Smart money holds the underdog side
Most tracked traders hold Yes, while the market favors No (100%). 18 of 18 traders hold an outcome priced under 50%.
Historically, consensus on sides priced under 40¢ lost money after costs.

Will Broadcom be the largest company in the world by market cap on November 30, 2026?
18 of 18 top Polymarket traders hold Yes (100%) · Yes at 0.1¢ · $4 held · ends Dec 1
⚠️
Avoid
Yes
18
Yes 100%
$3.6
-$185.21
2.2¢ → 0.1¢
-98% since entry · 16 traders
Research grade
AvoidYes at 0%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- Consensus side under 30¢Full year, out of sample: 0.05–0.30 lost −8.1 % a trade (n 11,568), under 0.20 −20.5 % (n 3,615). Oct 22 backtest: −29.5 % (n 1,625). The strongest effect in every test.
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
18 of 18 top traders (100%)Underdog side (market favors No 100%)18 hold an outcome priced under 50%18 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
18 traders
Top 2 hold 46%
Freshness
Late
68h old
Flip Quality
Choppy
3 consensus flips
100% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 46% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
0X 0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702CTR<$100 | Yes | $1.11 | $1.11 | -$46.77 | 38% 1197-1984 (3181) |
![]() LucerysCTR<$100 | Yesavg 2.9¢ | $31.34 | $0.55 | -$30.79 | 72% 13809-5348 (19157) |
BI BiggggggggCTR<$100 | Yesavg 4.2¢ | $35.91 | $0.43 | -$35.48 | 31% 3243-7118 (10361) |
0X 0xa169f83d28ad1ce5a14cc1c49796b547ece21b73CTR<$100 | Yesavg 0.2¢ | $1.3 | $0.27 | -$21.58 | 38% 306-492 (798) |
SP SpringlyFawlCTR<$100 | Yesavg 0.2¢ | $0.92 | $0.27 | -$0.65 | 27% 2510-6880 (9390) |
QU quietparcelCTR<$100 | Yes | $0.16 | $0.16 | -$12.62 | 47% 10333-11810 (22143) |
VE VerilyWinninglyCTR<$100 | Yesavg 4¢ | $12.68 | $0.16 | -$12.52 | 20% 342-1337 (1679) |
LP lpgbCTR<$100 | Yesavg 0.2¢ | $0.28 | $0.09 | -$0.19 | 26% 562-1641 (2203) |
AL alex20011CTR<$100 | Yesavg 0.2¢ | $0.39 | $0.09 | -$7.24 | 37% 4013-6774 (10787) |
AN anothercoinCTR<$100 | Yesavg 0.3¢ | $0.52 | $0.09 | -$0.43 | 41% 816-1170 (1986) |
PI PiEDawgCTR<$100 | Yesavg 0.3¢ | $0.4 | $0.08 | -$0.32 | 35% 1822-3400 (5222) |
LU luciebotCTR<$100 | Yesavg 5.5¢ | $7.24 | $0.07 | -$7.18 | 28% 2774-7210 (9984) |
QW qwen300.fundCTR<$100 | Yesavg 0.1¢ | $0.06 | $0.05 | -$0.01 | 54% 12451-10711 (23162) |
![]() HaradwaithCTR<$100 | Yesavg 3.8¢ | $1.57 | $0.05 | -$1.53 | 40% 6517-9785 (16302) |
ME merodCTR<$100 | Yesavg 7.2¢ | $2.76 | $0.05 | -$2.71 | 34% 3309-6343 (9652) |
SU SulkingCryptoCTR<$100 | Yesavg 1.5¢ | $1.16 | $0.04 | -$3.06 | 16% 375-1956 (2331) |
WA WarriorHCTR<$100 | Yesavg 1.1¢ | $0.54 | $0.03 | -$1.98 | 17% 1312-6543 (7855) |
VI VictorLudorumCTR<$100 | Yesavg 0.4¢ | $0.19 | $0.03 | -$0.17 | 49% 6544-6929 (13473) |
Invested
$1.11
Value
$1.11
PnL
-$46.77
Record
38%
1197-1984 (3181)
LucerysCTR<$100Invested
$31.34
Value
$0.55
PnL
-$30.79
Record
72%
13809-5348 (19157)
Invested
$35.91
Value
$0.43
PnL
-$35.48
Record
31%
3243-7118 (10361)
Invested
$1.3
Value
$0.27
PnL
-$21.58
Record
38%
306-492 (798)
Invested
$0.92
Value
$0.27
PnL
-$0.65
Record
27%
2510-6880 (9390)
Invested
$0.16
Value
$0.16
PnL
-$12.62
Record
47%
10333-11810 (22143)
Invested
$12.68
Value
$0.16
PnL
-$12.52
Record
20%
342-1337 (1679)
Invested
$0.28
Value
$0.09
PnL
-$0.19
Record
26%
562-1641 (2203)
Invested
$0.39
Value
$0.09
PnL
-$7.24
Record
37%
4013-6774 (10787)
Invested
$0.52
Value
$0.09
PnL
-$0.43
Record
41%
816-1170 (1986)
Invested
$0.4
Value
$0.08
PnL
-$0.32
Record
35%
1822-3400 (5222)
Invested
$7.24
Value
$0.07
PnL
-$7.18
Record
28%
2774-7210 (9984)
Invested
$0.06
Value
$0.05
PnL
-$0.01
Record
54%
12451-10711 (23162)
HaradwaithCTR<$100Invested
$1.57
Value
$0.05
PnL
-$1.53
Record
40%
6517-9785 (16302)
Invested
$2.76
Value
$0.05
PnL
-$2.71
Record
34%
3309-6343 (9652)
Invested
$1.16
Value
$0.04
PnL
-$3.06
Record
16%
375-1956 (2331)
Invested
$0.54
Value
$0.03
PnL
-$1.98
Record
17%
1312-6543 (7855)
Invested
$0.19
Value
$0.03
PnL
-$0.17
Record
49%
6544-6929 (13473)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
0.1¢ 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.
Market Info
Traders in this Market
0x1F85EB9C455c5BDEF5D96C2739076678c7157B02-1778811447702
CTRYes — $1.11

Lucerys
CTRYes — $0.55
Bigggggggg
CTRYes — $0.43
0xa169f83d28ad1ce5a14cc1c49796b547ece21b73
CTRYes — $0.27
SpringlyFawl
CTRYes — $0.27
quietparcel
CTRYes — $0.16
VerilyWinningly
CTRYes — $0.16
lpgb
CTRYes — $0.09
alex20011
CTRYes — $0.09
anothercoin
CTRYes — $0.09