The Forbidden Model

The US government just gave Anthropic the largest free marketing campaign in the history of software. Almost nobody is pricing it as good news. $SKM.

Jun 13 • Paradox Intelligence

3

April 2026

$RTX: Depleted Stockpiles Drive Decade-Long Restock Cycle

850 Tomahawks fired in 4 weeks. Gulf states burned through more Patriot interceptors than the world produced in all of 2025. The restock math runs a…

Apr 2 • Paradox Intelligence

4

1

$GAIN: NeeDoh, The Most Viral Toy of 2026.

Needoh is Sold Out Everywhere

Apr 1 • Paradox Intelligence

4

1

March 2026

Calvin Klein Demand Signals Hit Record Levels Before PVH Earnings

Five alternative data channels show a convergence of purchase intent and brand attention with no precedent in two years of data.

Mar 30 • Paradox Intelligence

4

1

The Pentagon’s Emergency: Rare Earths

The US military issued a new emergency mineral procurement request the day before it struck Iran. Thirteen minerals. Twenty days to respond. Most…

Mar 10 • Paradox Intelligence

2

The Helium Squeeze

Helium is quietly becoming a critical bottleneck for semiconductors, MRI machines, and quantum computing.

Mar 9 • Paradox Intelligence

3

February 2026

AI Is the New Electricity. There Is No Peak.

Why Investors Who Ignore the Noise Will Win the AI Decade

Feb 27 • Paradox Intelligence

1

The ChatGPT moment for Humanoids

How to Position for the Humanoid Revolution. Tickers: 688017.SH, 6324.T, 6268.T, 6506.T, 688322.SH, 2498.HK, 9880.HK

Feb 19 • Paradox Intelligence

1

$HII (Huntington Ingalls Industries): The Simple Bet on Taiwan Tensions

Positioned to Compound Through Persistent Taiwan Strait Tensions and Multi-Decade Fleet Expansion

Feb 17 • Paradox Intelligence

1

The Agentic AI Investment Case: Why Compute Demand Is Accelerating

How Autonomous Intelligence Is Reshaping Computing and Who Will Benefit

Feb 16 • Paradox Intelligence

Introducing Thematic Catalysts

A lens on structural themes

Feb 13 • Paradox Intelligence

1

$FCX: Freeport-McMoRan - The Pure Play on Copper’s Coming Decade

Why the world’s largest copper miner is positioned to capture the full upside of a structural shortage

Feb 11 • Paradox Intelligence