Prospect Radar · 2026-08-15
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.
DVLT — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.3% · no listed options
- thesis: Highlights extreme dilution from 5.6M shares to nearly 1B shares in roughly two years.
- receipt: tweet ↗
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: 4 authors / 4 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 ↗
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 ↗
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 ↗
NVEC — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 3 authors / 5 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 ↗
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 ↗
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 ↗
DBO.TO — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Endorses a bullish D-Box thesis based on theatre adoption, consumer demand and network effects.
- 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 ↗
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.
WMTX — via @ChrisMMillas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says the author more than doubled WMTX and views it as a four-year asymmetric opportunity.
- receipt: tweet ↗
DVLT — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.3% · no listed options
- thesis: Highlights extreme dilution from 5.6M shares to nearly 1B shares in roughly two years.
- receipt: tweet ↗
TPL — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +5.2% · no listed options
- thesis: Defends TPL's land acquisition as strategic capacity for future data-center utilization.
- receipt: tweet ↗
VICR — via @FinnStockinger↗ (grade A, hot hand)
- crowd: 2 authors / 3 signals · 5d run +6.1% · no listed options
- thesis: Discloses an active gradual VICR entry, an existing AAOI holding, and a broader watchlist.
- receipt: tweet ↗
RTX — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -0.0% · no listed options
- thesis: Links RTX missile-wing work to Q2 revenue growth and expects hypersonic spending to rise sharply.
- receipt: tweet ↗
FOXA — via @ramahluwalia↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reviews Druckenmiller's 13F rotation from memory into cloud, storage and other thematic positions.
- receipt: tweet ↗
GLDX — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Finds gold elevated versus global M2 and GDP and judges current exposure high-risk with low reward.
- receipt: tweet ↗
EBAY — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run -7.9% · no listed options
- thesis: EBAY gross merchandise volume is described as returning to a clear uptrend.
- receipt: tweet ↗
CCJ — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +0.4% · no listed options
- thesis: Projects a severe long-term uranium supply gap as reactor demand rises and mine output falls
- receipt: tweet ↗
ENVX — via @StableBread↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -6.6% · no listed options
- thesis: Argues the 2028 NDAA Chinese-cell ban makes 2027 important and notes drones already drive most ENVX revenue.
- receipt: tweet ↗
STRL — via @majgeoinvesting↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +5.4% · no listed options
- thesis: Company visibility through 2030 is presented as counterevidence to claims that AI capital spending is a bubble.
- receipt: tweet ↗
TPC — via @majgeoinvesting↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Company visibility through 2030 is presented as counterevidence to claims that AI capital spending is a bubble.
- receipt: tweet ↗