I’m in Maryland this week at Paradigm HQ.

I always enjoy my time here because I get to talk markets with people like Matt Insley, Aaron Gentzler, Greg Guenthner, Chris Cimorelli and more.

This week, the market talk has been especially valuable.

So much so that I wanted to share the top insights I’ve heard since I arrived Monday afternoon.

I think you’ll want to read these…

Matt Insley Revealed His “Forever Portfolio”

Matt’s the Publisher here at Paradigm.

He’s also a great investor who doesn’t quite get the credit he deserves.

While sitting next to him all week, I learned about Matt’s “Forever Portfolio.”

This is a long-term portfolio of stocks that Matt owns and will never sell.

In it are Uber (UBER), Tesla (TSLA), Northern Dynasty (NAK), Bit Digital (BTBT), and Rocket Lab (RKLB).

Again, Matt’s the Publisher here at Paradigm so he hears nearly all investment ideas.

These are the few he’s designated as worthy of holding FOREVER.

Use this info as you please.

Greg Guenthner Said “We’ve Seen This Bitcoin Playbook Before”

Bitcoin mining stocks have been on a tear recently.

Over the same period, Bitcoin itself has traded lower.

According to Greg, this is a playbook we’ve seen before and likely means Bitcoin is about to trade higher.

Check out the chart below.

This recent price action matches the move from May through June – right before Bitcoin shot up $30,000.

If you don’t already own Bitcoin, Greg says now’s a great time to jump in.

Chris Cimorelli’s Banked TWO 10X Trades This Week

Chris is known around here as “Mr. 10X” for good reason.

He’s got more 10X trades over the last year than most people have in a lifetime.

He closed out two more on Wednesday morning while we were at the office together.

The first trade was an options trade on Lithium Americas (LAC).

Chris bought LAC call options on September 4th and sold after the White House revealed it’s eyeing a stake in the company. Chris turned a $700 bet into $11,550.

The second trade was an options trade on Alibaba (BABA).

Chris bought BABA call options on July 24th and sold Wednesday morning, turning $1,300 into $14,300.

Like I said… There's a reason we call him “Mr. 10X.”

Aaron Gentzler: “I Need More NAK”

Aaron Gentzler is Paradigm’s Vice President of Publishing, and he’s involved in nearly every part of the business.

Like Matt Insley, he also holds Northern Dynasty (NAK) in his personal portfolio.

NAK is a Canadian mining company working on the Pebble Project in Alaska, which sits on one of the world’s largest undeveloped copper and gold deposits.

Mining is currently on hold due to environmental concerns, so the stock moves mostly on political and permitting news.

If a permit were approved, the stock could easily jump triple digits in a single day.

The Pebble Project is especially important because copper is essential for electric vehicles, renewable energy, and broader electrification, making it a strategic play for long-term demand.

Once again, take this info and use it as you see fit.