Prospect Radar · 2026-08-26

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 ↗

MO — via @FroehlichThors1↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +4.4% · no listed options
• thesis: Explicitly recommends accumulating Altria for pricing power and a potential 20–30% eventual yield.
• 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• thesis: Detailed bearish research argues TSCO's initiatives failed and its withdrawn long-term framework was unrealistic.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 ↗

CXW — via @davevermilion↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly says he continues buying prison operators while mocking AI and robotaxi TAM claims.
• receipt: tweet ↗

GEO — via @davevermilion↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +4.0% · no listed options
• thesis: Explicitly says he continues buying prison operators while mocking AI and robotaxi TAM claims.
• 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 ↗

ALNY — via @harry03994688↗ (grade A)

• crowd: 1 authors / 4 signals · 5d run +5.0% · no listed options
• thesis: Author compares biotech platforms and argues ABCL could join REGN and ALNY above a 50% approval-success potential.
• 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 ↗

JPY — via @MacroAlphaHQ↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.7% · no listed options
• thesis: Author argues Japan's policy constraint protects bonds at the yen's expense.
• receipt: tweet ↗

APO — via @TylerHardt↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -0.5% · no listed options
• thesis: Warns private-credit firms face a software-debt maturity cliff beginning in 2028.
• 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 ↗

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.

MO — via @FroehlichThors1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +4.7% · no listed options
• thesis: Explicitly recommends accumulating Altria for pricing power and a potential 20–30% eventual yield.
• receipt: tweet ↗

APH — via @SayNoToTrading↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +3.4% · no listed options
• thesis: Explicitly states an imminent plan to double the APH share count.
• receipt: tweet ↗

GEO — via @davevermilion↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +6.8% · no listed options
• thesis: Explicitly says he continues buying prison operators while mocking AI and robotaxi TAM claims.
• receipt: tweet ↗

CTOS — via @InvestiBrew↗ (grade A, hot hand)

• crowd: 1 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Argues CTOS merits its valuation due to margins, cash flow, utilization and AI exposure.
• receipt: tweet ↗

CXW — via @davevermilion↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Explicitly says he continues buying prison operators while mocking AI and robotaxi TAM claims.
• receipt: tweet ↗

ZTS — via @KrisPatel99↗ (grade A)

• crowd: 3 authors / 4 signals · 5d run +1.1% · no listed options
• thesis: Says the technical setup is attractive enough to buy amid a healthcare rotation thesis.
• receipt: tweet ↗

BWXT — via @pennycheck↗ (grade A)

• crowd: 3 authors / 5 signals · 5d run -5.6% · no listed options
• thesis: Author says they bought BWXT after its selection to deploy an advanced reactor for the Army's Janus program.
• receipt: tweet ↗

ATS.VI — via @KairosPraxis↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses concentrated long exposure to AI-optics names with a durable bullish thesis.
• receipt: tweet ↗

DNUT — via @jonathanmaze↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run -1.7% · no listed options
• thesis: Explains structural flaws in Krispy Kreme's store and logistics economics and doubts the turnaround.
• receipt: tweet ↗

INTR — via @Biotech2k1↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +3.9% · no listed options
• thesis: Explicit South America plan combines core holds with future entries conditional on a pullback.
• receipt: tweet ↗