Prospect Radar · 2026-08-18
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.
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 ↗
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: 3 authors / 4 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 ↗
PARR — via @AntonLaVay↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Refiners are called the market's best choices within a capital-scarcity regime favoring energy over technology.
- receipt: tweet ↗
UUUU — via @pennycheck↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run +3.5% · no listed options
- thesis: Argues early ownership of high-quality, fast-growing moat companies creates generational wealth.
- receipt: tweet ↗
TNOTE — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Warns Treasury notes are near a breakdown and could accelerate lower.
- 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 ↗
LOAR — 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 ↗
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 ↗
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 ↗
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 ↗
BAP — via @Biotech2k1↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Bought a BAP starter after selling DLO and would build BAP on a correction.
- 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.
402340.KS — via @JonahLupton↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a fund long in memory stocks and gives a deeply bullish valuation thesis for SK Hynix and SK Square.
- receipt: tweet ↗
121440.KS — via @puppyeh1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a small long in Golfzon and details a tender-offer valuation thesis.
- receipt: tweet ↗
SMSD — via @AlmaCap114204↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author explicitly buys the named growth companies with a one-year bullish horizon.
- receipt: tweet ↗
DOCN — via @AlmaCap114204↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +3.6% · no listed options
- thesis: Author explicitly buys the named growth companies with a one-year bullish horizon.
- receipt: tweet ↗
AWMLF — via @StableBread↗ (grade A)
- crowd: 1 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Details strong step-out drilling and an expanding mineralized trend as an AWMLF catalyst.
- receipt: tweet ↗
BTI — via @Ross__Hendricks↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -0.8% · no listed options
- thesis: Selects BTI as the author's side of a forward comparative wager.
- receipt: tweet ↗
HUBN — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a multi-year bullish HUBN AI-infrastructure thesis from a rumored Google order and capacity expansion.
- receipt: tweet ↗
VIAV — via @crux_capital_↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +7.7% · no listed options
- thesis: Bullish thesis cites 1.6T testing, CPO shipments, OCS dominance and a path toward $500M quarterly revenue.
- receipt: tweet ↗
CIEN — via @Arya__Deniz↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +4.6% · no listed options
- thesis: Believes memory and optical names are finished while GPU/CPU semis remain more secular.
- receipt: tweet ↗
UUUU — via @pennycheck↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -4.7% · no listed options
- thesis: Argues early ownership of high-quality, fast-growing moat companies creates generational wealth.
- receipt: tweet ↗
PARR — via @AntonLaVay↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Refiners are called the market's best choices within a capital-scarcity regime favoring energy over technology.
- receipt: tweet ↗