Prospect Radar · 2026-07-30
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.
AIXA.DE — via @FinnStockinger↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Builds a detailed bullish photonics growth thesis from Aixtron's Q2 orders, backlog and guidance.
- receipt: tweet ↗
AYA — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 2 authors / 2 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 ↗
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 ↗
TROW — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Calls TROW's premium hope-driven and explicitly forecasts a near-term decline toward 111.
- receipt: tweet ↗
APH — via @marketswithmay↗ (grade A)
- crowd: 5 authors / 8 signals · 5d run -4.6% · no listed options
- thesis: Discloses owning APH and highlights strong earnings growth and essential AI infrastructure components.
- receipt: tweet ↗
BLDR — via @100xCompounding↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run -4.6% · no listed options
- thesis: Author argues BLDR's trough cash flow and earnings power imply attractive valuation.
- receipt: tweet ↗
005935.KS — via @AlmaCap114204↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Remains long Samsung preferreds and SK Hynix, citing forced-deleveraging exhaustion, low multiples and structural AI demand.
- 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 ↗
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 ↗
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 ↗
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.
AIXA.DE — via @FinnStockinger↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Builds a detailed bullish photonics growth thesis from Aixtron's Q2 orders, backlog and guidance.
- receipt: tweet ↗
GTBIF — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
TSNDF — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
VRNO — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
MSOS — via @DougKass↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -1.4% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
EQIX — via @marketswithmay↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.4% · no listed options
- thesis: Uses EQIX's 11% revenue and 24% FFO growth to argue the hyperscaler infrastructure buildout remains early.
- receipt: tweet ↗
GLAS — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
TRLV — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Adds aggressively on expectations for faster rescheduling and potential industry takeovers.
- receipt: tweet ↗
CGX.TO — via @ragingbullcap↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Argues Cineplex is undervalued versus peers, offers substantial rerating upside and remains a likely M&A target.
- receipt: tweet ↗
TROW — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Calls TROW's premium hope-driven and explicitly forecasts a near-term decline toward 111.
- receipt: tweet ↗
005930 — via @MarkosAAIG↗ (grade A)
- crowd: 3 authors / 7 signals · 5d run +0.0% · no listed options
- thesis: Samsung's call reinforces a multi-year memory scarcity and contract-floor thesis.
- receipt: tweet ↗
SAV.TB — via @MikeFritzell↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses ownership and calls Cambodia's visa-free Chinese travel positive for Samart Aviation.
- receipt: tweet ↗