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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
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Paradox Intelligence
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$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
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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
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Paradox Intelligence
Introducing Thematic Catalysts
A lens on structural themes
Feb 13
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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
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Paradox Intelligence
The 7 AI Bottlenecks
The Stocks That Will Solve Them: MRVL, AVGO, VRT, ETN, CEG, MU, TSM, AMAT, PLTR
Feb 9
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Paradox Intelligence
1
Alpha Generation Through Early-Stage Signal Detection
An Investment Framework for Capital Allocation
Feb 6
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Paradox Intelligence
1
Understanding the AI Selloff: The Infrastructure vs. Software Divide
Software Faces Disruption. Infrastructure Faces a $500 Billion Boom.
Feb 5
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Paradox Intelligence
2
$VITL Vital Farms: people are boycotting Vital Farms eggs
Ticker: $VITL Sector: Consumer Defensive / Agricultural Farm Products
Feb 5
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Paradox Intelligence
1
The Paradox Catalyst
Featured: 603556.SS, GNRC, 600577.SS, 2903.T, VZ,
Feb 2
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Paradox Intelligence
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January 2026
The Paradox Catalyst
Featured: RVMD, IBRX, CVX, XOM, VZ (Week of January 20-26, 2026)
Jan 27
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Paradox Intelligence
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AI Steals Memory, Crushes Laptop Makers
Laptop Makers Trapped (HP Inc. HPQ, Pegatron 4938.TW, Dell DELL, Acer 2353.TW)
Jan 21
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Paradox Intelligence
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