Timeline Fan

31 of 31 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 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #5 · pending · 2026-07-26 — NVIDIA export controls will get even more aggressive in coming monthspre #4 · pending · 2026-09-11 — Nvidia preemptively reserved 800,000-850,000 TSMC wafers for 2026 — 8x SMIC's entire advanced-process capacity.pre #3 · pending · 2027-01-30 — Terafab small-batch Tesla AI5 chip productionpre #2 · pending · 2027-08-09 — Nvidia's next 'Rubin' product cycle is the most critical factor for semi industry in coming year — further integrates lopre #1 · pending · 2028-03-16 — Terafab volume production begins (100K wpm target)cascade #1 · pending · 2028-07-01 — Tesla AI5/AI6 chip share of Optimus + FSD silicon exceeds 50% from Terafabcascade #2 · pending · 2030-10-15 — Jobs will go up, not down by 2030 post-AI adjustmentcascade #3 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #4 · pending · 2031-12-29 — Companies will race to 80% token spend / 20% salary; good by 2030-2032pre #6 · hit · 2025-12-15 — Trump administration approves H200 sales to China with 25% revenue sharepre #5 · hit · 2026-01-15 — BIS final rule effective: H200 + AMD MI325X license review made more flexible (NOT more aggressive)pre #4 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #3 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #2 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #1 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chcascade #1 · pending · 2026-08-15 — Cascade: NVIDIA reports declining China data-center revenue despite policy easingcascade #2 · pending · 2026-08-16 — Major chip-smuggling enforcement action ($100M+ scale) prosecutedcascade #3 · pending · 2026-08-30 — Blackwell architecture remains barred from China sales through 2026cascade #4 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #5 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #6 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.pre #4 · hit · 2026-02-28 — Nvidia data-center revenue exceeds $50B in a single quarterpre #3 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #2 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #1 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in deccascade #1 · hit · 2026-04-30 — Meta signs contract to rent Google Cloud TPUs starting 2026cascade #2 · pending · 2026-08-31 — Nvidia FY2026 annual revenue crosses $200Bcascade #3 · hit · 2026-04-30 — Google TPU market share exceeds 13% of AI accelerator revenuecascade #4 · pending · 2026-12-31 — Both NVDA and GOOGL deliver positive 2026 calendar-year stock returnscascade #5 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #6 · pending · 2036-03-23 — World will have 10x more wealth around 2034-2036pre #4 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #3 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #2 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #1 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chcascade #1 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #2 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #3 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #4 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #6 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #5 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #4 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #3 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chpre #2 · pending · 2026-08-15 — Tesla AI Day / Optimus Day demonstrates commercial customerspre #1 · pending · 2026-09-15 — SpaceX IPO valuation comes in at or above $2T anchorcascade #1 · pending · 2026-09-30 — xAI / Grok crosses 100M weekly active users or $5B ARRcascade #2 · pending · 2027-01-14 — Combined Musk-ecosystem valuation (TSLA+SpaceX+xAI+Boring+Neuralink) crosses NVDA market capcascade #3 · pending · 2027-06-30 — Lap test fails: NVDA market cap stays >=2x combined Musk ecosystem valuationcascade #4 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #5 · pending · 2036-03-23 — World will have 10x more wealth around 2034-2036cascade #6 · pending · 2042-12-21 — Public