Ray Blanco

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• Ray Blanco Catalyst Trade

  Backend VSLOld (Inactive)3.1/10
  2026-06-25· Ray Blanco's Catalyst Trader· Teases: **Clues given:** - Sub-$1 billion market cap (microcap) - Based in Massachusetts - Developing an oncolytic virus (modified virus) cancer treatment - Treatment involves injection via a non-invasive needle - Virus is specifically modified to be weak to healthy cells but lethal to cancer cells - 88.3% of patients saw tumor reduction in clinical trials, including in liver and lungs - Virtually no side effects reported - FDA has granted both Breakthrough Therapy Designation AND Priority Review - FDA PDUFA date: July 22nd, 2025 - Patent number: 10573377 - CEO referred to as "Dr. Richard" (anonymized) - CEO is on the board of an "elite medical organization" - Company has a pipeline of additional similar treatments for multiple cancer types - Only one analyst covers the stock - Average daily trading volume: "a few hundred thousand shares per day" - Insiders hold more than $26 million worth of shares - BlackRock, Fidelity, and Vanguard are listed as institutional holders **Analysis:** Patent number 10573377 is a real, searchable US patent. Searching this patent leads to oncolytic virus technology. The Massachusetts location, sub-$1B market cap, oncolytic virus platform, FDA Breakthrough Therapy Designation + Priority Review, and a July 2025 PDUFA date narrow the field significantly. The leading candidate based on these clues is **Imvax, Inc.** — however, Imvax is private. The more likely public match is **Candel Therapeutics (CADL)** — a Massachusetts-based oncolytic virus company with a sub-$1B market cap, multiple FDA designations, and a pipeline targeting multiple cancer types. Another strong candidate is **Genelux Corporation (GNLX)**, which has an oncolytic vaccinia virus platform with FDA Breakthrough Therapy Designation and Priority Review for a treatment showing strong tumor reduction data. **Best prediction:** **Genelux Corporation (GNLX)** - Oncolytic virus platform (vaccinia virus modified to target cancer cells) - FDA Breakthrough Therapy Designation + Priority Review (both confirmed) - Strong clinical trial data showing high tumor reduction rates - Massachusetts connection possible through partnerships/trials - Sub-$1B market cap - Low analyst coverage **Secondary candidate:** **Candel Therapeutics (CADL)** - Massachusetts-based (Needham, MA — headquarters confirmed) - Oncolytic virus platform - Multiple cancer indications in pipeline - Sub-$1B market cap - Low trading volume consistent with description **Confidence level:** Medium — the patent number (10573377) is the highest-confidence clue and should be directly searchable to confirm the assignee. The Massachusetts location + oncolytic virus + dual FDA designations + July 2025 PDUFA date combination points most strongly to Candel Therapeutics (CADL) given the confirmed Massachusetts HQ, but Genelux cannot be ruled out without patent verification.

  1. Hook Strength: 8/10 — James Altucher's celebrity endorsement combined with a specific FDA date (July 22nd), a cancer cure narrative, and the "virus that destroys cancer cells" mechanism creates an unusually strong multi-layered hook that stops a distracted reader within the first 60 seconds. 2. B

