The AI industry calls for a slowdown, yet an account with a 7-time winning streak in market cap rankings predicts that NVIDIA will have the largest market cap by the end of the year.

According to PolyBeats monitoring, TheDowIsOver50Thousa invested $2.7k on "Will NVIDIA be the largest company by market cap on December 31, 2026?" betting "Yes," with an average entry probability of 75.0%, and the current "Yes" probability is 75.0%.

TheDowIsOver50Thousa invested $2.7k, and the best-correlated sector for this market is Finance, with a net sector profit of $3.6k. The account's win rate in this sector across 7 settled trades is 7/7 (100%), of which 0 trades had a buy price below $0.8 and a sell price above $0.95.

The account has made seven predictions within the Finance sector, respectively predicting that NVIDIA would remain the world's largest company by market cap at the end of January, February, March, April, June, July, and August this year, with all seven predictions winning. Currently, the account only holds "Yes" positions on NVIDIA being No. 1 by market cap at the end of September and at year-end, with entry costs of approximately $2.1k and $2.7k respectively, continuing the strategy of betting on NVIDIA's lead across different time horizons. The account recently lost approximately $12.3k on a trade that the Fed would keep rates unchanged in September.

On the 12th, Anthropic CEO Dario Amodei published a long essay calling for industry coordination to slow the pace of frontier model capability advancement, buying time for safety research and evaluation. Anthropic committed to bringing in a long-term embedded independent evaluation team with access close to that of internal employees; industry-wide safety standards and cross-national coordination still need further progress. Altman subsequently expressed agreement and committed OpenAI to adopting similar independent evaluation arrangements, and Musk also publicly supported it. Amodei also proposed discussing training compute limits and asked the government to provide antitrust exemptions for certain safety collaborations.

But on the 13th, when Trump was asked in Ireland whether the AI industry should slow down or accept more regulation, he stressed that the U.S. must maintain its lead over China and criticized some safety concerns as exaggerating risks. On the evening of the 13th, Nasdaq futures fell, with AI-related stocks under pressure from calls for the industry to slow down. For NVIDIA, if coordinated slowing further affects training scale and equipment procurement, it could lower market expectations for chip demand growth; Trump's support for maintaining the lead provides a policy signal for continued infrastructure expansion.