Timeline Fan

57 of 57 tracked claims plotted by expected resolution date (X) × posterior probability (Y). Probabilities have already absorbed past + recent evidence (LBP + intake). Ghost arrows show how far each claim has moved off its analyst-seeded prior. Showing only tradeable claims (≥1 ticker exposure). Pick a fork to split into mutually-exclusive futures.

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0255075100historyPMCI_FSLR_20260511 resolved miss on 2026-05-18 — FSLR >10% in 5 trading days from 2026-05-11PMCI_FTNT_20260511 resolved miss on 2026-05-18 — FTNT >10% in 5 trading days from 2026-05-11PMCI_CDNS_20260511 resolved miss on 2026-05-18 — CDNS >10% in 5 trading days from 2026-05-11244_020 resolved partial on 2026-05-01 — Need for driver's licenses is going to collapse over the next few yearsPMCI_MKSI_20260518 resolved miss on 2026-05-25 — MKSI >10% in 5 trading days from 2026-05-18230_014 resolved hit on 2026-04-29 — The consulting industry will go through the roof as consultants leverage AI to automate/improve exisPMCI_ENVX_20260518 resolved hit on 2026-05-25 — ENVX >10% in 5 trading days from 2026-05-18PMCI_QCOM_20260515 resolved hit on 2026-05-22 — QCOM >10% in 5 trading days from 2026-05-15PMCI_MU_20260515 resolved miss on 2026-05-22 — MU >10% in 5 trading days from 2026-05-15PMCI_RRX_20260519 resolved hit on 2026-05-26 — RRX >10% in 5 trading days from 2026-05-19239_033 resolved partial on 2026-05-21 — Optimus 3 will be by far the most advanced robot in the worldINF_058 resolved partial on 2026-05-01 — The electrical grid topology will transition from centralized to highly decentralized: localized solPMCI_SNOW_20260505 resolved miss on 2026-05-12 — SNOW >10% in 5 trading days from 2026-05-05232_003 resolved partial on 2026-05-10 — AI will make workers 3x more productive, effectively reducing headcount by two-thirds unless compani238_010 resolved hit on 2026-04-29 — AI takeoff/inflection is happening now240_027 resolved hit on 2026-04-29 — SpaceX and xAI will merge and go public in the next couple of monthsAI_023 resolved hit on 2026-04-29 — Inside Uber, 90% of software engineers currently rely on AI, and executive teams rehearse high-stake236_033 resolved partial on 2026-05-17 — Pie will grow very quickly as AI does work of millions of humans in hours238_009 resolved hit on 2026-04-29 — Recursive self-improvement is already happening now (no longer three years out)CMQ_027 resolved hit on 2026-04-29 — The inference inflection has arrived — industry transitioning from training-dominated capex (2023-20AI_005 resolved hit on 2026-04-29 — Current frontier models suffer from 'jagged intelligence' — excelling at international mathematics o240_001 resolved hit on 2026-04-29 — NVIDIA to reach at least $1 trillion in bookings/revenue through 2027SEM_041 resolved partial on 2026-05-17 — At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity adAI_028 resolved partial on 2026-05-01 — Decentralized offline messaging via Bluetooth Low Energy (BLE) mesh networks — exemplified by DorseyFUT_024 resolved hit on 2026-04-29 — XPT 2022 tournament assigned mere 2.3% probability to AI achieving gold-medal performance in InternaAUT_003 resolved hit on 2026-04-29 — 'Vibe coding' — the full delegation of syntactic code generation to autonomous models, with human en238_020 resolved partial on 2026-05-01 — Math field is 'cooked' — AI will solve research-level mathematics (first open hard math problem immi242_057 resolved hit on 2026-04-30 — Artemis 2 launches April 1, 2026 - circumlunar mission244_019 resolved hit on 2026-04-29 — Peter's son won't need a driver's license in 2 yearsPMCI_NVDA_20260505 resolved hit on 2026-05-12 — NVDA >10% in 5 trading days from 2026-05-05PMCI_TSLA_20260505 resolved hit on 2026-05-12 — TSLA >10% in 5 trading days from 2026-05-05PMCI_AGX_20260505 resolved miss on 2026-05-12 — AGX >10% in 5 trading days from 2026-05-05PMCI_ALAB_20260505 resolved miss on 2026-05-12 — ALAB >10% in 5 trading days from 2026-05-05PMCI_ASML_20260505 resolved hit on 2026-05-12 — ASML >10% in 5 trading days from 2026-05-05PMCI_CB_20260505 resolved miss on 2026-05-12 — CB >10% in 5 trading days from 2026-05-05PMCI_COHR_20260505 resolved hit on 2026-05-12 — COHR >10% in 5 trading days from 2026-05-05PMCI_CORZ_20260505 resolved hit on 2026-05-12 — CORZ >10% in 5 trading days from 2026-05-05PMCI_CRM_20260505 resolved miss on 2026-05-12 — CRM >10% in 5 trading days from 2026-05-05PMCI_CRWD_20260505 resolved hit on 2026-05-12 — CRWD >10% in 5 trading days from 2026-05-05PMCI_CRWV_20260505 resolved miss on 2026-05-12 — CRWV >10% in 5 trading days from 2026-05-05PMCI_GEV_20260505 resolved miss on 2026-05-12 — GEV >10% in 5 trading days from 2026-05-05231_002 resolved miss on 2026-04-29 — Grok 5 launches in March with massive expansion in training set, parameters, and capability.PMCI_FERG_20260505 resolved miss on 2026-05-12 — FERG >10% in 5 trading days from 2026-05-05PMCI_FIX_20260505 resolved miss on 2026-05-12 — FIX >10% in 5 trading days from 2026-05-05PMCI_GEHC_20260505 resolved miss on 2026-05-12 — GEHC >10% in 5 trading days from 2026-05-05PMCI_GFS_20260505 resolved miss on 2026-05-12 — GFS >10% in 5 trading days from 2026-05-05PMCI_LITE_20260505 resolved miss on 2026-05-12 — LITE >10% in 5 trading days from 2026-05-05PMCI_LMB_20260505 resolved miss on 2026-05-12 — LMB >10% in 5 trading days from 2026-05-05231_018 resolved miss on 2026-04-29 — Blitz will switch to next generation model in late March 2026.PMCI_LRCX_20260505 resolved miss on 2026-05-12 — LRCX >10% in 5 trading days from 2026-05-05PMCI_LUNR_20260505 resolved hit on 2026-05-12 — LUNR >10% in 5 trading days from 2026-05-05PMCI_MRVL_20260505 resolved miss on 2026-05-12 — MRVL >10% in 5 trading days from 2026-05-05PMCI_MSFT_20260505 resolved miss on 2026-05-12 — MSFT >10% in 5 trading days from 2026-05-05PMCI_MTSI_20260505 resolved hit on 2026-05-12 — MTSI >10% in 5 trading days from 2026-05-05PMCI_MU_20260505 resolved hit on 2026-05-12 — MU >10% in 5 trading days from 2026-05-05PMCI_NVO_20260505 resolved miss on 2026-05-12 — NVO >10% in 5 trading days from 2026-05-05PMCI_NXPI_20260505 resolved miss on 2026-05-12 — NXPI >10% in 5 trading days from 2026-05-05PMCI_OKLO_20260505 resolved hit on 2026-05-12 — OKLO >10% in 5 trading days from 2026-05-05PMCI_ORCL_20260505 resolved miss on 2026-05-12 — ORCL >10% in 5 trading days from 2026-05-05PMCI_RTX_20260505 resolved miss on 2026-05-12 — RTX >10% in 5 trading days from 2026-05-05PMCI_RUN_20260505 resolved miss on 2026-05-12 — RUN >10% in 5 trading days from 2026-05-05PMCI_PLTR_20260505 resolved miss on 2026-05-12 — PLTR >10% in 5 trading days from 2026-05-05PMCI_PYPL_20260505 resolved miss on 2026-05-12 — PYPL >10% in 5 trading days from 2026-05-05PMCI_QCOM_20260505 resolved hit on 2026-05-12 — QCOM >10% in 5 trading days from 2026-05-05PMCI_QLYS_20260505 resolved miss on 2026-05-12 — QLYS >10% in 5 trading days from 2026-05-05PMCI_RBRK_20260505 resolved miss on 2026-05-12 — RBRK >10% in 5 trading days from 2026-05-05PMCI_RIOT_20260505 resolved hit on 2026-05-12 — RIOT >10% in 5 trading days from 2026-05-05PMCI_RIVN_20260505 resolved miss on 2026-05-12 — RIVN >10% in 5 trading days from 2026-05-05PMCI_SAP_20260505 resolved miss on 2026-05-12 — SAP >10% in 5 trading days from 2026-05-05PMCI_TRU_20260505 resolved miss on 2026-05-12 — TRU >10% in 5 trading days from 2026-05-05PMCI_RKLB_20260505 resolved hit on 2026-05-12 — RKLB >10% in 5 trading days from 2026-05-05PMCI_RLAY_20260505 resolved miss on 2026-05-12 — RLAY >10% in 5 trading days from 2026-05-05PMCI_ROOT_20260505 resolved miss on 2026-05-12 — ROOT >10% in 5 trading days from 2026-05-05PMCI_TXN_20260505 resolved miss on 2026-05-12 — TXN >10% in 5 trading days from 2026-05-05PMCI_SYM_20260505 resolved miss on 2026-05-12 — SYM >10% in 5 trading days from 2026-05-05PMCI_T_20260505 resolved miss on 2026-05-12 — T >10% in 5 trading days from 2026-05-05PMCI_SERV_20260505 resolved miss on 2026-05-12 — SERV >10% in 5 trading days from 2026-05-05PMCI_TEM_20260505 resolved miss on 2026-05-12 — TEM >10% in 5 trading days from 2026-05-05PMCI_TSEM_20260505 resolved miss on 2026-05-12 — TSEM >10% in 5 trading days from 2026-05-05PMCI_TSM_20260505 resolved miss on 2026-05-12 — TSM >10% in 5 trading days from 2026-05-05PMCI_XIACY_20260505 resolved miss on 2026-05-12 — XIACY >10% in 5 trading days from 2026-05-05PMCI_VRT_20260505 resolved miss on 2026-05-12 — VRT >10% in 5 trading days from 2026-05-05PMCI_AAPL_20260505 resolved miss on 2026-05-12 — AAPL >10% in 5 trading days from 2026-05-05PMCI_TT_20260505 resolved miss on 