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💻 Technology · Next Week

Allan MacDonald (University of Texas at Austin) wins Nobel Prize in Physics 2026 for theoretical foundations of magic-angle superconductivity in twisted bilayer graphene (announced October 6, 2026, confirmed via Nobel.org by October 6, 2026)

Miss ✦ AI-generated prediction Published on 3. October 2026 · Predicted for 6. October 2026 · Based on: Historical Cycle
Probability
20%

Kalshi rates Allan MacDonald (UT Austin) at 21% as top candidate, followed by Alexei Kitaev (Caltech, 17%) and Charles Kane (University of Pennsylvania, 15%). All three research topological condensed matter — a field without a Physics Nobel since 2016 (Thouless/Haldane/Kosterlitz). MacDonald's work on magic-angle superconductivity in graphene bilayers (2018, with Pablo Jarillo-Herrero, MIT) ranks among the most-cited physics discoveries of the past decade and launched the global twistronics research wave. Single-name probability for MacDonald: 20%; total probability for the topological condensed matter field: ~35%. Clarivate Citation Laureates 2026 lists condensed matter as a strong predictor candidate.

Data basis for this prediction
  • Kalshi: 21 % für Allan MacDonald, Nobelpreis Physik 2026 (Stand 3.10.2026)
  • Kalshi: Alexei Kitaev 17 %, Charles Kane 15 % als nächste Kandidaten (Stand 3.10.2026)
  • Bohring Substack: Who Will Win the 2026 Nobel Prize in Physics? (September 2026)
  • Clarivate Citation Laureates 2026: Condensed Matter Physics als Nobelpreiskandidat
Verdict: Miss
Der Nobelpreis für Physik 2026 ging nicht an Allan MacDonald (UT Austin) für Twisted-Bilayer-Graphen-Supraleitung, sondern an Francis Halzen (University of Wisconsin–Madison) für seine entscheidenden Beiträge zum IceCube-Neutrino-Observatorium und die Entdeckung hochenergetischer Neutrinos astrophysikalischen Ursprungs. Weder der Preisträger noch das Forschungsfeld (Neutrino-Astrophysik statt topologische Kondensatmaterie) stimmen mit der Vorhersage überein. Quelle: NobelPrize.org (https://www.nobelprize.org/prizes/physics/2026/press-release/), CNN (https://www.cnn.com/2026/10/06/science/nobel-prize-physics-francis-halzen-winner-intl), Spektrum der Wissenschaft (https://www.spektrum.de/news/physik-nobelpreis-2026-fuer-forschung-zu-hochenergetischen-neutrinos/2343916).
Related Predictions
💻 Technology ✦ AI

Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%
Next Week · Predicted for 12. Nov 2026
💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%
Next Week · Predicted for 10. Nov 2026