Prospect Radar · 2026-08-17
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.
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 ↗
EMBJ3 — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicit short idea supported by cyclical exposure and a parabolic chart.
- receipt: tweet ↗
DWS — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly advises staying away from DWS despite its competitive strengths.
- 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 ↗
LAZR — via @ParadisLabs↗ (grade A)
- crowd: 2 authors / 7 signals · 5d run +0.0% · no listed options
- thesis: Presents LAZR as a comprehensive photonics tracker spanning substrates, equipment, lasers, and modules.
- 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 ↗
KLAC — via @qualityequities↗ (grade A, hot hand)
- crowd: 1 authors / 1 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 ↗
285A — via @degentradingLSD↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Explicit scale-out advice accompanies a bullish rally and positioning thesis.
- receipt: tweet ↗
XLY — via @DanielTNiles↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -1.4% · no listed options
- thesis: Author clarifies a conditional consumer-discretionary short hedge against higher oil
- receipt: tweet ↗
IRM — via @bjmtweets↗ (grade A, hot hand)
- crowd: 1 authors / 1 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 ↗
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.
DVN — via @LOGOinvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.9% · no listed options
- thesis: Detailed bullish DVN thesis emphasizes merger synergies, capital returns and energy security.
- receipt: tweet ↗
DWS — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly advises staying away from DWS despite its competitive strengths.
- receipt: tweet ↗
EMBJ3 — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicit short idea supported by cyclical exposure and a parabolic chart.
- receipt: tweet ↗
QURE — via @PythiaR↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +4.1% · no listed options
- thesis: Discloses a 5% QURE position and calls the setup a layup while acknowledging biotech risk.
- receipt: tweet ↗
GDXJ — via @marketplunger1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.3% · no listed options
- thesis: States the secular gold bull market remains intact and corrections improve its long-run trajectory.
- receipt: tweet ↗
LAZR — via @ParadisLabs↗ (grade A)
- crowd: 2 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Presents LAZR as a comprehensive photonics tracker spanning substrates, equipment, lasers, and modules.
- receipt: tweet ↗
ACSL — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Rakuten development is said to validate ACSL's defense-drone thesis and partnership potential.
- receipt: tweet ↗
HEI — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.0% · no listed options
- thesis: Author sold half of KRMN and TPL while retaining higher-conviction aerospace holdings.
- receipt: tweet ↗
HEI.A — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author sold half of KRMN and TPL while retaining higher-conviction aerospace holdings.
- receipt: tweet ↗
TDG — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +1.2% · no listed options
- thesis: Author sold half of KRMN and TPL while retaining higher-conviction aerospace holdings.
- receipt: tweet ↗
XLY — via @DanielTNiles↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -2.4% · no listed options
- thesis: Author clarifies a conditional consumer-discretionary short hedge against higher oil
- receipt: tweet ↗
LOAR — via @SayNoToTrading↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Author sold half of KRMN and TPL while retaining higher-conviction aerospace holdings.
- receipt: tweet ↗