OSOdsageAI markets, decoded

Macro risk monitor

AI bubble odds and valuation-risk tracker

Track market-implied AI bubble risk, valuation stress, largest-company markets, and probability shifts around frontier AI regulation and funding.

polymarket ai bubbleai bubble polymarketai bubble oddswhen will the ai bubble burst

This market will resolve to "Yes" if the AI industry experiences an industry downturn by the specified date, 11:59 PM ET. Otherwise, this market will resolve to "No". For the purposes of this market, the AI industry will be considered to have experienced an industry downturn once at least three of the following events have occurred within 90 days of this market's specified timeframe: - NVIDIA Corporation (NVDA) closing stock price is down 50% from its all-time high. - iShares PHLX Semiconductor ETF (SOXX) closing stock price is down 40% from its all-time high. - OpenAI, Inc. or Anthropic PBC declares bankruptcy. - OpenAI, Inc. is acquired. - H100 rental price falls to $1.00 or lower for five consecutive days, as shown on the SiliconData Silicon Index at: https://www.silicondata.com/products/silicon-index. - Major AI Hardware Supplier Collapse: Taiwan Semiconductor Manufacturing Company Limited (TSM), ASML Holding N.V. (ASML), Broadcom Inc. (AVGO), Arista Networks, Inc. (ANET), or Super Micro Computer, Inc. (SMCI), closing stock price is down 50% from its all-time high. This market may resolve immediately once three conditions have been met within 90 days of the specified timeframe. This market will not resolve to "Yes" until three conditions have been met, regardless of reporting of an industry downturn or similar claims. The primary resolution source will be official information from the respective companies and listing exchanges; however, a consensus of credible reporting will also be used.

1M VOL

$135.3K

LIQUIDITY

$20.3K

BusinessTechFinanceBig Tech

How to read this page

Prediction-market odds are useful only when the rules are clear.

Odsage highlights the market question, volume, liquidity, and resolution context so readers can understand what each probability actually represents before comparing it with benchmarks or company news.

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FAQ

Can prediction markets detect an AI bubble?

They cannot prove a bubble, but they can show whether traders are pricing higher or lower probability for defined valuation and market-stress outcomes.

What data should bubble odds be compared with?

Compare odds with public valuations, funding announcements, revenue signals, benchmark leadership, and broader technology-market conditions.