Prospect Radar · 2026-08-23
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.
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 ↗
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 ↗
REGN — via @mathlonning↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.8% · no listed options
- thesis: The phrase 'It's time' conveys forward bullish intent based on rising advertising.
- 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 ↗
CIEN — via @AnalysisOp↗ (grade A, hot hand)
- crowd: 1 authors / 1 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 ↗
MKSI — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Highlights a sharp improvement in MKS performance despite a past Atotech impairment.
- 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 ↗
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 ↗
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 ↗
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 ↗
SMR — via @MMMTwealth↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.1% · no listed options
- thesis: Discloses long positions in LAES and SMR while placing AEVA on a watch list.
- 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.
MKSI — via @ChemStat66667↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Highlights a sharp improvement in MKS performance despite a past Atotech impairment.
- receipt: tweet ↗
VOW.DE — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author sees Chinese disinflation pressuring German autos and expects the ECB's hawkish stance to reverse.
- receipt: tweet ↗
TCEHY — via @tphuang↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +2.8% · no listed options
- thesis: charts show rapid Chinese enterprise-AI adoption led by Tencent and Baidu products
- receipt: tweet ↗
HMM — via @KairosPraxis↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Proposes a three-year basket of secondary suppliers benefiting from hyperscaler capacity constraints.
- receipt: tweet ↗
SREMF — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a US-policy-linked watch list spanning mining and space transportation.
- receipt: tweet ↗
SRL — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Presents a US-policy-linked watch list spanning mining and space transportation.
- receipt: tweet ↗
MC.PA — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author argues luxury shares such as Hermès and LVMH are front-running a coming risk-asset bubble reversal.
- receipt: tweet ↗
CURLF — via @MrMojoRisinX↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Outlines a speculative cannabis consolidation path involving ACB and Curaleaf, including future uplisting.
- receipt: tweet ↗
DIS — via @StockMarketNerd↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.9% · no listed options
- thesis: Argues pure-play media firms cannot match mega-cap technology companies' spending power for sports rights.
- receipt: tweet ↗
MTUM — via @InvestiBrew↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.8% · no listed options
- thesis: Frames the week as a test of AI leadership amid rotation, exposure cuts, tighter financing and macro catalysts.
- receipt: tweet ↗
FEIM — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a US-policy-linked watch list spanning mining and space transportation.
- receipt: tweet ↗
5016.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Notes JX Advanced Metals rose 6% despite weak broader market conditions.
- receipt: tweet ↗