school adoption of Alpha model will take place in the second decade, not the first.pre #6 · hit · 2026-04-01 — China controls ~60% global power transformer production capacity (supply constraint)pre #5 · hit · 2026-04-08 — Transformer lead times confirmed at 5+ years (vs prior 24-30 months)pre #4 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #3 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #2 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #1 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chcascade #1 · pending · 2026-07-16 — 30-50% of planned 2026 capacity slips to 2028 per industry analysiscascade #2 · pending · 2026-09-30 — Hyperscaler capex still >$650B in 2026 despite delays (creates inflation risk)cascade #3 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #4 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #5 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #6 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #3 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #2 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #1 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in deccascade #1 · pending · 2026-06-24 — Something bad will definitely happen with OpenClaw agents by statistical chance.cascade #2 · pending · 2026-11-29 — US state passes data center moratorium beyond bill stage (signed into law)cascade #3 · pending · 2026-11-29 — Sanders/AOC AI Data Center Moratorium Act gets committee markup or votecascade #4 · pending · 2027-01-14 — Hyperscaler announces canceled or relocated AI data center build citing community/utility oppositioncascade #5 · pending · 2027-03-17 — US residential power costs rise >=15% YoY in any state with major data-center clustercascade #6 · pending · 2027-11-01 — Major hyperscaler announces dedicated orbital compute initiative explicitly citing earth-side constraintspre #6 · hit · 2026-01-22 — Three-supplier 16-Hi HBM4 sample delivery to NVIDIApre #5 · overdue · 2026-05-17 — SK Hynix begins HBM4 mass production for NVIDIA Rubinpre #4 · overdue · 2026-05-21 — Q1 window check-in (25%)pre #3 · pending · 2026-10-08 — Q2 window check-in (50%)pre #2 · pending · 2026-12-15 — Combined HBM industry quarterly revenue exceeds $20Bpre #1 · pending · 2027-02-25 — Q3 window check-in (75%)pre #5 · hit · 2026-01-10 — Micron HBM capacity sold out through 2026 confirmedpre #4 · overdue · 2026-03-04 — Q1 window check-in (25%)pre #3 · overdue · 2026-05-06 — Q2 window check-in (50%)pre #2 · pending · 2026-07-08 — Q3 window check-in (75%)pre #1 · pending · 2026-07-31 — Q1-Q2 2026 quarterly HBM shipment data confirms 32B Gb annual run-ratecascade #1 · hit · 2025-12-26 — AI consumes 20% of global DRAM wafer capacity in 2026cascade #2 · pending · 2026-12-30 — HBM market revenue surges to ~$51 billion in 2026 from ~$3B in 2023cascade #3 · pending · 2026-12-31 — HBM supply fulfillment rate falls to ~2% in 2026 — extreme constraintcascade #4 · pending · 2027-03-17 — HBM critical-resource positioning drives semiconductor M&A or vertical integrationpre #6 · hit · 2026-04-30 — Samsung memory operating profit hits record on HBM-driven salespre #5 · overdue · 2026-05-11 — Q1 window check-in (25%)pre #4 · hit · 2026-04-15 — Hyperscalers pre-book HBM supply multi-year aheadpre #3 · pending · 2026-09-19 — Q2 window check-in (50%)pre #2 · pending · 2026-12-15 — HBM4 ramp by SK Hynix/Samsung at scalepre #1 · pending · 2027-01-27 — Q3 window check-in (75%)cascade #1 · pending · 2027-07-02 — HBM ASP holds elevated through 2027 as shortage persistspre #6 · hit · 2025-10-29 — SK Hynix sells out 2026 DRAM/HBM/NAND supply to NVIDIApre #5 · overdue · 2026-03-18 — Q1 window check-in (25%)pre #4 · hit · 2026-03-31 — SK Hynix HBM4 shipments to NVIDIA Rubin start in March 2026pre #3 · hit · 2026-04-30 — UBS forecasts SK Hynix 70% HBM4 share for NVIDIA Rubinpre #2 · pending · 2026-06-03 — Q2 window check-in (50%)pre #1 · pending · 2026-08-18 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-31 — Year-end 2026 SK Hynix HBM share remains ≥50%cascade #2 · pending · 2027-01-30 — Samsung Foundry challenges SK Hynix dominance with HBM4 