Prospect Radar · 2026-08-02

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 ↗

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 ↗

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 ↗

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 ↗

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 ↗

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

• crowd: 5 authors / 6 signals · 5d run +3.0% · no listed options
• thesis: Asia basket favors SE, GRAB, SIMO and HSAI, treats PONY as speculative, and questions KC.
• receipt: tweet ↗

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

• crowd: 2 authors / 3 signals · 5d run +2.1% · no listed options
• thesis: Bullish thematic basket of South American ecommerce, fintech, banking, and payments companies.
• receipt: tweet ↗

USDJPY — via @FroehlichThors1↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: Warns against further yen weakness and argues US-Japan policy may pressure carry trades toward yen strength.
• receipt: tweet ↗

FLNC — via @PrismDM↗ (grade A)

• crowd: 4 authors / 4 signals · 5d run -6.6% · no listed options
• thesis: Reports daily and since-inception performance for an AI infrastructure index and constituents.
• receipt: tweet ↗

SOX — via @Convertbond↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: Bloomberg data show 2026 semiconductor performance was three times worse than the previous worst July.
• receipt: tweet ↗

APLD — via @PrismDM↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run -6.4% · no listed options
• thesis: Reports daily and since-inception performance for an AI infrastructure index and constituents.
• 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.

COPPER — via @Pablo01618↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author says copper is a top-ten portfolio position that will be held indefinitely and rejects bearish views.
• receipt: tweet ↗

RDW — via @yianisz↗ (grade A)

• crowd: 5 authors / 6 signals · 5d run -0.8% · no listed options
• thesis: Presents a bullish commercial-space basket focused on applications enabled by falling launch costs.
• receipt: tweet ↗

RSP — via @InvestiBrew↗ (grade A)

• crowd: 5 authors / 6 signals · 5d run +0.7% · no listed options
• thesis: Calls momentum bearish while favoring breadth, quality, value and long-duration Treasuries over AI and memory trades.
• receipt: tweet ↗

PL — via @yianisz↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents a bullish commercial-space basket focused on applications enabled by falling launch costs.
• receipt: tweet ↗

IRDM — via @yianisz↗ (grade A)

• crowd: 4 authors / 4 signals · 5d run +3.4% · no listed options
• thesis: Presents a bullish commercial-space basket focused on applications enabled by falling launch costs.
• receipt: tweet ↗

EME — via @Minnvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +7.1% · no listed options
• thesis: CBRE data supports a power-infrastructure basket benefiting from data-center expansion constraints.
• receipt: tweet ↗

HPS.A — via @Minnvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: CBRE data supports a power-infrastructure basket benefiting from data-center expansion constraints.
• receipt: tweet ↗

8035.T — via @SKundojjala↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Service revenue at major semiconductor-equipment firms is growing faster than equipment and signals utilization earlier.
• receipt: tweet ↗

PWR — via @Minnvestor↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +6.6% · no listed options
• thesis: CBRE data supports a power-infrastructure basket benefiting from data-center expansion constraints.
• receipt: tweet ↗

AIT — via @Minnvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Highlights repeated all-time highs and a 34% YTD gain with celebratory framing.
• receipt: tweet ↗

TRMB — via @Minnvestor↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Presents four companies exposed to construction-equipment automation, noting OUST is most speculative.
• receipt: tweet ↗

HEXA.B — via @Minnvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents four companies exposed to construction-equipment automation, noting OUST is most speculative.
• receipt: tweet ↗