Prospect Radar · 2026-07-17
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.
PI — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -2.5% · no listed options
- thesis: A hypothetical peak investment losing nearly all value supports a structural bear thesis.
- receipt: tweet ↗
IHI — via @davevermilion↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run +1.8% · no listed options
- thesis: Explicit preference to remain in medical devices, supported by MDT and ABT relative-strength charts.
- receipt: tweet ↗
LE=F — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bearish cattle-futures thesis from long liquidation, falling open interest and weakening cash trade.
- receipt: tweet ↗
TQQQ — via @davevermilion↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -7.3% · no listed options
- thesis: Explicit recommendation to short TQQQ, citing leveraged decay.
- receipt: tweet ↗
MSTX — via @Arya__Deniz↗ (grade A)
- crowd: 2 authors / 3 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 +4.0% · no listed options
- thesis: Argues markets are rotating from AI builders toward firms owning embedded data and standards.
- receipt: tweet ↗
VRSK — via @HUGMACH↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Argues markets are rotating from AI builders toward firms owning embedded data and standards.
- receipt: tweet ↗
MDT — via @davevermilion↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +1.4% · no listed options
- thesis: Explicit preference to remain in medical devices, supported by MDT and ABT relative-strength charts.
- receipt: tweet ↗
F — via @leevalueroach↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +4.3% · no listed options
- thesis: Hypothetical steel rollup would vertically benefit Tesla while disadvantaging Ford and GM.
- receipt: tweet ↗
CELH — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 5 authors / 6 signals · 5d run -1.8% · no listed options
- thesis: Expects the GLP-1 versus consumer-name divergence to close in favor of CELH and PEP.
- receipt: tweet ↗
XLU — via @NitherDither↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.8% · no listed options
- thesis: Improving breadth is interpreted as heavy rotation from semiconductors and tech into defensive and financial sectors.
- receipt: tweet ↗
XLP — via @NitherDither↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +3.1% · no listed options
- thesis: Improving breadth is interpreted as heavy rotation from semiconductors and tech into defensive and financial sectors.
- 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.
GOLD — via @MacroAlphaHQ↗ (grade A)
- crowd: 3 authors / 11 signals · 5d run -7.3% · no listed options
- thesis: Explicitly calls the gold decline an entry and maps support and a 2027 target.
- receipt: tweet ↗
ISGR — via @AparicioCadiz↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a new position and explicit future scaling plan backed by a detailed quality and valuation thesis.
- receipt: tweet ↗
CL — via @MacroAlphaHQ↗ (grade A)
- crowd: 5 authors / 8 signals · 5d run +3.4% · no listed options
- thesis: Argues a war-driven oil supply shock could send Brent through $90 toward $100.
- receipt: tweet ↗
EOS.AX — via @MarkosAAIG↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Details concentrated portfolio weights, recent additions, and bullish upside expectations.
- receipt: tweet ↗
CORN — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Argues attacks on Ukrainian export infrastructure will tighten grain supply and raise food prices.
- receipt: tweet ↗
WHEAT — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues attacks on Ukrainian export infrastructure will tighten grain supply and raise food prices.
- receipt: tweet ↗
DBA — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.4% · no listed options
- thesis: Argues attacks on Ukrainian export infrastructure will tighten grain supply and raise food prices.
- receipt: tweet ↗
UUP — via @MacroAlphaHQ↗ (grade A)
- crowd: 3 authors / 9 signals · 5d run -0.1% · no listed options
- thesis: Calls a Dollar Index breakout at 101.815 while distinguishing index strength from debasement.
- receipt: tweet ↗
LE=F — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bearish cattle-futures thesis from long liquidation, falling open interest and weakening cash trade.
- receipt: tweet ↗