winspre #6 · overdue · 2026-02-15 — Samsung passes Nvidia HBM4 qualification and signs Vera Rubin supply contractpre #5 · overdue · 2026-02-20 — Q1 window check-in (25%)pre #4 · overdue · 2026-03-02 — Samsung HBM4 mass production begins shipmentspre #3 · overdue · 2026-04-11 — Q2 window check-in (50%)pre #2 · overdue · 2026-05-31 — Q3 window check-in (75%)pre #1 · pending · 2026-06-15 — Samsung secures approximately 30% of Nvidia's 2026 HBM4 allocation (vs SK hynix ~70%)cascade #1 · pending · 2026-09-30 — Vera Rubin platform begins volume ramp in second half 2026cascade #2 · pending · 2026-12-15 — Samsung global HBM market share crosses 28% threshold per TrendForce/Counterpointpre #6 · hit · 2026-01-01 — TSMC pivots toward CoWoS-L using Local Silicon Interconnect bridge architecturepre #5 · hit · 2026-01-20 — AMD allocated ~11% of CoWoS capacity for MI350/MI400 ramppre #4 · overdue · 2026-03-07 — Q1 window check-in (25%)pre #3 · hit · 2026-04-08 — TSMC US-Arizona advanced packaging capacity expansion announcedpre #2 · overdue · 2026-05-11 — Q2 window check-in (50%)pre #1 · pending · 2026-07-15 — Q3 window check-in (75%)cascade #1 · pending · 2026-11-15 — TSMC monthly CoWoS capacity reaches 127,000-130,000 wafers by end-2026cascade #2 · pending · 2027-03-17 — CoWoS capacity remains binding constraint causing AI accelerator shortages through 2027pre #6 · overdue · 2026-05-11 — Q1 window check-in (25%)pre #5 · pending · 2026-07-02 — OEMs raise smartphone/PC ASPs to absorb DRAM cost pass-throughpre #4 · pending · 2026-09-18 — Q2 window check-in (50%)pre #3 · pending · 2027-01-26 — Q3 window check-in (75%)pre #2 · pending · 2027-03-17 — DDR5/DDR4 shortage extends through Q4 2027pre #1 · pending · 2027-05-02 — Consumer-grade DRAM maker exits or consolidates due to bifurcationpre #6 · hit · 2026-04-22 — Morgan Stanley publishes 15-45 EB DRAM agentic forecastpre #5 · hit · 2026-04-23 — MS Memory Stocks bottleneck shift report publishedpre #4 · pending · 2026-06-09 — Q2 window check-in (50%)pre #3 · pending · 2026-07-31 — Micron / SK Hynix earnings cite agentic AI as DRAM demand driverpre #2 · pending · 2026-08-28 — Q3 window check-in (75%)pre #1 · pending · 2026-09-30 — DRAM industry 2026 capex announcements support multi-year supply rampcascade #1 · pending · 2027-09-30 — Global DRAM 2027 demand growth tracker confirms 25%+ YoYpre #6 · overdue · 2026-03-05 — Q1 window check-in (25%)pre #5 · hit · 2026-04-03 — Memory consumes ~30% of hyperscaler AI capex in 2026 confirmedpre #4 · overdue · 2026-05-07 — Q2 window check-in (50%)pre #3 · pending · 2026-07-09 — Q3 window check-in (75%)pre #2 · pending · 2026-08-07 — Q2 2026 memory-maker earnings confirm 30%+ memory capex sharepre #1 · pending · 2026-08-16 — NVIDIA secures preferential HBM supply terms below market ratescascade #1 · pending · 2026-10-31 — DRAM prices more than double in 2026 vs 2025 baselinecascade #2 · pending · 2027-01-15 — Hyperscaler total capex in 2026 reaches ~$600-725 billioncascade #3 · pending · 2027-07-02 — Memory pricing surge triggers 2027 industry margin compression and EPS missespre #6 · pending · 2026-12-31 — Hyperscaler PPA-driven cancellation/delay of >=10 GW US data center capacity in single yearpre #5 · pending · 2027-06-30 — Hyperscalers move to direct generation financing (gas turbines, SMRs) at >=5 GW combined commitmentpre #4 · pending · 2027-12-05 — Q2 window check-in (50%)pre #3 · pending · 2028-01-01 — Long-term firm power contracts (>=10 yr) on PJM/ERCOT/MISO interconnection queue exceed 200 GWpre #2 · pending · 2028-09-15 — Cascade: utility regulatory body imposes data center curtailment or queue rationingpre #1 · pending · 2028-11-21 — Q3 window check-in (75%)cascade #1 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #2 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #3 · pending · 2032-12-02 — TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.cascade #4 · pending · 2036-03-23 — World will have 10x more wealth around 2034-2036cascade #5 · pending · 2063-06-17 — Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.pre #6 · hit · 2026-04-25 — Bloom Energy / Lumentum / CoreWeave