Prospect Radar · 2026-07-22

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: 5 authors / 5 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 ↗

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 ↗

BRK.B — via @Divergent7651↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: Bullish contrarian thesis emphasizes Berkshire's cash, diversification, hard assets and valuation.
• receipt: tweet ↗

XPEV — via @AparicioCadiz↗ (grade A)

• crowd: 2 authors / 6 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 ↗

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 ↗

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 ↗

ROOT — via @IshfaaqPeerally↗ (grade A)

• crowd: 4 authors / 14 signals · 5d run -3.6% · no listed options
• thesis: Owned businesses are favored for leadership, capital efficiency and potential to become category leaders.
• 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 ↗

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.

LORENZO — via @MacroAlphaHQ↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explains how thin liquidity turns a token's parabolic paper gains into losses for late buyers.
• receipt: tweet ↗

LMND — via @ID_Research_↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -4.5% · no listed options
• thesis: The author presents a detailed AI-insurance disruption thesis and states LMND is now in the portfolio.
• receipt: tweet ↗

ROOT — via @IshfaaqPeerally↗ (grade A)

• crowd: 4 authors / 12 signals · 5d run -3.6% · no listed options
• thesis: Owned businesses are favored for leadership, capital efficiency and potential to become category leaders.
• receipt: tweet ↗

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

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Presents undervalued mid-caps and identifies credit and growth signals for rotation timing.
• receipt: tweet ↗

NVR — via @AparicioCadiz↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents a long-term bullish NVR thesis based on its asset-light model, efficiency, buybacks, and housing recovery.
• receipt: tweet ↗

BKNG — via @IshfaaqPeerally↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +2.1% · no listed options
• thesis: Owned businesses are favored for leadership, capital efficiency and potential to become category leaders.
• receipt: tweet ↗

NE — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• receipt: tweet ↗

TDW — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• receipt: tweet ↗

RIG — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -6.5% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• receipt: tweet ↗

VAL — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -5.9% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• receipt: tweet ↗

SDRL — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• receipt: tweet ↗

DTCR — via @StableBread↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues AI-model efficiency increases total compute demand, making infrastructure weakness a market misread.
• receipt: tweet ↗