2026-05-12 — TT >10% in 5 trading days from 2026-05-05PMCI_V_20260505 resolved miss on 2026-05-12 — V >10% in 5 trading days from 2026-05-05PMCI_XYL_20260505 resolved miss on 2026-05-12 — XYL >10% in 5 trading days from 2026-05-05PMCI_TMUS_20260505 resolved miss on 2026-05-12 — TMUS >10% in 5 trading days from 2026-05-05PMCI_SO_20260505 resolved miss on 2026-05-12 — SO >10% in 5 trading days from 2026-05-05PMCI_CIFR_20260505 resolved miss on 2026-05-12 — CIFR >10% in 5 trading days from 2026-05-05PMCI_SIEGY_20260505 resolved miss on 2026-05-12 — SIEGY >10% in 5 trading days from 2026-05-05PMCI_SPOT_20260505 resolved miss on 2026-05-12 — SPOT >10% in 5 trading days from 2026-05-05PMCI_SMMNY_20260505 resolved miss on 2026-05-12 — SMMNY >10% in 5 trading days from 2026-05-05PMCI_SBGSY_20260505 resolved miss on 2026-05-12 — SBGSY >10% in 5 trading days from 2026-05-05PMCI_XOM_20260505 resolved miss on 2026-05-12 — XOM >10% in 5 trading days from 2026-05-05PMCI_RYCEY_20260505 resolved miss on 2026-05-12 — RYCEY >10% in 5 trading days from 2026-05-05PMCI_VZ_20260505 resolved miss on 2026-05-12 — VZ >10% in 5 trading days from 2026-05-05PMCI_BRK.B_20260505 resolved miss on 2026-05-12 — BRK.B >10% in 5 trading days from 2026-05-05PMCI_BYDDY_20260505 resolved miss on 2026-05-12 — BYDDY >10% in 5 trading days from 2026-05-05PMCI_TM_20260505 resolved miss on 2026-05-12 — TM >10% in 5 trading days from 2026-05-05PMCI_UBER_20260505 resolved miss on 2026-05-12 — UBER >10% in 5 trading days from 2026-05-05PMCI_EADSY_20260505 resolved miss on 2026-05-12 — EADSY >10% in 5 trading days from 2026-05-05PMCI_WDAY_20260505 resolved miss on 2026-05-12 — WDAY >10% in 5 trading days from 2026-05-05241_004 resolved hit on 2026-04-29 — AI progress is not stoppable or controllable by any government, individual, or corporationPMCI_VST_20260505 resolved miss on 2026-05-12 — VST >10% in 5 trading days from 2026-05-05PMCI_SHOP_20260505 resolved miss on 2026-05-12 — SHOP >10% in 5 trading days from 2026-05-05PMCI_ABT_20260505 resolved miss on 2026-05-12 — ABT >10% in 5 trading days from 2026-05-05PMCI_ACLS_20260505 resolved hit on 2026-05-12 — ACLS >10% in 5 trading days from 2026-05-05PMCI_ACN_20260505 resolved miss on 2026-05-12 — ACN >10% in 5 trading days from 2026-05-05PMCI_MCHP_20260505 resolved miss on 2026-05-12 — MCHP >10% in 5 trading days from 2026-05-05PMCI_ADBE_20260505 resolved miss on 2026-05-12 — ADBE >10% in 5 trading days from 2026-05-05PMCI_ADI_20260505 resolved miss on 2026-05-12 — ADI >10% in 5 trading days from 2026-05-05PMCI_AEHR_20260505 resolved hit on 2026-05-12 — AEHR >10% in 5 trading days from 2026-05-05PMCI_ALL_20260505 resolved miss on 2026-05-12 — ALL >10% in 5 trading days from 2026-05-05PMCI_AMAT_20260505 resolved miss on 2026-05-12 — AMAT >10% in 5 trading days from 2026-05-05PMCI_AMT_20260505 resolved miss on 2026-05-12 — AMT >10% in 5 trading days from 2026-05-05PMCI_MDT_20260505 resolved miss on 2026-05-12 — MDT >10% in 5 trading days from 2026-05-05PMCI_MLI_20260505 resolved miss on 2026-05-12 — MLI >10% in 5 trading days from 2026-05-05PMCI_AMZN_20260505 resolved miss on 2026-05-12 — AMZN >10% in 5 trading days from 2026-05-05PMCI_ANET_20260505 resolved miss on 2026-05-12 — ANET >10% in 5 trading days from 2026-05-05PMCI_APLD_20260505 resolved hit on 2026-05-12 — APLD >10% in 5 trading days from 2026-05-05PMCI_ARM_20260505 resolved hit on 2026-05-12 — ARM >10% in 5 trading days from 2026-05-05PMCI_ASTS_20260505 resolved hit on 2026-05-12 — ASTS >10% in 5 trading days from 2026-05-05PMCI_AMD_20260505 resolved hit on 2026-05-12 — AMD >10% in 5 trading days from 2026-05-05PMCI_FRSH_20260505 resolved miss on 2026-05-12 — FRSH >10% in 5 trading days from 2026-05-05PMCI_INTC_20260505 resolved hit on 2026-05-12 — INTC >10% in 5 trading days from 2026-05-05PMCI_AVGO_20260505 resolved miss on 2026-05-12 — AVGO >10% in 5 trading days from 2026-05-05PMCI_AYI_20260505 resolved miss on 2026-05-12 — AYI >10% in 5 trading days from 2026-05-05PMCI_AZN_20260505 resolved miss on 2026-05-12 — AZN >10% in 5 trading days from 2026-05-05PMCI_BA_20260505 resolved miss on 2026-05-12 — BA >10% in 5 trading days from 2026-05-05PMCI_BE_20260505 resolved miss on 2026-05-12 — BE >10% in 5 trading days from 2026-05-05PMCI_BFLY_20260505 resolved miss on 2026-05-12 — BFLY >10% in 5 trading days from 2026-05-05PMCI_BTDR_20260505 resolved hit on 2026-05-12 — BTDR >10% in 5 trading days from 2026-05-05PMCI_BWXT_20260505 resolved miss on 2026-05-12 — BWXT >10% in 5 trading days from 2026-05-05PMCI_CAT_20260505 resolved miss on 2026-05-12 — CAT >10% in 5 trading days from 2026-05-05PMCI_CEG_20260505 resolved miss on 2026-05-12 — CEG >10% in 5 trading days from 2026-05-05PMCI_CHE_20260505 resolved miss on 2026-05-12 — CHE >10% in 5 trading days from 2026-05-05PMCI_CIEN_20260505 resolved miss on 2026-05-12 — CIEN >10% in 5 trading days from 2026-05-05PMCI_CINF_20260505 resolved miss on 2026-05-12 — CINF >10% in 5 trading days from 2026-05-05PMCI_CSCO_20260505 resolved miss on 2026-05-12 — CSCO >10% in 5 trading days from 2026-05-05PMCI_EME_20260505 resolved miss on 2026-05-12 — EME >10% in 5 trading days from 2026-05-05PMCI_EPAM_20260505 resolved miss on 2026-05-12 — EPAM >10% in 5 trading days from 2026-05-05PMCI_ETN_20260505 resolved miss on 2026-05-12 — ETN >10% in 5 trading days from 2026-05-05PMCI_F_20260505 resolved miss on 2026-05-12 — F >10% in 5 trading days from 2026-05-05PMCI_GLW_20260505 resolved hit on 2026-05-12 — GLW >10% in 5 trading days from 2026-05-05PMCI_GM_20260505 resolved miss on 2026-05-12 — GM >10% in 5 trading days from 2026-05-05PMCI_GOOGL_20260505 resolved miss on 2026-05-12 — GOOGL >10% in 5 trading days from 2026-05-05PMCI_HUT_20260505 resolved hit on 2026-05-12 — HUT >10% in 5 trading days from 2026-05-05PMCI_INFY_20260505 resolved miss on 2026-05-12 — INFY >10% in 5 trading days from 2026-05-05PMCI_IOT_20260505 resolved miss on 2026-05-12 — IOT >10% in 5 trading days from 2026-05-05PMCI_IREN_20260505 resolved hit on 2026-05-12 — IREN >10% in 5 trading days from 2026-05-05PMCI_LEU_20260505 resolved hit on 2026-05-12 — LEU >10% in 5 trading days from 2026-05-05PMCI_MA_20260505 resolved miss on 2026-05-12 — MA >10% in 5 trading days from 2026-05-05PMCI_META_20260505 resolved miss on 2026-05-12 — META >10% in 5 trading days from 2026-05-05PMCI_MRNA_20260505 resolved hit on 2026-05-12 — MRNA >10% in 5 trading days from 2026-05-05PMCI_NEE_20260505 resolved miss on 2026-05-12 — NEE >10% in 5 trading days from 2026-05-05PMCI_NET_20260505 resolved miss on 2026-05-12 — NET >10% in 5 trading days from 2026-05-05PMCI_NFLX_20260505 resolved miss on 2026-05-12 — NFLX >10% in 5 trading days from 2026-05-05PMCI_NOW_20260505 resolved miss on 2026-05-12 — NOW >10% in 5 trading days from 2026-05-05PMCI_ANET_20260506 resolved miss on 2026-05-13 — ANET >10% in 5 trading days from 2026-05-06PMCI_AMD_20260506 resolved miss on 2026-05-13 — AMD >10% in 5 trading days from 2026-05-06PMCI_ACN_20260506 resolved miss on 2026-05-13 — ACN >10% in 5 trading days from 2026-05-06PMCI_FIX_20260506 resolved miss on 2026-05-13 — FIX >10% in 5 trading days from 2026-05-06PMCI_CINF_20260507 resolved miss on 2026-05-14 — CINF >10% in 5 trading days from 2026-05-07PMCI_BFLY_20260507 resolved miss on 2026-05-14 — BFLY >10% in 5 trading days from 2026-05-07PMCI_BE_20260511 resolved miss on 2026-05-18 — BE >10% in 5 trading days from 2026-05-11PMCI_DVA_20260511 resolved miss on 2026-05-18 — DVA >10% in 5 trading days from 2026-05-11PMCI_KTOS_20260511 resolved miss on 2026-05-18 — KTOS >10% in 5 trading days from 2026-05-11PMCI_S_20260511 resolved miss on 2026-05-18 — S >10% in 5 trading days from 2026-05-11PMCI_BE_20260512 resolved miss on 2026-05-19 — BE >10% in 5 trading days from 2026-05-12PMCI_FORM_20260513 resolved miss on 2026-05-20 — FORM >10% in 5 trading days from 2026-05-13PMCI_AMKR_20260513 resolved miss on 2026-05-20 — AMKR >10% in 5 trading days from 2026-05-13PMCI_AMD_20260513 resolved miss on 2026-05-20 — AMD >10% in 5 trading days from 2026-05-13PMCI_QCOM_20260514 resolved miss on 2026-05-21 — QCOM >10% in 5 trading days from 2026-05-14PMCI_AMD_20260514 resolved miss on 2026-05-21 — AMD >10% in 5 trading days from 2026-05-14PMCI_ICHR_20260514 resolved miss on 2026-05-21 — ICHR >10% in 5 trading days from 2026-05-14PMCI_MU_20260514 resolved miss on 2026-05-21 — MU >10% in 5 trading days from 2026-05-14PMCI_CRWV_20260514 resolved miss on 2026-05-21 — CRWV >10% in 5 trading days from 2026-05-14PMCI_ETN_20260514 resolved miss on 2026-05-21 — ETN >10% in 5 trading days from 2026-05-14PMCI_CRWV_20260515 resolved