Prospect Radar · 2026-08-09
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.
2059.TW — via @ChipsandWafers↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: King Slide reports its 22nd consecutive record revenue month with triple-digit growth.
- receipt: tweet ↗
PSLV — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
3037.TW — via @ChipsandWafers↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Unimicron posts a fourth consecutive record revenue month with strong annual and monthly growth.
- receipt: tweet ↗
EXK — via @KarelMercx↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
SLVR — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
VGLT — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Inflationary regime thesis favors short duration, TIPS, commodities and equities over nominal long-duration bonds.
- receipt: tweet ↗
STX — via @JonahLupton↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -5.1% · no listed options
- thesis: Discloses a hard long memory position backed by supply constraints, valuation and AI-demand thesis.
- receipt: tweet ↗
6770 — via @Leoskie_L↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues PSMC could rerate from cyclical DRAM foundry to a dual-engine memory and advanced-packaging platform.
- receipt: tweet ↗
3110.T — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Nittobo's operating margin trend has surged above 20%, supporting semiconductor-material optimism.
- receipt: tweet ↗
ESP — via @mathlonning↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses CVU, WSTL, and ASTS as large positions and expects ESP to benefit from defense tailwinds.
- receipt: tweet ↗
6871.T — via @ChipsandWafers↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues growing DRAM SKU diversity increases demand for uniquely designed probe cards across vendors.
- receipt: tweet ↗
7974.T — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Chart links Nintendo hardware popularity to results and shows a strong Switch 2 launch.
- 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.
2059.TW — via @ChipsandWafers↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: King Slide reports its 22nd consecutive record revenue month with triple-digit growth.
- receipt: tweet ↗
PSLV — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
3037.TW — via @ChipsandWafers↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Unimicron posts a fourth consecutive record revenue month with strong annual and monthly growth.
- receipt: tweet ↗
EXK — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
SLVR — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses silver-miner holdings and says he would own PSLV if legally available.
- receipt: tweet ↗
6770 — via @Leoskie_L↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues PSMC could rerate from cyclical DRAM foundry to a dual-engine memory and advanced-packaging platform.
- receipt: tweet ↗
3110.T — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Nittobo's operating margin trend has surged above 20%, supporting semiconductor-material optimism.
- receipt: tweet ↗
MDY — via @LogicalThesis↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +3.3% · no listed options
- thesis: Says breadth is expanding as equal-weight and mid-cap indexes hit new highs while tech lags
- receipt: tweet ↗
FCEL — via @snmart↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -5.5% · no listed options
- thesis: Frames IREN and FCEL as complementary plays on scarce grid-connected power for data centers.
- receipt: tweet ↗
RSP — via @LogicalThesis↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run +2.4% · no listed options
- thesis: Says breadth is expanding as equal-weight and mid-cap indexes hit new highs while tech lags
- receipt: tweet ↗
079550.KS — via @ALEXEIMARTOV↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long in LIG Nex1 and gives a detailed growth, backlog and contract thesis.
- receipt: tweet ↗
SPGI — via @AparicioCadiz↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.9% · no listed options
- thesis: Presents four dividend growers as attractively valued capital-preservation opportunities.
- receipt: tweet ↗