Paradox Intelligence
Research & Intelligence
Alternative data signals, thematic analysis, and original investment research for institutional investors.
Thematic Catalyst
HII
GD
HEI
Defense Supply Chain Bottleneck: Naval Ships, Aircraft Parts, and Multi-Year Backlogs
Naval shipbuilding demand could double in 2027 while the industry delivers half its targets. Aircraft parts news sentiment is up 67% YoY. Defense supply chain constraints are converging into a structural multi-year theme across shipbuilders, aircraft MRO, and defense components.
Latest
SPWH Hunting License Demand Points Up Ahead of Tonight's Earnings
Hunting license search demand is up 109% YoY as of March 29, 2026. Sportsman's Warehouse (SPWH) reports Q4 2025 full results after market close today, with fish…
UniFirst Earnings Signal: Workwear Demand Data Points to Beat
UniFirst (UNF) reports Q2 2026 on April 1. Workwear and uniform search demand is up 50-75% YoY across sources, while UNF-specific Google Search is up 86% YoY, s…
PCB Material Shortage: AI Data Centers Drive 6-Month CCL Lead Times
Copper clad laminate lead times hit 6 months as AI infrastructure demand overwhelms PCB supply chains. TTM Technologies and Sanmina are directly exposed to the …
Calvin Klein Shopping Demand Hits Peak Signal Before PVH Earnings
Calvin Klein Google Shopping interest reached peak normalized score of 100 (+1,011% YoY) ahead of PVH's Q4 FY2025 earnings on March 31. Google Images up +105% Y…
Semiconductor Supply Chain Signals: What Alternative Data Shows in 2026
The helium shortage disrupting chip production is visible in search data months before earnings calls. How behavioral signals surface semiconductor supply chain…
Korean Shipbuilders Face Dual Demand Into Full Yards Through 2028
Military and LNG commercial orders are simultaneously entering Korean shipyards already booked through 2028. LNG carrier prices are up 10-15% in months. Consens…
Earnings Signals
Real-time demand signals ahead of earnings reports
SPWH
SPWH Hunting License Demand Points Up Ahead of Tonight's Earnings
Hunting license search demand is up 109% YoY as of March 29, 2026. Sportsman's Warehouse (SPWH) reports Q4 2025 full results after market close today, with fishing sales already fl…
PVH
Calvin Klein Shopping Demand Hits Peak Signal Before PVH Earnings
Calvin Klein Google Shopping interest reached peak normalized score of 100 (+1,011% YoY) ahead of PVH's Q4 FY2025 earnings on March 31. Google Images up +105% YoY. The purchase-int…
AGX
AGX Jumps 38%: Power Plant Backlog Signal Was Visible in the Data
Argan Inc surged 38% on March 27. Search signal data from Paradox Intelligence showed rising interest in power plant construction weeks before the move.
PRPL
Purple Innovation (PRPL) Shopping Search Surges Ahead of March 31 Earnings
Purple mattress Google Shopping search is up 433% QoQ and 900% YoY as of March 2026. Purple Innovation reports earnings March 31 BMO. The demand signal is unusually strong.
OLPX
OLPX +51%: Product Search Recovering Before the Street Noticed
Olaplex shares surged 51% on March 27. Google search volume for specific product lines is up 44-186% year-over-year, diverging from brand-level weakness.
TMC
TMC: Copper and YouTube Search Surge Ahead of Q4 Earnings
TMC the metals company reports Q4 2026 BMO. Google Search up 139% YoY, YouTube up 329% YoY, Google News up 119% YoY on copper as demand for deep-sea nodule metals accelerates.
BROS
BROS: Amazon and TikTok Demand at All-Time Highs Ahead of Earnings
Dutch Bros Amazon search volume up 474% YoY and TikTok hashtag volume at a peak of 100/100. Consumer engagement is at its highest recorded level with Q1 earnings approaching.
CMC
CMC: Rebar and Steel Search Up 41% Before Earnings
Rebar Google Search is up 41% year-over-year and Amazon search for CMC-related products is up 57% YoY. Commercial Metals Company reports March 26 with strong cross-platform convict…
OXM
OXM: Lilly Pulitzer Demand Surge Signals Earnings Upside
Google Shopping demand for Lilly Pulitzer dresses is up 227% in 3 months. Oxford Industries reports tomorrow. The data points to seasonal strength ahead of consensus.
PONY
PONY: Google Images Search Up 2,533% Ahead of Earnings
Pony AI's Google Images search volume surged 2,533% in the 3 months to March 14, 2026 - a sharp visual-interest spike ahead of tomorrow's Q4 earnings release.
CHWY
CHWY: Multi-Source Demand Spike Ahead of March Earnings
Chewy search demand hit an 18-month high on Google Search (+19% YoY) with Amazon search volume up 16% YoY and YouTube surging 150% ahead of its March 25 earnings report.
Research
Deep-dive equity research powered by alternative data
UniFirst Earnings Signal: Workwear Demand Data Points to Beat
UniFirst (UNF) reports Q2 2026 on April 1. Workwear and uniform search demand is up 50-75% YoY across sources, while UNF-specific Google Search is up 86% YoY, signaling beat potential at a stock near its 52-week low.
