Prospect Radar · 2026-07-05

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.

AGLT — via @ParadisLabs↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Detailed bullish Agility/CCXI humanoid robotics thesis with customers, orders, payback, capacity and BOM numbers.
• receipt: tweet ↗

SHA0 — via @edge_of_power↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Long robotics supplier thesis on Schaeffler with market share goal, contracts and financial metrics.
• receipt: tweet ↗

SIMO — via @aleabitoreddit↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -7.5% · premium: CHEAP (iv 0.73x, spread 14%)
• thesis: Memory updates cite capex, NAND short supply and DRAM/NAND price hikes into 2027-2028.
• receipt: tweet ↗

600104.SS — via @ChemStat66667↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: SAIC monthly sales are nearly half of peak, with auto industry described as difficult.
• receipt: tweet ↗

7796.TW — via @ALEXEIMARTOV↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Taiwan sales data show strong YoY and QoQ growth for Nanya, Etron and MicroIP.
• receipt: tweet ↗

MTUM — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run -6.7% · no listed options
• thesis: Argues post-2023 market is tech/AI concentrated and momentum slowdown risks rotation or drawdown.
• receipt: tweet ↗

ADDYY — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Apparel deep dive favors ONON growth while calling NKE, ADDYY and UA losers.
• receipt: tweet ↗

2408.TW — via @ALEXEIMARTOV↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Taiwan sales data show strong YoY and QoQ growth for Nanya, Etron and MicroIP.
• receipt: tweet ↗

5351.TW — via @ALEXEIMARTOV↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Taiwan sales data show strong YoY and QoQ growth for Nanya, Etron and MicroIP.
• receipt: tweet ↗

XLB — via @davevermilion↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.3% · no listed options
• thesis: Cites XLE, XLB and gold outperformance versus COMP from 1999-2009.
• receipt: tweet ↗

XLE — via @davevermilion↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -1.6% · no listed options
• thesis: Cites XLE, XLB and gold outperformance versus COMP from 1999-2009.
• receipt: tweet ↗

DRX.TO — via @KairosPraxis↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Describes DRX.TO revenue decline but backlog turnaround toward Canadian hydro deals.
• receipt: tweet ↗