miss on 2026-05-22 — CRWV >10% in 5 trading days from 2026-05-15PMCI_BE_20260515 resolved hit on 2026-05-22 — BE >10% in 5 trading days from 2026-05-15PMCI_LITE_20260518 resolved miss on 2026-05-25 — LITE >10% in 5 trading days from 2026-05-18PMCI_MU_20260518 resolved hit on 2026-05-25 — MU >10% in 5 trading days from 2026-05-18PMCI_BE_20260518 resolved hit on 2026-05-25 — BE >10% in 5 trading days from 2026-05-18PMCI_SLDP_20260518 resolved hit on 2026-05-25 — SLDP >10% in 5 trading days from 2026-05-18PMCI_QCOM_20260518 resolved hit on 2026-05-25 — QCOM >10% in 5 trading days from 2026-05-18PMCI_CB_20260601 resolved miss on 2026-06-08 — CB >10% in 5 trading days from 2026-06-01PMCI_RMBS_20260601 resolved hit on 2026-06-08 — RMBS >10% in 5 trading days from 2026-06-01PMCI_AMPX_20260601 resolved miss on 2026-06-08 — AMPX >10% in 5 trading days from 2026-06-01231_031 resolved partial on 2026-05-10 — OpenAI planning $100B infrastructure spend, going public this year at $1T valuation.229_047 resolved hit on 2026-04-29 — Figure's 3,000 B200 GPU cluster is coming online for Helix pre-training with much larger GPUs planneIND_021 resolved hit on 2026-04-29 — February 2026 realized forecast: AI automation capabilities necessitated severe operational restructCMQ_036 resolved partial on 2026-12-31 — SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HBM procurement (HBM3E + SPC_008 resolved hit on 2026-04-29 — SpaceX milestone-delivery statistics: 16% on-time, 31% late, 53% undelivered overall — planetary milSEM_048 resolved hit on 2026-04-30 — OpenAI restructured into a $500 billion colossus by removing profit caps for investors (to support SSPC_025 resolved hit on 2026-04-29 — Critical misalignment in the AI industry: approximately 300 AI capabilities researchers for every on235_008 resolved miss on 2026-04-29 — Anthropic/OpenAI will be forced to release first-party OpenClaw competitor in next couple months.246_001 resolved partial on 2026-09-30 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.AI_021 resolved partial on 2026-05-03 — The 2026-2027 window is the 'Great Disemboweling' of white-collar employment — millions of mid-caree232_021 resolved hit on 2026-04-29 — No chance AI will be paused in the next three years given current administration and China competiti241_006 resolved hit on 2026-04-29 — Everyone is out of hardware and electricity due to AI boomAUT_019 resolved hit on 2026-04-29 — Weil's April 2026 exit from OpenAI VP of Science signals critical juncture — as AI transitions from 242_015 resolved hit on 2026-04-29 — Full autonomy achieved within 2 years before Salim's son gets driver's license234_012 resolved hit on 2026-04-29 — Anthropic revenue will cross OpenAI revenue in middle of 2026233_020 resolved hit on 2026-04-29 — Texas Sports Academy will operate at $300/month per parent using Texas billion-dollar voucher prograCMQ_043 resolved hit on 2026-04-29 — In complex Agentic AI workloads, CPU-side processing accounts for 50-90% of end-to-end latency — val246_008 resolved partial on 2026-05-01 — Elon Musk will merge SpaceX and XAI (with Tesla) within a year (Peter's view).246_038 resolved hit on 2026-04-29 — Data centers are driving frontier labs into space (orbital data centers).238_041 resolved hit on 2026-04-29 — Apple will eventually integrate highly competent private frontier models into its OS (when not if)247_023 resolved partial on 2026-05-17 — AI will be able to do everything a white collar worker does imminently247_042 resolved hit on 2026-04-29 — Professional Robotics League first US match on April 19, 2026 in BostonAUT_017 resolved hit on 2026-04-29 — Defining 2023-2026 shift: maturation of 'Agentic AI' via heavy fine-tuning of pre-trained LLMs using245_008 resolved partial on 2026-05-24 — More direwolves will be produced after initial Romulus and RemusIND_013 resolved hit on 2026-04-29 — General intelligence requires systems capable of solving tasks across multidimensional continuous doINF_005 resolved partial on 2026-05-01 — Skilled trade labor (welders, HVAC, electricians, plumbers, heavy-equipment operators, network technAI_016 resolved hit on 2026-04-29 — The 'cost of intelligence' collapse has officially superseded traditional Moore's Law dynamics — an CMQ_053 resolved hit on 2026-04-30 — Figure AI secured $675M Series B in 2024 and partnered commercially with BMW — addressing skilled-laINF_029 resolved partial on 2026-05-03 — Enterprise AI will shift the software economy from licensing to 'outcome-based economics' — corporat246_005 resolved partial on 2026-05-10 — OpenAI and Anthropic IPOs will head toward $1 trillion valuations.AI_010 resolved hit on 2026-04-29 — The 2026 development landscape has entered the 'Slopacolypse' — AI writes the vast majority of new cINF_036 resolved partial on 2026-05-01 — AI will develop a 'kinetic' edge where capital assets (drones, autonomous vehicles, agricultural robCYB_018 resolved hit on 2026-04-29 — Figure AI valuation has eclipsed $39 billion by early 2026 — surpassing SpaceX's 2020 valuation — baSEM_049 resolved partial on 2026-05-24 — AI will soon fully automate software engineering, achieving massive cost reductions via iterative se247_058 resolved hit on 2026-04-29 — Jury selection begins April 27, 2026 for Musk v OpenAI trial235_002 resolved hit on 2026-04-29 — Anthropic will exceed OpenAI in revenue this year (2026).245_012 resolved hit on 2026-04-29 — UAE's Biovault is a nine-figure initiative for both Colossal and the UAE246_047 resolved hit on 2026-04-29 — Anthropic ARR reached $30B, surpassing OpenAI's $24-25B.CYB_026 resolved hit on 2026-04-29 — The initial assumption that the United States can maintain a durable long-term 'moat' based purely oFUT_003 resolved hit on 2026-04-29 — Superforecaster consensus assigns 0.38% probability to AI-driven human extinction by 2100 vs domain-ROB_002 resolved partial on 2025-12-31 — 99% of code generation will be entirely automated by the end of 2025 — the elimination of the primarROB_006 resolved hit on 2026-04-29 — 'English is the hottest new programming language' — natural language becomes the dominant programminINF_004 resolved partial on 2026-05-17 — China has massive latent 'ghost data center' capacity — fully powered facilities sitting empty awaitROB_012 resolved hit on 2026-04-29 — The ultimate bottleneck for global robotics deployment is NOT software architecture but physical GPUINF_019 resolved hit on 2026-04-29 — A modern hyperscale AI data center can consume up to 5 million gallons of freshwater per day for evaINF_033 resolved hit on 2026-04-29 — Technology conglomerates have mobilized unprecedented political capital to ensure AI-friendly regulaSEM_033 resolved partial on 2026-05-10 — AI is gaining the capability to autonomously conduct original physics research (e.g., GPT-5.2 Pro prSEM_039 resolved hit on 2026-04-29 — Block unveiled proprietary Bitcoin mining ASIC at 709 Terahashes/second (TH/s) — leading indicator fSEM_042 resolved hit on 2026-04-29 — 2025 will be the definitive year that agentic systems finally hit the mainstream.INF_039 resolved hit on 2026-04-29 — Consumer-facing AI hardware shortages will worsen: high-Unified-Memory Apple Mac Studio lead times nINF_060 resolved partial on 2026-05-10 — Three new battery chemistries beyond lithium-ion will commercialize in 2026 — signaling a definitive229_013 resolved hit on 2026-04-29 — The next 12-18 months will be the largest AI transformation ever seen.248_040 resolved hit on 2026-04-29 — Pausing AI will fail and only accelerate race dynamics.248_005 resolved hit on 2026-04-29 — V3 Starlink satellites will deliver over 1 TB/s downlink and 200+ Gbps uplink each.ROB_016 resolved hit on 2026-04-29 — Block executed massive layoffs explicitly reframing the company as a 'smaller, faster, intelligence-CMQ_038 resolved hit on 2026-12-31 — Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s bandwidth — optimized to235_038 resolved hit on 2026-04-29 — David Sinclair begins partial epigenetic reprogramming trials with Life Biosciences in March 2026.SEM_002 resolved partial on 2026-05-21 — By 2025-2026, AI model outputs will outpace the cognitive capabilities of college graduates (driven SEM_011 resolved hit on 2026-04-30 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advancSEM_014 resolved hit on 2026-04-30 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil fSEM_022 resolved partial on 2026-05-01 — FP4 / ternary-weight architectures decouple AI capability from raw transistor density — embargoed na237_028 resolved hit on 2026-04-29 — Abundance Summit will live-stream Eric Schmidt, Uber CEO Dara