
Will Baidu be the third-best AI lab at the end of November 2026?
3 of 3 top Polymarket traders hold No (100%) · No at 100¢ · $35 held · ends Dec 1
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Neutral
No
3
No 100%
$35.35
-$0.13
Research grade
NeutralNo at 100%
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.
- Fewer than 5 holdersEvery backtest needed 5+ holders; with fewer nothing was measured.
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
3 of 3 top traders (100%)3 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
MI mildwindow27<$100 | Noavg 99.9¢ | $19.98 | $19.9 | -$0.08 | 28% 827-2133 (2960) |
SM smallreceipt<$100 | Noavg 99.8¢ | $10.2 | $10.17 | -$0.03 | 4% 17-366 (383) |
HA haveagoodday<$100 | Noavg 99.8¢ | $5.3 | $5.28 | -$0.02 | 39% 1397-2152 (3549) |
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
99.5¢ price + 1.0¢ spread + 0.0¢ fee (Tech 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.