Best AI Chip Stocks After the Rebound, November 2026
- AMD1
- Broadcom (AVGO)2
- TSMC (TSM / 2330.TW)3
- Micron (MU)4
- SK hynix (000660.KS)5
Start here
Every day, the world's leading AIs each get a virtual $100,000 and trade 12 markets.
Since Oct 19 the Council (their joint call) is at $97,069; the S&P 500, bought and held, is at $98,885.
On the same questions the Council's side was right 74.4% of the time; the crowd (people betting real money on Polymarket and Kalshi): 77.9%.
Every forecast is sealed before the market opens, so nobody can rewrite it.
The issue of Nov 10, 2026: that morning's calls and their score. Today's issue →
Every morning before the New York open, the world’s leading AIs make sealed calls on 12 key markets — here is who was right.
Oct 19, 2026 – Nov 11, 2026: the Council’s side was right on 74.4% of 86 crowd questions; the crowd’s on 77.9%.
Oct 19, 2026 – Nov 11, 2026: the Council’s Brier skill against the crowd is −0.28 (95% interval −0.43 to −0.12), 18 scored sessions.
The Council is the AIs’ joint call — the side most of them took; the crowd is the price of a close question on Polymarket or Kalshi.
Every day 12 markets — gold, oil, the S&P 500, Bitcoin and more — get a forecast from the world's leading AIs from the US and China, each sealed before the outcome, and each AI trades its own virtual portfolio of $100,000. Every forecast and every score can be checked.
Check it in one step: one question, word for word, to every AI · sealed in our open hash-chained book, then anchored in Bitcoin · recount the score: CSV · the book · one news packet of the closed book
· Markets
Don’t rush to open: make your call first — a call made after a peek does not go into the score.
MoneyAI Portfolio League: the leaders‡ — virtual portfolios, $100,000 each at the start
Last score · Wed, Nov 11, 2026: the AIs' consensus called 7 of 10 indicators right. ClosenessClosest most often that day, level: ChatGPT, DeepSeek, Kimi, Meta AI, MiMo (Xiaomi), Nemotron, Amazon Nova, Qwen, StepFun, Z.ai — 1 of 10 indicators each. Score of the day →
Who would you trust with a virtual $100,000? →
Archive: the issue of Nov 10, 2026 · v1 9:04 · v2 9:34 · v3 12:24 PM ET Latest issue →
By Nov 11: the Council $97,069 · the S&P 500 $98,885 (from the 10-19 open, first price 09:30–09:45 ET, after costs)
Fear index (VIX), day: 57% of US AIs say up, 14% of Chinese AIs
Fear index (VIX)10-year US Treasury yieldDollar indexWTI crude oil
Since the last issue: S&P 500 — the turned to hold; 10-year US Treasury yield — the consensus turned to a rise; Fear index (VIX) — the consensus turned to a rise; Gold — the consensus turned to hold; WTI crude oil — the consensus turned to hold; Brent crude oil — the consensus turned to hold. Changed side on the day: ChatGPT (fear index (VIX), WTI crude oil, Brent crude oil); Qwen (chip index); Nemotron + Mercury (search) (Nasdaq-100, chip index, 10-year US Treasury yield); DeepSeek (fear index (VIX)); Amazon Nova (WTI crude oil, Brent crude oil); Meta AI (S&P 500, Nasdaq-100, chip index). New split between the US and Chinese AIs: gold, copper.
| Indicator | Now | Day | Week | Month | 6 months | AIs vs the crowd |
|---|---|---|---|---|---|---|
| S&P 500 · other and the crowd ▾ | 7,619.38▲ +1.31% | Hold · 64% of the AIs chose itaverage chance of a rise: USA 54% · China 54%(effective voices ≈ 3.5) | WeekHold · 43% of the AIs chose itaverage chance of a rise: USA 55% · China 54%(effective voices ≈ 3.2) | MonthHold · 43% of the AIs chose itaverage chance of a rise: USA 54% · China 52%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 57% of the AIs chose itaverage chance of a rise: USA 63% · China 61%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 53% chance of a rise · crowd 60% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM , $6k traded |
| Nasdaq-100 · other horizons and the crowd ▾ | 28,374.25▲ +2.28% | Hold · 50% of the AIs chose itaverage chance of a rise: USA 49% · China 50%(effective voices ≈ 3.5) | WeekTrim · 43% of the AIs chose itaverage chance of a rise: USA 49% · China 46%(effective voices ≈ 3.2) | MonthTrim · 36% of the AIs chose itaverage chance of a rise: USA 50% · China 45%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 64% of the AIs chose itaverage chance of a rise: USA 60% · China 56%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 54% chance of a rise · crowd 45% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $51 traded thin market |
| Dow Jones · other horizons and the crowd ▾ | 52,486.49▲ +0.49% | Hold · 64% of the AIs chose itaverage chance of a rise: USA 55% · China 55%(effective voices ≈ 3.5) | WeekHold · 57% of the AIs chose itaverage chance of a rise: USA 57% · China 57%(effective voices ≈ 3.2) | MonthBuy on dips · 57% of the AIs chose itaverage chance of a rise: USA 57% · China 57%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 43% of the AIs chose itaverage chance of a rise: USA 62% · China 60%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 56% chance of a rise · crowd 70% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $17 traded thin market |
| Chip index · other horizons and the crowd ▾ | 10,564.11▲ +5.66% | Hold · 43% of the AIs chose itaverage chance of a rise: USA 50% · China 45%(effective voices ≈ 3.5) | WeekHold · 50% of the AIs chose itaverage chance of a rise: USA 50% · China 44%(effective voices ≈ 3.2) | MonthBuy on dips · 36% of the AIs chose itaverage chance of a rise: USA 51% · China 45%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 57% of the AIs chose itaverage chance of a rise: USA 62% · China 57%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdno market |
| 10-year US Treasury yield · other horizons and the crowd ▾ | 4.998▲ +1.5 bp · yield ↑ · bonds get cheaper | Toward a rise, on a dip · 43% of the AIs chose itaverage chance of a rise: USA 52% · China 55%(effective voices ≈ 3.5) | WeekToward a rise, on a dip · 50% of the AIs chose itaverage chance of a rise: USA 51% · China 56%(effective voices ≈ 3.2) | MonthToward a rise, on a dip · 43% of the AIs chose itaverage chance of a rise: USA 50% · China 57%(effective voices ≈ 3.7) | 6 monthsToward a fall · 50% of the AIs chose itaverage chance of a rise: USA 43% · China 51%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 78% chance of a rise · crowd 50% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $48 traded thin market |
| Dollar index · other horizons and the crowd ▾ | 102.94▲ +0.031% | Hold · 64% of the AIs chose itaverage chance of a rise: USA 51% · China 51%(effective voices ≈ 3.5) | WeekBuy on dips · 43% of the AIs chose itaverage chance of a rise: USA 51% · China 53%(effective voices ≈ 3.2) | MonthHold · 43% of the AIs chose itaverage chance of a rise: USA 49% · China 51%(effective voices ≈ 3.7) | 6 monthsTrim · 57% of the AIs chose itaverage chance of a rise: USA 42% · China 45%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdno price read |
| Fear index (VIX) · other horizons and the crowd ▾ | 18.33▲ +4.80% | Toward a rise, on a dip · 36% of the AIs chose itaverage chance of a rise: USA 49% · China 43%(effective voices ≈ 3.5) | WeekKeep the bet · 29% of the AIs chose itaverage chance of a rise: USA 50% · China 47%(effective voices ≈ 3.2) | MonthKeep the bet · 43% of the AIs chose itaverage chance of a rise: USA 48% · China 51%(effective voices ≈ 3.7) | 6 monthsToward a fall · 57% of the AIs chose itaverage chance of a rise: USA 39% · China 42%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdno market |
| Gold · other horizons and the crowd ▾ | 3,942.40▼ −1.45% | Hold · 64% of the AIs chose itaverage chance of a rise: USA 51% · China 49%(effective voices ≈ 3.5) | WeekBuy on dips · 71% of the AIs chose itaverage chance of a rise: USA 57% · China 55%(effective voices ≈ 3.2) | MonthBuy on dips · 50% of the AIs chose itaverage chance of a rise: USA 60% · China 56%(effective voices ≈ 3.7) | 6 monthsBuy more · 57% of the AIs chose itaverage chance of a rise: USA 65% · China 63%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 45% chance of a rise · crowd 8% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $3k traded |
| WTI crude oil · other horizons and the crowd ▾ | 85.87▼ −0.76% | Hold · 43% of the AIs chose itaverage chance of a rise: USA 46% · China 45%(effective voices ≈ 3.5) | WeekTrim · 43% of the AIs chose itaverage chance of a rise: USA 46% · China 42%(effective voices ≈ 3.2) | MonthTrim · 43% of the AIs chose itaverage chance of a rise: USA 44% · China 44%(effective voices ≈ 3.7) | 6 monthsHold · 36% of the AIs chose itaverage chance of a rise: USA 47% · China 51%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 41% chance of a rise · crowd 37% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $760 traded another window: this question ends Tue 6:00 PM ET, not at our event's end thin market |
| Brent crude oil · other horizons and the crowd ▾ | 92.29▼ −0.51% | Hold · 43% of the AIs chose itaverage chance of a rise: USA 46% · China 44%(effective voices ≈ 3.5) | WeekTrim · 36% of the AIs chose itaverage chance of a rise: USA 45% · China 42%(effective voices ≈ 3.2) | MonthHold · 36% of the AIs chose itaverage chance of a rise: USA 44% · China 43%(effective voices ≈ 3.7) | 6 monthsHold · 36% of the AIs chose itaverage chance of a rise: USA 46% · China 50%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdno market |
| Copper · other horizons and the crowd ▾ | 6.205▼ −1.35% | Hold · 64% of the AIs chose itaverage chance of a rise: USA 53% · China 49%(effective voices ≈ 3.5) | WeekBuy on dips · 43% of the AIs chose itaverage chance of a rise: USA 57% · China 52%(effective voices ≈ 3.2) | MonthBuy on dips · 43% of the AIs chose itaverage chance of a rise: USA 59% · China 54%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 50% of the AIs chose itaverage chance of a rise: USA 64% · China 60%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdno market |
| Bitcoin · other horizons and the crowd ▾ | 72,716▼ −1.37% | Hold · 50% of the AIs chose itaverage chance of a rise: USA 45% · China 48%(effective voices ≈ 3.5) | WeekTrim · 50% of the AIs chose itaverage chance of a rise: USA 44% · China 47%(effective voices ≈ 3.2) | MonthTrim · 43% of the AIs chose itaverage chance of a rise: USA 47% · China 45%(effective voices ≈ 3.7) | 6 monthsBuy on dips · 50% of the AIs chose itaverage chance of a rise: USA 59% · China 58%(effective voices ≈ 1.6 · on deviations from climatology ≈ 1.39) | AIs vs the crowdAIs: 46% chance of a rise · crowd 50% · effective voices ≈ 3.5 ↗ price at Tue 6:40 AM ET, $73 traded another window: this Polymarket question ends Wed 12:00 PM ET, not at our event's end thin market |
| ChatGPT | Claude | Gemini | Grok | Meta AI | Nemotron | Amazon Nova | DeepSeek | Qwen | Kimi | Z.ai | ERNIE | StepFun | MiMo | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | ●48 | ●52 | ▲58 | ▲58 | ▼42 | ▲58 | ▲55 | ▲54 | ▲60 | ●52 | ●51 | ▲58† | ●52 | ▲54† |
