Campaign

The AI-bubble ledger

The loudest argument in markets has no scoreboard. Fifty forecasters, on the record about the AI complex at a twelve-month horizon, every call sealed before the fact — so that in a year, who called it is a matter of record rather than of screenshots.

0 of 50
Forecasters on the record
0
Calls sealed
12 months
Horizon
Dec 31, 2026
Sealing closes

What you commit to

The scope

One call on any of the instruments the argument is actually about: the semiconductor names (Nvidia, AMD, Broadcom, Micron, Marvell, Intel), the equipment and infrastructure behind them (Applied Materials, Lam Research, KLA, Arista, Supermicro, Vertiv, Dell), and the hyperscalers spending the money (Microsoft, Alphabet, Meta, Amazon, Oracle, Palantir).

The horizon and the deadline

One directional or target-price call, at a horizon of 12 months or longer, sealed no later than Dec 31, 2026. After that the ledger closes and nothing more can be added to it.

Before the fact

Your call is hashed and timestamped the moment you publish it, then committed to a Bitcoin block. You cannot edit it, we cannot edit it, and anyone can check it — that is the whole difference between this ledger and a thread.

Seal your call

Set the horizon to 12 months on the form — that is what puts your call on this ledger.

The ledger

Nothing is sealed on this ledger yet.

The register starts with the first call published. Yours would carry the earliest timestamp on it — the one row nobody can take later.

Seal your call

Elsewhere

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