Prospect Radar · 2026-07-27
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.
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 ↗
CSGP — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 2 authors / 2 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 ↗
IMPP — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Endorses a deep-value thesis based on cash, earnings, NAV and fleet value despite governance risk.
- receipt: tweet ↗
NEPA — via @89Olle↗ (grade A)
- crowd: 1 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Author describes strong expected profitability and discloses the company as the largest position.
- 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 ↗
CPH.TO — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues CPH.TO can act as a countercyclical specialty-pharma acquirer.
- 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 ↗
SVCO — via @PhotonCap↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Silvaco's Nvidia integration may compress simulations and pressure Synopsys while highlighting memory bottlenecks.
- receipt: tweet ↗
ALAB — via @yianisz↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run -4.0% · no listed options
- thesis: Notes 135% YTD performance and a 19% discount to the 20-day average before earnings.
- 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.
MUEL — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Details a long-horizon OTC rerating framework and uses MUEL's 5x-to-15x rerating as the model.
- receipt: tweet ↗
WTIC — via @SamanthaLaDuc↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Sets $91 as the trigger for a short-term crude spike after correctly calling a reversal.
- receipt: tweet ↗
FLNC — via @MMMTwealth↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run -4.5% · no listed options
- thesis: Presents AEHR and FLNC as top AI-buildout opportunities using guidance, valuation and backlog.
- receipt: tweet ↗
UHS — via @Pablo01618↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Discloses a new speculative UHS position with a short-term $170-$190 target.
- receipt: tweet ↗
IMPP — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Endorses a deep-value thesis based on cash, earnings, NAV and fleet value despite governance risk.
- receipt: tweet ↗
XERS — via @MichaelKudrna↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicit renewed long entry with technical setup and defined stop.
- receipt: tweet ↗
CPH.TO — via @Divergent7651↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues CPH.TO can act as a countercyclical specialty-pharma acquirer.
- receipt: tweet ↗
TSN — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run -0.6% · no listed options
- thesis: Mexican cattle flows restarting August 24 could rebalance supply and improve Tyson beef earnings.
- receipt: tweet ↗
NEPA — via @89Olle↗ (grade A)
- crowd: 1 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Author describes strong expected profitability and discloses the company as the largest position.
- receipt: tweet ↗
STAR.L — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Highlights STAR.L rising 10% despite weak oil and praises its chart.
- receipt: tweet ↗
NLR — via @Pablo01618↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +3.7% · no listed options
- thesis: Discloses additions to ENPH and NLR funded by selling the REMX basket.
- receipt: tweet ↗