Predictions [119]
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semis
| Confidence | Ticker | Claim | Target | Tags |
|---|---|---|---|---|
| 95% |
|
Texas Instruments will file Q3 earnings by late October 2026. | 13d | semis |
| 95% |
|
Broadcom will report Q3 earnings on September 2, which will heavily focus on AI performance and financing strategy. | grading due | semis |
| 90% |
|
Micron will face continued pressure from competitors over AI memory pricing and supply. | grading due | semis |
| 90% |
|
NVIDIA will disclose specifics of recent 8-K material events within 1 month. | grading due | semis |
| 90% |
|
Texas Instruments will continue routine corporate activity. | 38d | semis |
| 90% |
|
Intel will face continued stock price pressure due to dilution concerns within 1 month. | grading due | semis |
| 90% |
|
Intel will allocate the $20 billion in raised capital, likely for strategic initiatives. | 38d | semis |
| 90% |
|
Intel will deploy the $20 billion equity raise proceeds into AI infrastructure development and potential acquisitions within the next 3-6 months. | 130d | semis |
| 90% |
|
Intel will deploy the $20 billion raise to accelerate AI infrastructure projects within 3 months. | 38d | semis |
| 90% |
|
NVIDIA will ship Jetson Orin Nano 2 units to customers within 3 months. | 38d | semis |
| 90% |
|
Intel will disclose Q3 2026 earnings by November 2026. | 43d | semis |
| 90% |
|
QUALCOMM will disclose financial details of the Modular acquisition in an upcoming 8-K filing. | 39d | semis |
| 90% |
|
Intel will announce initial deployment or allocation of the $23 billion capital specifically for AI chip manufacturing infrastructure within three months. | 39d | semis |
| 90% |
|
QUALCOMM will file additional SEC disclosures detailing Modular integration progress within 2 months (SEC 8-K, 2026-07-31). | 9d | semis |
| 90% |
|
NVIDIA will continue expanding its AI inference capabilities with new software releases on GitHub within 2 months. | 9d | semis |
| 90% |
|
Micron will detail specific AI memory product development plans under the new executive structure within three months. | 40d | semis |
| 90% |
|
- Vera Rubin sales will hit $20B in Q3. | 43d | semis |
| 85% |
|
NVIDIA will announce further significant customer deployments for Vera Rubin or Groq 3 LPX. | 38d | semis |
| 85% |
|
Intel will likely disclose Q3 2026 earnings by November 2026, providing insight into the capital raise's impact on financials. | 43d | semis |
| 85% |
|
AMD will file additional 8-Ks detailing the nature of the material events within the next month. | grading due | semis |
| 85% |
|
Intel will announce specific AI infrastructure projects within 3 months. | 38d | semis |
| 85% |
|
- Credit rating downgrade likely within 4 months if debt terms proceed as reported. | 68d | semis |
| 85% |
|
Micron will report Q4 earnings showing revenue growth driven by AI memory demand within 2 months. | 7d | semis |
| 85% |
|
Intel will announce material progress or specific initiatives related to its AI strategy, such as new product launches or partnerships, within the next 3-6 months. | 130d | semis |
| 85% |
|
- NVIDIA will release new open-source AI tools on GitHub within 2 months. | 7d | semis |
| 85% |
|
QUALCOMM will complete the Modular acquisition within the next three months. | 38d | semis |
| 85% |
|
Broadcom will secure the $60-100 billion debt financing package. | 38d | semis |
| 85% |
|
Broadcom will finalize terms for the AI acquisition and its associated debt financing. | 38d | semis |
| 85% |
|
NVIDIA will file another 8-K related to pricing or product updates within 1 month. | grading due | semis |
| 85% |
|
- Micron will announce further details on scaling up its Boise workforce and training operations to support AI memory production within the next three months. | 38d | semis |
| 85% |
|
AMD will announce the purpose or outcomes of the material events disclosed in the recent 8-K filings. | 38d | semis |
| 85% |
|
QUALCOMM will formalize Modular integration with public announcements or product launches within 3 months. | 39d | semis |
| 85% |
|
New commits or releases will appear in the recently created LSTP, Jetson/Tegra, or compiler-focused GitHub repositories within the next two months. | 8d | semis |
| 85% |
|
Intel will launch or demonstrate a new AI chip product or a significant enhancement to its existing AI chip portfolio resulting from this capacity expansion within six months. | 131d | semis |
| 85% |
|
AMD will launch or demo a confidential computing product for AI/ML workloads within 4 months. | 70d | semis |
| 85% |
|
Broadcom will close the M&A and secure debt financing within 3 months. | 40d | semis |
| 85% |
|
QUALCOMM will announce new AI/cloud products or features incorporating Modular's technology within 4 months (Stock Titan, 2026-08-21). | 70d | semis |
| 85% |
|
AMD will disclose specific details about the nature and outcomes of the material events reported in its recent 8-K filings, particularly those from August 17 and 19, 2026. | 40d | semis |
| 85% |
|
Intel will announce new AI chip products or fab construction milestones within 6 months (Bloomberg, 2026-08-10). | 133d | semis |
| 85% |
|
NVIDIA will launch new software tools integrating Hugging Face's models within three months. | 43d | semis |
