Prospect Radar · 2026-08-25
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.
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: 3 authors / 3 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 ↗
4062.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish basket of ABF suppliers and materials beneficiaries from an AI packaging bottleneck.
- receipt: tweet ↗
AXON — via @GabGrowth↗ (grade A)
- crowd: 2 authors / 2 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 ↗
AUD — via @MikeFritzell↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an existing long-JPY, short-AUD currency pair trade.
- 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 ↗
2802.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish basket of ABF suppliers and materials beneficiaries from an AI packaging bottleneck.
- receipt: tweet ↗
JPY — via @MikeFritzell↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -2.5% · no listed options
- thesis: Discloses an existing long-JPY, short-AUD currency pair trade.
- 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 ↗
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.
HROW — via @JonahLupton↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +4.6% · no listed options
- thesis: Discloses a fund long backed by a multi-year revenue, margin, EBITDA, and valuation thesis.
- receipt: tweet ↗
WOR.AX — via @BlackScholesMan↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reports a large new WOR.AX purchase backed by a five-year historical return claim.
- receipt: tweet ↗
TSCO — via @MattJMcClintock↗ (grade A, hot hand)
- crowd: 2 authors / 3 signals · 5d run +1.9% · no listed options
- thesis: Detailed bearish research argues TSCO's initiatives failed and its withdrawn long-term framework was unrealistic.
- receipt: tweet ↗
4062.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish basket of ABF suppliers and materials beneficiaries from an AI packaging bottleneck.
- receipt: tweet ↗
2802.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish basket of ABF suppliers and materials beneficiaries from an AI packaging bottleneck.
- receipt: tweet ↗
AUD — via @MikeFritzell↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an existing long-JPY, short-AUD currency pair trade.
- receipt: tweet ↗
JPY — via @MikeFritzell↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +0.7% · no listed options
- thesis: Discloses an existing long-JPY, short-AUD currency pair trade.
- receipt: tweet ↗
NAIL — via @labubu_trader↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses existing TLT calls and leveraged-equity holdings based on an expected long-bond short squeeze.
- receipt: tweet ↗
LABU — via @labubu_trader↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Discloses existing TLT calls and leveraged-equity holdings based on an expected long-bond short squeeze.
- receipt: tweet ↗
BX — via @TylerHardt↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +2.0% · no listed options
- thesis: Warns private-credit firms face a software-debt maturity cliff beginning in 2028.
- receipt: tweet ↗
OWL — via @TylerHardt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.7% · no listed options
- thesis: Warns private-credit firms face a software-debt maturity cliff beginning in 2028.
- receipt: tweet ↗
MOD — via @AtlasShrug1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -6.3% · no listed options
- thesis: Argues AI-infrastructure stocks are heavy and may have peaked for this cycle due to data-center opposition.
- receipt: tweet ↗