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Paradigm’s Top Minds Reveal Their #1 Stocks for 2026

Posted October 20, 2025

Davis Wilson

By Davis Wilson

Paradigm’s Top Minds Reveal Their #1 Stocks for 2026

I thought I was done writing about the Paradigm Shift Summit in Nashville.

But I couldn’t help myself.

There was one last panel too good not to share.

We call it the Whiskey Bar.

It’s exactly what it sounds like – a group of nine of Paradigm’s best financial minds on stage, each with a drink in hand, talking markets and life.

paradigm whiskey bar

Doug Hill moderated the event and asked a question you’ll probably find extremely valuable:

“If you had to pick one stock for the next year, what would it be?”

The answers didn’t disappoint. Here’s what they said:

James Altucher – BitMine Immersion Technologies (BMNR)

James selected BitMine Immersion Technologies (NYSEAMERICAN: BMNR), the world’s largest ETH treasury.

It’s a microcap that combines energy efficiency with Bitcoin and Ethereum mining.

It’s speculative. But James believes it has the potential to be a multi-bagger as crypto strengthens and the company scales operations effectively.

Ray Blanco – SEALSQ Corp (LAES)

Ray went with a tiny cybersecurity play focused on quantum-safe chips.

It’s a moonshot idea but Ray knows this industry cold.

He’s got a track record of buying emerging tech companies before the mainstream catches on.

As quantum computing accelerates, LAES could be a surprise winner.

Chris Cimorelli – Marathon Digital (MARA)

Chris picked one of the top Bitcoin miners.

It’s a pure play on crypto momentum and Bitcoin’s next move higher.

He sees the recent pullback in crypto stocks as an opportunity to buy quality miners while they’re still cheap.

Enrique Abeyta – Voyager Technologies (VOYG)

Enrique chose a small-cap space company that owns a significant stake in Starlab – the vehicle soon replacing the International Space Station.

He focuses on asymmetric setups where downside is limited but upside can be massive when catalysts hit.

Zach Scheidt – Fastly (FSLY)

Zach went with Fastly, a cloud infrastructure company that reduces latency and speeds up data delivery across the web.

It’s a “picks and shovels” play for the AI expansion.

Fastly fits perfectly into Zach’s strategy of hunting “Big Game” stocks with high upside potential that Wall Street often overlooks.

Jim Rickards – Quadratic Interest Rate Volatility ETF (IVOL)

Jim’s pick was IVOL, a smart hedge against inflation and rate volatility.

It’s designed to protect portfolios if the Fed loses control of the narrative again.

Byron King – Pulsar Helium (PSRHF)

Byron chose Pulsar Helium, a small-cap company with potential exposure to one of the most overlooked resources in modern industry.

Helium is essential for semiconductors, space exploration, and medical imaging.

And new domestic discoveries could turn into major windfalls.

JC Parets – ARK Innovation ETF (ARKK)

JC’s pick might surprise you.

He chose ARKK not because he’s a Cathie Wood fan, but because of the setup.

ARKK has one of the highest short interests in the market right now and JC sees potential for a sharp reversal if sentiment shifts and short sellers get squeezed.

Sean Ring – Platinum Group Metals (PLG)

Sean chose Platinum Group Metals, a small-cap miner positioned at the intersection of high demand and scarcity.

With assets in South Africa and exposure to next-gen battery tech, PLG offers leveraged upside to the growing demand for platinum and industrial metals.

I Highly Recommend You Attend In Person Next Time

Nine experts. Nine drinks. Nine different ways to play the next 12 months.

What stood out most to me wasn’t just the diversity of ideas. But the conviction behind each one.

These weren’t hot takes or crowd-following trades.

Each person knew their lane and trusted their research.

That’s the real takeaway from the Whiskey Bar.

You don’t have to agree with every pick.

You just need to find the ideas that fit your strategy and have the conviction to stick with them.

Thanks for reading.

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