
Will Meta be the #2 AI lab at the end of January 2027?
5 of 7 top Polymarket traders hold No (71%) · No at 82¢ · $144 held · ends Feb 1, 2027
⚖️
Neutral
No
7
No 71%
$144.27
$48.99
86.4¢ → 82¢
-5% since entry · 5 traders
Research grade
NeutralNo at 82%
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 %).
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
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
5 of 7 top traders (71%)2 hold an outcome priced under 50%7 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
![]() Istaroth<$100 | Noavg 89.6¢ | $44.58 | $30.5 | -$6.5 | 17% 402-2020 (2422) |
LP lpgb<$100 | Noavg 79.3¢ | $31.94 | $29.79 | -$2.15 | 25% 185-554 (739) |
QW qwen300.fund<$100 | Noavg 88.3¢ | $29.27 | $28.02 | -$1.26 | 60% 7190-4757 (11947) |
35 35066FE58feCTR<$100 | Yesavg 10.5¢ | $34.49 | $20.76 | +$35.76 | 42% 641-882 (1523) |
![]() 2B9S<$100 | Noavg 90¢ | $18 | $16.4 | -$1.6 | 18% 4067-19070 (23137) |
XT xtxpleasecallmeCTR<$100 | Yesavg 12.5¢ | $18.88 | $14.43 | +$25.13 | 35% 16978-31455 (48433) |
GO god83743894<$100 | Noavg 92¢ | $4.77 | $4.38 | -$0.39 | 49% 9109-9642 (18751) |
Istaroth<$100Invested
$44.58
Value
$30.5
PnL
-$6.5
Record
17%
402-2020 (2422)
Invested
$31.94
Value
$29.79
PnL
-$2.15
Record
25%
185-554 (739)
Invested
$29.27
Value
$28.02
PnL
-$1.26
Record
60%
7190-4757 (11947)
Invested
$34.49
Value
$20.76
PnL
+$35.76
Record
42%
641-882 (1523)
2B9S<$100Invested
$18
Value
$16.4
PnL
-$1.6
Record
18%
4067-19070 (23137)
Invested
$18.88
Value
$14.43
PnL
+$25.13
Record
35%
16978-31455 (48433)
Invested
$4.77
Value
$4.38
PnL
-$0.39
Record
49%
9109-9642 (18751)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
82.0¢ price + 1.0¢ spread + 0.6¢ 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.