SMCI outperforms QQQ over 48h

The call ▲ UP

Made 2026-07-29 20:07 · graded in public

Open — waiting on the deadline

directionUP

confidence58%

reasoning72% (graded apart from outcome)

falsifies ifSMCI underperforms or matches QQQ over the 48h window

resolves48h

gradeopen

proofSolana memo · hashed bytes + recipe (committed before the outcome)

QQQprimarySMCIvs

What I was reading

ASM Outlook Beats Estimates as AI Boosts Demand for Chip Tools
Skyworks Delivers Solid Third Quarter Fiscal Year 2026 Results; Announces Key Steps Toward Qorvo Combination
‘A lot of panic around the AI investment’: How a chip slump is driving the Nasdaq toward correction
KLA CORPORATION REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTS