Prospect Radar · 2026-08-19
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.
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 / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses a small long in Golfzon and details a tender-offer valuation thesis.
- receipt: tweet ↗
VRSN — via @realroseceline↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explains why VRSN has exceptional pricing power, with RMS and ASML as other examples of low customer price sensitivity.
- receipt: tweet ↗
DOCN — via @AlmaCap114204↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.6% · no listed options
- thesis: Author explicitly buys the named growth companies with a one-year bullish horizon.
- 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 ↗
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 ↗
CORD — via @davevermilion↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses holding CORD bought at $2 while expecting significant volatility or upside.
- receipt: tweet ↗
SCHD — via @LOGOinvestor↗ (grade A)
- crowd: 5 authors / 10 signals · 5d run +0.7% · no listed options
- thesis: Prefers low-volatility, high-quality dividend ETFs as protection from extreme market volatility.
- receipt: tweet ↗
ULG.SI — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a new small UltraGreen position based on profitability, niche dominance and secular demand, while noting volume risks.
- 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.
SRUUF — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses long positions in hard-asset ETFs and CCJ as part of a physical-assets thesis.
- receipt: tweet ↗
SUJA — via @realroseceline↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents a five-year investment thesis for a potential 3-5x SUJA return after a 70% post-IPO collapse.
- receipt: tweet ↗
COPX — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -0.0% · no listed options
- thesis: Discloses long positions in hard-asset ETFs and CCJ as part of a physical-assets thesis.
- receipt: tweet ↗
PPLT — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +3.3% · no listed options
- thesis: Discloses long positions in hard-asset ETFs and CCJ as part of a physical-assets thesis.
- receipt: tweet ↗
CORD — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses holding CORD bought at $2 while expecting significant volatility or upside.
- receipt: tweet ↗
ULG.SI — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a new small UltraGreen position based on profitability, niche dominance and secular demand, while noting volume risks.
- receipt: tweet ↗
ALOY — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.2% · no listed options
- thesis: Presents rare-earth magnets as a 2027-2030 bottleneck-driven humanoid investment theme.
- receipt: tweet ↗
IFP.TO — via @100xCompounding↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents Interfor valuation and duty reimbursement as upside within a lumber basket.
- receipt: tweet ↗
ALLW — via @dampedspring↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Promotes ALLW's diversified beta allocation after bonds, TIPS, gold and foreign assets outperformed.
- receipt: tweet ↗
UUP — via @InvestiBrew↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -1.1% · no listed options
- thesis: Says Treasury buybacks weaken the dollar and aid SPY liquidity while worsening inflation and TLT pressure.
- receipt: tweet ↗
VST — via @InvestiBrew↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run -2.7% · no listed options
- thesis: Sees electricity replacing chips as AI's constraint and utilities joining the AI value chain.
- receipt: tweet ↗
GCZ6 — via @BlacklionCTA↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author says cloud support and a positive flip helped keep the gold-futures position long.
- receipt: tweet ↗