Prospect Radar · 2026-07-26

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.

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 ↗

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 ↗

SE — via @AparicioCadiz↗ (grade A)

• crowd: 1 authors / 1 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: 3 authors / 3 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 ↗

NDAQ — via @ChemStat66667↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.5% · no listed options
• thesis: Says Nasdaq Inc. is stable, high quality, and preferable to volatile semiconductor 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 ↗

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

• crowd: 3 authors / 3 signals · 5d run +1.9% · no listed options
• thesis: Argues concentrated STRC exposure can transmit leveraged Bitcoin-treasury losses into passive funds.
• receipt: tweet ↗

TSMC — via @jiahanjimliu↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues memory scarcity reverses Apple's supplier power and physical-hardware owners will outperform Apple's weakening moat.
• receipt: tweet ↗

HYG — via @SamanthaLaDuc↗ (grade A, hot hand)

• crowd: 3 authors / 3 signals · 5d run -0.5% · no listed options
• thesis: Warns an ORCL downgrade could force bond sales, disrupt high yield and expose AI financing risks.
• 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.

NDAQ — via @ChemStat66667↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.5% · no listed options
• thesis: Says Nasdaq Inc. is stable, high quality, and preferable to volatile semiconductor exposure.
• receipt: tweet ↗

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

• crowd: 3 authors / 3 signals · 5d run -7.1% · no listed options
• thesis: Reports CoStar down 58.86% year to date, the worst S&P 500 performer.
• receipt: tweet ↗

SNT — via @AparicioCadiz↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents a long-term growth and valuation thesis for Synektik linked to Da Vinci adoption.
• receipt: tweet ↗

BF.B — via @Ross__Hendricks↗ (grade A)

• crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
• thesis: Explicitly recommends buying three alcohol producers on a contrarian demand thesis.
• receipt: tweet ↗

CYBT.CN — via @KairosPraxis↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues accelerating software vulnerabilities create a durable demand tailwind for Cybeats.
• receipt: tweet ↗

DEO — via @Ross__Hendricks↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly recommends buying three alcohol producers on a contrarian demand thesis.
• receipt: tweet ↗

STZ — via @Ross__Hendricks↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly recommends buying three alcohol producers on a contrarian demand thesis.
• receipt: tweet ↗

NEM — via @marketswithmay↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +3.9% · no listed options
• thesis: Calls NEM's quarter good, cites revenue, income and FCF growth, and says gold longs should remain fine for now.
• receipt: tweet ↗

SVR.AX — via @puppyeh1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Would strongly consider accepting a takeover-style premium despite seeking larger returns.
• receipt: tweet ↗

DGII — via @HUGMACH↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: The Japanese shorthand indicates withdrawing the NOK position and moving part of it into DGII.
• receipt: tweet ↗

7610 — via @Leoskie_L↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Maps tungsten disruption risk to PCB drill makers and identifies 7610 as a potential future substitute beneficiary.
• receipt: tweet ↗

DXY — via @SamanthaLaDuc↗ (grade A, hot hand)

• crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
• thesis: Reiterates a macro warning about higher oil, yields, the dollar, and AI exhaustion.
• receipt: tweet ↗