Prospect Radar · 2026-07-16
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.
PI — via @MacroAlphaHQ↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +1.7% · no listed options
- thesis: A hypothetical peak investment losing nearly all value supports a structural bear thesis.
- receipt: tweet ↗
SQQQ — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run -5.4% · no listed options
- thesis: Expresses intent to take a forward call-options position in inverse Nasdaq ETF SQQQ.
- receipt: tweet ↗
UPXI — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports three digital-asset treasury stocks being severely sold off.
- receipt: tweet ↗
VTI — via @Biotech2k1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.1% · no listed options
- thesis: Reports ongoing VTI sales, 33% cash and three forward GTC sales because he expects the market bubble to pop.
- receipt: tweet ↗
IHI — via @davevermilion↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run -1.0% · no listed options
- thesis: Explicit preference to remain in medical devices, supported by MDT and ABT relative-strength charts.
- receipt: tweet ↗
TQQQ — via @davevermilion↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +5.0% · no listed options
- thesis: Explicit recommendation to short TQQQ, citing leveraged decay.
- receipt: tweet ↗
AMBA — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -1.4% · no listed options
- thesis: Argues AI investment is rotating from server farms toward edge-compute hardware.
- receipt: tweet ↗
ONTO — via @FinnStockinger↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +4.5% · no listed options
- thesis: Long-term AI foundry and advanced-packaging thesis identifies TSM and suppliers as winners.
- receipt: tweet ↗
CAMT — via @FinnStockinger↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.9% · no listed options
- thesis: Long-term AI foundry and advanced-packaging thesis identifies TSM and suppliers as winners.
- receipt: tweet ↗
AMKR — via @FinnStockinger↗ (grade A, hot hand)
- crowd: 5 authors / 6 signals · 5d run +1.2% · no listed options
- thesis: Long-term AI foundry and advanced-packaging thesis identifies TSM and suppliers as winners.
- receipt: tweet ↗
MSTX — via @Arya__Deniz↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Bullish basket thesis rests on a peak US dollar and peak Fed hawkishness.
- receipt: tweet ↗
VEEV — via @HUGMACH↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run -1.4% · no listed options
- thesis: Argues markets are rotating from AI builders toward firms owning embedded data and standards.
- receipt: tweet ↗