66%chance
Hyperscaler and cloud AI capex is projected near $670B for 2026. Resolves YES if aggregate reported 2026 AI/data-center capex of the top hyperscalers exceeds $650 billion. Source: company filings, analyst tallies.
Disagree with the current pricing. Here's why...
Market hasn't caught up to the latest developments yet.
Anyone know when we'll get more clarity on this?
Adding to my position here. The odds are in our favor.
Interesting market. Watching closely before making a move.