What will Nvidia say during their next earnings call?
1. Executive Verdict
Who Wins and Why
| Outcome | Market | Model | Why |
|---|---|---|---|
| Taiwan | 42.0% | — | Insufficient data |
| Tariff | 71.0% | — | Insufficient data |
| Hyperscaler | 94.0% | — | Insufficient data |
| Domestic | 40.0% | — | Insufficient data |
| VR / Virtual Reality | 11.0% | — | Insufficient data |
2. Market Data
Available Contracts
Market options and current pricing
| Outcome bucket | Yes (price) | No (price) | Implied probability |
|---|---|---|---|
| Gaming | $0.99 | $0.03 | 99% |
| Omniverse | $0.97 | $0.09 | 97% |
| Hyperscaler | $0.94 | $0.09 | 94% |
| Cosmos | $0.89 | $0.12 | 89% |
| H20 | $0.86 | $0.15 | 86% |
| TSMC | $0.83 | $0.21 | 83% |
| Self Driving | $0.75 | $0.29 | 75% |
| Tariff | $0.71 | $0.33 | 71% |
| Automation | $0.68 | $0.37 | 68% |
| Humanoid | $0.61 | $0.42 | 61% |
| Taiwan | $0.42 | $0.61 | 42% |
| Domestic | $0.40 | $0.66 | 40% |
| Talent | $0.32 | $0.69 | 32% |
| Arizona | $0.20 | $0.82 | 20% |
| GM / General Motors | $0.18 | $0.83 | 18% |
| Trump | $0.18 | $0.84 | 18% |
| VR / Virtual Reality | $0.11 | $0.90 | 11% |
Get Real-Time Research Updates
Sign up for early access to live reports, historical data, and AI-powered market insights delivered to your inbox.