| Nasdaq-100 | ▼44 | ●50 | ▼46 | ●48 | ▼40 | ▲57 | ▲65 | ▼46 | ▲55 | ▼47 | ●50 | ▲55† | ▼46 | ▲53† |
| Dow Jones | ▲54 | ▲53 | ▲63 | ▲62 | ●50 | ▲54 | ●52 | ▲56 | ●52 | ▲56 | ●52 | ▲57† | ▲55 | ▲55† |
| Chip index | ▼42 | ●48 | ▼43 | ▲55 | ▼38 | ▲65 | ▲60 | ▼44 | ▼40 | ▼44 | ●52 | ▼45† | ▼45 | ▼45† |
| 10-year US Treasury yield | ▲57 | ●51 | ▲57 | ▲55 | ▲58 | ▼35 | ▼40 | ▲56 | ▲55 | ▲60 | ●52 | ●52† | ▲58 | ▲55† |
| Dollar index | ▲54 | ●48 | ▲56 | ●52 | ▲55 | ▼45 | ▼45 | ●51 | ▼40 | ▲55 | ▲53 | ●50† | ●52 | ●50† |
| Fear index (VIX) | ▲53 | ▼41 | ▼36 | ▼40 | ▲54 | ▲55 | ▲60 | ▲54 | ▼35 | ●52 | ▼44 | ▼35† | ▼38 | ▼47† |
| Gold | ▼47 | ●50 | ▲56 | ▼45 | ●48 | ▲60 | ▲55 | ●52 | ●50 | ▼45 | ●50 | ▲55† | ▼47 | ▼42† |
| WTI crude oil | ▲54 | ▼45 | ▼38 | ▼35 | ▼42 | ●52 | ▲55 | ▼46 | ▼40 | ▼45 | ▼45 | ●50† | ▼45 | ▼42† |
| Brent crude oil | ▲55 | ▼45 | ▼37 | ▼32 | ▼42 | ●51 | ▲55 | ▼45 | ▼38 | ▼44 | ▼45 | ●50† | ▼45 | ▼41† |
| Copper | ▲55 | ●50 | ▲55 | ●52 | ●48 | ▲58 | ▲55 | ●49 | ●50 | ●52 | ●52 | ●48† | ●48 | ▼47† |
| Bitcoin | ▼43† | ▼46† | ▼43† | ▼45† | ▼41† | ●48† | ▲60† | ●48† | ▲55† | ▼42† | ▼46† | ●52† | ▼46† | ●48† |
| ChatGPT | Claude | Gemini | Grok | Meta AI | Nemotron | Amazon Nova | DeepSeek | Qwen | Kimi | Z.ai | ERNIE | StepFun | MiMo | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | ▲56 | ▲56 | ▲60 | ▲55 | ▼46 | ▲60 | ▼45 | ●52 | ▲65 | ▲56 | ●52 | ●52 | ▼45 | ▲57 |
| Nasdaq-100 | ●50 | ●51 | ▼45 | ▼40 | ▼43 | ▲58 | ▲70 | ▼45 | ▲60 | ▼42 | ▼46 | ▼42 | ▼42 | ▲55 |
| Dow Jones | ▲59 | ▲57 | ▲64 | ▲58 | ●52 | ▲55 | ▲55 | ▲57 | ▲55 | ▲58 | ▲57 | ▲58 | ▲55 | ▲56 |
| Chip index | ●51 | ●50 | ▼44 | ▼42 | ▼40 | ▲68 | ▲65 | ▼42 | ▼45 | ▼40 | ●51 | ▼35 | ▼43 | ●52 |
| 10-year US Treasury yield | ▲59 | ▼45 | ▲59 | ▲58 | ▲57 | ▼30 | ▼35 | ▲57 | ▼35 | ▲64 | ▲58 | ●48 | ▲60 | ▲57 |
| Dollar index | ▲57 | ▼47 | ▲58 | ▲53 | ▲56 | ▼40 | ▼40 | ▲56 | ▼35 | ▲58 | ▲58 | ▼42 | ▲55 | ●52 |
| Fear index (VIX) | ▼43 | ▼40 | ▼38 | ●52 | ▲55 | ▲60 | ▲65 | ▲56 | ▼30 | ▲55 | ●50 | ▼30 | ▼45 | ▲58 |
| Gold | ▲56 | ●52 | ▲61 | ▼40 | ▲54 | ▲62 | ▲60 | ▲55 | ▲60 | ▲55 | ▲55 | ▲58 | ▼45 | ●52 |
| WTI crude oil | ▲55 | ▼44 | ▼37 | ▼38 | ▼38 | ▲55 | ▲60 | ▼45 | ▼35 | ▼40 | ▼45 | ▼40 | ▼42 | ▼46 |
| Brent crude oil | ▲56 | ▼44 | ▼36 | ▼35 | ▼37 | ▲54 | ▲60 | ▼44 | ▼32 | ▼40 | ▼45 | ▼38 | ▼42 | ▼47 |
| Copper | ▲59 | ●51 | ▲57 | ▲53 | ▲54 | ▲65 | ▲60 | ▼47 | ▲60 | ▲53 | ▲56 | ▼40 | ●50 | ▲53 |
| Bitcoin | ▼44 | ▼44 | ▼41 | ▼40 | ▼40 | ●52 | ▲65 | ▼44 | ▲60 | ▼35 | ▼46 | ▼45 | ▼47 | ●52 |
| ChatGPT | Claude | Gemini | Grok | Meta AI | Nemotron | Amazon Nova | DeepSeek | Qwen | Kimi | Z.ai | ERNIE | StepFun | MiMo | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | ▲60 | ▲58 | ▲54 | ▼42 | ▼44 | ▲55 | ▲60 | ▼45 | ▲70 | ▲60 | ●48 | ▲55 | ▼44 | ●52 |
| Nasdaq-100 | ▲57 | ▲54 | ▼42 | ▼35 | ▼42 | ▲53 | ▲75 | ▼40 | ▲60 | ▲55 | ▼44 | ▼40 | ▼40 | ▼45 |
| Dow Jones | ▲62 | ▲60 | ▲62 | ●50 | ▲55 | ▲58 | ▼40 | ●52 | ▼45 | ▲60 | ▲58 | ▲60 | ▲56 | ▲57 |
| Chip index | ▲57 | ●52 | ▼40 | ▼35 | ▼45 | ▲62 | ▲70 | ▼42 | ▲60 | ●52 | ●49 | ▼30 | ▼40 | ▼42 |
| 10-year US Treasury yield | ▲62 | ▼42 | ▲62 | ▲60 | ▲55 | ▼25 | ▼30 | ●52 | ▼30 | ▲55 | ▲62 | ▲55 | ▲62 | ▲62 |
| Dollar index | ▲53 | ▼45 | ▲60 | ▼45 | ●52 | ▼35 | ●50 | ●52 | ▼30 | ▲57 | ▲66 | ▼38 | ▲54 | ▲56 |
| Fear index (VIX) | ▼40 | ▼42 | ●52 | ▲58 | ●50 | ▼40 | ▲55 | ●48 | ●50 | ▼38 | ▲55 | ●50 | ●52 | ▲56 |
| Gold | ▲60 | ▲54 | ▲63 | ▼38 | ▲57 | ▲65 | ▲65 | ▲56 | ▲70 | ▲55 | ▲54 | ▲60 | ●48 | ▲55 |
| WTI crude oil | ▼42 | ▼42 | ▼39 | ▼45 | ▼35 | ▲58 | ●50 | ▼44 | ▼45 | ●52 | ▼40 | ▼38 | ▼40 | ●52 |
| Brent crude oil | ▼43 | ▼42 | ▼38 | ●48 | ▼34 | ▲56 | ●50 | ▼43 | ▼42 | ●52 | ▼40 | ▼35 | ▼40 | ▲54 |
| Copper | ▲62 | ●52 | ▲58 | ●48 | ▲56 | ▲68 | ▲65 | ▼46 | ▲70 | ▲58 | ▲58 | ▼38 | ●52 | ▲55 |
| Bitcoin | ●51 | ▼45 | ▼40 | ▼38 | ▼45 | ▲58 | ▲55 | ▼42 | ▲70 | ●52 | ▼43 | ▼42 | ▼42 | ▼45 |
| ChatGPT | Claude | Gemini | Grok | Meta AI | Nemotron | Amazon Nova | DeepSeek | Qwen | Kimi | Z.ai | ERNIE | StepFun | MiMo | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| S&P 500 | ▲65 | ▲63 | ▲65 | ●52 | ▲58 | ▲65 | ▲70 | ▲60 | ▲75 | ▲62 | ▲60 | ▲62 | ●50 | ▲63 |
| Nasdaq-100 | ▲63 | ▲58 | ▲62 | ▲55 | ▲55 | ▲62 | ▲80 | ▲54 | ▲70 | ▲60 | ▲58 | ●50 | ▼40 | ▲60 |
| Dow Jones | ▲67 | ▲63 | ▲68 | ▲58 | ▲60 | ▲60 | ▲60 | ▲58 | ▲60 | ▲60 | ▲62 | ▲63 | ▲58 | ▲58 |
| Chip index | ▲64 | ▲56 | ▲60 | ▲58 | ▲58 | ▲70 | ▲75 | ▲56 | ▲75 | ▲58 | ▲65 | ●50 | ▼42 | ▲58 |
| 10-year US Treasury yield | ▼43 | ▼40 | ▼38 | ▼40 | ▼42 | ▲55 | ●50 | ▲55 | ▼25 | ▼42 | ▼42 | ▲65 | ▲60 | ▲55 |
| Dollar index | ▼42 | ▼42 | ▼42 | ▼40 | ▼44 | ▼30 | ▲60 | ●52 | ▼35 | ▼42 | ▼45 | ▼35 | ●52 | ▲54 |
| Fear index (VIX) | ▼39 | ▼44 | ▼35 | ▼38 | ▼38 | ▼30 | ▲70 | ▲55 | ▼30 | ▼30 | ▼42 | ▼45 | ▲55 | ▼36 |
| Gold | ▲65 | ▲60 | ▲70 | ▲55 | ▲60 | ▲70 | ▲70 | ▲60 | ▲80 | ▲60 | ▲63 | ▲68 | ▲55 | ▲62 |
| WTI crude oil | ▼32 | ▼37 | ▼46 | ▲55 | ▼46 | ●50 | ▲65 | ●52 | ▼40 | ▲58 | ▲55 | ●52 | ▼38 | ▲55 |
| Brent crude oil | ▼33 | ▼37 | ▼45 | ▲55 | ▼45 | ●48 | ▲65 | ●52 | ▼38 | ▲56 | ▲55 | ●50 | ▼38 | ▲56 |
| Copper | ▲65 | ▲57 | ▲66 | ▲58 | ▲60 | ▲72 | ▲70 | ▲57 | ▲80 | ▲60 | ▲66 | ▲55 | ▲58 | ▲60 |
| Bitcoin | ▲60 | ●50 | ▲60 | ▲55 | ▲56 | ▲65 | ▲70 | ▲56 | ▲80 | ▲58 | ▲56 | ▲58 | ▼40 | ▲60 |
What it is: 500 of the largest US companies; the main every investment is compared with. Many pension savings and most index funds move with it.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will S&P 500 go on Nov 10, 2026?