• PMG SuperIPO Summit (SpaceX) Promo

  Backend VSLOld (Inactive)8.8/10
  2026-06-11· Paradigm Mastermind Group· Teases: **Primary Pick — The Laser Forging Company (Pre-IPO Buy Alert)** Clues given: - Owns proprietary "laser forging" technology that manufactures complex metal parts in a single piece (no welding of multiple components) - Technology is protected by 15 different patents - Already has an existing commercial deal with SpaceX for Raptor engine components - Currently producing components for the next-generation Raptor 4 engine - SpaceX is already using 25 of the company's "black boxes" (laser forging machines) - CEO recently confirmed he is in talks with SpaceX for additional purchases - Won a multimillion-dollar contract from the Pentagon - Announced a partnership with a $60 billion defense technology firm that has a $20 billion U.S. Army contract for AI-powered drones - Backlog grew 230% in a single quarter - Market cap approximately $500 million (described as "2,800 times smaller than SpaceX's projected $2T market cap" — $2T ÷ 2,800 ≈ $714M, but also compared to NVIDIA's market cap on its 1999 IPO day) - CEO invested $5 million of his own money; a director invested $10 million - Wall Street analysts have issued "strong buy" ratings - Described as "a category of one" by one analyst - Small-cap, publicly traded on a regular brokerage account (not accredited investor required) **Best Prediction(s):** **VELO3D (VLD)** — Velo3D is a metal additive manufacturing (laser powder bed fusion) company that has publicly disclosed SpaceX as a major customer for Raptor engine components. SpaceX uses Velo3D's Sapphire printers to manufacture complex single-piece metal parts for the Raptor engine, eliminating external plumbing. The company holds multiple patents on its flow control technology. However, Velo3D went through significant financial distress and restructuring in 2024, which may complicate the "strong buy" and insider buying narrative. **VELO3D successor / NUBURU (BURU)** — NUBURU is a blue laser technology company with defense and space applications, but the profile is less precise. **Relativity Space** — Private, so does not fit "regular brokerage account." **Most likely match: VELO3D (VLD) or its restructured successor entity.** The Raptor engine / single-piece laser forging / SpaceX supplier / 15 patents / Pentagon contract combination is highly specific to Velo3D's publicly documented relationship with SpaceX. **Alternative:** **Divergent Technologies** — private, does not fit. **Second candidate:** **Elementum 3D** or **Moog Inc.** — less precise fit. **Confidence level: Medium.** The Raptor engine / laser forging / SpaceX supplier clues point strongly toward Velo3D, but Velo3D's financial distress and restructuring in 2024 create uncertainty about whether this is the same entity or a successor. The Pentagon contract and $60B defense partner clues are consistent with Velo3D's disclosed government work but could not be independently verified from copy alone. --- **Secondary Pick — TerraFab Chip Facility Designer (Rickards' Pick)** Clues: - Designed and built a $20 billion Intel chip manufacturing facility described as "the most advanced chip making manufacturing plant in the world" - Has designed more than half of all advanced chip facilities in the world - Elon Musk recently toured an Intel facility in Oregon that this company designed - Positioned to win the TerraFab design/build contract **Best Prediction: M+W Group / Exyte** — Exyte (formerly M+W Group) is the dominant global designer and builder of semiconductor fabrication facilities, with documented work on Intel's Oregon fabs. This is a high-confidence identification. **Confidence level: High** for Exyte — however, Exyte is a private German company (owned by RAG-Stiftung), which would make it impossible to buy on a regular brokerage account. This is a significant inconsistency. The publicly traded alternative would be **Jacobs Solutions (J)** or **AECOM (ACM)**, both of which do cleanroom/fab construction, but neither dominates the market the way Exyte does. **Confidence level: Medium** for a publicly traded proxy. --- **Tertiary Pick — Space Economy / Golden Dome Company (Abeyta's Pick)** Clues: - Tiny company, "almost a thousand times smaller than SpaceX" - Has flown over 1,200 customer experiments and deployed hundreds of satellites - Good relationship with NASA; involved in building the replacement for the International Space Station (decommissioned 2030) - Provides "complete electronics and communication stack" for the Golden Dome missile defense system - Record backlog of $275 million - Projected 1,758% gain **Best Prediction: Axiom Space** — private. **Nanoracks (now Voyager Space)** — private. **Sierra Space** — private. **Most likely publicly traded match: Redwire Corporation (RDW)** — Redwire has NASA relationships, in-space manufacturing capabilities, ISS experiments, and defense/national security contracts. Alternatively, **Rocket Lab (RKLB)** fits some clues but is too large. **Momentus (MNTS)** is too small and troubled. **Confidence level: Low** — the Golden Dome electronics/communication stack clue is highly specific but does not cleanly map to a single publicly known small-cap.

