Skip to content

Database problems: some data is degraded. We're fixing it right now.

Details
PolyConsensus
Back to Markets

Will Xiaomi be the second-best Chinese AI company at the end of November 2026?

5 of 7 top Polymarket traders hold No (71%) · No at 62¢ · $261 held · ends Dec 1

Yes38¢No62¢Ends Tue, Dec 1, 2026View on Polymarket
SIGNAL

⚖️

Neutral

No

Consensus Traders

7

No 71%

Total Value

$261.12

Combined PnL

-$77.52

Smart Money Entry

68.9¢ → 62¢

-10% since entry · 5 traders

Research grade

NeutralNo at 62%

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

No

5 of 7 top traders (71%)2 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)

Market Activity

Outcome Probabilities

Yes38%
No62%

Smart Money Breakdown by Outcome

No5 traders
Total Value$251.53
Total Shares452
Combined PnL-$76.41
Yes2 traders
Total Value$9.59
Total Shares35
Combined PnL-$1.11
No — 71%Yes — 29%

Signal Intelligence

Momentum

Flat

+0 pts consensus

Breadth

5 traders

Top 2 hold 89%

Freshness

Mature

28h old

Flip Quality

Clean

0 consensus flips

Breadth vs concentrationCrowded

71% of non-arb traders are on No. Concentration is driven by the top two positions owning 89% of that side's value.

Cohort consensusHand-picked vs top 1000 · whales, sharps, snipers, contrarians
sharpNo 100% · 2
Aligned
ctrNo 100% · 1
Aligned
Top 1000No 71% · 7
Aligned

Chat

EV Calculator

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

Break-even chance63.9%

62.0¢ price + 1.0¢ spread + 0.9¢ fee (Tech 4%). Win more often than this and the bet pays.

Expected Value—
Expected ROIenter your estimate
Max Profit
+$56.54
Max Loss
-$100.00
Shares
156.5

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
0x23a45dfe...b2c919
Slug
will-xiaomi-be-the-second-best-chinese-ai-company-at-the-end-of-november-2026
Trade on Polymarket