Prospect Radar · 2026-08-04
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.
FPR.AX — via @puppyeh1↗ (grade A, hot hand)
- crowd: 1 authors / 7 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long and expects the final takeover price to exceed A$4 per share.
- receipt: tweet ↗
INTU — via @Pablo01618↗ (grade A)
- crowd: 5 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: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: The author added IQE, citing relative strength, data-center demand and growth guidance.
- receipt: tweet ↗
POWI — via @MacroAlphaHQ↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.7% · no listed options
- thesis: Expects a soft guide to trigger a rapid test of 56 after a 23.5% monthly collapse ahead of earnings.
- receipt: tweet ↗
KRMN — via @BlackScholesMan↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -0.3% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
PKE — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- 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 ↗
TLN — via @ramahluwalia↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -0.7% · no listed options
- thesis: Bullish AI-power basket thesis with disclosed VST/TLN holdings and improving cloud economics.
- receipt: tweet ↗
DCO — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
MOG/A — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
FNGU — via @VolatilityWiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a successful existing long-FNGU, short-SOXL pair position.
- 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.
FPR.AX — via @puppyeh1↗ (grade A, hot hand)
- crowd: 1 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long and expects the final takeover price to exceed A$4 per share.
- receipt: tweet ↗
HMC — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.5% · no listed options
- thesis: Calls Honda's abandonment of its early humanoid-robot project a multigenerational strategic failure.
- receipt: tweet ↗
AMTM — via @davevermilion↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: States a prospective AMTM add tied to an SPCX rally, supported by revenue, valuation and profitability.
- receipt: tweet ↗
PKE — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
MOG/A — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
DCO — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says current ownership is insufficient, implying intent to add.
- receipt: tweet ↗
TLN — via @ramahluwalia↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +4.3% · no listed options
- thesis: Bullish AI-power basket thesis with disclosed VST/TLN holdings and improving cloud economics.
- receipt: tweet ↗
PPLI — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Earnings-call thesis highlights asset sales, MGM accumulation, buybacks and potential litigation value.
- receipt: tweet ↗
VIST — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +2.8% · no listed options
- thesis: Explicitly reports new long entries in two South American holdings.
- receipt: tweet ↗
EMBJ — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly reports new long entries in two South American holdings.
- receipt: tweet ↗
JPY — via @FroehlichThors1↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +2.6% · no listed options
- thesis: COT positioning shows yen-short FOMO followed by interventions and losses for shorts.
- receipt: tweet ↗