Prospect Radar · 2026-07-29

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.

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 ↗

EQR.AX — via @JonahLupton↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Discloses a long position and argues a possible US listing and growth inflection make EQR.AX attractive.
• receipt: tweet ↗

ETN — via @LOGOinvestor↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -4.1% · no listed options
• thesis: Expresses forward intent to increase exposure to AI power-generation and picks-and-shovels names.
• receipt: tweet ↗

PWR — via @LOGOinvestor↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -8.0% · no listed options
• thesis: Expresses forward intent to increase exposure to AI power-generation and picks-and-shovels names.
• 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 ↗

SNDU — via @PassionAndLuck↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Calls SNDU's monthly chart merciless, conveying a strongly negative assessment.
• 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 ↗

TXN — via @DDBlakeFischer↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -4.9% · 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 ↗

XOP — via @TylerHardt↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -4.3% · no listed options
• thesis: Describes a rotation away from semiconductors and into software and energy, with PYPL's beat as supporting evidence.
• receipt: tweet ↗

8299.TW — via @KairosPraxis↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Maps Kimi memory and sandbox architecture to public beneficiaries in memory, interconnects, and deployment.
• 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.

CLS.TO — via @KairosPraxis↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Keeps CLS.TO untrimmed after strong guidance and details a multi-year growth thesis.
• receipt: tweet ↗

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

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents a self-funded sixfold silver-production expansion through 2030 as AYA's thesis.
• receipt: tweet ↗

CVU — via @mathlonning↗ (grade A)

• crowd: 1 authors / 4 signals · 5d run +0.0% · no listed options
• thesis: Discloses months of accumulation, a one-year $10 target and a backlog-supported thesis.
• receipt: tweet ↗

WCLD — via @JonahLupton↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses long WCLD and IGV positions based on a bullish software thesis.
• receipt: tweet ↗

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

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues FMX's non-bottling assets are undervalued and the multiple gap should close within a year.
• receipt: tweet ↗

BLDR — via @100xCompounding↗ (grade A)

• crowd: 1 authors / 3 signals · 5d run -4.6% · no listed options
• thesis: Author argues BLDR's trough cash flow and earnings power imply attractive valuation.
• receipt: tweet ↗

IVE — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Says capital is rotating from momentum into value and quality factors
• receipt: tweet ↗

GCT — via @davevermilion↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly identifies GCT as the stock the recipient should choose.
• receipt: tweet ↗

QUAL — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Says capital is rotating from momentum into value and quality factors
• receipt: tweet ↗