Prospect Radar · 2026-08-14
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.
XGN — via @BlueDuckCap↗ (grade A)
- crowd: 1 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: XGN remains a top holding based on valuation, a beat-and-raise quarter, and a new diagnostic marker.
- receipt: tweet ↗
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 ↗
GLNG — via @siyul (grade A)
- crowd: 1 authors / 1 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 ↗
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 ↗
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 ↗
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 ↗
IQE — via @crux_capital_ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish multi-year IQE thesis around constrained InP capacity and optical demand.
- receipt: tweet ↗
SYF — via @alphatrends↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Describes rising demand, higher lows and repeated resistance tests, with a chart stop.
- receipt: tweet ↗
CVX — via @MacroAlphaHQ↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +4.5% · no listed options
- thesis: Argues major oil firms are prioritizing debt reduction and shareholder returns over output growth.
- receipt: tweet ↗
SHEL — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.4% · no listed options
- thesis: Argues major oil firms are prioritizing debt reduction and shareholder returns over output growth.
- 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.
HROW — via @JonahLupton↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -1.0% · no listed options
- thesis: Discloses a long position and a multi-year growth thesis with potential 10x upside.
- receipt: tweet ↗
KEYS — via @AparicioCadiz↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +4.9% · no listed options
- thesis: Author presents KEYS as an undervalued, structurally growing compounder poised to rerate.
- receipt: tweet ↗
PTY — via @KrisPatel99↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Expresses forward intent to use PTY and cites yield coverage, NAV premium and manager support.
- receipt: tweet ↗
VTI — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 4 authors / 5 signals · 5d run +0.5% · no listed options
- thesis: Describes active staged sell orders intended to liquidate VTI into cash.
- receipt: tweet ↗
VXX — via @options_insight↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.7% · no listed options
- thesis: States a preferred forward structure for trading mean reversion after volatility shocks.
- receipt: tweet ↗
ANGX — via @davevermilion↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.9% · no listed options
- thesis: Discloses ownership and expects a major player to become involved.
- receipt: tweet ↗
ASX — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +5.8% · no listed options
- thesis: Sets Asian buy orders and explains a bullish AI-infrastructure basket thesis.
- receipt: tweet ↗
ALGM — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.4% · no listed options
- thesis: Author expects the humanoid-equipment theme to strengthen amid intense demand for Unitree exposure.
- receipt: tweet ↗
EROK — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues PBT's restructuring could catalyze royalty-trust deals and create acquisition opportunities for EROK.
- receipt: tweet ↗
NVEC — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author expects the humanoid-equipment theme to strengthen amid intense demand for Unitree exposure.
- receipt: tweet ↗
6324.T — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author expects the humanoid-equipment theme to strengthen amid intense demand for Unitree exposure.
- receipt: tweet ↗
SHA0.DE — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author expects the humanoid-equipment theme to strengthen amid intense demand for Unitree exposure.
- receipt: tweet ↗