Khosrowshahi, and a WTF Moonshot podca238_072 resolved hit on 2026-04-29 — Small-to-large model scaling time has collapsed from 6-12 months to 6 daysSEM_021 resolved partial on 2026-05-10 — Largest AI models will see a 100x leap in size by 2026, driven largely by Chinese research efforts uSEM_037 resolved partial on 2026-05-17 — For any job you can do on the other side of a screen, AI will probably be able to do it better, fast232_014 resolved hit on 2026-04-29 — Recursive self-improvement is already here, not 12 months away.SEM_040 resolved partial on 2026-05-03 — Bitcoin treasury/business strategy allows companies to outpace rival enterprise software firms by 10241_052 resolved hit on 2026-04-29 — Standard AI data centers being built at 400 MW scale, half-mile longSEM_045 resolved partial on 2026-05-03 — Traditional corporate structures will move rapidly toward AI-native operating models by 2026 — forci245_025 resolved hit on 2026-04-29 — Colossal gene editing efficiency has risen from 15% industry / 40% internal to 90% at hundreds of edSPC_014 resolved hit on 2026-04-29 — Starlink constitutes 65% of all active satellites globally by 2026 — making LEO operational manageme248_003 resolved hit on 2026-04-29 — SpaceX plans to launch 40,000 V3 Starlink satellites and then 120,000 V4 satellites.SPC_031 resolved hit on 2026-04-29 — SpaceX's reusability program has driven the cost per kilogram to Low Earth Orbit from $15,600 in 200229_028 resolved hit on 2026-04-29 — Figure will NOT license out its neural net or hardware IP to third-party form-factor builders.CYB_015 resolved hit on 2026-04-29 — The human hiring process becomes progressively distorted as autonomous bot agents actively screen reCYB_003 resolved partial on 2026-05-17 — Localized, ungoverned multi-agent networks will spontaneously generate their own social networks, goCYB_009 resolved hit on 2026-04-29 — Hardware-software alignment will force widespread foundational-codebase rewrites — exemplified by MiCYB_029 resolved hit on 2026-04-29 — Corporate API providers will increasingly restrict third-party agent harnesses (exemplified by AnthrSEM_029 resolved hit on 2026-04-29 — Blackwell RTX PRO 5000 (72GB) engineered with 50% memory boost over previous generation — deliberateINF_008 resolved partial on 2026-05-01 — Leading AI model intelligence has been improving by roughly 2.5 IQ points per month since May 2024 —INF_031 resolved partial on 2028-10-31 — The biggest near-term AI risk to humanity is AI companies themselves acting without proper oversightINF_030 resolved partial on 2026-05-01 — By 2026, generative AI will democratize analytical and operational capabilities previously exclusiveINF_049 resolved hit on 2026-04-29 — Modern AI data centers are no longer server farms but "gigawatt factories"; energy — not silicon supINF_065 resolved hit on 2026-04-29 — Uber has committed an initial $100 million specifically to develop EV charging infrastructure tailorSEM_006 resolved partial on 2025-12-31 — OpenAI will operate at a ~$9B deficit in 2025, driven almost entirely by advanced-chip acquisition aSEM_008 resolved hit on 2026-04-29 — Training runs costing $10 billion for a single model will commence sometime in 2025.SEM_012 resolved hit on 2026-04-29 — Nvidia quadrupled chip production output while only doubling human headcount — achieved by deployingSEM_027 resolved hit on 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap SPC_004 resolved hit on 2026-04-29 — Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium launch market — 2025 revenuSPC_006 resolved hit on 2026-04-29 — Starlink exceeded 10 million active global subscribers by February 2026, generating estimated annualJan 2026FebMarAprMayJunJulAugSepOctNovDecJan 2027FebMarAprMayJunJulAugSepOctNovDecJan 2028FebMarAprMayJunJulAugSepOctNovDecJan 2029FebMarAprMayJunJulAugSepOctNovDecJan 2030FebMarAprMayJunJulAugSepOctNovDecJan 2031FebMarAprMayJunJulAugSepOctNovDecJan 2032FebMarAprMayJunJulAugSepOctNovDecJan 2033FebMarAprMayJunJulAugSepOctNovDecJan 2034FebMarAprMayJunJulAugSepOctNovDecJan 2035FebMarAprMayJunJulAugSepOctNovDecJan 2036FebMarAprMayJunJulAugSepOctNovDecJan 2037FebMarAprMayJunJulAugSepOctNovDecJan 2038FebMarAprMayJunJulAugSepOctNovDecJan 2039FebMarAprMayJunJulAugSepOctNovDecJan 2040FebMarAprMayJunJulAugSepOctNovDecJan 2041FebMarAprMayJunJulAugSepOctNovDecJan 2042FebMarAprMayJunJulAugSepOctNovDecJan 2043FebMarAprMayJunJulAugSepOctNovDecJan 2044FebMarAprMayJunJulAugSepOctNovDecJan 2045FebMarAprMayJunJulAugSepOctNovDecJan 2046FebMarAprMayJuntodaypre #6 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #5 · pending · 2026-09-15 — Starship V3 first orbital Starlink V3 launchpre #4 · pending · 2026-09-15 — 8+ Starship Starlink launches in 2026pre #3 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.pre #2 · pending · 2027-10-01 — SpaceX rideshare/dedicated 3rd-party launch share declines below 15% of Starship cadencepre #1 · pending · 2027-10-01 — Competitor (Amazon Kuiper, Eutelsat) experiences launch-vehicle delay attributed to SpaceX capacity allocationcascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-11-10 — Q1 window check-in (25%)pre #5 · pending · 2026-12-30 — Google Project Suncatcher prototype satellites launch by early 2027pre #4 · pending · 2027-09-20 — Q2 window check-in (50%)pre #3 · pending · 2028-07-01 — Multi-org orbital data center constellation deployments cross 100 satellites combinedpre #2 · pending · 2028-07-29 — Q3 window check-in (75%)pre #1 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)cascade #1 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-11-29 — Tesla solar manufacturing capacity announcement substantiated with permitspre #5 · pending · 2027-06-16 — SpaceX commits public solar manufacturing capacity beyond Starlink supplypre #4 · pending · 2027-12-31 — Scenario fires: 50GW dedicated AI/data center grid by Dec 2027pre #3 · pending · 2028-12-15 — Tesla US solar PV production reaches 10 GW/year run ratepre #2 · pending · 2028-12-31 — Scenario fires: Compute: 10GW total by Dec 2028pre #1 · pending · 2030-03-17 — Tesla and SpaceX reach combined 100 GW/year US solar manufacturing capacitycascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-08-01 — Starship V3 reaches 100+ ton LEO payload demonstrated capacitypre #5 · pending · 2028-03-16 — Starship V3 enters repeatedly-flying cadence (>=10 flights in 12 months)pre #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #3 · pending · 2028-11-14 — First Mars uncrewed Starship transit attempt (2028 transfer window)pre #2 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)pre #1 · pending · 2028-12-31 — First non-NASA private crew booking on Starship lunar/cis-lunar missioncascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2032-10-20 — We are in an intelligence revolution — a war on scarce human attention — weapon is the token.pre #5 · pending · 2032-10-30 — Data centers in space will take 5-7 years at best, not 2-3.pre #4 · pending · 2033-06-23 — AI will be net super-humanizing long-term despite short-term substitution effects.pre #3 · pending · 2033-07-02 — First lunar mass-driver / electromagnetic launcher prototype publicly demonstrated (terrestrial test article or LEO demopre #2 · pending · 2033-09-24 — Over the next 10 years humanity will live through top 50 science fiction plots simultaneously.pre #1 · pending · 2036-07-23 — San Francisco will become capital of the solar system in about 10 years if trends continue.cascade #1 · pending · 2037-07-02 — Permanent lunar settlement crossing 100-person continuous occupancy thresholdpre #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #5 · pending · 2029-06-08 — Dyson swarm launchers will not be a SpaceX singleton; many orgs will launch their own.pre #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).pre #3 · pending · 2030-06-18 — Tesla and SpaceX each aim to generate 100 gigawatts of solar per year.pre #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.pre #1 · pending · 2031-05-18 — Intelligence explosion shockwave propagates from math → physical sciences → planetary systems, Dyson swarm by early 2030cascade #1 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-06-28 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.pre #5 · pending · 2026-08-05 — AI boom will cause severe cascading shortages in memory and GPUs — violently driving hardware prices up across enterprispre #4 · pending · 2026-08-10 — Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labspre #3 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #2 · pending · 2026-09-15 — Amazon Leo crosses 500 satellites in