become top-3 fund holdingspre #5 · pending · 2026-11-14 — Bitcoin miner converts to AI compute facilitypre #4 · pending · 2027-03-17 — AI infrastructure ETF (e.g. WGMI, ATO, IPO funds) AUM crosses $20Bpre #3 · pending · 2027-04-02 — Q2 window check-in (50%)pre #2 · pending · 2027-05-02 — Pure-software developer SaaS company multiple compresses by ≥30% vs infrastructure peerspre #1 · pending · 2028-05-17 — Q3 window check-in (75%)cascade #1 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #2 · pending · 2031-09-02 — Single-person conglomerates with agents running businesses will be common in ~5 years.cascade #3 · pending · 2032-12-02 — TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.cascade #4 · pending · 2036-03-23 — World will have 10x more wealth around 2034-2036cascade #5 · pending · 2063-06-17 — Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.pre #3 · overdue · 2026-02-16 — Q1 window check-in (25%)pre #2 · pending · 2027-04-04 — Q2 window check-in (50%)pre #1 · pending · 2028-05-19 — Q3 window check-in (75%)cascade #1 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.cascade #2 · pending · 2031-06-17 — First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.cascade #3 · pending · 2032-12-02 — TSMC fabs will come online in 5-6-7 years; Elon won't wait that long.cascade #4 · pending · 2036-03-23 — World will have 10x more wealth around 2034-2036cascade #5 · pending · 2063-06-17 — Under a certain age (40-50) life expectancy is infinity due to longevity escape velocity.pre #6 · hit · 2025-07-15 — July 2025 reversal of H20 chip banpre #5 · hit · 2025-08-11 — Trump-Nvidia 15% China revenue deal announcedpre #4 · overdue · 2025-09-28 — Q2 window check-in (50%)pre #3 · overdue · 2025-12-30 — First Nvidia quarterly earnings disclosing China revenue post-dealpre #2 · overdue · 2026-02-10 — Q3 window check-in (75%)pre #1 · pending · 2026-05-02 — Legal/constitutional challenge to revenue-share arrangementcascade #1 · pending · 2026-07-19 — We are past the edge of a new recursive self-improvement era where models rewrite their own code.cascade #2 · pending · 2026-09-30 — Other countries impose similar revenue-share on US tech exportscascade #3 · pending · 2027-02-13 — By next year (2027), Figure expects to show real general purpose capability inside the robot; possibly within months.cascade #4 · pending · 2027-06-24 — Corporate CEOs will use AI to cut costs by 30-50%, yielding 3-10x productivity gains per worker.cascade #5 · pending · 2028-01-30 — Robotics/humanoid GDP contribution could 100x a jurisdiction's GDP where robots are deployed (latent capital unlock).cascade #6 · pending · 2028-06-23 — Mega-cap AI companies will reach trillion to 10-trillion+ valuations but have to stop somewhere due to antitrust.pre #4 · overdue · 2026-02-25 — Q1 window check-in (25%)pre #3 · hit · 2026-04-01 — Huawei Ascend 950PR begins mass production at SMICpre #2 · overdue · 2026-04-21 — Q2 window check-in (50%)pre #1 · pending · 2026-06-15 — Q3 window check-in (75%)cascade #1 · hit · 2026-04-15 — ByteDance + Alibaba large Ascend 950PR purchase orders confirmed ($5B+ scale)cascade #2 · pending · 2026-08-31 — Huawei in-house HBM ships in 950PR variant (resilience milestone)cascade #3 · pending · 2026-09-15 — SMIC reaches 60K wafers/month advanced-node (7nm/5nm) capacitycascade #4 · pending · 2026-11-14 — Cascade: NVIDIA China data-center revenue lags expectations as Ascend 950PR captures sharecascade #5 · pending · 2026-12-15 — Cumulative Ascend 910C + 950 series shipments cross 1.6M dies in 2026cascade #6 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.pre #6 · overdue · 2026-02-24 — Q1 window check-in (25%)pre #5 · hit · 2026-02-28 — TSMC 2nm baseline at end-2025: 30K-40K wafers/monthpre #4 · overdue · 2026-04-20 — Q2 window check-in (50%)pre #3 · hit · 2026-04-27 — TSMC 3nm output target raised to 180K wafers/month by EOY 2026pre #2 · pending · 2026-06-13 — Q3 window check-in (75%)pre #1 · pending · 2026-06-30 — TSMC 2nm priced 50% above 3nmcascade #1 · pending · 2026-12-31 — TSMC 2nm reaches ~100K wafers/month by end-2026 (matches thesis)cascade #2 