Prospect Radar · 2026-08-20
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.
SLG.SI — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Exits SLG.SI after a new competitor emerged and the stock fell 27% intraday.
- receipt: tweet ↗
COPX — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 4 authors / 4 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 ↗
MBLY — via @crux_capital_↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +3.4% · no listed options
- thesis: Discloses owning MBLY in the low $8s while avoiding CCXI and explains the long-term thesis.
- receipt: tweet ↗
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 ↗
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 ↗
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 ↗
MANH — via @crux_capital_↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Presents MANH as a favored long-term physical-AI software holding with strong cloud economics.
- 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 ↗
NXSN — via @DimitryNakhla↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a valuation and growth thesis for NextVision amid long-term drone and UAV adoption.
- receipt: tweet ↗
XAU — via @degentradingLSD↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Treasury easing supports crypto, gold and biotech while convertible hedging pressures neoclouds.
- 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 ↗
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.
FXLV — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The fund discloses long-held shorts expected to fail while explicitly denying a current NVDA short thesis.
- receipt: tweet ↗
SLG.SI — via @Minnvestor↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Exits SLG.SI after a new competitor emerged and the stock fell 27% intraday.
- receipt: tweet ↗
SNBRQ — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The fund discloses long-held shorts expected to fail while explicitly denying a current NVDA short thesis.
- receipt: tweet ↗
CHGG — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The fund discloses long-held shorts expected to fail while explicitly denying a current NVDA short thesis.
- receipt: tweet ↗
EQT — via @KarelMercx↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -0.4% · no listed options
- thesis: Calls EQT a no-brainer based on cash flow and convergence between US and global gas prices.
- receipt: tweet ↗
DQ — via @AllVentured↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Author added substantially to DQ, arguing polysilicon bottomed as downstream prices jumped 30%-40%.
- receipt: tweet ↗
AREN — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The fund discloses long-held shorts expected to fail while explicitly denying a current NVDA short thesis.
- receipt: tweet ↗
WOOF — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The fund discloses long-held shorts expected to fail while explicitly denying a current NVDA short thesis.
- receipt: tweet ↗
REGN — via @harry03994688↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +2.6% · no listed options
- thesis: Presents REGN and ABCL as defensible antibody-discovery platforms in an emerging digital-biology cycle.
- receipt: tweet ↗
MBLY — via @crux_capital_↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.2% · no listed options
- thesis: Discloses owning MBLY in the low $8s while avoiding CCXI and explains the long-term thesis.
- receipt: tweet ↗
DIM — via @JerryCap↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says the author is being pulled into DIM's momentum breakout, implying a new long entry.
- receipt: tweet ↗
EQR.AX — via @JonahLupton↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses a fund long based on low valuation, a prospective US listing and potential buybacks.
- receipt: tweet ↗