orbitpre #1 · pending · 2026-09-15 — Amazon Leo commercial consumer service launches (mid-2026 target)cascade #1 · pending · 2027-07-02 — Cascade: Starlink + Amazon Leo together hold >85% of LEO broadband subscribers (duopoly)cascade #2 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #3 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #5 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #6 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).pre #6 · hit · 2024-11-01 — Smithsonian + frontier research consensus: Mars colony food likely lab-grown meat / cell-cultured / plant-based, not livpre #5 · pending · 2026-10-22 — Q1 window check-in (25%)pre #4 · pending · 2027-01-30 — SpaceX 2026/27 Mars cargo window — uncrewed Starship Mars cargo attemptpre #3 · pending · 2027-04-16 — Q2 window check-in (50%)pre #2 · pending · 2027-10-08 — Q3 window check-in (75%)pre #1 · pending · 2028-02-15 — International space-law / planetary-protection guidance bans live-animal foodstock transitcascade #1 · pending · 2028-11-30 — SpaceX / NASA 2028/29 expanded launch window — manifest disclosurepre #6 · pending · 2026-07-13 — Q2 window check-in (50%)pre #5 · pending · 2026-08-19 — Q3 window check-in (75%)pre #4 · pending · 2026-08-31 — Census Bureau or Brookings 2026 report on rural-population growth from net-migrationpre #3 · pending · 2026-08-31 — Starlink residential subscriber base crosses 10Mpre #2 · pending · 2026-08-31 — Tesla FSD V14 unsupervised certification in 5+ states / national rolloutpre #1 · pending · 2026-08-31 — Office vacancy / urban CRE distress remains >20% in major US metroscascade #1 · pending · 2027-12-31 — Confirmed reversal: rural growth + urban decline visible in 2027 census revisionscascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-02-02 — Q2 window check-in (50%)pre #5 · pending · 2027-06-16 — Top AI labs (OpenAI, Anthropic, DeepMind) announce reduced power-projection scenariospre #4 · pending · 2027-06-21 — Q3 window check-in (75%)pre #3 · pending · 2027-08-16 — Triplet-superconductor / zero-loss compute breakthrough demonstrated at scalepre #2 · pending · 2027-09-16 — Starcloud / Lockheed Starshield orbital data-center constellation reaches construction milestonepre #1 · pending · 2027-10-16 — Wissner-Gross / Bezos / Musk public revision of moon-disassembly thesiscascade #1 · pending · 2027-12-01 — Fusion or thorium SMR power-density breakthrough commercially announcedpre #2 · hit · 2026-04-07 — SpaceX confidentially files IPO paperwork with SEC (early April 2026)pre #1 · hit · 2026-04-07 — SpaceX targets $1.75T-$2T valuation; $75B raisecascade #1 · pending · 2026-06-08 — SpaceX road show begins June 8, 2026cascade #2 · pending · 2026-06-18 — SpaceX road show will begin in June 2026.cascade #3 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #4 · pending · 2026-08-15 — SpaceX prices and lists shares; first-day open vs offer pricecascade #5 · pending · 2026-09-30 — Largest IPO in history: SpaceX raises >$50Bcascade #6 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #6 · pending · 2029-12-10 — Elon plans to produce tens of millions of robots per year in just a few years.pre #5 · pending · 2030-06-21 — Reversible cryopreservation of brains/organs is nearing; people will be able to cryopreserve and revive.pre #4 · pending · 2032-03-16 — First habitable element delivered to lunar surface (US or China)pre #3 · pending · 2032-10-20 — We are in an intelligence revolution — a war on scarce human attention — weapon is the token.pre #2 · pending · 2034-07-02 — First continuous human presence (>=28 days uninterrupted) at NASA Artemis Base Camppre #1 · pending · 2035-09-16 — China ILRS basic facility completed at lunar south pole (Phase 1 milestone)cascade #1 · pending · 2037-06-24 — Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.cascade #2 · pending · 2039-07-02 — Permanent lunar base milestone: continuous multi-year human presence achievedpre #6 · pending · 2030-10-31 — First Starship crewed Mars mission departs Earth (Musk-stated 2029-31 window)pre #5 · pending · 2031-01-31 — Scenario fires: Mars uncrewed: 2031+ transfer window or further delaypre #4 · pending · 2032-09-15 — First humans land alive on Martian surfacepre #3 · pending · 2032-10-20 — We are in an intelligence revolution — a war on scarce human attention — weapon is the token.pre #2 · pending · 2032-10-30 — Data centers in space will take 5-7 years at best, not 2-3.pre #1 · pending · 2033-06-23 — AI will be net super-humanizing long-term despite short-term substitution effects.cascade #1 · pending · 2037-06-24 — Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.cascade #2 · pending · 2040-09-15 — Self-sustaining colony milestone — >=100 humans continuously on Marspre #6 · hit · 2026-04-29 — Recursive self-improvement is already here, not 12 months away.pre #5 · pending · 2026-06-26 — By 2026, AI will reach 'intern-level' capability — millions of virtual interns performing supervised, economically usefupre #4 · pending · 2028-09-15 — First crewed lunar surface landing (Artemis III or competitor)pre #3 · pending · 2032-01-01 — First sustained lunar surface infrastructure (>=2 weeks continuous human presence)pre #2 · pending · 2032-07-01 — First electromagnetic mass-driver / launch system test on Earth at full lunar-equivalent geometrypre #1 · pending · 2033-07-30 — Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.cascade #1 · pending · 2036-11-30 — First operational mass driver delivered or assembled on lunar surfacecascade #2 · pending · 2037-06-24 — Mass drivers on the moon will shoot AI satellites into deep space; self-sustaining lunar city will follow.pre #6 · pending · 2026-08-10 — Main characters for semi institutional portfolios: Nvidia, Broadcom, and high-growth connectivity firms like Astera Labspre #5 · pending · 2026-08-14 — Memory stocks are THE primary beneficiary of the semiconductor growth cycle extending into 2026 ('Memory Wall' dominant pre #4 · pending · 2028-09-15 — Starship reaches 1 launch per week sustained from any single padpre #3 · pending · 2028-09-30 — FAA or LC-39A approves >100 Starship launches per year licensurepre #2 · pending · 2029-07-01 — Starship V4 with hourly-launch ambition unveiledpre #1 · pending · 2029-12-31 — Aggregate Starship launches exceed 100 in calendar yearcascade #1 · pending · 2030-08-12 — Single launch every 5.3 minutes (274/day) achievedcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-09-15 — Day-one closing market capitalization of SpaceX upon listingpre #5 · pending · 2026-09-24 — Q1 window check-in (25%)pre #4 · pending · 2026-11-30 — Scenario fires: First $1T+ IPO in 2026pre #3 · pending · 2027-01-30 — Post-IPO secondary trading SpaceX market cap holds >=$2T for 30+ consecutive trading dayspre #2 · pending · 2027-02-19 — Q2 window check-in (50%)pre #1 · pending · 2027-07-17 — Q3 window check-in (75%)cascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-06-05 — Q1 window check-in (25%)pre #5 · pending · 2026-07-11 — Q2 window check-in (50%)pre #4 · pending · 2026-07-16 — SpaceX achieves Starship V3 successful orbital flight with booster catchpre #3 · pending · 2026-07-31 — Pad 2 at Starbase Texas comes online enabling higher cadencepre #2 · pending · 2026-08-16 — Q3 window check-in (75%)pre #1 · pending · 2026-08-31 — FAA approves up to 44 Starship-Super Heavy launches annually (already-granted check)cascade #1 · pending · 2026-12-15 — Hyperloop / Boring Company tunnel rail competing project public delay or cancellationcascade #2 · pending · 2027-04-16 — First Starship point-to-point demonstration mission announcement (cargo only)pre #6 · pending · 2027-05-01 — Long March 10 first uncrewed orbital flight testpre #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).pre #4 · pending · 2027-07-02 — Lanyue lander integrated landing/takeoff test completedpre #3 · pending · 2029-03-17 — Robotic Mengzhou-Lanyue uncrewed lunar dress rehearsalpre #2 · pending · 2029-09-30 — China names two-astronaut crew for lunar missionpre #1 · pending · 2030-07-16 — Crewed Mengzhou launch on Long March 10 toward Mooncascade #1 · pending · 2031-05-02 — If landing succeeds: ILRS basic-station construction roadmap activatedcascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #5 · pending · 2027-07-02 — SpaceX uncrewed Starship lunar landing demonstration (HLS rehearsal)pre #4 · pending · 2027-12-15 — Artemis III lunar-orbit rendezvous test (no crewed landing) revised mission profilepre #3 · pending · 2028-08-20 — Artemis IV crewed lunar landing (first since Apollo) launchespre #2 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)pre #1 · pending · 2029-03-17 — First sustained 2-person lunar surface stay >=14 dayscascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · hit · 2026-04-01 — SpaceX files confidential S-1 with SEC at $2T target valuationpre #5 · overdue · 2026-04-26 — SpaceX 2025 revenue confirms $15.6B baselinepre #4 · overdue · 2026-05-14 — Q3 window check-in (75%)pre #3 · overdue · 2026-05-18 — SpaceX S-1 prospectus made publicpre #2 · pending · 2026-06-11 — SpaceX IPO roadshow begins week of June 8, 2026pre #1 · pending · 2026-06-24 — SpaceX prices IPO and begins tradingcascade #1 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.cascade #2 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #3 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #4 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #5 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #6 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · overdue · 2026-02-25 — Q1 window check-in (25%)pre #5 · hit · 2026-03-24 — Starlink crosses 10M subscribers, tracking $20B revenue in 2026pre #4 · hit · 2026-04-01 — SpaceX confidentially files for IPO at $2T+ valuationpre #3 · overdue · 2026-04-21 — Q2 window check-in (50%)pre #2 · overdue · 2026-05-17 — Starlink monthly net additions reach 1.5M users (2x 2025 pace)pre #1 · pending · 2026-06-15 — Q3 window check-in (75%)cascade #1 · pending · 2027-04-01 — Starlink EBITDA margins exceed 60% confirming profitability scalecascade #2 · pending · 2027-04-16 — SpaceX 2026 total revenue lands $22-30B range (above doubling)cascade #3 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #5 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #6 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).pre #4 · overdue · 2026-02-05 — Q1 window check-in (25%)pre #3 · overdue · 2026-03-12 — Q2 window check-in (50%)pre #2 · hit · 2026-04-01 — SpaceX confidentially files draft S-1 with SECpre #1 · overdue · 2026-04-16 — Q3 window check-in (75%)cascade #1 · pending · 2026-06-11 — SpaceX roadshow begins week of June 8, 2026cascade #2 · pending · 2026-07-08 — SpaceX IPO prices in $1.75T-$2T rangecascade #3 · pending · 2026-09-15 — Starlink subscriber count crosses 12Mcascade #4 · pending · 2027-01-30 — SpaceX market cap crosses $3T post-IPOcascade #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #6 · hit · 2026-04-01 — SpaceX confidentially files S-1 with SECpre #5 · hit · 2026-04-25 — Polymarket SpaceX June IPO odds >=60%pre #4 · overdue · 2026-05-08 — SpaceX public S-1 filing in late April / May 2026pre #3 · hit · 2026-04-25 — ARK Invest SpaceX IPO Guide published with $1.75T+ valuation frameworkpre #2 · overdue · 2026-05-28 — SpaceX IPO anticipated potentially as early as next month (April 2026).pre #1 · pending · 2026-06-15 — SpaceX road show begins in June 2026 (10-14 day institutional pitch)cascade #1 · pending · 2026-06-21 — State data-center moratoriums will accelerate Dyson-swarm / orbital compute innovation due to constriction.cascade #2 · pending · 2026-06-23 — The cadence of AI breakthroughs and Moonshot episodes will keep picking up as we are in the singularity.cascade #3 · pending · 2026-07-23 — SpaceX IPO prices and lists on Nasdaqcascade #4 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #5 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #6 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.pre #6 · hit · 2026-01-16 — Tesla $2B investment in xAI as Master Plan IV vehiclepre #5 · hit · 2026-01-29 — Bloomberg/Reuters reports Musk weighing SpaceX-Tesla-xAI mega-mergerpre #4 · overdue · 2026-01-31 — Q1 window check-in (25%)pre #3 · hit · 2026-02-03 — SpaceX-xAI merger closed at $1.25T combined valuationpre #2 · overdue · 2026-03-02 — Q2 window check-in (50%)pre #1 · overdue · 2026-04-01 — Q3 window check-in (75%)cascade #1 · hit · 2026-05-01 — $573M+ web of related-party transactions disclosed in Tesla 10-Kcascade #2 · pending · 2026-11-14 — Tesla-SpaceX or Tesla-xAI formal merger agreement signedcascade #3 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #4 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #5 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #6 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.pre #6 · pending · 2027-03-01 — Tesla quarterly earnings demonstrate continued financial health (positive FCF, no covenant breaches)pre #5 · pending · 2027-03-17 — Dan Ives or other major analyst publicly retracts the '80-90% chance SpaceX-Tesla merger by H1 2027' callpre #4 · pending · 2027-05-02 — SpaceX post-IPO operating performance solid (Starlink revenue, Starship cadence)pre #3 · pending · 2027-06-30 — End of H1 2027 reached without a Definitive Merger Agreement filed with SECpre #2 · pending · 2027-07-22 — Q3 window check-in (75%)pre #1 · pending · 2027-08-01 — If merger occurs, accompanying disclosure cites distress or capital need (validating conditional)cascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshippre #5 · pending · 2029-06-08 — Dyson swarm launchers will not be a SpaceX singleton; many orgs will launch their own.pre #4 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.pre #3 · pending · 2029-07-01 — Tesla-SpaceX-xAI combined entity (or aggregate cap-table) reaches $10Tpre #2 · pending · 2029-11-08 — Fierce zero-sum scramble will saturate every available long-term power contract and voltage transformer through rest of pre #1 · pending · 2030-03-12 — Tesla, SpaceX, or xAI individually crosses $5T market capcascade #1 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #2 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2026-06-28 — SpaceX will IPO at $2 trillion valuation, raising $75 billion as largest IPO in history.pre #5 · pending · 2026-07-31 — RS-25 engines ship from Stennis to KSC for Artemis III core stage integrationpre #4 · pending · 2026-08-09 — SpaceX 2026 revenue will double to $20 billion (from $16B in 2025).pre #3 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #2 · pending · 2026-12-15 — Artemis III SLS core stage fully integrated in VABpre #1 · pending · 2027-05-17 — Starship HLS or Blue Moon flight-ready demonstrator on orbitcascade #1 · pending · 2027-09-15 — Artemis 3 launches in 2027 target windowcascade #2 · pending · 2028-09-25 — Artemis 4 crewed moon landing mission to south pole in early 2028.cascade #3 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #4 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #5 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #6 · pending · 2030-07-05 — Dyson swarm compute infrastructure will be realized in a few yearspre #6 · pending · 2026-08-09 — SpaceX 2026 revenue will double to $20 billion (from $16B in 2025).pre #5 · pending · 2026-08-16 — NASA Artemis II crewed mission completes lunar flybypre #4 · pending · 2026-12-15 — SpaceX Starship HLS or Blue Origin Blue Moon completes uncrewed lunar landing demonstrationpre #3 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.pre #2 · pending · 2027-06-16 — Lunar Gateway PPE/HALO modules launched and operationalpre #1 · pending · 2028-07-01 — Artemis IV crewed launch occurscascade #1 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #2 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #3 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #4 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #5 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · overdue · 2026-04-30 — Starship V3 inaugural flightpre #5 · pending · 2026-06-11 — Q1 window check-in (25%)pre #4 · pending · 2026-07-23 — Q2 window check-in (50%)pre #3 · pending · 2026-08-31 — Public confirmation of skipped 2026 Mars windowpre #2 · pending · 2026-09-03 — Q3 window check-in (75%)pre #1 · pending · 2026-09-15 — Full-scale Starship-to-Starship orbital refueling demonstration attemptedcascade #1 · pending · 2026-10-31 — Artemis HLS lunar lander schedule slip announcementcascade #2 · pending · 2026-11-30 — Updated Mars timeline pushes uncrewed mission to 2028-29 windowpre #4 · hit · 2026-02-09 — Musk publicly delays Starship Mars launch beyond 2026 transfer windowpre #3 · overdue · 2026-02-21 — Q1 window check-in (25%)pre #2 · overdue · 2026-04-13 — Q2 window check-in (50%)pre #1 · pending · 2026-06-03 — Q3 window check-in (75%)cascade #1 · pending · 2026-07-31 — Cumulative orbital propellant transfer of >=100 metric tons demonstrated in single Starship testcascade #2 · pending · 2026-09-15 — First Starship Block 3 successful flight test (Mars-capable variant)cascade #3 · pending · 2026-11-30 — November 2026 Earth-Mars transfer window closes without Starship launchcascade #4 · pending · 2027-03-17 — Cascade: SpaceX