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #3 · pending · 2027-06-25 — Acquisition of small specialized AI teams for hundreds of millions will become commoncascade #4 · pending · 2027-07-02 — Cascade: TSMC 2nm output exceeds 3nm by 2x by 2027cascade #5 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #6 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #3 · overdue · 2026-03-10 — Q1 window check-in (25%)pre #2 · overdue · 2026-05-18 — Q2 window check-in (50%)pre #1 · pending · 2026-07-26 — Q3 window check-in (75%)cascade #1 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #2 · pending · 2027-06-25 — Acquisition of small specialized AI teams for hundreds of millions will become commoncascade #3 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #4 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #6 · overdue · 2026-02-22 — Q1 window check-in (25%)pre #5 · overdue · 2026-04-15 — Q2 window check-in (50%)pre #4 · overdue · 2026-05-17 — Samsung 2nm yields reach 55-60% commercially viable levelpre #3 · pending · 2026-06-06 — Q3 window check-in (75%)pre #2 · pending · 2026-07-02 — Samsung 2nm foundry capacity scales to 100K wpm in 2026pre #1 · pending · 2026-07-02 — Samsung wins major Western customer (AMD, Qualcomm, Tesla, or hyperscaler) for sub-7nm productioncascade #1 · pending · 2026-09-15 — Combined Samsung 3nm + 5nm + 2nm sub-7nm capacity reaches 150K wpmcascade #2 · pending · 2026-09-15 — Samsung 1c DRAM scales to 200K wafers/month (related capacity buildout)cascade #3 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #4 · pending · 2027-06-25 — Acquisition of small specialized AI teams for hundreds of millions will become commoncascade #5 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #6 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #6 · hit · 2026-03-31 — TSMC advanced chip capacity booked out through 2028 confirmedpre #5 · hit · 2026-04-29 — Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.pre #4 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #3 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #2 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chpre #1 · hit · 2026-03-31 — TSMC 3nm and 5nm production fully booked for 2026cascade #1 · pending · 2026-10-30 — SMIC advanced-process capacity remains <125,000 wafers in 2026 (8x gap holds)cascade #2 · pending · 2026-11-14 — NVIDIA Q2-Q4 2026 data-center revenue confirms 800K wafer absorptioncascade #3 · pending · 2026-11-15 — TSMC's 3nm capacity reaches 180,000 wafers/month by end-2026cascade #4 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #5 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #6 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.pre #6 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #5 · overdue · 2026-05-17 — Hyperscalers sign 3-year prepaid GPU supply contractspre #4 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chpre #3 · pending · 2026-07-02 — Hyperscaler 2026 AI infrastructure capex exceeds $660Bpre #2 · pending · 2026-09-07 — Semi sector earnings beat consensus through Q3 2026pre #1 · pending · 2026-12-30 — Major analyst downgrades semis citing AI bubble in 2H 2026cascade #1 · pending · 2028-06-20 — Millisecond real-time dispute resolution will replace current court systems.cascade #2 · pending · 2028-06-21 — Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.cascade #3 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #4 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #5 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #6 · overdue · 2026-02-26 — Q1 window check-in (25%)pre #5 · hit · 2026-02-28 — HBM4 mass production launches February 2026 at SK Hynixpre #4 · overdue · 2026-03-31 — Server DRAM contract prices rise 55-60% in Q1 2026pre #3 · overdue · 2026-04-23 — Q2 window check-in (50%)pre #2 · pending · 2026-06-01 — HBM4 reaches $500/stack pricing benchmarkpre #1 · pending · 2026-06-18 — Q3 window check-in (75%)cascade #1 · pending · 2026-12-31 — Memory stocks (Micron, SK Hynix, Samsung) outperform PHLX SOX in 2026cascade #2 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.cascade #3 