Prospect Radar · 2026-07-24

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.

GLW — via @PhotonCap↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run -1.5% · no listed options
• thesis: Author explicitly states a very bullish long position in Corning.
• receipt: tweet ↗

PDYN — via @conviction_meta↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +7.8% · 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 ↗

IBIT — via @nickgiva1↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run +0.7% · no listed options
• thesis: Author hypothetically favors gold, Swiss francs and existing IBIT calls while forecasting a much weaker dollar.
• receipt: tweet ↗

GME — via @Biotech2k1↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -2.6% · no listed options
• thesis: Historical collapses are used to warn that price does not validate meme or mania valuations.
• receipt: tweet ↗

MDY — via @InvestiBrew↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run -0.7% · no listed options
• thesis: Builds a mid-cap rotation framework using valuation, earnings, credit spreads, PMI and the yield curve.
• receipt: tweet ↗

ETN — via @MarkosAAIG↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +4.8% · no listed options
• thesis: Argues 800V AI data centers benefit electrical and cooling infrastructure firms.
• receipt: tweet ↗

SGOV — via @Biotech2k1↗ (grade A)

• crowd: 1 authors / 1 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 ↗

VRT — via @MarkosAAIG↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run +3.4% · no listed options
• thesis: Argues 800V AI data centers benefit electrical and cooling infrastructure firms.
• 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 ↗

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 ↗

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.

STC — via @MacroAlphaHQ↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues STC's revenue growth is not a housing regime change and predicts the rally will fade.
• receipt: tweet ↗

SIF — via @majgeoinvesting↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author reviews five microcaps with bullish catalysts and explicit company-specific risks.
• receipt: tweet ↗

HYFT — via @yianisz↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish thesis says drug discovery is becoming a strategic AI workload that HYFT makes investable.
• receipt: tweet ↗

UMG — via @GutierrezCap_↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly reports adding both stocks today to exploit price declines.
• receipt: tweet ↗

MA — via @CapitalFaktory↗ (grade A)

• crowd: 4 authors / 4 signals · 5d run -0.7% · no listed options
• thesis: Long-form constructive thesis on Mastercard's payments moat, data services and technology strategy.
• receipt: tweet ↗

NQ_F — via @PeterLBrandt↗ (grade A)

• crowd: 5 authors / 8 signals · 5d run +0.0% · no listed options
• thesis: Discloses a company sell signal in NQ futures while explicitly stating no position.
• receipt: tweet ↗

AMTM — via @NitherDither↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Sees a bottom and SMA breakout supported by durable infrastructure demand and a potential federal catalyst.
• receipt: tweet ↗

IRDM — via @BlackScholesMan↗ (grade A)

• crowd: 4 authors / 4 signals · 5d run -1.9% · no listed options
• thesis: Asks whether it is time to sell IRDM puts, implying a bullish options entry.
• receipt: tweet ↗

SIMO — via @yianisz↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +2.5% · no listed options
• thesis: Frames SIMO's dividend as evidence that NAND controllers can be cash-returning AI infrastructure.
• receipt: tweet ↗

CNK — via @John_Hempton↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Compares annual attendance per screen—35,000 at Cinemark versus 23,000 at AMC—and criticizes AMC operations.
• receipt: tweet ↗

ZS — via @thaAdamLittle↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -5.1% · no listed options
• thesis: RepVue data show cybersecurity improving, weak inbound lead flow and broad ACV expansion.
• receipt: tweet ↗

NDLS — via @MichaelKudrna↗ (grade A)

• crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: NDLS revenue fell $8K despite 9.4% comps after closing 20 restaurants; earnings were due next morning.
• receipt: tweet ↗