AI Power Infrastructure Signal Layer
Nuclear PPA signings, grid interconnection rulings, and utility commission decisions are prediction-marketable events directly upstream of AI infrastructure capacity. Energy regulatory outcomes price compute constraints before they appear in company earnings.
Why This Convergence Rule Exists
Coatue's May 2026 framework identifies a structural bifurcation: the market rewards sellers of scarcity and punishes buyers. Anthropic, Google/Alphabet compute infrastructure, SpaceX, and Starlink collectively represent the supply side of the AI infrastructure stack — the entities that own the bottlenecks.
When prediction market anomalies appear simultaneously across two or more of these entities, the signal is not noise. It reflects institutional actors repositioning around the same structural thesis at the same time. That simultaneous movement is what this rule is built to catch.
Rule logic: confidence threshold >0.60 · 72-hour signal window · 2+ entities required for convergence · Kalshi and Polymarket sources · Updates every 5 minutes
Named Entity Regulatory Exposure
Active government actions affecting watchlist entities. Regulatory events create non-technical single points of failure — capability can be reduced or removed independent of market or product performance.