Predictions
42 of 1,621 predictions match — page 1 of 1. Click any row to view its detail.
Filters
Domain
AllAIAI/AgentsAI/AGIAI/ArchitectureAI/ChinaAI/CognitionAI/ComputeAI/CorporateAI/FinanceAI/HardwareAI/InfrastructureAI/ManufacturingAI/MarketsAI/MathematicsAI/PhysicsAI/SoftwareAI/StartupsAI/StrategyAuto/TransportBiotech/LongevityCapital MarketsConsumerCryptoDefenseEconomyEconomy/OrgEducationEnergyEnergy/ComputeFinance/CryptoGeopoliticsInvestingLabor/JobsMacro/EconomyManufacturingMarkets/StocksMedia/AdsOtherPolicy/SemisQuantumQuantum/AIReal EstateRoboticsSemisSemis/ASICsSemis/GeopoliticsSemis/HardwareSemis/MarketsSemis/MemorySemis/PackagingSemis/Productsshort_horizon_breakoutSpaceSpace/ComputeTechnology
Predictor
| ID | Domain | Topic | Title | Predictor | Conv | SQ | Prior | Status | Window |
|---|---|---|---|---|---|---|---|---|---|
| INF_011 | Macro/Economy | hyperscaler-capex | Mega-cap hyperscalers will commit over $1 trillion of capital expenditures in… | Morgan Stanley | 5/5 | A | 88.0% | in_progress | 2025-01-01 – 2026-12-31 |
| SPC_004 | Markets/Stocks | Rocket-Lab-small-launch-dominance | Rocket Lab USA (RKLB) will leverage its dominance in the small-to-medium laun… | Morgan Stanley | 4/5 | B | 90.0% | hit | 2025-01-01 – 2028-11-30 |
| SPC_005 | Markets/Stocks | AST-SpaceMobile-direct-to-cell | AST SpaceMobile (ASTS) will scale from $70.9M full-year 2025 revenue (guided … | Morgan Stanley | 4/5 | B | 65.0% | hit | 2025-01-01 – 2025-11-30 |
| 240_034 | Energy | AI-timing | Morgan Stanley forecasts 13-40GW data center power shortfall through 2028 | Morgan Stanley | 4/5 | D | 55.0% | pending | 2026-01-01 – 2026-11-30 |
| AI_013 | Markets/Stocks | SaaSpocalypse | 'SaaSpocalypse' — traditional Software-as-a-Service incumbents (Salesforce, A… | Morgan Stanley | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2028-09-30 |
| AUT_022 | Auto/Transport | AV-inflection-2026-33-launches | 2026 is the definitive 'inflection year' for Autonomous Vehicles — forecastin… | Morgan Stanley | 4/5 | B | 58.0% | in_progress | 2026-01-01 – 2030-11-30 |
| AUT_024 | AI | massive-AI-breakthrough-H1-2026 | H1 2026 will deliver a 'massive AI breakthrough' driven by unprecedented conc… | Morgan Stanley | 4/5 | B | 50.0% | pending | 2026-01-01 – 2026-09-30 |
| CMQ_020 | Macro/Economy | AI-capex | Nearly $2.5 trillion of AI-related infrastructure investment will flow throug… | Morgan Stanley | 5/5 | A | 72.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_021 | Macro/Economy | AI-as-macro-variable | AI has transitioned from a thematic technology disruption to a primary macroe… | Morgan Stanley | 4/5 | A | 80.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_033 | Semis/Memory | HBM-demand | Global HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute crit… | Morgan Stanley | 5/5 | A | 82.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_034 | Semis/Memory | HBM-shortage | HBM will remain in structural shortage through at least 2027 — shortage exten… | Morgan Stanley | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_036 | Semis/Memory | SK-Hynix-share | SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HB… | Morgan Stanley | 5/5 | A | 78.0% | partial | 2026-01-01 – 2026-12-31 |
| CMQ_037 | Semis/Memory | Samsung-share | Samsung will grow global HBM market share from 20% to 28% by securing majorit… | Morgan Stanley | 4/5 | A | 50.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_039 | Semis/Packaging | TSMC-CoWoS | TSMC CoWoS (Chip-on-Wafer-on-Substrate) capacity must expand to 125,000 wafer… | Morgan Stanley | 5/5 | A | 80.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_041 | Semis/Memory | consumer-DRAM-shortage | Reallocation of foundry real estate toward high-margin HBM leaves severe unad… | Morgan Stanley | 5/5 | A | 82.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_042 | AI/Compute | CPU-bottleneck-shift | As AI evolves from Generative to Agentic, structural computing bottlenecks sh… | Morgan Stanley | 5/5 | A | 72.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CMQ_044 | AI/Compute | CPU-GPU-ratio | Future data-center architectures optimized for agentic workflows may require … | Morgan Stanley | 5/5 | A | 65.0% | pending | 2026-01-01 – 2030-12-31 |
| CMQ_045 | Semis | CPU-TAM-expansion | Agentic AI will create additional CPU market space of $10B-$100B by 2030, pot… | Morgan Stanley | 5/5 | A | 60.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_046 | Semis/Memory | agentic-DRAM | Sustained memory contexts required for agent 'memory' will drive additional 1… | Morgan Stanley | 5/5 | A | 68.0% | pending | 2026-01-01 – 2026-12-31 |
