Prospect Radar · 2026-07-28
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.
DG — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.2% · no listed options
- thesis: States a highly convicted conditional plan to buy DG if rates rise.
- receipt: tweet ↗
WTIC — via @SamanthaLaDuc↗ (grade A, hot hand)
- crowd: 2 authors / 3 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 ↗
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 ↗
FLNC — via @MMMTwealth↗ (grade A)
- crowd: 4 authors / 8 signals · 5d run -5.4% · no listed options
- thesis: Presents AEHR and FLNC as top AI-buildout opportunities using guidance, valuation and backlog.
- receipt: tweet ↗
WISE.L — via @IshfaaqPeerally↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses Wise as the largest holding and endorses founder-led, long-tenured management.
- receipt: tweet ↗
AEHR — via @MMMTwealth↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.2% · no listed options
- thesis: Presents AEHR and FLNC as top AI-buildout opportunities using guidance, valuation and backlog.
- 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 ↗
NLR — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.5% · no listed options
- thesis: Discloses additions to ENPH and NLR funded by selling the REMX basket.
- receipt: tweet ↗
BWEN — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.3% · no listed options
- thesis: Details trimmed shorts, an added NVDA short, added longs and a shift to modest net-long exposure.
- receipt: tweet ↗
IBIT — via @KotlinerBTC↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -0.3% · no listed options
- thesis: Expects a severe Bitcoin-cycle event around late Q3 or early Q4 before a longer-term rebirth.
- receipt: tweet ↗
DPZ — via @BULLOFBRITAIN↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +4.4% · no listed options
- thesis: Discloses a highly concentrated SPY position plus AAPL and DPZ holdings.
- 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.
DG — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.2% · no listed options
- thesis: States a highly convicted conditional plan to buy DG if rates rise.
- receipt: tweet ↗
WISE.L — via @IshfaaqPeerally↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses Wise as the largest holding and endorses founder-led, long-tenured management.
- receipt: tweet ↗
BNO — via @AllVentured↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run -7.6% · no listed options
- thesis: Discloses a fresh bullish options adjustment and an explicit higher-oil thesis.
- receipt: tweet ↗
RRX — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents long-term high-conviction robotics, optics and application-layer baskets.
- receipt: tweet ↗
CSU — via @JerryCap↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explicitly recommends a two-stock equal-weight portfolio as the sleep-well allocation.
- receipt: tweet ↗
IBIT — via @KotlinerBTC↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run -4.1% · no listed options
- thesis: Expects a severe Bitcoin-cycle event around late Q3 or early Q4 before a longer-term rebirth.
- receipt: tweet ↗
SNDU — via @PassionAndLuck↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Calls SNDU's monthly chart merciless, conveying a strongly negative assessment.
- receipt: tweet ↗
FRO — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.9% · no listed options
- thesis: Longer Saudi tanker routes increase ton-miles and utilization, benefiting VLCC owners FRO and DHT.
- receipt: tweet ↗
ADI — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.4% · no listed options
- thesis: Presents a rest-of-decade bullish thesis for analog semiconductors across autos, IoT and data centers.
- receipt: tweet ↗
NOV — via @ZmansEnrgyBrain↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Issuer commentary supports a synchronized oil-services recovery and higher 2027 capex.
- receipt: tweet ↗
DHT — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Longer Saudi tanker routes increase ton-miles and utilization, benefiting VLCC owners FRO and DHT.
- receipt: tweet ↗