Prospect Radar · 2026-08-22
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.
LMND — via @MontanaMatos↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +1.4% · no listed options
- thesis: Discloses ownership and a strong intention to hold LMND for the next decade.
- receipt: tweet ↗
DAL — via @FroehlichThors1↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run -7.8% · no listed options
- thesis: Bearish airline thesis cites oil, dollar exposure, and weakening economic travel demand.
- receipt: tweet ↗
AAL — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -6.8% · no listed options
- thesis: Bearish airline thesis cites oil, dollar exposure, and weakening economic travel demand.
- receipt: tweet ↗
EUR — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Sees rising political and recession risks for the euro as capital returns to the dollar.
- receipt: tweet ↗
HMM.A — via @KairosPraxis↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents HMM.A as an undervalued data-center-adjacent microcap with strong growth and tariff risk.
- receipt: tweet ↗
CSCO — via @AnalysisOp↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -0.6% · no listed options
- thesis: Forecasts a multi-year photonics, networking and interconnect boom driven by severe current constraints.
- receipt: tweet ↗
NOK — via @AnalysisOp↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -5.1% · no listed options
- thesis: Forecasts a multi-year photonics, networking and interconnect boom driven by severe current constraints.
- receipt: tweet ↗
TOTALES — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Crypto risk assets added $400B, suggesting the move is more than a bear-market bounce.
- receipt: tweet ↗
CIEN — via @AnalysisOp↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -7.7% · no listed options
- thesis: Forecasts a multi-year photonics, networking and interconnect boom driven by severe current constraints.
- receipt: tweet ↗
ETN — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -7.2% · no listed options
- thesis: Expects AI spending to shift upstream from chips toward grid intelligence.
- receipt: tweet ↗
BDSX — via @ALEXEIMARTOV↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Detailed portfolio update discloses position weights, 90% net-long exposure and thesis-driven reallocations.
- receipt: tweet ↗
XGN — via @ALEXEIMARTOV↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Detailed portfolio update discloses position weights, 90% net-long exposure and thesis-driven reallocations.
- receipt: tweet ↗