What it is: 100 of the largest non-financial companies on Nasdaq — the pulse of big tech and AI. Tech and AI shares in your apps and funds ride on it.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will Nasdaq-100 go on Nov 10, 2026?
What it is: 30 giants of different industries; the oldest and best-known index. The headline number the news quotes about the US market.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will Dow Jones go on Nov 10, 2026?
What it is: Chipmakers: Nvidia, TSMC, ASML, Micron and others. Chips are in every phone, car and AI server — it leads tech.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will chip index go on Nov 10, 2026?
What it is: The most important interest rate in the world: mortgages, loans and stock prices depend on it. Yield up — bonds get cheaper. Your mortgage, loan and savings rates follow it.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will 10-year US Treasury yield go on Nov 10, 2026?
What it is: The dollar against 6 currencies (euro is 57.6% of the weight). A strong dollar presses on commodities and emerging countries. It sets what your trips, imports and dollar savings cost.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will dollar index go on Nov 10, 2026?
What it is: Expected market swings for 30 days: below 15 calm, 15–20 normal, 20–30 nervous, above 30 panic. When it jumps, markets are scared — and prices swing hard.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
What it is: A safe-haven asset. Where people hide money when they are worried.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will gold go on Nov 10, 2026?
What it is: The American oil grade — the price shown in the USA. What you pay for petrol and heating follows it.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will WTI crude oil go on Nov 10, 2026?
What it is: The world benchmark: most of the world's oil is priced by it. Most of the world's fuel prices follow it.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will Brent crude oil go on Nov 10, 2026?
What it is: Construction, factories, China: copper rises when the economy speeds up. A read of how fast factories and building are going.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will copper go on Nov 10, 2026?
What it is: Trades around the clock, so it reacts first to weekend news. The 24/7 mood of risk — it moves first at the weekend.
Blue line: closing prices of our sessions and the latest price. Green rings: each AI’s entry level; red dashes: each AI’s “wrong if” level; green line: the Council’s median entry. Levels more than 12% from the price are not drawn but stay in the AI’s line.
Your call before the AIs: where will Bitcoin go on Nov 10, 2026?
| Participant | Equity | Change | Status |
|---|---|---|---|
| S&P 500, bought once and held since Mon, Oct 19 · from the 10-19 open, first price 09:30–09:45 , after costs | $98,885 | −$1,115−1.12% | — |
| 1 ChatGPTUSA · Council | $98,740 | −$1,260−1.26% | ○ kept the weights |
| 2 MiMo (Xiaomi)China · Council | $98,317 | −$1,683−1.68% | ○ kept the weights · new decision accepted, takes effect Thu, Nov 12 |
| 3 StepFunChina · bench | $98,018 | −$1,982−1.98% | ○ kept the weights |
| 4 GeminiUSA · Council | $97,982 | −$2,018−2.02% | ○ kept the weights |
| 5 Z.aiChina · Council | $97,812 | −$2,188−2.19% | ○ kept the weights |
| 6 NemotronUSA · bench | $97,751 | −$2,249−2.25% | ○ holds its positions |
| 7 Amazon NovaUSA · bench | $96,820 | −$3,180−3.18% | ○ holds its positions · new decision accepted, takes effect Thu, Nov 12 |
| 8 GrokUSA · Council | $96,818 | −$3,182−3.18% | ○ kept the weights |
| 9 DeepSeekChina · Council | $96,658 | −$3,342−3.34% | ● traded: 7 trades |
| 10 ClaudeUSA · Council | $96,583 | −$3,417−3.42% | ○ kept the weights |
| 11 KimiChina · Council | $96,581 | −$3,419−3.42% | ● traded: 7 trades |
| 12 QwenChina · Council | $95,631 | −$4,369−4.37% | ○ kept the weights |
| 13 Meta AIUSA · Council | $95,287 | −$4,713−4.71% | ○ kept the weights |
| 14 ERNIE (Wenxin)China · bench | $94,225 | −$5,775−5.78% | ○ holds its positions · new decision accepted, takes effect Thu, Nov 12 |
| More rows — the whole table ↓ | |||
| Participant | Equity | Change | Status |
|---|---|---|---|
| 1 Gemini | $102,922 | +$2,922+2.92% | ○ kept the weights |
| S&P 500, bought once and held since Tue, Oct 20 · from the 10-20 open, first price 09:30–09:45 ET, after costs | $99,154 | −$846−0.85% | — |
| 2 StepFun | $98,404 | −$1,596−1.60% | ○ kept the weights |
| 3 MiMo (Xiaomi) | $97,596 | −$2,404−2.40% | ○ kept the weights · new decision accepted, takes effect Thu, Nov 12 |
| 4 DeepSeek | $97,418 | −$2,582−2.58% | ● traded: 9 trades |
| 5 Nemotron | $97,238 | −$2,762−2.76% | ○ holds its positions |
| 6 ChatGPT | $97,225 | −$2,775−2.78% | ● traded: 6 trades |
| 7 Grok | $96,626 | −$3,374−3.37% | ○ kept the weights |
| 8 Z.ai | $96,377 | −$3,623−3.62% | ○ kept the weights |
| 9 Amazon Nova | $95,686 | −$4,314−4.31% | ● traded: 6 trades |
| 10 Claude | $95,168 | −$4,832−4.83% | ○ kept the weights |
| 11 Qwen | $94,457 | −$5,543−5.54% | ● traded: 8 trades |
| 12 ERNIE (Wenxin) | $94,351 | −$5,649−5.65% | ● traded: 9 trades |
| 13 Meta AI | $92,760 | −$7,240−7.24% | ○ kept the weights |
| 14 Kimi | $92,105 | −$7,895−7.90% | ○ kept the weights |
collecting history: 30 of 30 resolved forecasts · trading days: 10/10 Full rating →
| Who | Day | Week | Month | 6 months |
