Prospect Radar · 2026-08-24
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.
SE — via @R_and_Invest↗ (grade A)
- crowd: 2 authors / 6 signals · 5d run -3.6% · no listed options
- thesis: Explicitly recommends SE and several U.S.-headquartered Chinese-founded companies as investments.
- receipt: tweet ↗
CMSG — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Values CMSG at a 23% NAV discount with 29.8% upside before other assets or further BTC accumulation.
- 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: 2 authors / 3 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 ↗
MC.PA — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 2 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 ↗
DIS — via @StockMarketNerd↗ (grade A)
- crowd: 4 authors / 4 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 ↗
CURLF — via @MrMojoRisinX↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Outlines a speculative cannabis consolidation path involving ACB and Curaleaf, including future uplisting.
- 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 ↗
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 ↗
KCE — via @blondesnmoney↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: An unspecified holding ranks sixth of 66 in KCE and first among pure-play investment banks.
- receipt: tweet ↗
AEP — via @SayNoToTrading↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -3.7% · no listed options
- thesis: Goldman study lists AI stocks jointly purchased by hedge and mutual funds in Q2.
- 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.
TPW.AX — via @michaeljburry↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly reports recent purchases and continued aggressive accumulation in both listings.
- receipt: tweet ↗
TPLWF — via @michaeljburry↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly reports recent purchases and continued aggressive accumulation in both listings.
- receipt: tweet ↗
IFA.TO — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explicit strong-buy call supported by revenue, margin, and valuation assumptions.
- receipt: tweet ↗
HUM.AX — via @puppyeh1↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explicitly buys shares, citing book value, low earnings multiple and improving fundamentals.
- receipt: tweet ↗
BTG — via @siyul (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reiterates a bullish BTG thesis after a 40% rise, citing permit progress and expected production ramp.
- receipt: tweet ↗
SE — via @R_and_Invest↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run -3.2% · no listed options
- thesis: Explicitly recommends SE and several U.S.-headquartered Chinese-founded companies as investments.
- receipt: tweet ↗
AXON — via @GabGrowth↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -1.1% · no listed options
- thesis: Discloses AXON as an 8% core holding with 9/10 conviction but valuation concerns.
- receipt: tweet ↗
BNO — via @LOGOinvestor↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +1.6% · no listed options
- thesis: Warns Iran may attack energy assets, creating chaos and higher oil prices.
- receipt: tweet ↗
CMSG — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Values CMSG at a 23% NAV discount with 29.8% upside before other assets or further BTC accumulation.
- receipt: tweet ↗
WSE — via @IshfaaqPeerally↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.5% · no listed options
- thesis: Presents scale economies shared as a durable moat, with Wise as the strongest portfolio example.
- receipt: tweet ↗
IVE — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Describes rotation from crowded AI-duration exposure toward companies with current cash earnings.
- receipt: tweet ↗
SOX — via @davevermilion↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Flags a possible inverted cup-and-handle while monitoring support
- receipt: tweet ↗