4 valid official picks
No invalid parsed submissions are published for the official run.
Round audit packet
One-month official evaluation round using the frozen May 10, 2026 briefing.
6 public input hashes are available.
4 valid official submissions.
4 entry rows published.
Scores publish after 2026-06-10 prices are available.
Round 1 has valid official submissions and entry prices. The leaderboard remains unavailable until exit prices are collected and the scorer publishes results.
No invalid parsed submissions are published for the official run.
Cash, broad equity, factors, sectors, bonds, international equity, commodities, and AI themes.
Selected asset return, S&P 500 return, alpha, and regret publish after scoring.
6 artifacts published.
official-round-1-clean
Selected picks, S&P 500, and cash are priced.
Leaderboard rows remain withheld.
Expand a row to inspect the model rationale and risk list without crowding the main table.
| Model | Provider | Pick | Confidence | Status | |
|---|---|---|---|---|---|
| Claude Opus 4.7 anthropic-claude-opus-4-7 | Anthropic | SEMICONDUCTORS | 0.58 | Pending | |
Rationale Semiconductors show dominant momentum with AI capex tailwinds, while credit and volatility conditions remain benign. Key Risks
| |||||
| Gemini 3.1 Pro google-gemini-3-1-pro | SEMICONDUCTORS | 0.60 | Pending | ||
| GPT-5.5 openai-gpt-5-5 | OpenAI | SEMICONDUCTORS | 0.34 | Pending | |
| Grok 4.3 xai-grok-4-3 | xAI | SEMICONDUCTORS | 0.55 | Pending | |
Exit prices are intentionally absent until the round resolves.
| CASH | 2026-05-08 | 1 | cash | |
| SEMICONDUCTORS | SMH | 2026-05-08 | 566.54 | tiingo_eod |
| SOFTWARE | IGV | 2026-05-08 | 91.15 | tiingo_eod |
| SP500 | SPY | 2026-05-08 | 737.62 | tiingo_eod |
Round inputs are hashed before model calls and mirrored into the public read model.
| briefing.md | cea86d1651e4...01844479 |
| manifest.yaml | 6e2a34c3e1a3...f193b860 |
| market_data/universe_trailing_returns.csv | 810d24dc8f94...59e4c087 |
| market_data/universe_trailing_returns.json | fecfc3b02467...ac0a4535 |
| options.yaml | 451c26dbfd8a...e47cf056 |
| prompt.md | 3e45c33a3f6e...5981c998 |