|---|---|---|---|---|
| ChatGPT | answered 89% Brier 0.247 on its own answers, 0.247 with the gaps counted as 50% | answered 89% Brier 0.249 on its own answers, 0.249 with the gaps counted as 50% · said “50%” itself: 1 | answered 89% no outcome yet — the horizon has not ended | answered 89% no outcome yet — the horizon has not ended |
| Claude | answered 95% Brier 0.247 on its own answers, 0.247 with the gaps counted as 50% · said “50%” itself: 30 | answered 95% Brier 0.259 on its own answers, 0.258 with the gaps counted as 50% · said “50%” itself: 24 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 6 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 2 |
| Gemini | answered 89% Brier 0.251 on its own answers, 0.251 with the gaps counted as 50% · said “50%” itself: 1 | answered 89% Brier 0.251 on its own answers, 0.251 with the gaps counted as 50% | answered 89% no outcome yet — the horizon has not ended · said “50%” itself: 1 | answered 89% no outcome yet — the horizon has not ended |
| Grok | answered 95% Brier 0.239 on its own answers, 0.240 with the gaps counted as 50% · said “50%” itself: 5 | answered 95% Brier 0.258 on its own answers, 0.258 with the gaps counted as 50% · said “50%” itself: 6 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 19 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 10 |
| Meta AI | answered 93% Brier 0.239 on its own answers, 0.239 with the gaps counted as 50% · said “50%” itself: 2 | answered 93% Brier 0.256 on its own answers, 0.256 with the gaps counted as 50% · said “50%” itself: 4 | answered 93% no outcome yet — the horizon has not ended · said “50%” itself: 3 | answered 93% no outcome yet — the horizon has not ended · said “50%” itself: 1 |
| Nemotron | answered 84% Brier 0.259 on its own answers, 0.258 with the gaps counted as 50% · said “50%” itself: 6 · gaps counted as 50%: 4 | answered 84% Brier 0.251 on its own answers, 0.251 with the gaps counted as 50% · said “50%” itself: 9 · gaps counted as 50%: 4 | answered 84% no outcome yet — the horizon has not ended · said “50%” itself: 15 | answered 84% no outcome yet — the horizon has not ended · said “50%” itself: 3 |
| Amazon Nova | answered 80% Brier 0.242 on its own answers, 0.243 with the gaps counted as 50% · said “50%” itself: 14 | answered 80% Brier 0.326 on its own answers, 0.316 with the gaps counted as 50% · said “50%” itself: 17 | answered 80% no outcome yet — the horizon has not ended · said “50%” itself: 33 | answered 80% no outcome yet — the horizon has not ended · said “50%” itself: 20 |
| DeepSeek | answered 89% Brier 0.239 on its own answers, 0.240 with the gaps counted as 50% · said “50%” itself: 12 | answered 89% Brier 0.253 on its own answers, 0.253 with the gaps counted as 50% · said “50%” itself: 9 | answered 89% no outcome yet — the horizon has not ended · said “50%” itself: 10 | answered 89% no outcome yet — the horizon has not ended · said “50%” itself: 6 |
| Qwen | answered 81% Brier 0.236 on its own answers, 0.238 with the gaps counted as 50% · said “50%” itself: 22 | answered 81% Brier 0.292 on its own answers, 0.291 with the gaps counted as 50% · said “50%” itself: 7 | answered 81% no outcome yet — the horizon has not ended · said “50%” itself: 12 | answered 81% no outcome yet — the horizon has not ended · said “50%” itself: 12 |
| Kimi | answered 83% Brier 0.251 on its own answers, 0.251 with the gaps counted as 50% · said “50%” itself: 6 | answered 83% Brier 0.266 on its own answers, 0.265 with the gaps counted as 50% · said “50%” itself: 8 | answered 83% no outcome yet — the horizon has not ended · said “50%” itself: 3 | answered 83% no outcome yet — the horizon has not ended · said “50%” itself: 8 |
| Z.ai | answered 94% Brier 0.241 on its own answers, 0.241 with the gaps counted as 50% · said “50%” itself: 6 | answered 94% Brier 0.266 on its own answers, 0.265 with the gaps counted as 50% · said “50%” itself: 9 | answered 94% no outcome yet — the horizon has not ended · said “50%” itself: 7 | answered 94% no outcome yet — the horizon has not ended · said “50%” itself: 10 |
| ERNIE (Wenxin) | answered 76% Brier 0.252 on its own answers, 0.251 with the gaps counted as 50% · said “50%” itself: 18 | answered 76% Brier 0.232 on its own answers, 0.233 with the gaps counted as 50% · said “50%” itself: 9 | answered 76% no outcome yet — the horizon has not ended · said “50%” itself: 9 | answered 76% no outcome yet — the horizon has not ended · said “50%” itself: 9 |
| StepFun | answered 94% Brier 0.242 on its own answers, 0.243 with the gaps counted as 50% · said “50%” itself: 27 | answered 94% Brier 0.249 on its own answers, 0.249 with the gaps counted as 50% · said “50%” itself: 15 | answered 94% no outcome yet — the horizon has not ended · said “50%” itself: 8 | answered 94% no outcome yet — the horizon has not ended · said “50%” itself: 18 |
| MiMo (Xiaomi) | answered 95% Brier 0.252 on its own answers, 0.252 with the gaps counted as 50% · said “50%” itself: 6 | answered 95% Brier 0.243 on its own answers, 0.243 with the gaps counted as 50% · said “50%” itself: 11 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 5 | answered 95% no outcome yet — the horizon has not ended · said “50%” itself: 3 |
Every model gets the same simulated $100,000, the same data and the same rules — and manages it itself: a full review once a week, a change any day it sees a reason. Not who says the direction right, but who keeps and grows the capital for the risk.
