Prospect Radar · 2026-07-04

Research candidates, NOT trade signals. Configuration: quiet name + first substantive touch by a graded author + no mechanics poison. Base rate: such touches precede a ±10% move ~1.5× more often than chance — direction unknown. These are names worth YOUR research today.

RVMD — via @PersimmonTI↗ (grade A)

• crowd: 3 authors / 4 signals · 5d run +6.2% · premium: CHEAP (iv 0.96x, spread 33%)
• thesis: Forward M&A speculation that RVMD will be acquired by JNJ around $60B.
• receipt: tweet ↗

BYDDF — via @tphuang↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish on BYD battery scaling and demand for Blade 2.0 models and charging.
• receipt: tweet ↗

BAM — via @CapexAndChill↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +2.7% · premium: rich (iv 1.12x, spread 29%)
• thesis: Power-grid scarcity is framed as key bottleneck and opportunity for AI infrastructure growth.
• receipt: tweet ↗

BN — via @CapexAndChill↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +1.0% · premium: CHEAP (iv 0.77x, spread 36%)
• thesis: Power-grid scarcity is framed as key bottleneck and opportunity for AI infrastructure growth.
• receipt: tweet ↗

AIXA — via @MMMTwealth↗ (grade A, hot hand)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Author presents a CPO thematic basket with bullish qualitative notes across substrate, equipment, fabs, and components.
• receipt: tweet ↗

ZEC — via @degentradingLSD↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Crypto framework argues BTC local bottom may be in and relief rallies could follow.
• receipt: tweet ↗

PPIH — via @mathlonning↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: PPIH is back on watchlist, viewed as cheap with Middle East operations expected to resume.
• receipt: tweet ↗

HYPE — via @degentradingLSD↗ (grade A)

• crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: Crypto framework argues BTC local bottom may be in and relief rallies could follow.
• receipt: tweet ↗

SOI — via @MMMTwealth↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author presents a CPO thematic basket with bullish qualitative notes across substrate, equipment, fabs, and components.
• receipt: tweet ↗

NDX — via @michaeljburry↗ (grade A)

• crowd: 5 authors / 7 signals · 5d run +0.0% · no listed options
• thesis: Says stock-based compensation changes what favorite Nasdaq names actually earn.
• receipt: tweet ↗

NPC — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: NPC watchlist catching a bid; author went long a few weeks ago.
• receipt: tweet ↗

DAX — via @MacroAlphaHQ↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +1.0% · no listed options
• thesis: Skeptical that German reforms can overcome demographics; warns DAX rotation is a policy mirage.
• receipt: tweet ↗