential of V to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than V and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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