| 85% |
|
Broadcom will provide more detailed financial and operational guidance on its AI strategy during its Q3 earnings call on September 2. | grading due | semis |
| 85% |
|
NVIDIA will announce new edge AI products leveraging MediaTek partnership within 3 months. | 43d | semis |
| 85% |
|
Broadcom will detail AI revenue projections and customer adoption metrics for its new VMware AI offerings during its Q3 earnings call on September 2. | grading due | semis |
| 80% |
|
Broadcom will announce the specific AI acquisition target. | 68d | semis |
| 80% |
|
Micron will ramp up hiring and training at the Boise facility to address AI memory demand. | 38d | semis |
| 80% |
|
NVIDIA will formalize its Perplexity AI investment. | 7d | semis |
| 80% |
|
Groq 3 LPX systems will be deployed in customer environments by year-end. | 74d | semis |
| 80% |
|
- The acquisition target will be disclosed within 4 months. | 68d | semis |
| 80% |
|
Micron will announce new production capacity expansion within 6 months. | 130d | semis |
| 80% |
|
- Regulatory approval for the acquisition will face scrutiny over financing structure within 6 months. | 130d | semis |
| 80% |
|
AMD will file additional 8-Ks detailing the outcomes of these initiatives. | 7d | semis |
| 80% |
|
Regulatory approval for the deal will be granted. | 68d | semis |
| 80% |
|
- NVIDIA will release additional software tools or updates for Jetson platforms within 2 months. | 7d | semis |
| 80% |
|
Intel will announce specific AI infrastructure projects funded by the equity raise within three months. | 38d | semis |
| 80% |
|
Broadcom will face increased scrutiny from credit rating agencies and investors regarding its leverage and AI strategy execution. | 38d | semis |
| 80% |
|
Micron will break ground on the Boise research facility by Q1 2027. | 158d | semis |
| 80% |
|
LSTP-related GitHub repositories will see new commits or releases within 2 months. | 7d | semis |
| 80% |
|
QUALCOMM will integrate Modular's operations into its business. | 130d | semis |
| 80% |
|
Texas Instruments will file new job postings for analog/embedded roles within 3 months. | 39d | semis |
| 80% |
|
AMD will announce further details or outcomes related to its recent securities offerings. | 39d | semis |
| 80% |
|
Micron will provide further details on how the new executive structure will specifically drive AI memory product development and market penetration within the next 3 months. | 39d | semis |
| 80% |
|
AMD will announce specific AI hardware products or platforms within 3 months. | 39d | semis |
| 80% |
|
Micron will detail further capital allocation for AI-focused manufacturing and R&D within the next 3 months. | 40d | semis |
| 80% |
|
- NVIDIA will provide specific details or context for its recent material event disclosures during its Q2 earnings call today (8-K, 2026-08-26). - New commits or releases will appear in the recently created LSTP, Jetson/Tegra, or compiler-focused GitHub repositories within the next two months (GitHub, 2026-08-13). - NVIDIA will file another 8-K related to pricing or product updates within 1 month (SEC pattern, 2026-08-26). | grading due | semis |
| 80% |
|
- NVIDIA will provide further details on the Hugging Face integration strategy during its next quarterly earnings call. | 40d | semis |
| 80% |
|
NVIDIA will detail how Hugging Face's models and ecosystem will be integrated into its AI platform during its next major financial or strategic update. | 40d | semis |
| 80% |
|
NVIDIA will confirm the Hugging Face acquisition and outline integration plans within its next earnings call (News, 2026-08-27). | 39d | semis |
| 80% |
|
Broadcom will announce a major partnership or customer win for its VMware AI offerings within the next three months. | 44d | semis |
| 75% |
|
- Deal will close within 6 months. (SEC S-4, 2026-06-09) | 130d | semis |
| 75% |
|
NVIDIA will launch new LSTP-related hardware within 6 months. | 130d | semis |
| 75% |
|
QUALCOMM INC/DE will announce additional edge AI partnerships or products within 6 months. | 130d | semis |
| 75% |
|
Micron will open new production facilities by 2026-11-25 to address AI memory demand. | 38d | semis |
| 75% |
|
- NVIDIA will file another 8-K detailing financial or operational updates tied to Groq within 2 months (SEC 8-K, 2026-08-17). | 7d | semis |
| 75% |
|
- Regulatory approval process will commence shortly after deal announcement. | 68d | semis |
| 75% |
|
NVIDIA will announce a new distributed AI software platform within 4 months. (GitHub, 2026-07-13; News, 2026-08-24) | 68d | semis |
| 75% |
|
The company will likely announce further insider stock transactions within the next quarter. | 38d | semis |
| 75% |
|
Micron will likely announce further capacity expansion plans within the next three months to address the supply shortfall. | 38d | semis |
| 75% |
|
Texas Instruments will likely announce new R&D initiatives or partnerships within the next three months. | 38d | semis |
| 75% |
|
Micron will announce further AI memory supply chain investments within 3 months. | 38d | semis |
| 75% |
|
- NVIDIA will announce expanded partnerships or customer deployments for Jetson Orin Nano 2 within 3 months. | 38d | semis |
| 75% |
|
