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Why the AI Bubble Critics Are Missing the Point.
AI Companies That Will Still Matter in 2030
Oct 25
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PARADOX INTELLIGENCE
1
RBLX: Roblox's Surging Active Users: Alternative Data Signals Ahead of Q3 Earnings
Roblox's Dominance in 2025: A Look at 380 Million Monthly Active Users
Oct 23
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PARADOX INTELLIGENCE
1
A Long Term U.S. China Strategic Rivalry
Macro Arbitrage: A Generational Investment Thesis
Oct 18
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PARADOX INTELLIGENCE
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Information Arbitrage: A Systematic Approach to Early Signal Detection
An Investment Framework for Capital Allocation
Oct 11
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PARADOX INTELLIGENCE
The largest AI bottleneck. Energy.
Power Has Replaced Chips as the Bottleneck for AI
Oct 5
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PARADOX INTELLIGENCE
2
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September 2025
$FWONK: Formula 1's Growth Lap: Early Data Signals an Undervalued Growth Trajectory
FWONK | Momentum Ahead of Investor Recognition
Sep 29
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PARADOX INTELLIGENCE
1
$META $EL.PA: The Smart Glasses Monopoly, An Asymmetric Opportunity
The iPhone moment for smart glasses is here - built for an AI-driven future
Sep 22
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PARADOX INTELLIGENCE
3
$AMC Entertainment: The Taylor Swift Theater Surprise
Ticker: $AMC Sector: Entertainment/Theatrical Exhibition
Sep 19
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PARADOX INTELLIGENCE
2
The Future of Equity Research and The Information Arbitrage Advantage
AI and Alternative Data Driving Smarter Investment Insights
Sep 18
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PARADOX INTELLIGENCE
2
$AMD: The AI Inference Revolution is Just Beginning
Ticker: $AMD Sector: Semiconductors
Sep 13
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PARADOX INTELLIGENCE
1
$GAP: KATSEYE Campaign: When K-Pop Meets Denim driving 8 billion Social Media impressions
LONG THESIS - Ticker: $GAP Sector: Consumer Cyclical - Apparel Retail
Sep 11
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PARADOX INTELLIGENCE
1
$9992.HK: Pop Mart - The Labubu Bubble Is Bursting
Ticker: $9992.HK Sector: Consumer Cyclical - Collectibles
Sep 10
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PARADOX INTELLIGENCE
2
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