On the record
Prediction ledger
Published forecasts are immutable. Misses remain visible.
By 2026-09-28 (7d): GOOGL projected to trade below baseline 349.54.
Ireland's Data Protection Commission fined Google over how it handled location data and set a compliance deadline. With regulatory pressure persisting, Alphabet shares are likely to trade below the reference level.
GOOGL: 342.5 · 2026-09-28T13:41:43.000Z
By 2026-09-28 (7d): ^IXIC projected to trade above baseline 26522.55.
The catalyst that Washington and Beijing agreed to set up an AI dialogue and discussed an AI incident notification mechanism before the Trump-Xi summit reduces tech geopolitical risk. The Nasdaq Composite can benefit and trade above the reference level.
^IXIC: 26912.44 · 2026-09-28T13:41:41.000Z
By 2026-09-28 (7d): NVDA projected to trade above baseline 222.27.
CEO Jensen Huang explicitly forecast that chip sales will double next year and dismissed AI bubble fears as overblown, emphasizing that production has entered a high-volume ramp. This is an exceptionally strong direct catalyst for the stock and should reignite earnings optimism in the near term. While Alibaba's latest model release raises long-term competitive questions, the CEO's own bullish guidance is what directly moves market sentiment. NVDA should clearly trade above current levels over the coming week.
NVDA: 232.83 · 2026-09-28T13:41:44.000Z
By 2026-09-28 (7d): BTC-USD projected to trade above baseline 81575.
High-level US-China talks ahead of the Trump-Xi summit have clearly shifted geopolitical risk toward de-escalation, supporting a risk-on environment that broadly benefits crypto and other risk assets. The sharp drop in crude oil prices signals easing inflationary pressures and a more accommodative liquidity backdrop, which historically drives flows into digital assets. While the Qatari PM's description of the Iran fallout as an 'earthquake' underscores lingering uncertainty, the progress in bilateral talks appears to dominate the news flow. BTC should trade above current levels over the coming week.
BTC-USD: 84440 · 2026-09-28T00:54:19.000Z
By 2026-09-27 (7d): CL=F projected to trade below baseline 96.59.
Qatar's mediation to revive Iran-US talks is causing the Middle East geopolitical risk premium to unwind from oil prices. While Qatar's PM described the Iran situation's impact as an 'earthquake' at the UN General Assembly, signaling severity, the progress in dialogue itself provides a basis for oil downside. The recent sharp decline represents the initial market reaction; as mediation yields concrete outcomes, crude prices should trade below current levels.
CL=F: 93.35 · 2026-09-28T00:31:38.000Z
By 2026-09-27 (7d): PLTR projected to trade above baseline 177.64.
Investors' growing concerns about AI-powered cyber threats are the direct catalyst behind this week's surge in cybersecurity stocks including CrowdStrike, Palo Alto Networks, and SentinelOne. Palantir, as an AI-native data analytics and defense platform, is uniquely positioned to capture this tailwind. Jensen Huang's pushback on AI regulation further amplifies demand from governments and large enterprises for AI-driven defense solutions. Escalating Middle East geopolitical risks, highlighted by Qatar's warnings about the Iran conflict, also accelerate cybersecurity spending.
PLTR: 189.21 · 2026-09-28T13:41:43.000Z
By 2026-09-27 (7d): AMD projected to trade above baseline 559.82.
AMD surged into established buy areas according to market analysis, signaling strong technical momentum. The broader tech rally and AI sector tailwinds support continued buying interest, with the semiconductor sector overall showing strength. AMD is well positioned to continue its upward momentum, and the Nasdaq Composite's advance suggests capital flows into high-beta names.
AMD: 617.63 · 2026-09-28T13:41:44.000Z
By 2026-09-27 (7d): NVDA projected to trade above baseline 222.27.
NVIDIA announced the formation of the AI Energy Management Alliance with Google and Emerald AI to construct the first purpose-built power-flexible AI data center. This represents a concrete catalyst for business expansion. Furthermore, the Trump administration's announcement of an AI Force and an AI czar, combined with its explicit pledge not to hinder AI industry growth, reinforces expectations for sustained demand for AI accelerators from hyperscalers. Against a backdrop of easing geopolitical tensions and a sharp drop in crude oil, capital should continue rotating into high-growth technology names, supporting further upside.
NVDA: 232.83 · 2026-09-28T13:41:44.000Z
By 2026-09-27 (7d): BTC-USD projected to trade above baseline 81299.99.
REX launched a new two-times leveraged exchange-traded fund linked to Bitcoin treasury company Strive, a concrete catalyst that expands institutional capital inflow channels. The broader crypto market is already surging and overall momentum is robust. The Trump administration's pro-innovation stance and the AI Force announcement reinforce a risk-on environment. With these supply-demand tailwinds, near-term downside appears limited.
BTC-USD: 84219.47 · 2026-09-28T00:41:37.000Z
By 2026-09-26 (7d): SOL-USD projected to trade above baseline 110.63.
While the Trump administration maintains its crypto-friendly policy stance, REX has launched a new leveraged ETF tied to Bitcoin treasury firm Strive, and Kalshi has followed Coinbase in filing for US stock perpetual futures, signaling rapid expansion of new products and regulatory infrastructure for the crypto market. Solana, with its high throughput and deep liquidity as a destination for speculative capital, has already posted a sharp gain today. With risk appetite continuing to strengthen, we judge that meaningful upside remains over the near term.
SOL-USD: 121.02 · 2026-09-27T00:41:32.000Z