Prospect Radar · 2026-07-31
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.
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 ↗
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 ↗
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 ↗
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 ↗
MSOS — via @DougKass↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -1.4% · 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 ↗
XFAB — via @aleabitoreddit↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues XFAB's CPO and 800V exposure supports a 2027-28 growth rerating despite weak current revenue.
- receipt: tweet ↗
005930 — via @MarkosAAIG↗ (grade A)
- crowd: 3 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Samsung's call reinforces a multi-year memory scarcity and contract-floor thesis.
- receipt: tweet ↗
VOR — via @LogicalThesis↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Identifies WGS, STIM and VOR as the most bullish charts the author sees.
- receipt: tweet ↗
STIM — via @LogicalThesis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Identifies WGS, STIM and VOR as the most bullish charts the author sees.
- receipt: tweet ↗
MDAX — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The MDAX-DAX divergence is presented as evidence of weakness in Germany's domestic economy.
- 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 — via @crux_capital_ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Synthesizes earnings into a strongly bullish multi-layer optical and AI-infrastructure demand thesis.
- receipt: tweet ↗
XFAB — via @aleabitoreddit↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Argues XFAB's CPO and 800V exposure supports a 2027-28 growth rerating despite weak current revenue.
- receipt: tweet ↗
TVK.TO — via @rubicon59↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Retrospectively contrasts IESC's surge with TVK.TO's collapse.
- receipt: tweet ↗
DIVISLAB — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Identifies a clean breakout progressing toward its chart-pattern objective.
- receipt: tweet ↗
FCEL — via @AtlasShrug1↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +1.4% · no listed options
- thesis: Explicitly reports new and larger short hedges across six names at the open.
- receipt: tweet ↗
285A — via @degentradingLSD↗ (grade A)
- crowd: 5 authors / 22 signals · 5d run +0.0% · no listed options
- thesis: Long-form framework favors neoclouds and memory shares on compute scarcity, buybacks and improving flows.
- receipt: tweet ↗
CRBS — via @AtlasShrug1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly reports new and larger short hedges across six names at the open.
- receipt: tweet ↗
GC_F — via @PeterLBrandt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Long-term gold analog targets 7600 after a correction, with downside risk below 3000 first.
- receipt: tweet ↗
TSLQ — via @BradMunchen↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses continuing to hold TSLQ and prefers its liquidity despite higher fees.
- receipt: tweet ↗
GETY — via @bubbleboi↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Uses Sanrio's gain to advocate diversification and favors unique-data owners such as Getty.
- receipt: tweet ↗
EME — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.3% · no listed options
- thesis: Details existing and prospective infrastructure purchases, including a preferred current buy.
- receipt: tweet ↗
MDAX — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The MDAX-DAX divergence is presented as evidence of weakness in Germany's domestic economy.
- receipt: tweet ↗