TXN will file a new 8-K related to ongoing litigation or settlements within three months. | 38d | semis |
| 75% |
|
Texas Instruments will file additional litigation documents or appeals related to the ex-VP case within the next two months. | 7d | semis |
| 75% |
|
QUALCOMM will file further SEC disclosures related to the Modular acquisition, such as final integration milestones or financial impacts, within 2 months. | 8d | semis |
| 75% |
|
Broadcom will face a formal credit rating agency review or downgrade within the next four months due to its reported debt levels. | 69d | semis |
| 75% |
|
The LSTP protocol will see a public announcement, detailing its use cases or initial partners, within the next 2 months. | 8d | semis |
| 75% |
|
Micron will announce specific R&D projects or capital allocation decisions directly tied to the new leadership's AI-focused mandate within the next 3 months. | 39d | semis |
| 75% |
|
Texas Instruments will file a new 8-K detailing significant progress or milestones in the Silicon Labs integration within 4 months. | 69d | semis |
| 75% |
|
NVIDIA will release new versions or significant updates to at least two of its recently launched AI/ML software repositories (e.g., din-deploy, NeMo-Speech.cpp, tensor-ir, xlastaging) within the next two months. | 9d | semis |
| 75% |
|
NVIDIA will launch new software tools or services built around the Hugging Face acquisition to enhance its AI platform offering. | 133d | semis |
| 75% |
|
NVIDIA will detail Vera Rubin's Q3 sales performance and customer adoption metrics. | 41d | semis |
| 75% |
|
Broadcom will enhance VMware Private AI Cloud with additional enterprise AI capabilities within the next 3 months. | 43d | semis |
| 70% |
|
NVIDIA will make a material announcement regarding its investment in Perplexity AI. | 7d | semis |
| 70% |
|
Texas Instruments will likely issue further clarifying guidance or updates by end of Q3 2026. | grading due | semis |
| 70% |
|
Micron will report further details on its workforce expansion efforts in upcoming earnings calls. | 7d | semis |
| 70% |
|
- Market skepticism on debt sustainability will persist until revenue projections materialize. | 130d | semis |
| 70% |
|
The company will issue further market communications about Q2 results or guidance within 2 months. | 7d | semis |
| 70% |
|
- NVIDIA will face renewed regulatory scrutiny over export controls within 3 months. (News, 2026-08-24 to 2026-08-25) | 38d | semis |
| 70% |
|
AMD will announce a new partnership or acquisition within the next two months. | 7d | semis |
| 70% |
|
AMD will announce new executive appointments or organizational changes related to these initiatives. | 7d | semis |
| 70% |
|
Intel will announce specific use of proceeds for the $20 billion capital, potentially detailing AI or other strategic investments. | 130d | semis |
| 70% |
|
AMD will likely disclose details of the material events from the recent 8-K filings within the next quarter. | 38d | semis |
| 70% |
|
- NVIDIA will report increased revenue from edge AI segments in its next earnings call within 3 months. | 38d | semis |
| 70% |
|
AMD will file additional material event disclosures within the next month. | grading due | semis |
| 70% |
|
Intel will disclose new partnerships or acquisitions related to the capital raise within six months. | 130d | semis |
| 70% |
|
Micron will report Q3 2026 earnings showing increased capital expenditure on manufacturing. | 38d | semis |
| 70% |
|
QUALCOMM will announce specific product integrations or market strategies resulting from the Modular acquisition within 3 months. | 39d | semis |
| 70% |
|
Broadcom will receive regulatory approval for the acquisition within the next two months. | 8d | semis |
| 70% |
|
Texas Instruments will announce new product lines or solutions leveraging combined Silicon Labs and TI technologies within 5 months. | 100d | semis |
| 70% |
|
Texas Instruments will release a beta version of its AI/ML SDK. | 132d | semis |
| 70% |
|
NVIDIA will finalize the Hugging Face acquisition within 4 months. | 70d | semis |
| 70% |
|
NVIDIA will release further details or updates on its LSTP technology. | 101d | semis |
| 70% |
|
Broadcom will announce a material update on its AI-focused M&A strategy, including specifics on target(s) or financing terms, within the next 3 months. | 40d | semis |
| 70% |
|
NVIDIA will announce further technical details or early access programs for its LSTP technology within the next two months. | 9d | semis |
| 70% |
|
Intel will announce material progress on its AI infrastructure build-out, such as new fab construction, equipment purchases, or significant R&D milestones, within the next three months. | 40d | semis |
| 65% |
|
NVIDIA will announce the first integrated Hugging Face offerings or developer tools. | 41d | semis |
| 65% |
|
AMD will disclose specific outcomes from the August 17-19 8-K material events within 2 months. | 10d | semis |
| 60% |
|
AMD may announce the results or specific purpose of its recent securities offerings within the next 60 days. | 6d | semis |
| 60% |
|
Micron's stock will stabilize with consistent gains by 2026-11-25 as supply constraints ease. | 38d | semis |
| 60% |
|
The company will announce a new AI-focused product or partnership. | 132d | semis |