Prospect Radar · 2026-07-23

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, hot hand)

• 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 ↗

FTAI — via @JonahLupton↗ (grade A, hot hand)

• crowd: 5 authors / 6 signals · 5d run +4.1% · no listed options
• thesis: Discloses a long and calls FTAI undervalued after a new $1.5B order.
• receipt: tweet ↗

EXX6 — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: German long bonds lost nearly 50% since the pandemic while a DAX ETF more than doubled.
• receipt: tweet ↗

EXS1 — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: German long bonds lost nearly 50% since the pandemic while a DAX ETF more than doubled.
• receipt: tweet ↗

RRC — via @TylerHardt↗ (grade A)

• crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
• thesis: Endorses a multi-month natural-gas opportunity thesis across the listed instruments.
• receipt: tweet ↗

EXE — via @TylerHardt↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Endorses a multi-month natural-gas opportunity thesis across the listed instruments.
• receipt: tweet ↗

IWR — via @InvestiBrew↗ (grade A)

• 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 ↗

OPEN — via @OHare888↗ (grade A)

• crowd: 4 authors / 5 signals · 5d run -7.8% · no listed options
• thesis: Compares WU's smaller loss and dividend with OPEN's 35% decline while promoting WU.
• 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 ↗

RIG — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +1.9% · 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 ↗

VAL — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +2.4% · no listed options
• thesis: Bullish offshore-services thesis: rising oil and LNG demand meets a structurally smaller fleet.
• 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.

EXX6 — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: German long bonds lost nearly 50% since the pandemic while a DAX ETF more than doubled.
• receipt: tweet ↗

EXS1 — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: German long bonds lost nearly 50% since the pandemic while a DAX ETF more than doubled.
• receipt: tweet ↗

PDYN — via @conviction_meta↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +1.1% · no listed options
• thesis: Describes PDYN edge autonomy and multi-agent drone coordination as an embodied-AI thesis.
• receipt: tweet ↗

LDI — via @TylerHardt↗ (grade A)

• crowd: 2 authors / 4 signals · 5d run +0.0% · no listed options
• thesis: Author says recurring mortgage pessimism near $1 has generally been a good buying opportunity.
• receipt: tweet ↗

TQQQ — via @Biotech2k1↗ (grade A)

• crowd: 3 authors / 6 signals · 5d run -5.6% · no listed options
• thesis: Explicit forward plan to sell an existing TQQQ position later today.
• receipt: tweet ↗

APPF — via @thaAdamLittle↗ (grade A)

• crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: RepVue ranks AppFolio third among public software sales organizations, behind Snowflake and CrowdStrike.
• receipt: tweet ↗

MDY — via @InvestiBrew↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +0.1% · no listed options
• thesis: Builds a mid-cap rotation framework using valuation, earnings, credit spreads, PMI and the yield curve.
• receipt: tweet ↗

SGOV — via @Biotech2k1↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.1% · no listed options
• thesis: The author details a bubble strategy combining core stocks, at least 50% safe assets and dip trades.
• receipt: tweet ↗

NOVT — via @MMMTwealth↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Musk's Optimus production goals underpin a bullish long-term robotics and component-supplier thesis.
• receipt: tweet ↗

MLPX — via @LOGOinvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Expects rising odds of a major price spike from Iran-related geopolitical instability across the tagged basket.
• receipt: tweet ↗

LPK.DE — via @FinnStockinger↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Author explains exiting LPK.DE, retaining it on a watchlist, and rotating proceeds into PENG.
• receipt: tweet ↗