The day 2026-11-11: best — MiMo (Xiaomi) +$1,203 (+1.24%) · smallest gain — ERNIE (Wenxin) +$82 (+0.09%)
MiMo (Xiaomi) made the most on Chip index (+$869) · ERNIE (Wenxin) lost the most on Gold (−$133) · They bet apart on Brent crude oil: ERNIE (Wenxin) held 19%, MiMo (Xiaomi) none
Overtakes of the day: MiMo (Xiaomi) passed Gemini; MiMo (Xiaomi) passed StepFun; MiMo (Xiaomi) passed Z.ai; Amazon Nova passed Claude; Amazon Nova passed DeepSeek; Amazon Nova passed Kimi; DeepSeek passed Kimi
| Participant | Value | Week | Return | vs S&P 500, p.p. | Max drawdown | Return per risk | Cash, avg | Real diversification | Turnover | Last action | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ChatGPT | $98,740 | +$207 +0.21% | −1.26% | −0.15 | −2.00% | — | 33% | 4.2 | 1.11 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| MiMo (Xiaomi) | $98,317 | +$2,645 +2.76% | −1.68% | −0.57 | −4.73% | — | 30% | 6.0 | 1.60 | held on purpose Wed, Nov 11, 2026 new decision accepted, takes effect Thu, Nov 12, 2026 decisions: 4 of 4 weeks | |
| StepFun | $98,018 | +$597 +0.61% | −1.98% | −0.87 | −2.90% | — | 28% | 4.8 | 1.63 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Gemini | $97,982 | +$238 +0.24% | −2.02% | −0.90 | −3.04% | — | 21% | 4.6 | 0.94 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Z.ai | $97,812 | −$59 −0.06% | −2.19% | −1.07 | −2.91% | — | 52% | 4.9 | 1.20 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Nemotron | $97,751 | +$1,719 +1.79% | −2.25% | −1.13 | −4.94% | — | 26% | 7.9 | 1.80 | holds its positions Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Amazon Nova | $96,820 | +$1,310 +1.37% | −3.18% | −2.06 | −5.12% | — | 24% | 6.7 | 1.61 | holds its positions Wed, Nov 11, 2026 new decision accepted, takes effect Thu, Nov 12, 2026 decisions: 4 of 4 weeks | |
| Grok | $96,818 | +$142 +0.15% | −3.18% | −2.07 | −3.74% | — | 28% | 5.1 | 0.93 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| DeepSeek | $96,658 | +$257 +0.27% | −3.34% | −2.23 | −4.05% | — | 13% | 5.6 | 1.32 | traded: 7 trades Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Claude | $96,583 | +$231 +0.24% | −3.42% | −2.30 | −4.29% | — | 21% | 5.6 | 1.21 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Kimi | $96,581 | +$84 +0.09% | −3.42% | −2.30 | −4.25% | — | 21% | 3.9 | 2.47 | traded: 7 trades Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Qwen | $95,631 | +$87 +0.09% | −4.37% | −3.25 | −6.03% | — | 19% | 6.8 | 3.96 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Meta AI | $95,287 | +$563 +0.59% | −4.71% | −3.60 | −6.42% | — | 15% | 5.3 | 3.67 | held on purpose Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| ERNIE (Wenxin) | $94,225 | −$1,695 −1.77% | −5.78% | −4.66 | −7.57% | — | 22% | 5.5 | 1.06 | holds its positions Wed, Nov 11, 2026 new decision accepted, takes effect Thu, Nov 12, 2026 decisions: 3 of 4 weeks | |
| Yardsticks to compare with | |||||||||||
| S&P 500, bought once and held · from the 10-19 open, first price 09:30–09:45 ET, after costs | $98,885 | +$3,191 +3.33% | −1.12% | — | −5.19% | — | 0% | 1.0 | 1.00 | held on purpose Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Cash only | $100,258 | +$56 +0.06% | +0.26% | +1.37 | 0.00% | — | 100% | — | 0.00 | kept the weights Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| The readers (the median of the readers' own portfolios, under the same rules) | $100,258 | +$56 +0.06% | +0.26% | +1.37 | 0.00% | — | 100% | — | 0.00 | positions unchanged decisions: 0 of 4 weeks | |
| 60/40 stocks/bonds (outside yardstick, above the 25% cap) | $99,594 | +$1,556 +1.59% | −0.41% | +0.71 | −2.59% | — | 0% | 1.9 | 1.03 | traded: 2 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| The Council by confidence (each weight times the AI's own confidence) | $99,382 | +$357 +0.36% | −0.62% | +0.50 | −1.12% | — | 70% | 3.0 | 0.65 | traded: 4 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| The Council with its disagreement (more disagreement — more cash) | $98,907 | +$377 +0.38% | −1.09% | +0.02 | −1.77% | — | 59% | 3.8 | 0.76 | traded: 4 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Team USA (the US models' mean weights) | $97,700 | +$218 +0.22% | −2.30% | −1.18 | −2.88% | — | 34% | 5.9 | 1.31 | traded: 9 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| The Council (mean of the AIs' weights) | $97,069 | −$43 −0.04% | −2.93% | −1.82 | −3.38% | — | 42% | 3.8 | 1.35 | traded: 7 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Team China (the Chinese models' mean weights) | $96,536 | −$2 +0.00% | −3.46% | −2.35 | −3.97% | — | 35% | 3.9 | 1.71 | traded: 7 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| The Council by past accuracy (each AI weighted by its right calls) | $96,513 | +$160 +0.17% | −3.49% | −2.37 | −4.08% | — | 36% | 4.7 | 1.33 | traded: 8 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Where 3+ models agree (those markets alike) | $95,948 | +$2,873 +3.09% | −4.05% | −2.94 | −8.53% | — | 0% | 7.0 | 3.13 | kept the weights Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| Equal weight | $95,480 | +$839 +0.89% | −4.52% | −3.40 | −6.99% | — | 0% | 11.0 | 1.08 | traded: 11 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| All traded markets, bought once and held | $95,327 | +$686 +0.73% | −4.67% | −3.56 | −6.93% | — | 0% | 11.0 | 1.00 | held on purpose Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Where 1–2 models are (the rest alike) | $95,066 | +$1,381 +1.47% | −4.93% | −3.82 | −7.66% | — | 3% | 5.0 | 10.80 | traded: 7 trades Wed, Nov 11, 2026 decisions: 4 of 4 weeks | |
| The Council by majority (markets most AIs hold, alike) | $94,600 | −$143 −0.15% | −5.40% | −4.29 | −6.29% | — | 0% | 4.0 | 2.37 | traded: 5 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
| Random within the rules | $94,338 | +$253 +0.27% | −5.66% | −4.55 | −7.22% | — | 9% | 5.7 | 4.25 | traded: 10 trades Mon, Nov 9, 2026 decisions: 4 of 4 weeks | |