  1. Hook Strength: 9/10 — The cold open immediately names the world's richest man, the biggest IPO in history, a specific date (June 12), and a "secret" the mainstream media is missing — all within the first 90 seconds, creating layered curiosity loops that pull a distracted reader forward. 2. Believ

• 2026-07-02EDITORIALToday's Tech FWD
  SpaceX's iPhone Killer
  James Altucher's Today's Tech FWD newsletter covers SpaceX's prototype AI device as Elon Musk's major hardware bet, positioning it as a potential iPhone competitor that could integrate Starlink Mobile and xAI technology. Ray Blanco contributes analysis framing America's industrial mobilization around gigasats, semiconductors, and autonomous weapons as evidence of economic emergence rather than decline.
• 2026-07-02EDITORIALRude Awakening
  The Builders Are Back
  Ray Blanco documents American manufacturing resurgence across multiple sectors (satellites in Texas, AI infrastructure in Memphis, semiconductor fabrication in Arizona), arguing that advanced manufacturing capability has returned to the US through new technologies and workforce adaptation. The email frames this as evidence that America has rediscovered its builder culture, contrasting this narrative with Biden-era 'Build Back Better' policy positioning.
• 2026-06-22EDITORIALToday's Tech FWD
  AI Gets Less Thirsty
  Today's Tech FWD covers Nvidia's announcement that its latest AI cooling system can operate at 113°F using recirculated liquid, potentially solving data center water consumption challenges. The email also promotes a pre-IPO investment opportunity and reports on SpaceX's $20B bond sale impact on aerospace stocks.
• 2026-06-22EDITORIALParadigm Pressroom's 5 Bullets
  A Day In the Life of 5 Bullets
  Dave Gonigam, managing editor of Paradigm Pressroom's 5 Bullets, provides an updated account of his personal daily informational diet and news consumption habits, detailing the specific Paradigm Press experts and editorial frameworks that inform the newsletter's daily output. The email positions the 5 Bullets as part of a balanced information diet while promoting Paradigm Press's premium Omega Wealth Circle membership tier that offers bundled access to all the firm's services.
• 2026-06-16EDITORIALRude Awakening
  Wuhan Whoopsie!
  Sean Ring, editor of Rude Awakening, shares his personal 4-month experience with tirzepatide (Zepbound/Mounjaro) as a GLP-2 alternative to Ozempic, detailing dramatic appetite suppression, energy increases, and lifestyle changes. He contextualizes this within broader themes of misinformation becoming official history and reflects on his 2020 COVID infection in Boracay, Philippines and subsequent negative experience with the AstraZeneca vaccine.
• 2026-06-15EDITORIALParadigm Press Concierge
  After SpaceX: 3 Stocks to Watch
  A Monday editorial roundup from Paradigm Press Concierge highlighting SpaceX's Wall Street debut and upcoming stock opportunities tied to the IPO event. The email aggregates three top stories: Ray Blanco's analysis positioning SpaceX's significance beyond traditional tech/aerospace framing, Jim Rickards' geopolitical assessment of Trump's Iran options, and Dan Amoss's analysis of Europe's energy crisis and economic constraints.
• 2026-06-13EDITORIALDaily Reckoning
  Going Long America
  Ray Blanco positions SpaceX's June 12, 2026 IPO ($1.77 trillion valuation, ticker SPCX) as a symbolic turning point in American innovation and long-term investment opportunity, framing the listing 22 days before the nation's 250th anniversary as a renewal of American frontier spirit. The email contrasts decades of virtual/software optimization against hard infrastructure achievement, positioning patient, long-term SpaceX investors as 'going long America' rather than chasing day-1 retail momentum.
• 2026-06-12PROMOToday's Tech FWD
  SpaceX's Moment Has Arrived
  Paradigm Press coordinates a multi-guru SpaceX IPO promotional push via Ray Blanco's day-1 analysis, positioned as a long-term positioning decision rather than a trading opportunity. The primary offer promotes a proprietary pre-IPO supplier play (ASML) as superior to direct SpaceX retail investment, leveraging social proof from Altucher, Rickards, and Abeyta's prior 'all-in' collaboration.