Prospect Radar · 2026-08-10
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.
AVUV — via @EricBalchunas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Praises AVUV's returns, stock selection and exceptional long-term inflows.
- receipt: tweet ↗
IQE — via @BULLOFBRITAIN↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Discloses an IQE purchase and a bullish photonics-sector trade thesis.
- receipt: tweet ↗
CEG — via @FinnStockinger↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +2.7% · no listed options
- thesis: Long-term AI infrastructure thesis highlights memory, cooling and power beneficiaries.
- receipt: tweet ↗
RSP — via @LogicalThesis↗ (grade A)
- crowd: 4 authors / 6 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 ↗
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 ↗
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 ↗
OPEN — via @Globalflows↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -7.6% · no listed options
- thesis: Expects another OPEN short squeeze if macro liquidity reaches a low-float, heavily shorted setup.
- receipt: tweet ↗
GH — via @labubu_trader↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +4.0% · no listed options
- thesis: Expects an OpenAI model release to lift AI-for-science sentiment and names three favorite stocks.
- receipt: tweet ↗
KYMR — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Relative-value biotech thesis strongly prefers KLRA and questions KYMR against competing therapies.
- 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 ↗
MDT — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.1% · no listed options
- thesis: Presents four dividend growers as attractively valued capital-preservation opportunities.
- 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.
CRON — via @siyul↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long and argues CRON remains sharply undervalued after strong Q2 growth.
- receipt: tweet ↗
IQE — via @FinnStockinger↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish silicon-photonics thesis from contracts, capacity expansion and supply agreements.
- receipt: tweet ↗
SMSN — via @edge_of_power↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Samsung's zHBM concept is framed as a major architectural advantage that could reshape AI-memory economics.
- receipt: tweet ↗
FXLV — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a covered SpaceX short and an existing short book of challenged businesses.
- receipt: tweet ↗
SNBR — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a covered SpaceX short and an existing short book of challenged businesses.
- receipt: tweet ↗
CHGG — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a covered SpaceX short and an existing short book of challenged businesses.
- receipt: tweet ↗
AVUV — via @EricBalchunas↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Praises AVUV's returns, stock selection and exceptional long-term inflows.
- receipt: tweet ↗
CEG — via @FinnStockinger↗ (grade A)
- crowd: 5 authors / 8 signals · 5d run -1.2% · no listed options
- thesis: Long-term AI infrastructure thesis highlights memory, cooling and power beneficiaries.
- receipt: tweet ↗
8136.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports Sanrio down 9% in after-hours trading and discloses no position.
- receipt: tweet ↗
MAXQ.NE — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Frames SpaceX's post-2028 payload shift as an opportunity for alternative launch and satellite firms.
- receipt: tweet ↗