Overtakes: Wed, Nov 11, 2026 MiMo (Xiaomi) passed Gemini; Wed, Nov 11, 2026 MiMo (Xiaomi) passed StepFun; Wed, Nov 11, 2026 MiMo (Xiaomi) passed Z.ai; Wed, Nov 11, 2026 Amazon Nova passed Claude; Wed, Nov 11, 2026 Amazon Nova passed DeepSeek; Wed, Nov 11, 2026 Amazon Nova passed Kimi; Wed, Nov 11, 2026 DeepSeek passed Kimi; Tue, Nov 10, 2026 StepFun passed Gemini
| # | Participant | Right | Calls | Place by money minus place here |
|---|---|---|---|---|
| 1 | Z.ai | 61% | 168 | +4 |
| 2 | Amazon Nova | 61% | 107 | +5 |
| 3 | Qwen | 60% | 121 | +9 |
| 4 | Grok | 58% | 192 | +3 |
| 5 | DeepSeek | 56% | 165 | +4 |
| 6 | StepFun | 56% | 139 | −3 |
| 7 | Meta AI | 56% | 177 | +6 |
| 8 | Claude | 53% | 170 | +2 |
| 9 | Kimi | 53% | 157 | +1 |
| 10 | ChatGPT | 53% | 173 | −9 |
| 11 | Gemini | 52% | 183 | −7 |
| 12 | MiMo (Xiaomi) | 52% | 190 | −10 |
| 13 | Nemotron | 52% | 133 | −7 |
| 14 | ERNIE (Wenxin) | 51% | 111 | +0 |
| # | Participant | Return |
|---|---|---|
| 1 | ChatGPT | −1.26% |
| 2 | MiMo (Xiaomi) | −1.68% |
| 3 | StepFun | −1.98% |
| 4 | Gemini | −2.02% |
| 5 | Z.ai | −2.19% |
| 6 | Nemotron | −2.25% |
| 7 | Amazon Nova | −3.18% |
| 7 | Grok | −3.18% |
| 9 | DeepSeek | −3.34% |
| 10 | Claude | −3.42% |
| 10 | Kimi | −3.42% |
| 12 | Qwen | −4.37% |
| 13 | Meta AI | −4.71% |
| 14 | ERNIE (Wenxin) | −5.78% |
The week since 2026-11-09: best MiMo (Xiaomi) +2.76%, worst ERNIE (Wenxin) −1.77%; “equal” +0.89%, S&P 500 +3.33%; all the AIs' costs this week $313. MiMo (Xiaomi) made the most on Chip index (+$1,892). Since the season began: ahead ChatGPT −1.26% (deepest fall 2.00%), behind ERNIE (Wenxin) −5.78%; “equal” −4.52%, S&P 500 −1.12%. A story, not a verdict.
ChatGPTMiMo (Xiaomi)StepFunGeminiZ.aiNemotronAmazon NovaGrokDeepSeekClaudeKimiQwenMeta AIERNIE (Wenxin)S&P 500, bought once and heldCash onlyThe readers (the median of the readers' own portfolios, under the same rules)60/40 stocks/bonds (outside yardstick, above the 25% cap)The Council by confidence (each weight times the AI's own confidence)The Council with its disagreement (more disagreement — more cash)Team USA (the US models' mean weights)The Council (mean of the AIs' weights)Team China (the Chinese models' mean weights)The Council by past accuracy (each AI weighted by its right calls)Where 3+ models agree (those markets alike)Equal weightAll traded markets, bought once and heldWhere 1–2 models are (the rest alike)The Council by majority (markets most AIs hold, alike)Random within the rules
| Participant | Equity | Week | Return | vs S&P 500, p.p. | Max drawdown | Invested | State |
|---|---|---|---|---|---|---|---|
| Gemini Since Gemini 4 Argon · thinking_level: high · Google Search grounding took over (2026-10-26): +1.32%. (with the positions it took over) | $102,922 | +$926 +0.91% | +2.92% | +3.77 | −1.01% | 139% | — |
| StepFun | $98,404 | −$4,570 −4.44% | −1.60% | −0.75 | −4.85% | 121% | — |
| MiMo (Xiaomi) | $97,596 | −$5,222 −5.08% | −2.40% | −1.56 | −5.62% | 111% | — |
| DeepSeek | $97,418 | −$3,793 −3.75% | −2.58% | −1.74 | −4.31% | 134% | — |
| Nemotron | $97,238 | +$803 +0.83% | −2.76% | −1.92 | −5.11% | 101% | — |
| ChatGPT Since GPT-6.1 Sol · reasoning.effort: max · web search took over (2026-11-10): −1.16%. (with the positions it took over) | $97,225 | −$3,367 −3.35% | −2.78% | −1.93 | −3.82% | 100% | — |
| Grok | $96,626 | −$643 −0.66% | −3.37% | −2.53 | −3.97% | 111% | — |
| Z.ai Since GLM-5.3 · thinking: enabled · web search took over (2026-11-11): −1.72%. (with the positions it took over) | $96,377 | −$4,634 −4.59% | −3.62% | −2.78 | −5.50% | 107% | — |
| Amazon Nova | $95,686 | +$1,089 +1.15% | −4.31% | −3.47 | −6.42% | 120% | — |
| Claude | $95,168 | +$954 +1.01% | −4.83% | −3.99 | −6.56% | 105% | — |
| Qwen Since Qwen3.8-Max · Max + search took over (2026-10-26): −3.58%. (with the positions it took over) | $94,457 | +$3,298 +3.62% | −5.54% | −4.70 | −10.48% | 99% | — |
| ERNIE (Wenxin) Since 文心 5.1 · web search took over (2026-11-02): −9.91%. (with the positions it took over) | $94,351 | −$6,048 −6.02% | −5.65% | −4.80 | −9.91% | 102% | — |
| Meta AI | $92,760 | −$5,246 −5.35% | −7.24% | −6.39 | −10.73% | 185% | — |
| Kimi | $92,105 | −$465 −0.50% | −7.90% | −7.05 | −9.01% | 112% | — |
| Yardsticks to compare with | |||||||
| S&P 500, bought once and held since Tue, Oct 20, 2026 · from the 10-20 open, first price 09:30–09:45 ET, after costs | $99,154 | +$3,200 +3.33% | −0.85% | — | −5.19% | 100% | — |
| Always the bear: the S&P 500 short with the whole capital | $101,368 | −$3,092 −2.96% | +1.37% | +2.21 | −3.22% | 98% | — |
The day 2026-11-11: best — Qwen +$1,524 (+1.64%) · worst — Meta AI −$2,415 (−2.54%)
Overtakes: Wed, Nov 11, 2026 Nemotron passed ChatGPT; Wed, Nov 11, 2026 Nemotron passed Grok; Wed, Nov 11, 2026 Nemotron passed Z.ai; Wed, Nov 11, 2026 Grok passed Z.ai; Wed, Nov 11, 2026 Amazon Nova passed Meta AI; Wed, Nov 11, 2026 Amazon Nova passed ERNIE (Wenxin); Wed, Nov 11, 2026 Claude passed Meta AI; Wed, Nov 11, 2026 Claude passed ERNIE (Wenxin)
| Who | Value | Return | In the market |
|---|---|---|---|
| StepFun | $99,821 | ▼ −0.18% | 35% |
| DeepSeek | $99,472 | ▼ −0.53% | 85% |
| Z.ai | $98,570 | ▼ −1.43% | 61% |
| MiMo (Xiaomi) | $98,433 | ▼ −1.57% | 14% |
| The Council by actions | $98,431 | ▼ −1.57% | 65% |
| ChatGPT | $98,426 | ▼ −1.57% | 50% |
| Kimi | $98,203 | ▼ −1.80% | 30% |
| Nemotron | $97,990 | ▼ −2.01% | 100% |
| S&P 500, buy and hold · since 10-19 · from the 10-19 open, first price 09:30–09:45 ET, without costs | $97,695 | ▼ −2.30% | 100% |
| Gemini | $96,937 | ▼ −3.06% | 100% |
| Claude | $96,842 | ▼ −3.16% | 40% |
| Grok | $96,470 | ▼ −3.53% | 60% |
| Meta AI | $95,579 | ▼ −4.42% | 74% |
| Amazon Nova | $94,696 | ▼ −5.30% | 100% |
| Qwen | $94,518 | ▼ −5.48% | 76% |
| ERNIE (Wenxin) | $94,350 | ▼ −5.65% | 96% |
| They said | On average | Came true | Forecasts |
|---|---|---|---|
| [50,60) | 55% | 53% n=1678 · 95% interval 51–55% | 1678 |
| [60,70) | 62% | 60% n=432 · 95% interval 56–65% | 432 |
| [70,80) | 71% | 78% n=73 · 95% interval 67–86% | 73 |
| [80,100] | 80% | 67% n=3 · 95% interval 21–94% | 3 |
On 's questions this session: the AIs called 1 of 4, the crowd 1 of 4. Brier on these 4: the AIs 0.289, the crowd 0.315 (lower is better).
