Where the future is heading
When stated odds meet settled forecasts, results plot against this diagonal.
The typical company's AI bill won't double by September 2027AI demand · 10 months left
$15.70
AI demand · 10 months left
$15.70
- Measure
- Median AI spend per employee, Ramp AI Index
- Baseline
- $15.70, September 2026
- Closes
- First published figure for September 2027
- Wrong if
- $31.40 or more
- If the source stops
- The forecast is void
AI infrastructure stocks trail the Nasdaq 100 through October 2027AI demand · 11 months left
0.0 pts
AI demand · 11 months left
0.0 pts
- Measure
- Price return of the five stocks minus the Nasdaq 100, in points
- Baseline
- October 30, 2026 closes: CoreWeave $54.87, Nebius $154.14, Oracle $130.67, Broadcom $326.08, Nvidia $204.64, Nasdaq 100 28,384.85
- Position
- Virtual $100,000 short on the five, $100,000 long the index. No real money
- Rules
- Equal dollars, never resized. Splits adjusted, dividends excluded
- Closes
- Last close on or before October 31, 2027
- Wrong if
- The five stocks match or beat the index