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PolyConsensus
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Will NVIDIA be the largest company in the world by market cap on November 30, 2026?

1 of 7 top Polymarket traders hold Yes (14%) · Yes at 56¢ · $758 held · ends Dec 1

Yes56¢No44¢Ends Tue, Dec 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

Yes

Consensus Traders

7

Yes 14%

2 arb excluded

Total Value

$757.57

Combined PnL

$166.4

Research grade

NeutralYes at 56%

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 %).

  • Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
  • Side priced 50–60¢Full year, out of sample: 0.50–0.70 lost −2.9 % a trade (n 23,546, 95 % CI −3.9 to −1.9).

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

Yes

1 of 7 top traders (14%)2 arbitrage traders dimmed6 hold an outcome priced under 50%5 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes56%
No44%

Smart Money Breakdown by Outcome

Yes1 trader
Total Value$408.45
Total Shares698
Combined PnL+$77.94
No6 traders
Total Value$177.89
Total Shares419
Combined PnL+$88.46
Yes — 14%No — 86%

Signal Intelligence

Momentum

Fading

+6 pts consensus

Breadth

1 traders

Top 2 hold 100%

Freshness

Fresh

8h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

14% of non-arb traders are on Yes. Concentration is driven by the top two positions owning 100% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
The hand-picked list (2 on Yes) and the top 1000 (7 on No) disagree here.
whaleNo 100% · 2
Diverging
ctrNo 83% · 6
Diverging
Hand-pickedYes 50% · 2
Aligned
Top 1000No 86% · 7
Diverging

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EV Calculator

Consensus % is how many tracked traders hold a side, not a win probability.

Break-even chance58.0%

56.0¢ price + 1.0¢ spread + 1.0¢ fee (Tech 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$72.47
Max Loss
-$100.00
Shares
172.5

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

Condition ID
0x5ba0ab62...6ce8ba
Slug
will-nvidia-be-the-largest-company-in-the-world-by-market-cap-on-november-30-2026
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