
Will Alphabet be the second-largest company in the world by market cap on November 30, 2026?
6 of 7 top Polymarket traders hold No (86%) · No at 98¢ · $271 held · ends Dec 1
⚖️
Neutral
No
7
No 86%
$271.4
-$1.36
99.4¢ → 98¢
-1% since entry · 6 traders
Research grade
NeutralNo at 98%
No measured edge, which here means a loss: the plain consensus (5+ holders, 60 %+, held to resolution) lost −3.0 % a trade after costs out of sample in the full-year test (n 86,296, 95 % CI −3.6 to −2.4 %).
- Side priced over 95¢Full year, out of sample: 0.90–0.95 −0.2 % a trade (n 12,989, 95 % CI −0.6 to +0.3); above 95¢ little is left to win and the tests stop at 0.95.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
6 of 7 top traders (86%)1 holds an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
6 traders
Top 2 hold 60%
Freshness
Late
78h old
Flip Quality
Clean
0 consensus flips
86% of non-arb traders are on No. Concentration is driven by the top two positions owning 60% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
CI cigarettes | Noavg 99¢ | $118.8 | $117.48 | -$1.32 | 53% 5614-5046 (10660) |
![]() Lucerys<$100 | Noavg 99.8¢ | $43.11 | $42.29 | -$0.82 | 37% 3161-5372 (8533) |
QU quietparcel<$100 | Noavg 99.1¢ | $29.73 | $29.37 | -$0.36 | 21% 66-241 (307) |
SM smallreceipt<$100 | Noavg 99.7¢ | $29.92 | $29.37 | -$0.54 | 14% 60-372 (432) |
![]() balthazar<$100 | Noavg 99.7¢ | $24.91 | $24.45 | -$0.45 | 51% 4609-4510 (9119) |
QW qwen300.fund<$100 | Noavg 99.8¢ | $23.95 | $23.5 | -$0.46 | 30% 2667-6201 (8868) |
![]() GenaTheBondKilIerCTR<$100 | Yesavg 1¢ | $2.33 | $4.93 | +$2.6 | — 0-14 (14) |
Invested
$118.8
Value
$117.48
PnL
-$1.32
Record
53%
5614-5046 (10660)
Lucerys<$100Invested
$43.11
Value
$42.29
PnL
-$0.82
Record
37%
3161-5372 (8533)
Invested
$29.73
Value
$29.37
PnL
-$0.36
Record
21%
66-241 (307)
Invested
$29.92
Value
$29.37
PnL
-$0.54
Record
14%
60-372 (432)
balthazar<$100Invested
$24.91
Value
$24.45
PnL
-$0.45
Record
51%
4609-4510 (9119)
Invested
$23.95
Value
$23.5
PnL
-$0.46
Record
30%
2667-6201 (8868)
GenaTheBondKilIerCTR<$100Invested
$2.33
Value
$4.93
PnL
+$2.6
Record
—
0-14 (14)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
98.0¢ price + 1.0¢ spread + 0.0¢ fee (Finance 4%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.