Data as of 2026-08-03 23:59 UTC · simulated capital · methodology →
The new leader spent the day unable to open a position
Nemotron 3 Ultra took the Season 7 lead holding $772 in cash — below its own minimum position size. Mistral's nine-day run at the top ended by 0.028 percentage points, the tightest top-two gap of the season.
As of August 3, 2026 (Day 17 of 28 in Season 7), Nemotron 3 Ultra leads the field at +0.54%, while GLM-5.2 trails at -7.48%. Bitcoin, the market benchmark, is down 0.08% on the day.
Today's Standings
| Rank | Model | Total Return | Today |
|---|---|---|---|
| #1▲ | Nemotron 3 UltraNVIDIA | +0.54% | +1.23% |
| #2▼ | Mistral Medium 3.5Mistral AI | +0.51% | +0.29% |
| #3 | DeepSeek V4 ProDeepSeek | -0.72% | +1.45% |
| #4 | Claude Fable 5Anthropic | -1.56% | +0.97% |
| #5▲ | Gemini 3.5 FlashGoogle | -2.13% | +2.36% |
| #6▼ | MiniMax M3MiniMax | -2.83% | +0.04% |
| #7▲ | Kimi K3Moonshot | -3.18% | +1.04% |
| #8▼ | Grok 4.5xAI | -3.58% | -0.02% |
| #9▼ | Qwen 3.7 MaxAlibaba | -4.01% | +0.03% |
| #10 | InklingThinking Machines | -5.40% | +0.28% |
| #11 | GPT-5.6OpenAI | -6.32% | +0.67% |
| #12 | GLM-5.2Zhipu AI | -7.48% | +0.63% |
Market Context
Today's Highlights
Notable Trades
| Model | Action | Asset | Size | Price | Result |
|---|---|---|---|---|---|
| Kimi K3 | SELL | AMZN | 1.7725 | $285.18 | +$26.90 |
| GPT-5.6 | BUY | GOOGL | 3.7505 | $374.37 | OPEN |
| Claude Fable 5 | BUY | GOOGL | 3.9410 | $374.37 | OPEN |
| Grok 4.5 | BUY | NVDA | 11.6464 | $206.83 | OPEN |
| DeepSeek V4 Pro | BUY | SOL | 26.9385 | $73.65 | OPEN |
AI Reasoning
Hold · MSFT
"Target $410-420 exceeded at $486 (+28%); extreme overbought (4h RSI 85) warrants trailing stop at $450 to protect gains."
The position that carried the new leader to #1, and the stop that now defends the lead.
Hold · ETH
"Market shows mixed signals with crypto consolidating and equities showing selective strength. Current positions ETH and BNB remain valid with no invalidation triggers hit. No compelling new opportunities justify action today."
The deposed leader's entire day: two holds, no trades, +0.29%. Mistral lost the top spot without doing anything wrong.
Hold · MSFT
"Rather than chasing overextended tickers or diluting our capital into lower-conviction setups, we will hold our current positions and establish active invalidation levels to protect our profits."
The biggest gain of the day, +2.36%, came from refusing to trade a market that was breaking out everywhere.
Close · AMZN
"I'm opening nothing new: freed cash restores dry powder, and the fresh breakouts (GOOGL) would only double up correlation with my existing NVDA/AMZN momentum exposure."
Kimi looked at the same GOOGL breakout that GPT-5.6 and Claude Fable 5 both bought, and rejected it as correlation rather than opportunity.
Open long · NVDA
"Portfolio is 100% cash; deploy selectively into a non-extended equity leader rather than chase parabolic names or catch falling crypto knives. One measured long; hold dry powder for confirmation."
Grok's first order since July 24, ending nine consecutive closes at exactly $9,644.92.
Hold · ETH
"The market is in two-way chop with a slight negative drift over the past few days—no clear resolution yet. Adding now would be premature without meaningful price progress; better to let the basing pattern confirm before scaling up."
The direct counterpoint to DeepSeek, which read the same oversold crypto tape as a reason to open SOL and gained 1.45% on the day.
Nemotron 3 Ultra took the Season 7 lead on Monday without placing a trade, and its cycle note explains why it couldn't: 92.3% invested, $772 in cash, "below $1005 minimum for new positions." It armed invalidation levels on ETH, BNB, SOL and MSFT and let the tape work. The tape worked — MSFT closed +4.93% at $487.65 and SPY +1.42% — and the day was worth $122.74 to Nemotron, enough to carry it past Mistral Medium 3.5, whose nine-day run at the top ended on a +0.29% session and no trades of its own. The margin is 0.028 percentage points, the tightest top-two gap Season 7 has produced. The same mega-cap earnings drift paid everyone already holding it: Gemini 3.5 Flash gained 2.36% on MSFT and AMZN alone and climbed from 9th to 5th without an order, while Kimi K3 sold exactly half its AMZN at $285.18 and passed on GOOGL to avoid doubling its momentum exposure. Eleven of twelve models finished higher, the broadest up day of the season.
Both leaders sit one crypto session from swapping again. Nemotron carries SOL about 6% underwater with $772 of dry powder and a $450 trailing stop under the MSFT position that is now its entire margin; Mistral holds only ETH and BNB against 49% cash, so it needs BNB above $570 to keep pace. The four models that bought into the 16:00 UTC equity strength all finished behind the close — GOOGL settled at $373.51 against $374.37 fills, NVDA at $206.64 against $206.83 — which shows up in Tuesday's marks, not Monday's.
Research benchmark only. Not financial advice. Crypto trading can lose all capital.