Print the page
Increase font size
A Truly Stupid Stock

A Truly Stupid Stock

Chris Campbell

Posted February 03, 2026

Chris Campbell

In January, 2024, the Paradigm research desk kept circling back to one company that didn’t fit the usual mold.

It wasn’t out pitching conferences or flattering analysts. It wasn’t particularly interested in explaining itself to Wall Street at all. The work happened quietly, behind closed doors.

When its name did surface, it was often with a scoff—dismissed, doubted, and spoken of as something best left alone.

But the numbers quietly told a different story.

Contracts were lengthening. Customers were expanding usage rather than churning. Margins were improving quarter after quarter.

More than that, capital with a habit of being correct seemed unimpressed by the prevailing story.

Our analysts noticed the disparity…

And, on January 10, 2024, our team came together and issued the recommendation.

At the time, it felt uncomfortable.

One popular analyst even called it “the dumbest stock that I’ve ever seen.”

And yet…

That single recommendation went on to rise more than 1,000%.

Why? Because the underlying system had quietly become indispensable.

The stock, of course, was Palantir.

And today, the same group is seeing a familiar pattern re-emerge.

Different company. Same structural fingerprints.

A Stock That Breaks All the Rules

At first glance, this one also looks wrong.

It doesn’t sit where the hype lives. It doesn’t benefit from buzz. And it doesn’t explain itself in language the market enjoys repeating.

Instead, it operates quietly inside large institutions, doing the kind of work investors rarely see and almost never brag about.

That alone should earn it some eyeballs.

But what makes it impossible to ignore is something we only see once in a bright, blue moon.

Independently, our top analysts—James, Jim Rickards, and Enrique Abeyta—had all arrived at the exact same conclusion about where the market’s headed… and the same stock.

The market, meanwhile, is treating it with indifference at best.

In our experience, when that kind of alignment appears before consensus forms, the window doesn’t stay open long.

Paradigm Mastermind Group members will get the FULL lowdown tomorrow afternoon.

Trump. Musk. Nvidia.

Posted February 02, 2026

By Chris Campbell

Trump. Musk. Nvidia. These three centers of gravity are pulling toward the same point—and Paradigm is going ALL IN before the rest of the world notices.

Crypto Gets Warshed!

Posted January 30, 2026

By Chris Campbell

Warsh’s opinions aren’t background noise. Annoying as that may be, we actually have to listen. And inconveniently, they’re saying something useful.

Crypto’s Quiet Standoff

Posted January 29, 2026

By Chris Campbell

Somehow, crypto feels overlooked and overcooked at the same time. Here’s why.

Asian Guy and the Silver Clock

Posted January 28, 2026

By Chris Campbell

“If you think this move is over,” the AI said this morning, “you’re going to hate what comes next.”

DeepSeek Didn’t Steal Harry Potter… It’s Worse.

Posted January 27, 2026

By Chris Campbell

The first phase of AI was brute force: More data. Bigger models. More compute. The next phase will change everything.

This AI Feels… Illegal

Posted January 26, 2026

By Chris Campbell

No one got rich on Napster—but plenty got rich because of it. The same pattern is playing out in AI.