Prospect Radar · 2026-07-06
AM edition
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 ↗
IQE — via @snmart↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Bullish IQE thesis on InP/epi wafer pricing power, tight supply and value capture.
- receipt: tweet ↗
AEP — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +1.1% · premium: rich (iv 1.05x, spread 18%)
- thesis: Bullish utility thesis tied to data-center power demand and AEP capex/load plan.
- receipt: tweet ↗
HMC — via @tphuang↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +7.2% · premium: CHEAP (iv 0.91x, spread 15%)
- thesis: Honda China June sales fell 44.5% YoY and H1 sales fell 34.7% YoY.
- 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 ↗
WMT — via @DimitryNakhla↗ (grade A, hot hand)
- crowd: 5 authors / 8 signals · 5d run -3.4% · premium: rich (iv 1.78x, spread 6%)
- thesis: Long-form thesis on durable scale-economy businesses compounding despite valuation concerns.
- receipt: tweet ↗
XLE — via @davevermilion↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run -1.6% · no listed options
- thesis: Discloses first energy position since the war started and is comfortable with it.
- 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 ↗
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 ↗
RSP — via @Callum_Thomas↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +1.5% · no listed options
- thesis: Bull-market broadening and bullish rotation theme continues.
- receipt: tweet ↗
XLF — via @Callum_Thomas↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run +4.1% · no listed options
- thesis: Bull-market broadening and bullish rotation theme continues.
- receipt: tweet ↗
PM edition
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.
ATII — via @StableBread↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish deep-dive teaser on Forge Nano SPAC setup with low NAV downside and warrant upside.
- receipt: tweet ↗
ENPH — via @Pablo01618↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -6.4% · premium: CHEAP (iv 0.54x, spread 14%)
- thesis: Says chart is setting up against bears and they are still long ENPH.
- receipt: tweet ↗
082210.KQ — via @BCsickel↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish analyst-driven thesis on Optrontec optical supplier after +16.25% breakout.
- receipt: tweet ↗
ATIIW — via @StableBread↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish deep-dive teaser on Forge Nano SPAC setup with low NAV downside and warrant upside.
- receipt: tweet ↗
AEP — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.0% · premium: rich (iv 1.05x, spread 18%)
- thesis: Bullish utility thesis tied to data-center power demand and AEP capex/load plan.
- receipt: tweet ↗
HYNIX — via @JonahLupton↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Lists favorite AI stocks and discloses fund ownership; ticker cap applied.
- receipt: tweet ↗
042660.KS — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 2 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Explicitly plans to buy Hanwha Ocean dip after Canada tender loss.
- receipt: tweet ↗
IQE — via @snmart↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Bullish IQE thesis on InP/epi wafer pricing power, tight supply and value capture.
- receipt: tweet ↗
LIFE — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 1 authors / 3 signals · 5d run -0.8% · no listed options
- thesis: Author says LMND valuation is silly and LIFE is better and cheaper.
- receipt: tweet ↗
LDOS — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +6.8% · premium: rich (iv 1.27x, spread 20%)
- thesis: Discloses selling LDOS for loss and rotating into LMT and NOC.
- receipt: tweet ↗
USAR — via @MMMTwealth↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -5.5% · premium: rich (iv 1.17x, spread 7%)
- thesis: Author discloses portfolio themes, key holdings, conviction and expected rotation.
- receipt: tweet ↗