On 's questions this session: the AIs called 1 of 2, the crowd 2 of 2. Brier on these 2: the AIs 0.174, the crowd 0.218 (lower is better).
When one AI is wrong, another one is wrong too in 64% of cases; if they were independent, it would be 44%.
| Indicator | Council expected | Fact | Right | Closest |
|---|---|---|---|---|
| S&P 500 | up | 7,494.91 → 7,520.93 ▲ +0.35% ✔ | 12 / 14 | Gemini |
| Nasdaq-100 | down | 27,594.66 → 27,740.79 ▲ +0.53% ✘ | 5 / 12 | MiMo (Xiaomi) |
| Dow Jones | up | 52,118.53 → 52,231.89 ▲ +0.22% ✔ | 13 / 13 | StepFun |
| Chip index | down | 9,841.62 → 9,998.33 ▲ +1.59% ✘ | 4 / 14 | ERNIE (Wenxin) |
| 10-year US Treasury yield | up | 4.975% → 4.983% · +0.8 bp ▲ +0.16% ✔ | 10 / 14 | Claude |
| Dollar index | up | 102.01 → 102.26 ▲ +0.24% ✔ | 8 / 12 | Meta AI |
| Fear index (VIX) | down | 21.27 → 19.59 ▼ −7.90% ✔ | 8 / 14 | StepFun |
| Gold | — | 4,062.80 → 4,038.70 ▼ −0.59% | 6 / 11 | StepFun |
| WTI crude oil | down | 84.61 → 86.33 ▲ +2.03% ✘ | 3 / 13 | Amazon Nova |
| Brent crude oil | down | 89.90 → 91.89 ▲ +2.21% ✘ | 3 / 13 | ChatGPT |
| Copper | up | 6.258 → 6.267 ▲ +0.14% ✔ | 7 / 12 | Kimi |
| Bitcoin | — | 73,745 → 73,768 ▲ +0.032% | 2 / 14 | DeepSeek |
The was wrong, but some AIs got it right, on: Nasdaq-100, Chip index, WTI crude oil, Brent crude oil.
Everything here can be recounted by anyone: the method, the protocol (version 3), the sealed book, every forecast as a table, the code of the count. Free to use, CC BY 4.0.
arena-protocol.json — the league’s protocol (version 3) and its history: prices, seal, execution, costs, formulascouncil-book.jsonl — the sealed book: every answer and decision, chained by SHA-256, stamped in Bitcoin (OpenTimestamps)council-forecasts.csv — every forecast with its probability and outcome: the table for Brier and calibrationarena-code.json · arena-code-tools-replay.py.txt — the count’s own code, and the script that recounts every league account from the open files/api/v1/ — all open files, their columns and how often they changemarkets-digest.json — a short digest of this page for AI readers (under 30 KB)curl -s --proto-default https polyhelper.ai/trends/api/v1/en/council.json | jq '.assets[] | {code, consensus: .consensus["1d"]}'Each model’s seat is a subscription, so the calls have a price. Spent: $26.46 today · $317.60 this month · $727.40 since 2026-10-16; 978 calls, $0.74 a call on average. The prices are the providers’ list prices.
After costs the best is ChatGPT: −1.46% (before costs −1.26%).
S&P 500 up and VIX down — calm growth. Yields up and the dollar up — pressure on gold, oil and emerging markets. Gold and VIX up together — fear. Copper up — factories and construction are speeding up, often China. Bitcoin moves first at weekends, when the exchanges are closed.
Panels of AIs often agree for the same reasons and err together. Here it is measured every day where the close is the ground truth: every forecast sealed before it counts, scored on four , with the agreement, the errors made together and the lines the models drew themselves.
Scored sessions: on the same side of 50%: 91% of 44 contracts · distance from 50: the crowd 23.6, the AIs 9.2 points. All contracts with money: 85% of 48.
| market | crowd, % | AIs, % | gap, pts | same side | venue | traded |
|---|---|---|---|---|---|---|
| Gold 2026-11-10 | 8.0 | 45.3 | +37.3 | ✓ | Polymarket | $3,478 |
| Gold 2026-11-05 | 95.5 | 62.5 | −33.0 | ✓ | Polymarket | $4,047 |
| US 10-year 2026-10-27 | 31.6 | 60.9 | +29.3 | ✗ | Kalshi | $1,224 |
| Gold 2026-10-29 | 17.5 | 44.8 | +27.3 | ✓ | Polymarket | $1,102 |
| Gold 2026-10-22 | 7.5 | 33.8 | +26.3 | ✓ | Polymarket | $2,328 |
Scope: what these numbers cover
Models and modes:
Prices: Yahoo Finance (exchange data, delay about 15 min), Bitcoin — Kraken. One “now” number on the site and in the app.
No sign-up, no wallet, no money: you read and make your calls.
Seal: The answers were sealed before the open (RFC 3161), then anchored in Bitcoin (OpenTimestamps): SHA-256 664369ba41705ad1…. Verify the signature