On the record
Prediction ledger
Published forecasts are immutable. Misses remain visible.
By 2026-09-29 (7d): AMD projected to trade below baseline 615.52.
The stock has run far ahead of fundamentals, posting an outsized single-day surge that invites profit-taking. Nvidia's guidance assumes zero data-center chip sales to China, so the U.S.-China summit outcome could swing sentiment across semiconductors. With such a steep advance, a pullback below the reference level is likely.
AMD: 609.53 · 2026-09-29T13:41:59.000Z
By 2026-09-29 (7d): GOOGL projected to trade below baseline 354.97.
Google's admission that Gemini breached real companies in a security test and its long silence raise regulatory, legal, and reputational risks for Alphabet, likely pressuring the stock below its reference price.
GOOGL: 340.57 · 2026-09-29T13:41:59.000Z
By 2026-09-29 (7d): SMH projected to trade above baseline 596.03.
The semiconductor ETF surged as Meta's AI assistant Muse is seen ushering in a wave of agentic AI-driven growth for chipmakers. The Trump-Xi meeting also lifted the broad US equity index, reinforcing fund flows into AI-related shares. These catalysts should sustain upside momentum for the semiconductor sector, so I expect it to trade above the reference level.
SMH: 606.67 · 2026-09-29T13:41:58.000Z
By 2026-09-29 (7d): NVDA projected to trade above baseline 227.38.
Falling oil prices and yields sparked a broad market rally, with Nvidia named as a key mover. The Trump-Xi meeting also boosted artificial intelligence stocks, supporting continued optimism for semiconductor demand.
NVDA: 230.06 · 2026-09-29T13:41:59.000Z
By 2026-09-29 (7d): BTC-USD projected to trade above baseline 86244.36.
The crypto industry's political action committee is deploying a large war chest against a key senator after the Clarity Act failed, signaling intensifying political pressure over regulation and supporting inflows into Bitcoin.
BTC-USD: 82873.82 · 2026-09-29T01:41:39.000Z
By 2026-09-28 (7d): AMD projected to trade above baseline 607.63.
AMD crossing the trillion-dollar valuation milestone, a broad semiconductor bounce, and expected CPU demand tied to Meta's Muse launch are direct tailwinds. Renewed AI chip demand should lift AMD above its current level.
AMD: 604.5 · 2026-09-28T18:41:32.000Z
By 2026-09-28 (7d): META projected to trade above baseline 728.65.
Meta's stock is enjoying its best month in years thanks to its hot new AI assistant, a direct catalyst. If the AI tailwind and improved investor sentiment persist, the stock should stay above the current level.
META: 723.29 · 2026-09-28T17:41:37.000Z
By 2026-09-28 (7d): SOL-USD projected to trade above baseline 116.91.
Kyle Samani's prediction of a Solana flippening and his claim that Ethereum lacks real usage shifts the crypto narrative toward Solana, while institutional investors are still underweight crypto according to Tom Lee, supporting broader inflows. Expect Solana to trade above the reference level.
SOL-USD: 118.74 · 2026-09-28T14:41:37.000Z
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