AI consensus leaned YES with MODERATE conviction — 6 of 7 models agreed. Outcome confirmed: YES won at $1.00.
| Model | Said | Fair Value estimated fair price of YES | Confidence | Result |
|---|---|---|---|---|
| PIN Model | YES | 98c |
96%
|
|
| Compound Signal | YES | 69c |
38%
|
|
| Claude Analysis | YES | 95c |
82%
|
|
| DeepSeek Quant | YES | 92c |
85%
|
|
| Kimi Macro | YES | 94c |
84%
|
Aggregate fair-value estimate: 90c YES. Outcome confirmed: market resolved at 100c YES / 0c NO.
Smart money accumulated at 78c well before the rerating to 94c, signaling early conviction that NVIDIA would retain the market-cap crown through June 30. The absence of NO positioning combined with a single directional YES entry skews the signal bullish, though the 'NO dominant' flag suggests broader market flow disagrees with the tracked wallet's thesis.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xd48a..90 | MM | YES | $6.8K | +17% |
Tracked alpha wallets held YES at the last snapshot. YES redeemed at $1.00 when the market closed. Combined realized P&L: +$1,925 on $6.8K capital deployed (avg +28.2%).
| Platform | Last YES Price | Volume | Final | |
|---|---|---|---|---|
| Polymarket | 95c | $4.0M | 100c | |
| AI Consensus | 90c | — | ✓ matched |