Prospect Radar · 2026-07-20

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.

BXBL — via @OddDiligence↗ (grade A, hot hand)

• crowd: 4 authors / 4 signals · 5d run +0.0% · no listed options
• thesis: Explicitly predicts BXBL will go to zero while warning it may squeeze first, comparing it with ICCT.
• receipt: tweet ↗

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 ↗

KEY — via @MacroAlphaHQ↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Makes a concrete bearish forward call with trigger and horizon.
• 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 ↗

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 ↗

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 ↗

ICCT — via @OddDiligence↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly predicts BXBL will go to zero while warning it may squeeze first, comparing it with ICCT.
• 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 ↗

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 ↗

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 ↗

AA — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run -3.8% · no listed options
• thesis: Uses slower data-centre metals demand to support a long/short sector trade thesis.
• receipt: tweet ↗

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.

IRR — via @MacroAlphaHQ↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Uses the rial's collapse to argue failed fiat confidence strengthens the case for gold and Bitcoin.
• receipt: tweet ↗

BN — via @CapexAndChill↗ (grade A, hot hand)

• crowd: 4 authors / 5 signals · 5d run +2.8% · no listed options
• thesis: Ackman describes these holdings as high-quality durable compounders and explains Brookfield's appeal.
• receipt: tweet ↗

ASA — via @MacroAlphaHQ↗ (grade A)

• crowd: 2 authors / 6 signals · 5d run +0.0% · no listed options
• thesis: Argues synchronized miner performance and rotating leadership confirm a broad gold-mining sector bull market.
• receipt: tweet ↗

KEY — via @MacroAlphaHQ↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Makes a concrete bearish forward call with trigger and horizon.
• receipt: tweet ↗

ICCT — via @OddDiligence↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly predicts BXBL will go to zero while warning it may squeeze first, comparing it with ICCT.
• receipt: tweet ↗

DUOL — via @NitherDither↗ (grade A)

• crowd: 4 authors / 5 signals · 5d run -0.8% · no listed options
• thesis: Duolingo has gained about 20% over two months despite AI disruption concerns.
• receipt: tweet ↗

RW.V — via @KairosPraxis↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Discloses owning RW.V and argues its projected 2027 ARR multiple is cheap to reasonable.
• receipt: tweet ↗

XOP — via @AllVentured↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +4.4% · no listed options
• thesis: Argues refining-heavy energy ETFs remain undervalued despite record cracks and sharply higher earnings expectations.
• receipt: tweet ↗

2802.T — via @BCsickel↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Morgan Stanley forecasts accelerating Ajinomoto ABF volume, pricing and revenue from AI GPU demand.
• receipt: tweet ↗

HPQ — via @munster_gene↗ (grade A)

• crowd: 3 authors / 7 signals · 5d run +0.0% · no listed options
• thesis: Predicts an AI-driven hardware and memory upgrade cycle beginning in 2027.
• receipt: tweet ↗

SPACEX — via @MacroAlphaHQ↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Reports $320M of retail secondary-market inflows and warns illiquidity could trap investors if an IPO slips.
• receipt: tweet ↗

ANTHEM — via @TechCharts↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: ANTHEM completed a bullish reversal, met its objective and is forming a possible continuation triangle.
• receipt: tweet ↗