Beast Industries and Deel IPO Before Sep 1 — 64,000% IY Extreme Yield Harvest
Y2 and Y3 both price at 6¢ with 64,179% implied yield over just 9 days — the second-highest IY cluster in the dataset. While individually low probability (~6%), a basket approach across Y2, Y3, Y4, and Y6 (Google Gemini 3.5 release at 7¢, 61,306% IY) creates a diversified extreme-yield harvest. Any single YES resolution returns 15-16x on that leg. The basket of four at 6-7¢ each costs 25¢ total with maximum loss of 25¢ and expected value above cost if even one resolves YES.
The AI infrastructure pricing market shows a 51-52 cent contagion gap between higher-strike and lower-strike NVIDIA H200 compute contracts (C7, C8), where the trigger contract has already moved sharply negative while lagging contracts sit at just 11¢. This is a textbook contagion lag edge — the information has been processed by the lead contract but hasn't propagated to related strikes. The near-term IPO yield cluster (Y2, Y3, Y6) reinforces the thesis that AI infrastructure demand signals are misfiring across markets.
CatalystIPO filing confirmation, SEC S-1 submission, or Google product announcement before Sep 1, 2026
RiskAll four contracts expire worthless — maximum loss is entry cost; no partial recovery
WatchAt least one of Y2/Y3/Y4/Y6 resolves YES before September 1, 2026 · by 2026-09-01
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