Prospect Radar · 2026-08-03
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.
COPPER — via @Pablo01618↗ (grade A)
- crowd: 3 authors / 3 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 ↗
COHU — via @FinnStockinger↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -5.3% · no listed options
- thesis: Builds a bullish Cohu thesis from earnings, tester utilization, HPC orders, HBM wins and capacity expansion.
- receipt: tweet ↗
CBRE — via @marketswithmay↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Uses CBRE earnings and segment growth to argue commercial real estate is recovering and supports the economy.
- receipt: tweet ↗
PL — via @yianisz↗ (grade A)
- crowd: 2 authors / 3 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 ↗
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 ↗
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 ↗
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 ↗
EFX — via @CapitalFaktory↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Detailed thesis sees Equifax as good but not exceptional due to costs, execution and governance.
- receipt: tweet ↗
PH — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.1% · no listed options
- thesis: Presents four companies exposed to construction-equipment automation, noting OUST is most speculative.
- 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 ↗
PSK.TO — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Summarizes a long-term framework for landowners, exchanges and royalty companies.
- 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.
INTU — via @Pablo01618↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +4.8% · no listed options
- thesis: Explicitly says they are buying INTU due to an underappreciated moat
- receipt: tweet ↗
IQE — via @snmart↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: The author added IQE, citing relative strength, data-center demand and growth guidance.
- receipt: tweet ↗
GRG — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Long-term bullish thesis argues capex pressure is ending and cash flow and margins are recovering.
- receipt: tweet ↗
COHU — via @FinnStockinger↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.2% · no listed options
- thesis: Builds a bullish Cohu thesis from earnings, tester utilization, HPC orders, HBM wins and capacity expansion.
- receipt: tweet ↗
MP — via @MMMTwealth↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run +1.6% · no listed options
- thesis: Maps underdiscussed copper and rare-earth beneficiaries of a future humanoid supply chain.
- receipt: tweet ↗
UUUU — via @MMMTwealth↗ (grade A, hot hand)
- crowd: 3 authors / 5 signals · 5d run +3.8% · no listed options
- thesis: Maps underdiscussed copper and rare-earth beneficiaries of a future humanoid supply chain.
- receipt: tweet ↗
CBRE — via @marketswithmay↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Uses CBRE earnings and segment growth to argue commercial real estate is recovering and supports the economy.
- receipt: tweet ↗
BURCA — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author discloses ownership and lays out a value-and-growth thesis, especially for BURCA.
- receipt: tweet ↗
FCX — via @MMMTwealth↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.5% · no listed options
- thesis: Maps underdiscussed copper and rare-earth beneficiaries of a future humanoid supply chain.
- receipt: tweet ↗
TMQ — via @MMMTwealth↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +3.2% · no listed options
- thesis: Maps underdiscussed copper and rare-earth beneficiaries of a future humanoid supply chain.
- receipt: tweet ↗
EFX — via @CapitalFaktory↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Detailed thesis sees Equifax as good but not exceptional due to costs, execution and governance.
- receipt: tweet ↗
RTX — via @pennycheck↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -0.8% · no listed options
- thesis: Says defense has bottomed and is attracting buyers after positive RTX and LMT calls.
- receipt: tweet ↗