shifts focus to Artemis 3 lunar mission as primary near-term Starship deploymentcascade #5 · pending · 2027-06-20 — Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).cascade #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #6 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.pre #5 · pending · 2028-09-30 — Mengzhou crewed spacecraft uncrewed flight test in lunar transfer orbitpre #4 · pending · 2029-03-17 — Full uncrewed Mengzhou-Lanyue lunar dress rehearsal missionpre #3 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshippre #2 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.pre #1 · pending · 2029-12-15 — Two LM-10 launches within 6 weeks (crew + lander) demonstrating dual-launch cadencecascade #1 · pending · 2031-04-16 — If landing succeeds: China publishes ILRS construction plan for 2031-2035 phasecascade #2 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.cascade #3 · pending · 2070-06-22 — Earth-scale Dyson swarm in solar synchronous orbit will be built regardless of physics.pre #6 · pending · 2027-01-30 — Blue Moon Mk1 robotic lunar lander successful landing on Moon's south polepre #5 · pending · 2027-03-12 — Q2 window check-in (50%)pre #4 · pending · 2027-03-17 — Blue Origin wins or solidifies NASA HLS / Artemis lunar contract continuationpre #3 · pending · 2027-08-17 — Q3 window check-in (75%)pre #2 · pending · 2027-12-16 — Industry analyst (Payload, ArsTechnica, SpaceNews) declares Blue Origin first-tier moon-mission competitorpre #1 · pending · 2028-01-01 — Blue Origin launches >=8 New Glenn missions in calendar yearcascade #1 · pending · 2029-06-15 — Cascade: Blue Origin Mk2 crewed Blue Moon vehicle ready for Artemis-class missionpre #6 · hit · 2026-04-14 — Apple announces Amazon Globalstar / Project Kuiper as iPhone satellite vendorpre #5 · pending · 2026-11-28 — Q2 window check-in (50%)pre #4 · pending · 2027-05-12 — Q3 window check-in (75%)pre #3 · pending · 2027-08-01 — Apple satellite revenue line item appears separately in 10-Qpre #2 · pending · 2027-08-16 — iPhone formally adds SpaceX Starlink as second-vendor optionpre #1 · pending · 2027-09-16 — Direct-to-device satellite cellular displaces terrestrial backup for emergency / SOScascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-09-11 — Q1 window check-in (25%)pre #5 · pending · 2027-01-30 — First operational V3 Starlink batch on Starshippre #4 · pending · 2027-05-23 — Q2 window check-in (50%)pre #3 · pending · 2028-01-31 — Q3 window check-in (75%)pre #2 · pending · 2028-03-16 — Starship reaches sustained 3-launches-per-week cadencepre #1 · pending · 2028-09-14 — Cumulative V3 Starlink deployment crosses 5,000 satellitescascade #1 · pending · 2029-03-01 — 40,000 V3 Starlink constellation reaches operational statuscascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #6 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · hit · 2026-03-16 — Six space-AI partners named at launch (Aetherflux, Axiom, Kepler, Planet, Sophia, Starcloud)pre #5 · pending · 2027-05-01 — First Vera Rubin Space Module ships to a paying orbital customerpre #4 · pending · 2027-09-01 — Q1 window check-in (25%)pre #3 · pending · 2028-03-16 — First Rubin-class AI inference workload runs on-orbit (not just imaging payload)pre #2 · pending · 2028-05-01 — Q2 window check-in (50%)pre #1 · pending · 2028-12-30 — Q3 window check-in (75%)cascade #1 · pending · 2029-08-31 — First lunar-surface AI compute deployment announcement (NVIDIA-class hardware)pre #6 · hit · 2026-02-28 — First gigawatt-scale AI datacenter operational (xAI Colossus 2)pre #5 · pending · 2027-03-17 — Single-cluster commitment crosses $200B thresholdpre #4 · pending · 2027-03-17 — FERC or RTO publicly identifies AI compute as macro-grid stress sourcepre #3 · pending · 2027-04-07 — Q2 window check-in (50%)pre #2 · pending · 2027-11-01 — First U.S. nuclear PPA dedicated to single AI cluster ≥1 GWpre #1 · pending · 2028-05-24 — Q3 window check-in (75%)pre #6 · pending · 2026-12-02 — Q1 window check-in (25%)pre #5 · pending · 2027-03-01 — Peer-reviewed study published demonstrating AI-evaded synthesis screening in real providerpre #4 · pending · 2027-11-03 — Q2 window check-in (50%)pre #3 · pending · 2027-12-16 — International (G7 or OECD) coordination framework on AI-bio screening announcedpre #2 · pending · 2028-01-02 — Benchtop DNA synthesis device categorized as restricted-access dual-use technologypre #1 · pending · 2028-10-04 — Q3 window check-in (75%)cascade #1 · pending · 2029-09-05 — AI-bio ChatGPT moment national-security framework treated equivalently to nuclear by 2029pre #4 · hit · 2026-02-09 — Musk announces Mars 2026 mission deprioritized, delayed 5-7 yearspre #3 · overdue · 2026-02-26 — Q1 window check-in (25%)pre #2 · overdue · 2026-04-23 — Q2 window check-in (50%)pre #1 · pending · 2026-06-18 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-15 — Starship orbital refueling demonstration completedcascade #2 · pending · 2026-12-31 — 2026 Mars transfer window (Nov-Dec 2026) closes with zero Starship launchescascade #3 · pending · 2026-12-31 — SpaceX Starship cumulative successful test flights reach 15+ by end of 2026cascade #4 · pending · 2027-05-02 — Next viable Mars window targeted by SpaceX shifts to 2028/29pre #6 · pending · 2026-11-11 — Q1 window check-in (25%)pre #5 · pending · 2026-12-31 — Onsite natural gas projects represent largest near-term DC power solution in USpre #4 · pending · 2027-09-21 — Q2 window check-in (50%)pre #3 · pending · 2028-05-01 — Microsoft-Constellation Three Mile Island PPA delivers 837MW for AI data centerspre #2 · pending · 2028-07-31 — Q3 window check-in (75%)pre #1 · pending · 2028-11-30 — Natural gas share of new global ex-China power additions crosses 20% threshold by late 2020scascade #1 · pending · 2029-08-31 — First commercial SMR delivers power to a hyperscaler data centerpre #6 · pending · 2026-11-30 — Q1 window check-in (25%)pre #5 · pending · 2027-03-01 — DoD or Pentagon publishes binding AI-procurement framework for frontier modelspre #4 · pending · 2027-06-16 — China announces dedicated >5 GW state-backed AI compute campuspre #3 · pending · 2027-08-31 — China demonstrates frontier-class model trained predominantly on domestic chipspre #2 · pending · 2027-10-30 — Q2 window check-in (50%)pre #1 · pending · 2028-09-27 — Q3 window check-in (75%)cascade #1 · pending · 2029-08-27 — AI arms race becomes mainstream foreign-policy framing by 2029pre #6 · pending · 2028-12-31 — Cumulative announced hyperscaler nuclear PPA capacity exceeds 25 GWpre #5 · pending · 2030-05-09 — Q1 window check-in (25%)pre #4 · pending · 2031-07-02 — First U.S. SMR/AMR commercial operation serving hyperscaler loadpre #3 · pending · 2034-09-15 — Q2 window check-in (50%)pre #2 · pending · 2037-07-01 — Nuclear share of global electricity generation crosses 12%pre #1 · pending · 2039-01-21 — Q3 window check-in (75%)pre #4 · pending · 2030-12-31 — Scenario fires: Compute: 100GW national-scale by Dec 2030pre #3 · pending · 2031-05-03 — Q1 window check-in (25%)pre #2 · pending · 2031-09-02 — Q2 window check-in (50%)pre #1 · pending · 2032-01-02 — Q3 window check-in (75%)pre #6 · pending · 2027-06-16 — Cascade: second hyperscaler announces >250 MW advanced-fission PPA templatepre #5 · pending · 2028-03-16 — Hermes 1 reactor first criticality at Oak Ridgepre #4 · pending · 2028-06-15 — First commercial KP-FHR reactor begins construction at TVA / utility-host sitepre #3 · pending · 2030-02-16 — Q1 window check-in (25%)pre #2 · pending · 2030-04-04 — Q2 window check-in (50%)pre #1 · pending · 2030-05-20 — Q3 window check-in (75%)cascade #1 · pending · 2030-09-15 — Alphabet 10-K or sustainability report discloses first MWh of KP-FHR deliverypre #6 · pending · 2029-05-22 — Q1 window check-in (25%)pre #5 · pending · 2029-07-01 — NRC streamlined licensing path for clustered HTGRspre #4 · pending · 2030-07-02 — Multi-reactor cluster (>5) operational at single Valar sitepre #3 · pending · 2030-10-12 — Q2 window check-in (50%)pre #2 · pending · 2031-07-02 — First commercial revenue from gigasite synthetic-fuel outputpre #1 · pending · 2032-03-03 — Q3 window check-in (75%)pre #6 · pending · 2026-07-04 — DOE Reactor Pilot Program criticality target — Valar full-power criticality at Utah sitepre #5 · pending · 2028-09-15 — Valar HTGR begins thermochemical hydrogen synthesis demo (helium loop coupled to electrolyzer/Fischer-Tropsch)pre #4 · pending · 2031-10-03 — Q1 window check-in (25%)pre #3 · pending · 2032-01-01 — First Valar gigasite (multi-reactor cluster ≥500 MWth) breaks ground for industrial heat customerpre #2 · pending · 2033-07-05 — Q2 window check-in (50%)pre #1 · pending · 2035-04-06 — Q3 window check-in (75%)cascade #1 · pending · 2037-12-16 — Commercial gigasite produces synthetic carbon-neutral hydrocarbons at industrial scale (≥1M tonnes/yr)pre #6 · overdue · 2026-04-01 — Helion Polaris test reactor demonstrates first electricity generationpre #5 · pending · 2026-09-30 — Helion completes follow-on funding round to scale Orion constructionpre #4 · pending · 2028-02-27 — Q1 window check-in (25%)pre #3 · pending · 2028-04-24 — Q2 window check-in (50%)pre #2 · pending · 2028-05-01 — Helion delivers first MW of fusion electricity to Microsoft via PPApre #1 · pending · 2028-06-20 — Q3 window check-in (75%)pre #6 · pending · 2028-12-31 — Scenario fires: Compute: 10GW total by Dec 2028pre #5 · pending · 2028-12-31 — Helion Orion 50 MW Microsoft plant operational in Malaga, WApre #4 · pending · 2029-09-30 — Helion completes 10+ reactor units (500 MW cumulative installed)pre #3 · pending · 2030-03-02 — Q1 window check-in (25%)pre #2 · pending · 2030-05-01 — Q2 window check-in (50%)pre #1 · pending · 2030-06-30 — Q3 window check-in (75%)pre #6 · pending · 2029-07-01 — Helion first commercial reactor delivers 50MW to Microsoft (target 2028)pre #5 · pending · 2031-07-02 — Helion 5GW deployment milestone (target 2030)pre #4 · pending · 2033-07-01 — Helion fleet count >=100 reactors operationalpre #3 · pending · 2035-02-22 — Q1 window check-in (25%)pre #2 · pending · 2035-04-16 — Q2 window check-in (50%)pre #1 · pending · 2035-06-07 — Q3 window check-in (75%)cascade #1 · pending · 2035-11-30 — Helion fleet count >=1,000 reactors (50GW)pre #3 · pending · 2026-11-24 — Q1 window check-in (25%)pre #2 · pending · 2027-10-18 — Q2 window check-in (50%)pre #1 · pending · 2028-09-09 — Q3 window check-in (75%)pre #4 · overdue · 2026-02-28 — Q1 window check-in (25%)pre #3 · overdue · 2026-04-27 — Q2 window check-in (50%)pre #2 · pending · 2026-06-24 — Q3 window check-in (75%)pre #1 · pending · 2026-08-16 — Optimus integration testing on Starship payload mock-upcascade #1 · pending · 2026-09-15 — SpaceX confirms Starship V3 readiness for Mars launch windowcascade #2 · pending · 2026-11-30 — Optimus reaches Mars surface in 2026 launchcascade #3 · pending · 2026-12-01 — Mars launch window opens November 2026cascade #4 · pending · 2027-03-16 — If 2026 launch slips, formal target shifts to 2028 transfer windowpre #6 · overdue · 2026-03-07 — Q1 window check-in (25%)pre #5 · hit · 2026-03-26 — Gwynne Shotwell publicly states 140-145 Falcon 9 launches target for 2026pre #4 · hit · 2026-03-26 — Artemis IV Moon mission targeting 2028 confirmed by Shotwellpre #3 · overdue · 2026-05-12 — Q2 window check-in (50%)pre #2 · pending · 2026-06-30 — SpaceX Falcon 9 H1 2026 launch cadence on track for 70+ launches by mid-yearpre #1 · pending · 2026-07-17 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-01 — SpaceX achieves 140 Falcon 9 launches by year-end 2026cascade #2 · pending · 2027-06-16 — Starship operational for AI satellite mass deployment by 2027pre #6 · pending · 2026-07-12 — Q1 window check-in (25%)pre #5 · pending · 2026-12-15 — Blue Moon MK1 cargo soft-lands near Shackleton Craterpre #4 · pending · 2027-01-21 — Q2 window check-in (50%)pre #3 · pending · 2027-08-02 — Q3 window check-in (75%)pre #2 · pending · 2027-08-31 — Blue Origin lands Shackleton cargo BEFORE SpaceX (Diamandis prediction holds)pre #1 · pending · 2027-12-16 — SpaceX Starship lunar lander HLS demo flight (Artemis III prep)cascade #1 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #2 · pending · 2030-06-16 — Data center regulation in NY/elsewhere will accelerate moving compute to orbit (Dyson swarm).cascade #3 · pending · 2030-06-22 — Everyone (China included) will want their own Dyson swarms/Saturnian rings in solar-synchronous orbit.cascade #4 · pending · 2030-07-02 — China will land on moon by 2030 (credible competitive mission).cascade #5 · pending · 2040-06-18 — Dyson swarm of AI orbital data centers will be built by disassembling the moon via mass drivers.pre #6 · pending · 2026-11-30 — Scenario fires: First $1T+ IPO in 2026pre #5 · pending · 2027-01-23 — Q2 window check-in (50%)pre #4 · pending · 2027-02-14 — Starlink 2026 revenue exceeds $20Bpre #3 · pending · 2027-08-01 — Starship V3 / orbital refueling demonstrated (2/3 valuation pillar)pre #2 · pending · 2027-08-05 — Q3 window check-in (75%)pre #1 · pending · 2027-09-30 — Scenario fires: First $1T+ IPO in 2027pre #6 · pending · 2028-09-15 — Artemis III crewed lunar landing mission executes (originally NET 2026, now slipping)pre #5 · pending · 2030-05-02 — Cascade: Uncrewed Starship Mars cargo mission launches in 2028 or 2031 transfer windowpre #4 · pending · 2031-01-31 — Scenario fires: Mars uncrewed: 2031+ transfer window or further delaypre #3 · pending · 2034-02-20 — Q1 window check-in (25%)pre #2 · pending · 2034-04-12 — Q2 window check-in (50%)pre #1 · pending · 2034-06-01 — Q3 window check-in (75%)pre #6 · pending · 2026-08-30 — SpaceX Starship V3 reaches stable Earth orbit (precondition for tanker demo)pre #5 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #4 · pending · 2026-12-30 — First two-Starship orbital propellant transfer demonstration: target + chaser dockingpre #3 · pending · 2027-03-05 — Q1 window check-in (25%)pre #2 · pending · 2027-05-08 — Q2 window check-in (50%)pre #1 · pending · 2027-07-10 — Q3 window check-in (75%)cascade #1 · pending · 2028-01-01 — Multi-tanker depot architecture demonstrated (≥3 sequential propellant fills)cascade #2 · pending · 2028-03-16 — NASA Artemis HLS depot operations declared 'mission-ready' (10-tanker architecture)pre #6 · pending · 2026-11-30 — Scenario fires: Mars uncrewed: 2026 transfer windowpre #5 · pending · 2027-05-02 — Commercial astronaut mission cadence reaches ≥4/yearpre #4 · pending · 2027-05-17 — SpaceX Starship uncrewed lunar demo completespre #3 · pending · 2027-09-28 — Q2 window check-in (50%)pre #2 · pending · 2028-08-10 — Q3 window check-in (75%)pre #1 · pending · 2028-12-31 — Scenario fires: Mars uncrewed: 2028 transfer window (most likely first attempt)pre #6 · pending · 2031-04-13 — Q1 window check-in (25%)pre #5 · pending · 2031-11-30 — Scenario fires: AGI slow: Schmidt/Hassabis 5-10 year pathpre #4 · pending · 2032-07-24 — Q2 window check-in (50%)pre #3 · pending · 2033-11-04 — Q3 window check-in (75%)pre #2 · pending · 2033-12-31 — Scenario fires: Humanoid R4: 10M+ cumulative by Dec 2033pre #1 · pending · 2033-12-31 — AI system claimed by frontier lab to have made novel high-energy physics discovery (2034 milestone test)target window end · today (amber dashed) · ✓/✗/◐ history strip = past resolutions · ghost arrows = evidence shift
57 plotted · click any dot for detail

Top movers

Predictions where past + recent evidence has shifted current_prob most off the analyst-seeded prior. Scoped to NNE.
NNE-impacting (4)
CYB_024
AEP · AMZN · BE · BLDP
The combination of generative AI and advanced synthetic biology is actively creating a 'ChatGPT moment' for genetic engineering — historical barriers to designing advanced, highly lethal pathogens drop precipitously; necessitating new national-security...
72% → 17% · resolves 2030-09
-55pp
INF_057
AEP · AMZN · BE · BLDP
Helion will scale to 50 gigawatts of fusion-generated power to OpenAI by 2035 — equivalent to more than 7x Grand Coulee Dam output and roughly 1,000 Helion 50-MW reactors.
8% → 43% · resolves 2035-11
+35pp
246_012
AMZN · ASTS · BA · BAESY
Artemis 3 crewed mission to low earth orbit in 2027 (rendezvous/docking tests).
65% → 31% · resolves 2027-10
-34pp
INF_056
AEP · AMZN · BE · BLDP
Helion will supply OpenAI with 5 gigawatts of fusion electricity by 2030 (roughly 100 Helion 50-MW reactors, equivalent to ~73% of Grand Coulee Dam) — a 100x step-up from Helion's existing Microsoft commitment.
15% → 46% · resolves 2030-10
+31pp

Legend

Color = domain · purple ring = scenario · red ring = thesis killer · green ↑ / red ↓ ghost arrows = evidence shift > 10pp · ribbon dots = milestone chain (left = leading signals, right = cascades)
AILabor/JobsMacro/EconomyBiotech/LongevityAuto/TransportRoboticsMarkets/StocksSpaceEnergyGeopoliticsEducationCryptoSemisDefenseConsumerQuantum
Y-axis bands: 0–25 % red-tint (unlikely) · 25–75 % amber (uncertain) · 75–100 % green-tint (likely). Vertical amber dashed line = today. Each prediction sits at (its expected resolution date, its current probability). Probabilities are conditional on everything that has already happened — past hits/misses + recent intake updates feed into the LBP propagation that produced these values.