Prospect Radar · 2026-08-12

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: Discloses a new NVEC long and gives a strongly bullish growth, margin, valuation and dividend thesis.
• receipt: tweet ↗

BWET — via @FroehlichThors1↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Calls BWET the most obvious short while citing a 6% overnight rise in tanker rates.
• receipt: tweet ↗

CIEN — via @crux_capital_ (grade A)

• crowd: 4 authors / 4 signals · 5d run -5.7% · no listed options
• thesis: AI campus interconnection demand is presented as a major multiyear opportunity for optical-networking suppliers.
• receipt: tweet ↗

SILVER — via @KarelMercx↗ (grade A)

• crowd: 5 authors / 9 signals · 5d run +0.0% · no listed options
• thesis: ETF silver outflows reduced Western tightness, but renewed ETF demand is expected to send lease rates sharply higher.
• 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 ↗

XPEV — via @degentradingLSD↗ (grade A)

• crowd: 3 authors / 7 signals · 5d run -1.4% · no listed options
• thesis: Broad neocloud, memory and China-robotics framework includes earnings data and portfolio rotation.
• receipt: tweet ↗

GPN — via @conviction_meta↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -2.7% · no listed options
• thesis: Says GPN has begun reversing and rerated 45% while Bitcoin remains choppy.
• receipt: tweet ↗

NRG — via @ramahluwalia↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +2.3% · no listed options
• thesis: Discloses ownership and a bullish earnings and valuation thesis for nuclear-linked power producers.
• receipt: tweet ↗

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.

INIO — via @joedab12↗ (grade A)

• crowd: 4 authors / 7 signals · 5d run +0.0% · no listed options
• thesis: Explicit large INIO add supported by backlog, capacity, valuation and peer comparisons.
• receipt: tweet ↗

BWET — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Calls BWET the most obvious short while citing a 6% overnight rise in tanker rates.
• receipt: tweet ↗

XPEV — via @degentradingLSD↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Broad neocloud, memory and China-robotics framework includes earnings data and portfolio rotation.
• receipt: tweet ↗

ASND — via @Pablo01618↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Explicitly says the author is getting longer via speculative positions.
• receipt: tweet ↗

PBRR — via @AntonLaVay↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Bullish refinery basket thesis based on prolonged Hormuz disruption and elevated crack spreads.
• receipt: tweet ↗

NRG — via @ramahluwalia↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -0.1% · no listed options
• thesis: Discloses ownership and a bullish earnings and valuation thesis for nuclear-linked power producers.
• receipt: tweet ↗

KXIAY — via @ThematicTrader↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run -2.5% · no listed options
• thesis: The author is bullish on NAND and especially CXL memory pooling as KV-cache capacity scales toward 1 ZB by 2030.
• receipt: tweet ↗

DK — via @AntonLaVay↗ (grade A, hot hand)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Bullish refinery basket thesis based on prolonged Hormuz disruption and elevated crack spreads.
• receipt: tweet ↗

POWI — via @ThematicTrader↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +3.1% · no listed options
• thesis: Presents an 800VDC watch basket and identifies high-torque and underappreciated beneficiaries.
• receipt: tweet ↗

DLO — via @Biotech2k1↗ (grade A, hot hand)

• crowd: 4 authors / 4 signals · 5d run -6.1% · no listed options
• thesis: Details South American portfolio positions, sizing, and ongoing nibbling in newer holdings.
• receipt: tweet ↗

NBIX — via @adamfeuerstein↗ (grade A)

• crowd: 4 authors / 6 signals · 5d run -3.1% · no listed options
• thesis: Seven post-approval deaths and 80 serious-event hospitalizations are reported for Vykat XR users.
• receipt: tweet ↗