Prospect Radar · 2026-08-05
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.
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 ↗
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 ↗
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 ↗
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 ↗
USDC — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 7 signals · 5d run +0.0% · no listed options
- thesis: Argues agent-payment hype is premature but USDC already has durable settlement-rail dominance.
- receipt: tweet ↗
SAIA — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Notes several trucking stocks breaking their uptrends and watches whether current levels hold.
- receipt: tweet ↗
ODFL — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Notes several trucking stocks breaking their uptrends and watches whether current levels hold.
- receipt: tweet ↗
MRTN — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Notes several trucking stocks breaking their uptrends and watches whether current levels hold.
- receipt: tweet ↗
CCXI — via @OddDiligence↗ (grade A)
- crowd: 5 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Associates CCXI with the thesis that robotics and autonomous vehicles are the next AI wave.
- receipt: tweet ↗
LSTR — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Notes several trucking stocks breaking their uptrends and watches whether current levels hold.
- receipt: tweet ↗
ADVE — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reduced hedging demand is framed as supportive for software stocks alongside AI.
- receipt: tweet ↗
QTRX — via @ALEXEIMARTOV↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents bio-diagnostics data services as an AI-linked investment theme.
- receipt: tweet ↗