| CYB_008 | Semis | memory-capex-8-to-30 | Hyperscaler capital expenditure specifically on memory architecture leaps fro… | Morgan Stanley | 5/5 | B | 78.0% | in_progress | 2026-01-01 – 2026-12-31 |
| CYB_010 | Markets/Stocks | agentic-commerce-redistribution | Agentic commerce will radically redistribute — not grow — the global commerce… | Morgan Stanley | 4/5 | B | 70.0% | in_progress | 2026-01-01 – 2030-11-30 |
| IND_019 | Labor/Jobs | MS-4-percent-net-job-reduction | 2026 is the year AI's impact on workers fundamentally comes into focus — near… | Morgan Stanley | 4/5 | B | 62.0% | in_progress | 2026-01-01 – 2026-12-31 |
| IND_020 | Biotech/Longevity | De-Novo-moment-gene-editing-100x | Massive 'rerating' of Biotech industry — by 2026, generative biology achieves… | Morgan Stanley | 5/5 | B | 40.0% | pending | 2026-01-01 – 2030-11-30 |
| INF_012 | Energy | AI-power-additions | AI data-center power consumption will grow by approximately 126 GW annually t… | Morgan Stanley | 5/5 | A | 60.0% | pending | 2026-01-01 – 2028-11-30 |
| INF_013 | Energy | BYOP-gas | Natural gas will meet approximately 20% of the world's new power needs outsid… | Morgan Stanley | 4/5 | A | 78.0% | in_progress | 2026-01-01 – 2030-10-31 |
| INF_014 | Energy | DC-carbon-emissions | Data-center industry could emit up to 2.5 billion tons of CO2 cumulatively th… | Morgan Stanley | 4/5 | B | 50.0% | pending | 2026-01-01 – 2026-10-31 |
| INF_015 | Energy | cooling-KPIs | Power Usage Effectiveness (PUE) and Water Usage Effectiveness (WUE) will tran… | Morgan Stanley | 4/5 | B | 90.0% | in_progress | 2026-01-01 – 2028-10-31 |
| INF_044 | Energy | US-energy-demand-growth | US total energy consumption will rise by approximately 10% over the next deca… | Morgan Stanley | 4/5 | B | 75.0% | in_progress | 2026-01-01 – 2035-11-30 |
| INF_045 | Energy | nuclear-renaissance-capex | Nuclear sector will draw approximately $1.5 trillion in cumulative capital in… | Morgan Stanley | 4/5 | B | 65.0% | in_progress | 2026-01-01 – 2050-11-30 |
| INF_046 | Geopolitics | sovereign-AI-energy-independence | Governments worldwide will increasingly prioritize absolute energy independen… | Morgan Stanley | 4/5 | B | 80.0% | in_progress | 2026-01-01 – 2030-11-30 |
| INF_063 | Energy | grid-scale-battery-necessity | Advancing sustainable, high-capacity battery storage is the only mechanism to… | Morgan Stanley | 4/5 | B | 78.0% | in_progress | 2026-01-01 – 2030-11-30 |
| SPC_002 | Markets/Stocks | SpaceX-valuation-target | A SpaceX public-market liquidity event will reach a $1.5 trillion to $2 trill… | Morgan Stanley | 5/5 | B | 55.0% | pending | 2026-01-01 – 2028-09-30 |
| SPC_003 | Markets/Stocks | Space-60-framework | The 'Space 60' framework — mapping 60 public companies spanning the full aero… | Morgan Stanley | 4/5 | B | 72.0% | in_progress | 2026-01-01 – 2030-05-31 |
| SPC_018 | Markets/Stocks | five-core-space-miners | Five North America-linked miners — MP Materials, Almonty Industries, Freeport… | Morgan Stanley | 4/5 | B | 75.0% | in_progress | 2026-01-01 – 2030-05-31 |
| AI_029 | AI | blockchain-provenance-deepfakes | Blockchain provenance protocols will be increasingly applied to enterprise wo… | Morgan Stanley | 4/5 | B | 65.0% | in_progress | 2027-01-01 – 2030-10-31 |
| AI_018 | Energy | global-DC-construction | Global data center construction spend will reach approximately $2.9 trillion … | Morgan Stanley | 4/5 | B | 75.0% | in_progress | 2028-01-01 – 2028-11-30 |
| INF_010 | Energy | US-power-shortfall | US data-center demand will reach 74 GW by 2028 against a projected ~49 GW pow… | Morgan Stanley | 5/5 | A | 70.0% | pending | 2028-01-01 – 2028-11-30 |
| AI_012 | Markets/Stocks | software-TAM-expansion | Software development markets will expand at approximately 20% annual rate, ba… | Morgan Stanley | 4/5 | B | 70.0% | in_progress | 2029-01-01 – 2029-11-30 |
| AUT_023 | Auto/Transport | eVTOL-29B-2030-1T-2040 | Urban air mobility (eVTOL) market will generate $29 billion by 2030, scaling … | Morgan Stanley | 4/5 | B | 40.0% | pending | 2030-01-01 – 2040-11-30 |
| CYB_007 | Semis | CPU-market-expansion-refined | Data-center CPU market expansion refined to $32.5-$60 billion by 2030 — CPUs … | Morgan Stanley | 4/5 | B | 72.0% | in_progress | 2030-01-01 – 2030-12-31 |
| SPC_001 | Space | global-space-economy-trillion | The global space industry, roughly $350 billion today, will surge past $1 tri… | Morgan Stanley | 5/5 | B | 78.0% | in_progress | 2040-01-01 – 2040-10-31 |
| ROB_008 | Robotics | humanoid-5T-1B-2050 | Humanoid robotics market will reach $5 trillion by 2050 (excluding massive se… | Morgan Stanley | 4/5 | B | 48.0% | in_progress | 2050-01-01 – 2050-09-30 |