Prospect Radar · 2026-07-13
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.
SE — via @FrameworkWisely↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +7.6% · no listed options
- thesis: Answers a best-stock-to-buy question with three explicit picks.
- receipt: tweet ↗
ROP — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares ROP's 40% drawdown with past crises and expects neglected quality companies to rebound after the AI bubble fades.
- receipt: tweet ↗
GDX — via @KarelMercx↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -3.7% · no listed options
- thesis: Cites gold and oil outperformance versus AI and discloses long-term exposure to both commodities.
- receipt: tweet ↗
AMBA — via @crux_capital_ (grade A)
- crowd: 1 authors / 2 signals · 5d run -1.4% · no listed options
- thesis: Discloses nine Physical AI positions, over 50% dedicated cash, and a multi-quarter to multi-year accumulation plan.
- receipt: tweet ↗
ETHUSD — via @TechCharts↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: States a completed short-term bottom reversal can target 2,163.
- receipt: tweet ↗
0660.KS — via @degentradingLSD↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Links Asian weakness and memory losses to positioning while arguing self-hosted AI is bullish for compute.
- receipt: tweet ↗
TQQQ — via @EricBalchunas↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +5.0% · no listed options
- thesis: Analysis finds leveraged ETFs generated $66 billion for traders, with TQQQ up 38,000% despite outflows.
- receipt: tweet ↗
U — via @crux_capital_ (grade A)
- crowd: 1 authors / 1 signals · 5d run +5.4% · no listed options
- thesis: Discloses nine Physical AI positions, over 50% dedicated cash, and a multi-quarter to multi-year accumulation plan.
- receipt: tweet ↗
IQE.L — via @snmart↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Maps possible board and photonics-supply links between IQE and TSMC while explicitly noting the customer tie is unconfirmed.
- receipt: tweet ↗
ATI — via @R_and_Invest↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.6% · no listed options
- thesis: Suggests researching materials, rare-earth, magnet and semiconductor names ahead of renewed orbital-data-center interest.
- receipt: tweet ↗
COHR — via @AnalysisOp↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run -2.7% · no listed options
- thesis: Technical comparison argues scaled microLED is unworkable and highlights AVGO, COHR and LITE VCSEL capabilities.
- 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.
ALMU — via @yianisz↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -6.6% · no listed options
- thesis: Explicitly identifies the current ALMU level as a great entry.
- receipt: tweet ↗
FRMEP — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues FRMEP's 7.5% non-cumulative preferred yield masks dividend suspension and equity downside risk.
- receipt: tweet ↗
DKS — via @MattJMcClintock↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -7.7% · no listed options
- thesis: Presents a detailed bullish thesis that Dick's Media Network can expand margins and create a durable moat.
- receipt: tweet ↗
0660.KS — via @degentradingLSD↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Links Asian weakness and memory losses to positioning while arguing self-hosted AI is bullish for compute.
- receipt: tweet ↗
AMBA — via @crux_capital_ (grade A)
- crowd: 4 authors / 5 signals · 5d run -1.4% · no listed options
- thesis: Discloses nine Physical AI positions, over 50% dedicated cash, and a multi-quarter to multi-year accumulation plan.
- receipt: tweet ↗
RBC — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents actuator and component suppliers as major beneficiaries of humanoid robotics growth.
- receipt: tweet ↗
CHF — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues against long Treasuries and favors inflation protection, real assets and select credit.
- receipt: tweet ↗
6324.T — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents actuator and component suppliers as major beneficiaries of humanoid robotics growth.
- receipt: tweet ↗
ANGL — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues against long Treasuries and favors inflation protection, real assets and select credit.
- receipt: tweet ↗
TQQQ — via @EricBalchunas↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run +5.0% · no listed options
- thesis: Analysis finds leveraged ETFs generated $66 billion for traders, with TQQQ up 38,000% despite outflows.
- receipt: tweet ↗
U — via @crux_capital_ (grade A)
- crowd: 2 authors / 2 signals · 5d run +5.4% · no listed options
- thesis: Discloses nine Physical AI positions, over 50% dedicated cash, and a multi-quarter to multi-year accumulation plan.
- receipt: tweet ↗
NOVT — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents actuator and component suppliers as major beneficiaries of humanoid robotics growth.
- receipt: tweet ↗