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Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Morgan Stanley (NYSE:MS) ranks 9th on this list.

Morgan Stanley (NYSE:MS) is another relatively new addition to the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2024. This position comprised just under 450,000 shares. Since then, the fund steadily added to this position, growing it to over 1.2 million shares by the second quarter of 2025. However, it trimmed the stake in the third quarter of 2025, selling close to 97%. Filings for the fourth quarter of 2025 show that the fund owned over 620,000 shares in the firm, up over 1,900% compared to filings for the previous quarter.

Morgan Stanley (NYSE:MS) is increasingly viewed as a high-margin wealth management powerhouse. Hedge funds are increasingly attracted to the shifted revenue mix of the bank, which now sees over 50% of total revenue derived from Wealth and Investment Management, providing a fee-based cushion that contrasts with the cyclical nature of trading. This transition is backed by significant financial metrics, including a reported $5.5 trillion in total client assets as of the latest quarterly data, which continues to benefit from the higher-for-longer interest rate environment. Investors are also keyed into the integration of generative AI at the firm through a partnership with OpenAI, which is estimated to drive significant productivity gains, potentially expanding operating margins in the wealth segment toward the long-term goal of 30%.

While we acknowledge the risk and potential of MS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Small-Cap Value Stocks to Buy According to Bares Capital and Billionaire Tom Steyer’s 10 Stock Picks with Huge Upside Potential.

Disclosure: None. Follow Insider Monkey on Google News.

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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