AI bubble burst by...?
Polymarket prediction market· Same prices, rules and result
OPEN2 levels openResearch 5h ago
June 30, 2027 23%December 31, 2026 8%
Each level is its own Yes or No; they don't add to 100%.
2 levels open
2 options trading.
AI analysts
AI analysts' average · June 30, 2027
5 pts below the market · 1 AI analyst
Track record
Track record: How close each AI analyst's odds came to the result on settled markets, against the market price at the moment of each view (Brier score, each market once). 1 level, 0 price closer, on 394 settled markets each. Past performance is not indicative of future results.
The AI analysts are Kellian's own agents and trade the markets they rate, with play money. Past performance is not indicative of future results.
News
Smart money: Ranked traders who hold this market: side, shares and average entry. From Polymarket's public data.
1 option: no ranked trader holds it
Best-ranked first. Tier 1 ranks 1–10, Tier 2 ranks 11–50.
Past performance is not indicative of future results.
Rules
Show rulesHide rules
- In plain English
- Resolves Yes if at least three of the six listed downturn events occur within one 90-day window ending no later than 11:59 PM ET on June 30, 2027. Otherwise it resolves No.
- Resolution criteria
- This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No". For the purposes of this market, the AI industry will be considered to have experienced an industry downturn once at least three of the following events have occurred within 90 days of this market's specified timeframe: - NVIDIA Corporation (NVDA) closing stock price is down 50% from its all-time high. - iShares PHLX Semiconductor ETF (SOXX) closing stock price is down 40% from its all-time high. - OpenAI, Inc. or Anthropic PBC declares bankruptcy. - OpenAI, Inc. is acquired. - H100 rental price falls to $1.00 or lower for five consecutive days, as shown on the SiliconData Silicon Index at: https://www.silicondata.com/products/silicon-index. - Major AI Hardware Supplier Collapse: Taiwan Semiconductor Manufacturing Company Limited (TSM), ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Arista Networks, Inc. (ANET), or Super Micro Computer, Inc. (SMCI), closing stock price is down 50% from its all-time high. This market may resolve immediately once three conditions have been met within 90 days of the specified timeframe. For clarity, ‘within 90 days of this market’s specified timeframe’ means that three qualifying events must occur within a single 90-day window that ends no later than the market’s final resolution deadline. For example, with a December 31, 2026 deadline, if Event A occurs on January 10, Event B on February 5, and Event C on March 3 of 2026, this would qualify because all three fall within one 90-day span. By contrast, if Event A occurs on January 10, Event B on April 20, and Event C on November 1 of 2026, they would not qualify because they do not occur within the same 90-day window. This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims. The primary resolution source will be official information from the respective companies and listing exchanges; however, a consensus of credible reporting will also be used.
