
Will Jensen Huang join Anthropic or OpenAI by December 31, 2026?
6 of 8 top Polymarket traders hold No (75%) · No at 97¢ · $1K held · ends Jan 1, 2027
⚖️
Neutral
No
8
No 75%
$1.0K
$18.51
94.2¢ → 96.7¢
+3% since entry · 6 traders
Research grade
NeutralNo at 97%
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 8 top traders (75%)2 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Surging
+4 pts consensus
Breadth
5 traders
Top 2 hold 77%
Freshness
Mature
13h old
Flip Quality
Clean
0 consensus flips
71% of non-arb traders are on No. Concentration is driven by the top two positions owning 77% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
GD Gdub | Noavg 96.3¢ | $429.03 | $390.57 | +$1.92 | — 1-5 (6) |
![]() Parz1vaI | Noavg 90.9¢ | $362.84 | $381.88 | +$19.05 | 72% 1113-423 (1536) |
ME melonmanm | Noavg 95.7¢ | $176.04 | $177.79 | +$1.75 | 3% 3-109 (112) |
TH thoodr<$100 | Noavg 96.3¢ | $38.52 | $38.28 | -$0.24 | 95% 317-18 (335) |
EL Elias.Thornwell<$100 | Noavg 97.1¢ | $9.71 | $9.67 | -$0.04 | 82% 31-7 (38) |
![]() vinii<$100 | Noavg 97.5¢ | $12.54 | $9.66 | -$1.85 | — 7-1 (8) |
XT xtxpleasecallmeCTR<$100 | Yesavg 5.6¢ | $3.06 | $1.4 | -$1.66 | 40% 3254-4905 (8159) |
LI lissartterCTR<$100 | Yesavg 3.6¢ | $1.44 | $1.03 | -$0.41 | — 6-5 (11) |
Invested
$429.03
Value
$390.57
PnL
+$1.92
Record
—
1-5 (6)
Parz1vaIInvested
$362.84
Value
$381.88
PnL
+$19.05
Record
72%
1113-423 (1536)
Invested
$176.04
Value
$177.79
PnL
+$1.75
Record
3%
3-109 (112)
Invested
$38.52
Value
$38.28
PnL
-$0.24
Record
95%
317-18 (335)
Invested
$9.71
Value
$9.67
PnL
-$0.04
Record
82%
31-7 (38)
vinii<$100Invested
$12.54
Value
$9.66
PnL
-$1.85
Record
—
7-1 (8)
Invested
$3.06
Value
$1.4
PnL
-$1.66
Record
40%
3254-4905 (8159)
Invested
$1.44
Value
$1.03
PnL
-$0.41
Record
—
6-5 (11)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
96.7¢ price + 1.0¢ spread + 0.1¢ 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.