Prospect Radar · 2026-08-13
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.
INIO — via @joedab12↗ (grade A)
- crowd: 2 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Explicit large INIO add supported by backlog, capacity, valuation and peer comparisons.
- receipt: tweet ↗
8996.TW — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports Kaori up 66% in two weeks with 139% H1 revenue growth and Bloom supplier exposure.
- receipt: tweet ↗
BRL — via @MF_Camillus↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Brazil's deficits, taxes and debt are framed as a macro time bomb with an overvalued currency.
- receipt: tweet ↗
IQE — via @aleabitoreddit↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reaffirms long positions in IQE and AXTI and details contracts, debt reduction, guidance, and optical-supply growth.
- receipt: tweet ↗
ASND — via @Pablo01618↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Explicitly says the author is getting longer via speculative positions.
- receipt: tweet ↗
ASX — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +6.8% · no listed options
- thesis: Reports ASE monthly sales accelerating to a new record above the pandemic-era peak.
- receipt: tweet ↗
USDBRL — via @MF_Camillus↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Brazil's deficits, taxes and debt are framed as a macro time bomb with an overvalued currency.
- 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 ↗
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 ↗
6488.T — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says GlobalWafers monthly sales remain weak despite strength at peers.
- 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.
LAB — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -6.3% · no listed options
- thesis: Describes LAB collapsing over 99% amid alleged referral-driven selling and poor liquidity.
- receipt: tweet ↗
SIMO — via @yianisz↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run -6.8% · no listed options
- thesis: Presents SIMO as an underpriced AI memory pick-and-shovel within a broader bottleneck basket.
- receipt: tweet ↗
8996.TW — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports Kaori up 66% in two weeks with 139% H1 revenue growth and Bloom supplier exposure.
- receipt: tweet ↗
BRL — via @MF_Camillus↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Brazil's deficits, taxes and debt are framed as a macro time bomb with an overvalued currency.
- receipt: tweet ↗
ASX — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 5 authors / 7 signals · 5d run +6.4% · no listed options
- thesis: Reports ASE monthly sales accelerating to a new record above the pandemic-era peak.
- receipt: tweet ↗
GLNG — via @siyul (grade A)
- crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Discloses a long GLNG position and praises reliable execution of complex, large-scale vessel operations.
- receipt: tweet ↗
CRT — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a detailed speculative thesis that PBT's new platform could acquire CRT after restructuring.
- receipt: tweet ↗
USDBRL — via @MF_Camillus↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Brazil's deficits, taxes and debt are framed as a macro time bomb with an overvalued currency.
- receipt: tweet ↗
IQE — via @aleabitoreddit↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Reaffirms long positions in IQE and AXTI and details contracts, debt reduction, guidance, and optical-supply growth.
- receipt: tweet ↗
RUT — via @FroehlichThors1↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: States a forward intention to exit RUT and gives a bearish quality-rotation thesis.
- receipt: tweet ↗
PKOH — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Highlights PKOH's 138% rise and a logistics-sector valuation rerating linked to CRAWA.
- receipt: tweet ↗
IFA.TO — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Maintains a constructive earnings thesis and projects at least $65M annual revenue despite cost concerns.
- receipt: tweet ↗