Prospect Radar · 2026-08-11
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.
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: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish silicon-photonics thesis from contracts, capacity expansion and supply agreements.
- 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 ↗
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 ↗
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 ↗
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 ↗
SDRL — via @100xCompounding↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Sees strong 2027-28 offshore drilling conditions after positive earnings read-throughs.
- receipt: tweet ↗
TDY — via @SayNoToTrading↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Author discloses owning TDY and explains its space-imaging exposure and relationship to Planet Labs.
- receipt: tweet ↗
VRT — via @Biotech2k1↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +2.7% · no listed options
- thesis: Discloses a new VRT starter and existing data-center holdings
- receipt: tweet ↗
FICO — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.4% · no listed options
- thesis: Author is actively reducing FICO on leverage, competition, regulation and bounded-upside concerns.
- receipt: tweet ↗
UNITREE.IPO — via @aleabitoreddit↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Extreme Unitree IPO demand is framed as a catalyst for US humanoid-robotics valuations.
- 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.
NVEC — via @ThematicTrader↗ (grade A)
- crowd: 1 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Explicitly announces a new NVEC long based on growth, margin of safety and dividend yield.
- receipt: tweet ↗
ROAD — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Maintains a forward bullish call on ROAD after a prior rise; notes NVDA may have disrupted another trade.
- receipt: tweet ↗
SHAZ — via @JonahLupton↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +1.9% · no listed options
- thesis: Bullish CRWV infrastructure thesis includes disclosed holdings in IREN, CIFR and SHAZ, with CLSK under consideration.
- receipt: tweet ↗
TRI — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses purchases of 100 INTU shares and 200 TRI shares with an AI-efficiency thesis.
- receipt: tweet ↗
SMR — via @MMMTwealth↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run +4.2% · no listed options
- thesis: Discloses a losing SMR position while maintaining a constructive long-term SMR-sector thesis.
- receipt: tweet ↗
FICO — via @Divergent7651↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run -0.8% · no listed options
- thesis: Author is actively reducing FICO on leverage, competition, regulation and bounded-upside concerns.
- receipt: tweet ↗
CIBR — via @mathlonning↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run +2.0% · no listed options
- thesis: Explicitly considers a new short in CIBR based on excessive sector valuation or momentum.
- receipt: tweet ↗
SU.PA — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Calls Schneider Electric a top-quality European technology company and discloses a long-held position.
- receipt: tweet ↗
GPN — via @conviction_meta↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.7% · no listed options
- thesis: Says GPN has begun reversing and rerated 45% while Bitcoin remains choppy.
- receipt: tweet ↗
OIH — via @Convertbond↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run +5.9% · no listed options
- thesis: Reports 2026 gains of 44% for OIH, 25% for COPX and 4% for MAGS.
- receipt: tweet ↗
UNITREE.IPO — via @aleabitoreddit↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Extreme Unitree IPO demand is framed as a catalyst for US humanoid-robotics valuations.
- receipt: tweet ↗