Index name

Semiconductor Demand Rally

Social links

Medium risk

Semiconductor Demand Rally

Active
$1.60All time

+60.08%

$1.6981$1.5357$1.3732$1.2108$1.0483$0.8859
28 Jul, 2631 Jul, 263 Aug, 265 Aug, 268 Aug, 2611 Aug, 2614 Aug, 2617 Aug, 2620 Aug, 2622 Aug, 2625 Aug, 2628 Aug, 26

Semiconductors and data center infrastructure remain in strong structural demand as AI deployment accelerates through 2026. NVIDIA's sustained market leadership and the Nasdaq-100's tech-heavy composition reflect this secular tailwind.

Why These Markets

  • Will NVIDIA be the largest company in the world by market cap on December 31? NVIDIA's persistent dominance anchors the semiconductor demand thesis.
  • Will the Nasdaq-100 be above 33000 at the end of Dec 31, 2026? Tech and semiconductor stocks drive this index; elevated levels signal sustained demand.
  • AI model scores ≥ 90% on FrontierMath Benchmark before 2027? Breakthrough AI capability requires massive compute infrastructure and chips.
  • AI data center in space by December 31, 2026? Frontier data center expansion demonstrates demand extending into new domains.
  • Will any state enact a data center moratorium by December 31? A NO bet protects against policy headwinds that would undermine data center growth.
NVIDIA's dominance + tech rally + AI compute breakthroughs = semiconductor demand intact.

Index Breakdown

#Item NameAmountWeightDirection
4$1,119.7516.66%YES
6

Idle Assets

$6,958.85

Index Timeline

TimeDirectionPositionActionSizeInfo
18:36 • 31 Jul 26YESWill NVIDIA be the largest company in the world by market cap on July 31?RESOLVED16.7%0%
18:55 • 28 Jul 26YESAI data center in space by December 31, 2026?NEW0%16.66%
Semiconductor Demand Rally | Cleopetra