Prospect Radar · 2026-07-19
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.
ABT — via @ramahluwalia↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +4.7% · no listed options
- thesis: Calls a rotation from crowded momentum into quality, favoring medical devices while expecting positioning to reset.
- receipt: tweet ↗
JPY — via @elerianm↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.2% · no listed options
- thesis: Warns that price hikes and policy doubts could renew yen weakness from around 162 per dollar.
- receipt: tweet ↗
PODD — via @ramahluwalia↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.9% · no listed options
- thesis: Calls a rotation from crowded momentum into quality, favoring medical devices while expecting positioning to reset.
- receipt: tweet ↗
SKYE — via @bioinvestor24↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Argues critical obesity pathways will win long term and compares delayed VKTX recognition with memory demand.
- receipt: tweet ↗
XLV — via @MacroAlphaHQ↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -0.2% · no listed options
- thesis: Reports large outflows from technology and inflows into financials, healthcare, and utilities.
- receipt: tweet ↗
6324 — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish 2040 robotics TAM framework using potential wage displacement across major industries.
- receipt: tweet ↗
XLF — via @MacroAlphaHQ↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +2.2% · no listed options
- thesis: Reports large outflows from technology and inflows into financials, healthcare, and utilities.
- receipt: tweet ↗
SCI — via @AparicioCadiz↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish fundamental thesis cites stable demand, EPS growth, buybacks, valuation and dividend yield.
- receipt: tweet ↗
HSAI — via @Biotech2k1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.6% · no listed options
- thesis: Discloses six international ideas with bullish growth theses and explicit valuation ranges.
- receipt: tweet ↗
VSAT — via @R_and_Invest↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -2.4% · no listed options
- thesis: Skyroot cost progress is framed as bullish for satellite firms and bearish for incumbent launch competitors.
- receipt: tweet ↗
CCXI — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish 2040 robotics TAM framework using potential wage displacement across major industries.
- receipt: tweet ↗
GRAB — via @Biotech2k1↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -3.9% · no listed options
- thesis: Discloses six international ideas with bullish growth theses and explicit valuation ranges.
- 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.
SI — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +6.1% · no listed options
- thesis: Reports silver below $60 and identifies $40-$50 as the next support zone amid tighter Fed expectations.
- receipt: tweet ↗
B — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -5.4% · no listed options
- thesis: Argues disciplined miner capex and shareholder returns make gold equities underappreciated.
- receipt: tweet ↗
ABT — via @ramahluwalia↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.7% · no listed options
- thesis: Calls a rotation from crowded momentum into quality, favoring medical devices while expecting positioning to reset.
- receipt: tweet ↗
MOD — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -7.1% · no listed options
- thesis: Identifies four ignored names as prospective long setups after the China-driven AI selloff.
- receipt: tweet ↗
PODD — via @ramahluwalia↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.9% · no listed options
- thesis: Calls a rotation from crowded momentum into quality, favoring medical devices while expecting positioning to reset.
- receipt: tweet ↗
CAT — via @ramahluwalia↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -6.5% · no listed options
- thesis: Says the momentum rally ended, parabolic names should be sold, and capital should rotate elsewhere.
- receipt: tweet ↗
CNH — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Identifies four ignored names as prospective long setups after the China-driven AI selloff.
- receipt: tweet ↗
XMTR — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +3.0% · no listed options
- thesis: Identifies four ignored names as prospective long setups after the China-driven AI selloff.
- receipt: tweet ↗
LUV — via @CapexAndChill↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.4% · no listed options
- thesis: Contrasts Netflix's fourfold value creation with Southwest's long-term decline and inferior business quality.
- receipt: tweet ↗
XLF — via @yianisz↗ (grade A)
- crowd: 3 authors / 6 signals · 5d run +2.2% · no listed options
- thesis: Frames recent weakness as rotation from technology into healthcare and financials rather than a broad bear market.
- receipt: tweet ↗
SKYE — via @bioinvestor24↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues critical obesity pathways will win long term and compares delayed VKTX recognition with memory demand.
- receipt: tweet ↗