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #4 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshipcascade #5 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #6 · pending · 2030-08-12 — Starship launch cadence will reach one every 5.3 minutes (274/day)pre #6 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #5 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #4 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chpre #3 · pending · 2026-08-30 — NVDA trades through $250 within 12-month target windowpre #2 · pending · 2026-08-31 — Hyperscaler 2026 capex commits exceed $600B per CreditSightspre #1 · pending · 2026-09-15 — MS raises NVDA target above $250 to next bull-case rungcascade #1 · pending · 2027-06-24 — The frontier models will go dark — kept internal to benefit the labs in an all-out battle.cascade #2 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #3 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #4 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #6 · hit · 2026-04-29 — Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decpre #5 · hit · 2026-04-29 — Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinnedpre #4 · pending · 2026-06-25 — Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chpre #3 · pending · 2026-11-15 — Rubin R100 begins customer sampling Q4 2026pre #2 · pending · 2026-12-15 — HBM4 mass production crosses 50K wafers/monthpre #1 · pending · 2027-06-15 — Rubin Ultra NVL576 product unveilcascade #1 · pending · 2027-08-16 — Rubin contributes ≥30% of NVIDIA Data Center revenuecascade #2 · pending · 2028-06-20 — Millisecond real-time dispute resolution will replace current court systems.cascade #3 · pending · 2028-06-21 — Discovery of new physics will soon unlock atom-by-atom construction for building compute off-Earth.cascade #4 · pending · 2028-06-23 — Elon will build out his own chip fabs due to his attack-constraints approach.cascade #5 · pending · 2028-07-20 — Superhuman AI will make BCI-enhanced humans irrelevant compared to AI 2 years from today.cascade #6 · pending · 2030-09-27 — Most large companies' business models will be disrupted in 2-5 yearspre #3 · overdue · 2026-02-25 — Q1 window check-in (25%)pre #2 · overdue · 2026-04-21 — Q2 window check-in (50%)pre #1 · pending · 2026-06-15 — Q3 window check-in (75%)cascade #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 · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshipcascade #4 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.cascade #5 · pending · 2030-08-12 — Starship launch cadence will reach one every 5.3 minutes (274/day)cascade #6 · pending · 2031-05-22 — SpaceX/XAI/Tesla will be the first $100 trillion company within 5 years.pre #6 · overdue · 2026-02-24 — Q1 window check-in (25%)pre #5 · hit · 2026-03-31 — DRAM consumer prices reach $700 (March 2026)pre #4 · overdue · 2026-04-19 — Q2 window check-in (50%)pre #3 · hit · 2026-04-30 — HBM contract prices up high-teens to low-twenties in 2026pre #2 · pending · 2026-06-12 — Q3 window check-in (75%)pre #1 · pending · 2026-06-30 — NVIDIA cuts RTX 50-series consumer Blackwell production 30-40%cascade #1 · pending · 2026-09-30 — HBM consumes 23% of total DRAM wafer capacitycascade #2 · pending · 2027-03-16 — Cascade: Memory price relief delayed until 2027-2029cascade #3 · pending · 2027-06-16 — Amazon's satellite construction outpaces launch capacity; duopoly between Starlink and Amazon LEO.cascade #4 · pending · 2028-06-23 — SpaceX/Elon will consume all their launch capacity for Starlink, leaving other providers constrained.cascade #5 · pending · 2029-04-10 — Humans will land on the moon again in 2-3 years via Starshipcascade #6 · pending · 2029-06-18 — SpaceX will build a system that allows anyone to travel to moon and Mars after Starship V3 flies repeatedly.target window end · today (amber dashed) · ✓/✗/◐ history strip = past resolutions · ghost arrows = evidence shift
31 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 ATEYY.

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)
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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.