Tamboran Resources: Natural Gas Search Data Aligns With +25% Move
Tamboran Resources (TBN) rose 25.6% on March 27. Multi-source Paradox Intelligence data shows Natural Gas search signals up 256% QoQ on Google News, 103% QoQ on Google Shopping, and 64% QoQ on Wikipedia — a consistent cross-platform move.
Nike (NKE) Earnings Preview: What Alternative Data Shows
Nike reports March 31 after close. Amazon demand down 27% QoQ, general search flat, but Jordan and shopping signals diverge. The picture is mixed, not uniformly weak.
Laird Superfood: Amazon Coffee Creamer Demand Signals Q1 Upside
Amazon search volume for coffee creamer is up 31% year-over-year. Laird Superfood's Amazon presence sits at a 3-month high. LSF reports March 26 with a 46% positive cross-platform conviction score.
BellRing Brands: RTD Protein Demand Signals Above Consensus Estimates
Amazon ready-to-drink protein search volume is up 63% year-over-year. Protein bar searches hit an all-time high in February 2026. BellRing Brands' Premier Protein is the primary beneficiary.
Thematic Analysis
Multi-quarter structural themes and supply-demand dynamics
Defense Supply Chain Bottleneck: Naval Ships, Aircraft Parts, and Multi-Year Backlogs
Naval shipbuilding demand could double in 2027 while the industry delivers half its targets. Aircraft parts news sentiment is up 67% YoY. Defense supply chain constraints are converging into a structural multi-year theme across shipbuilders, aircraft MRO, and defense components.
The Helium Shortage Hitting Chip Fabs Is Not a Sidebar Story
Search interest in helium shortage hit a normalized score of 69 in March 2026, up from 11 a year ago. The Iran conflict has disrupted the supply chain for a gas that every advanced semiconductor fab requires. Here is the equity exposure map.
Hormuz Disruption: A Supply Constraint With Multi-Year Equity Exposure
The Strait of Hormuz disruption is reshaping global energy flows, tanker demand, and LNG pricing. Multiple converging signals confirm this is structural, not cyclical.
AI's Power Problem: Grid Infrastructure Is the New Chip Shortage
Paradox Alerts convergence across capacity gap, bottleneck, and extended lead times signals shows the AI buildout hitting an electrical infrastructure ceiling. Data center power demand has spiked to a Google News index of 42 from zero. Transformer shortages are the constraint few equity models price in.
AI Memory Shortage: HBM Constraint Is Now the Binding Limit
HBM memory search demand is up 1,600% year-over-year. OpenAI's Lightcap named memory shortage as the primary AI bottleneck. This structural constraint maps to specific beneficiaries and losers.
Rare Earth Supply Chain Concentration: The Equity Map 2026
Google News interest in rare earth magnets and rare earth supply has surged from near zero in late 2025. Multiple alert streams are converging on China's dominance in critical minerals as a structural equity risk and opportunity.
AI Compute Hits a Physical Ceiling: The Scaling Constraint Structural Theme
Paradox Alerts structural vocabulary has converged on AI compute bottlenecks across independent keywords. Inference chip demand is up 91% in 3 months. The constraint is foundry capacity, not capital.
Market Intelligence
Signal-driven market intelligence and sector analysis
TTMI
SANM
Supply Chain Intelligence
PCB Material Shortage: AI Data Centers Drive 6-Month CCL Lead Times
Copper clad laminate lead times hit 6 months as AI infrastructure demand overwhelms PCB supply chains. TTM Technologies and Sanmina are directly exposed to the constraint premium.
009540.KS
042660.KS
Signal Brief
Korean Shipbuilders Face Dual Demand Into Full Yards Through 2028
Military and LNG commercial orders are simultaneously entering Korean shipyards already booked through 2028. LNG carrier prices are up 10-15% in months. Consensus margin models for…
SXT
Signal Brief
Sensient Technologies: The Synthetic Dye Ban Is a Capacity Problem
Sensient Technologies is scaling natural color production as the FDA moves to phase out synthetic dyes. Paradox Intelligence search data shows +71% YoY interest in the company as s…
TSM
NVDA
Supply Chain Intelligence
TSMC's 2nm Capacity Is Already Booked Beyond 2028
TSMC's 2nm process is in severe shortage with orders scheduled past 2028. Search and news data confirm the signal is real and the supply gap is widening.
Earnings Signal
HireQuest Search Demand Up 48% Ahead of March 30 Earnings
HireQuest (HQI) reports March 30 AMC. Google Search for the brand is up 48% quarter-over-quarter. Temporary staffing demand is up 67% year-over-year, signaling franchise activity a…
Insights
Guides, analysis, and perspectives on alternative data investing
Semiconductor Supply Chain Signals: What Alternative Data Shows in 2026
The helium shortage disrupting chip production is visible in search data months before earnings calls. How behavioral signals surface semico…
Alternative Data for Defense Sector Investing in 2026
How institutional investors use search, news, and behavioral signals to track defense demand, spot procurement shifts, and find equity expos…
Alternative Data for Power Infrastructure Investing in 2026
How investors use alternative data — search trends, news volume, procurement signals — to identify power infrastructure opportunities before…
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