Top LONG signal: XLF · top SHORT signal: NVDA · 12 tradable prediction-market signals mapped to public equities.
AI-generated insight based on publicly available prediction market data from Kalshi.
Fading AI narrative (19%) — SHORT NVDA, SMH
NVIDIA supplies the training compute for every frontier lab.
Diversified semi ETF captures the full AI infra buildout.
Azure + OpenAI partnership; hyperscaler capex proxy.
Prediction-market conviction on this AI milestone (19%) is a leading tell for semi & hyperscaler multiples over the following weeks.
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Illustrative trend from current live snapshot. Historical series available on Premium.