Prospect Radar · 2026-07-25
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.
XAU — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Forecasts a 30% gold decline using a historical deleveraging comparison.
- receipt: tweet ↗
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 ↗
URB.A — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses portfolio ideas viewed as asymmetric, citing NAV discounts, asset backing and private-company optionality.
- 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 ↗
RCG — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses portfolio ideas viewed as asymmetric, citing NAV discounts, asset backing and private-company optionality.
- receipt: tweet ↗
FBTC — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Uses a $21.49M FBTC outflow and 2022 precedent to forecast Bitcoin weakness.
- 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: 3 authors / 3 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 ↗
HALO — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Fresh highs outside mega-cap technology are presented as early evidence of market rotation.
- 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 ↗
USDINR — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Highlights an upward DXY trend and its adverse implication for emerging markets and EM currencies.
- 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.
XAU — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Forecasts a 30% gold decline using a historical deleveraging comparison.
- receipt: tweet ↗
LQD — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Warns record investment-grade outflows could widen spreads and deepen losses in LQD.
- receipt: tweet ↗
IDGT — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly warns against averaging down and forecasts another test of the prior low.
- receipt: tweet ↗
SE — via @AparicioCadiz↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.9% · no listed options
- thesis: Makes an explicit $500 valuation call for SE based on falling oil and a near-term election catalyst.
- receipt: tweet ↗
FTI — via @KarelMercx↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Discloses oil and offshore drilling now exceed 25% of the portfolio after rallies and sales of Micron and Korea exposure.
- receipt: tweet ↗
LUNA — via @conviction_meta↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Frames creator coins and prior crypto failures as prolonged extraction events
- receipt: tweet ↗
FTX — via @conviction_meta↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Frames creator coins and prior crypto failures as prolonged extraction events
- receipt: tweet ↗
8039.TW — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports Taiflex rose 63% on expected PTFE supply exposure to Nvidia's Rubin Ultra.
- receipt: tweet ↗
URB.A — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses portfolio ideas viewed as asymmetric, citing NAV discounts, asset backing and private-company optionality.
- receipt: tweet ↗
STRC — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +1.9% · no listed options
- thesis: Argues concentrated STRC exposure can transmit leveraged Bitcoin-treasury losses into passive funds.
- receipt: tweet ↗
RCG — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses portfolio ideas viewed as asymmetric, citing NAV discounts, asset backing and private-company optionality.
- receipt: tweet ↗