Prospect Radar · 2026-08-01

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.

COPX — via @Convertbond↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +1.4% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

XME — via @Convertbond↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -1.3% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

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 ↗

URNM — via @Convertbond↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -3.1% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

005930.KS — via @blondesnmoney↗ (grade A, hot hand)

• crowd: 4 authors / 6 signals · 5d run +0.0% · no listed options
• thesis: Explicitly discloses a long-Samsung, short-Micron pair trade.
• 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 ↗

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 ↗

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: 1 authors / 1 signals · 5d run +1.4% · no listed options
• thesis: Explicitly reports new and larger short hedges across six names at the open.
• 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 ↗

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 ↗

9863.HK — via @tphuang↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Reports strong July sales milestones for Geely and Leapmotor, including export and NEV growth.
• 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.

AWX.SI — via @Minnvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Makes a bullish comparative case for AEM based on scale, profitability, valuation, guidance and customer relationships.
• receipt: tweet ↗

XME — via @Convertbond↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -1.3% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

SLV — via @Convertbond↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +2.8% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

COPX — via @Convertbond↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +1.4% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

SE — via @Biotech2k1↗ (grade A, hot hand)

• crowd: 4 authors / 4 signals · 5d run +6.8% · no listed options
• thesis: Asia basket favors SE, GRAB, SIMO and HSAI, treats PONY as speculative, and questions KC.
• receipt: tweet ↗

XLE — via @Convertbond↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run -0.7% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

GLD — via @Convertbond↗ (grade A)

• crowd: 4 authors / 14 signals · 5d run +1.5% · no listed options
• thesis: Compares five-year gains across commodity and real-asset ETFs to argue the 60/40 portfolio is dead.
• receipt: tweet ↗

TSSI — via @PrismDM↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -7.0% · no listed options
• thesis: Reports daily and since-inception performance for an AI infrastructure index and constituents.
• receipt: tweet ↗

US30Y — via @PeterLBrandt↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Declares the bond down-cycle over and forecasts materially higher long-term Treasury yields.
• receipt: tweet ↗

AMBA — via @crux_capital_↗ (grade A)

• crowd: 5 authors / 8 signals · 5d run +5.1% · no listed options
• thesis: Discloses AMBA as the second-largest Physical AI holding and expresses takeover optimism.
• receipt: tweet ↗

ZB_F — via @PeterLBrandt↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Argues investors should expect structurally higher long-term yields, with the 30-year at 6%-7%.
• receipt: tweet ↗