Prospect Radar · 2026-08-21
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.
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 ↗
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 ↗
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 ↗
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 ↗
EQT — via @KarelMercx↗ (grade A, hot hand)
- crowd: 2 authors / 2 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: 2 authors / 3 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 ↗
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: 3 authors / 3 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 ↗
REGN — via @SayNoToTrading↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +2.6% · no listed options
- thesis: Explicitly halves a REGN holding due to persistent performance drag and weak long-term growth.
- receipt: tweet ↗
VRT — via @FinnStockinger↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run -7.8% · no listed options
- thesis: Bullish basket thesis on power and cooling suppliers benefiting from AI data-center constraints.
- receipt: tweet ↗
POWL — via @FinnStockinger↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.3% · no listed options
- thesis: Bullish basket thesis on power and cooling suppliers benefiting from AI data-center constraints.
- 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.
TT — via @SayNoToTrading↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Humorously but explicitly expresses intent to buy more of a five-stock HVAC basket.
- receipt: tweet ↗
CARR — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.8% · no listed options
- thesis: Humorously but explicitly expresses intent to buy more of a five-stock HVAC basket.
- receipt: tweet ↗
WSO — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Humorously but explicitly expresses intent to buy more of a five-stock HVAC basket.
- receipt: tweet ↗
2317.TW — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Foxconn's July sales reportedly reached a record early as AI-server assembly remained exceptionally strong.
- receipt: tweet ↗
RKT — via @institLPGP↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -5.6% · no listed options
- thesis: Bullish long-term RKT thesis based on share gains, MSR earnings and AI-driven cost reductions.
- receipt: tweet ↗
CSW — via @SayNoToTrading↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Humorously but explicitly expresses intent to buy more of a five-stock HVAC basket.
- receipt: tweet ↗
WISE — via @IshfaaqPeerally↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -3.3% · no listed options
- thesis: Discloses the three as top holdings collectively representing 65% of the portfolio.
- receipt: tweet ↗
RACE — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +5.2% · no listed options
- thesis: Reports fully selling RACE due to persistent product and brand-conviction concerns.
- receipt: tweet ↗
SPGI — via @DDBlakeFischer↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +3.0% · no listed options
- thesis: Discloses owning S&P Global and gives a constructive durability thesis.
- receipt: tweet ↗
OKLO — via @Kody__Rogers↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run -5.2% · no listed options
- thesis: Argues nuclear equities face an artificial discount despite strong demand and SMR's cash balance.
- receipt: tweet ↗
ASPI — via @Kody__Rogers↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run -6.3% · no listed options
- thesis: Bullish one-year nuclear-energy basket thesis based on claimed institutional accumulation.
- receipt: tweet ↗
LTBR — via @Kody__Rogers↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -2.7% · no listed options
- thesis: Bullish one-year nuclear-energy basket thesis based on claimed institutional accumulation.
- receipt: tweet ↗