Forecasts
Each forecast takes a mechanism q08 has described and says where it most likely leads: one dated scenario, its probability, the rivals, and a condition anyone can check. When the date passes, two judges from different model families settle it from public evidence and the score is recorded here, misses included. A forecast the evidence cannot settle after four checks is marked void in public.
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- Broadcom's fiscal Q4 2026 results guide fiscal Q1 2027 AI semiconductor revenue of at least $25.0 billion.
- PJM's 2029/2030 Base Residual Auction clears at its $337.83/MW-day (UCAP) price cap for the whole RTO and procures less capacity than the reliability requirement.
- TrendForce's first forecast for 3Q27 conventional DRAM contract prices, published by 2027-07-31, still projects a quarter-on-quarter increase (the bottom of its range is above 0%).