Prospect Radar · 2026-08-16

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 ↗

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 ↗

FOXA — via @ramahluwalia↗ (grade A)

• crowd: 1 authors / 1 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 ↗

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 ↗

VPG — via @snmart↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +6.0% · no listed options
• thesis: Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027.
• 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 ↗

AMBA — via @snmart↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -5.5% · no listed options
• thesis: Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027.
• receipt: tweet ↗

PURR — via @ramahluwalia↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -1.9% · no listed options
• thesis: Reviews Druckenmiller's 13F rotation from memory into cloud, storage and other thematic positions.
• receipt: tweet ↗

STRL — via @majgeoinvesting↗ (grade A)

• crowd: 1 authors / 1 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 ↗

LNG — via @KrisPatel99↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +6.1% · no listed options
• thesis: Links war-driven global yields and energy insecurity to US LNG capacity and diversified power investment.
• receipt: tweet ↗

MCO — via @AparicioCadiz↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +1.5% · no listed options
• thesis: Argues investor redemptions force funds to sell high-quality oligopolies when valuations are attractive.
• 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.

SPGI — via @JerryCap↗ (grade A)

• crowd: 5 authors / 7 signals · 5d run +2.6% · no listed options
• thesis: Explicitly advocates a maximum-conviction long position in SPGI.
• receipt: tweet ↗

IXC — via @LOGOinvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Expresses extreme bullishness on buying every energy dip while warning broader energy-market dynamics are dangerous.
• receipt: tweet ↗

BESI — via @ParadisLabs↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses current holdings and detailed bullish theses for an AI watchlist after the July selloff.
• receipt: tweet ↗

KLAC — via @qualityequities↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run +2.8% · no listed options
• thesis: Argues key semiconductor equipment suppliers have irreplaceable positions and were wrongly omitted from an AI-chain chart.
• receipt: tweet ↗

EWS — via @TechCharts↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Says Type 1 breakouts can exceed objectives and advises riding EWS beyond its price target.
• receipt: tweet ↗

MEDP — via @orrdavid↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Maintains a long-term thesis favoring AI-driven biotech and discloses MEDP as the concrete long expression.
• receipt: tweet ↗

IRM — via @bjmtweets↗ (grade A, hot hand)

• crowd: 2 authors / 2 signals · 5d run +6.8% · no listed options
• thesis: Retrospective portfolio letter reviews past picks, sales, gains and investment lessons across numerous stocks.
• receipt: tweet ↗

UPST — via @DDBlakeFischer↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run -2.1% · no listed options
• thesis: Several tech names are cited as extreme examples of large price declines despite revenue growth.
• receipt: tweet ↗

SE — via @bjmtweets↗ (grade A, hot hand)

• crowd: 4 authors / 6 signals · 5d run +7.5% · no listed options
• thesis: Retrospective portfolio letter reviews past picks, sales, gains and investment lessons across numerous stocks.
• receipt: tweet ↗

AMBA — via @snmart↗ (grade A)

• crowd: 4 authors / 4 signals · 5d run -5.5% · no listed options
• thesis: Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027.
• receipt: tweet ↗

VPG — via @snmart↗ (grade A)

• crowd: 3 authors / 5 signals · 5d run +6.0% · no listed options
• thesis: Presents a public-equity robotics watchlist and predicts robotics as a major AI-trade leg in 2027.
• receipt: tweet ↗