Prospect Radar · 2026-07-21
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.
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 ↗
000660.KS — via @DarioCpx↗ (grade A)
- crowd: 4 authors / 9 signals · 5d run +0.0% · no listed options
- thesis: Gives SK hynix's Q2 earnings date and warns the event could trigger severe KOSPI downside.
- receipt: tweet ↗
SPGI — via @DimitryNakhla↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.4% · no listed options
- thesis: Advocates scaling into SPGI and ISRG now while preserving cash to average down.
- receipt: tweet ↗
NET — via @StockMarketNerd↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run +1.1% · no listed options
- thesis: Cloudflare is framed as crucial for securing and monetizing publisher content used by chatbots.
- receipt: tweet ↗
DUOL — via @NitherDither↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +1.2% · no listed options
- thesis: Duolingo has gained about 20% over two months despite AI disruption concerns.
- receipt: tweet ↗
285A.T — via @Minnvestor↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Reports sharp gains across six Asian technology stocks shortly after a bearish Cramer warning.
- 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 ↗
MI.KL — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports sharp gains across six Asian technology stocks shortly after a bearish Cramer warning.
- receipt: tweet ↗
PUMP — via @shanaka86↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -2.1% · no listed options
- thesis: Uses launchpad economics to argue crypto value accrues to casino-like apps while tokens often fail.
- receipt: tweet ↗
XOP — via @AllVentured↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +2.9% · no listed options
- thesis: Argues refining-heavy energy ETFs remain undervalued despite record cracks and sharply higher earnings expectations.
- receipt: tweet ↗
HPQ — via @munster_gene↗ (grade A)
- crowd: 4 authors / 7 signals · 5d run -2.2% · 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 ↗
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.
CSCO — via @SamanthaLaDuc↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -7.2% · no listed options
- thesis: Discloses existing swing-short positions and expresses strong confidence that downside is a matter of time.
- receipt: tweet ↗
LSTA — via @PrismDM↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Lists intraday percentage moves and price levels for five equities.
- receipt: tweet ↗
RIVN — via @AparicioCadiz↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -0.4% · no listed options
- thesis: Author cites 50%-90% collapses as evidence the EV-production theme was a bubble.
- receipt: tweet ↗
VOW.DE — via @siyul↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents a detailed sum-of-parts undervaluation thesis for Volkswagen with several rerating paths.
- receipt: tweet ↗
HPK — via @ZmansEnrgyBrain↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly bullish short-covering setup cites 30% short interest and strong oil.
- receipt: tweet ↗
402340.KS — via @JonahLupton↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long in SK Square and explains its large look-through valuation discount.
- receipt: tweet ↗
XPEV — via @AparicioCadiz↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.9% · no listed options
- thesis: Author cites 50%-90% collapses as evidence the EV-production theme was a bubble.
- receipt: tweet ↗
NIO — via @AparicioCadiz↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -2.4% · no listed options
- thesis: Author cites 50%-90% collapses as evidence the EV-production theme was a bubble.
- receipt: tweet ↗
FN — via @crux_capital_↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.1% · no listed options
- thesis: Detailed bullish AI-optics manufacturing thesis with explicit forecasts, capacity and risks.
- receipt: tweet ↗
VWAGY — via @siyul↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.6% · no listed options
- thesis: Frames Volkswagen as a deeply discounted conglomerate with independent paths to long-term rerating.
- receipt: tweet ↗
DAVV — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Calls for revisiting DAVV and expects its next leg to be driven by crypto after a semiconductor-linked selloff.
- receipt: tweet ↗