Prospect Radar · 2026-08-27

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.

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 ↗

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 ↗

3006.TW — via @aleabitoreddit↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses ownership of ESMT and presents a detailed bullish legacy-DRAM earnings thesis.
• receipt: tweet ↗

BWXT — via @pennycheck↗ (grade A)

• crowd: 5 authors / 7 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 ↗

ZTS — via @KrisPatel99↗ (grade A)

• crowd: 4 authors / 5 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 ↗

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 ↗

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 ↗

4971.TYO — via @ChipsandWafers↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents MEC as a beneficiary and tracker of China's aggressive ABF-substrate capacity buildout.
• receipt: tweet ↗

SNOW — via @AntonLaVay↗ (grade A)

• crowd: 5 authors / 6 signals · 5d run -3.0% · no listed options
• thesis: Reiterates bullish SaaS and BE views and anticipates Snowflake earnings using CRM and Okta read-throughs
• receipt: tweet ↗

AXP — via @CapitalFaktory↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -1.1% · no listed options
• thesis: Long-form research explains Amex's integrated model, premium customers, advantages and risks.
• 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.

3006.TW — via @aleabitoreddit↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses ownership of ESMT and presents a detailed bullish legacy-DRAM earnings thesis.
• receipt: tweet ↗

HITI — via @ragingbullcap↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
• receipt: tweet ↗

4971.TYO — via @ChipsandWafers↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents MEC as a beneficiary and tracker of China's aggressive ABF-substrate capacity buildout.
• receipt: tweet ↗

PNG.V — via @KairosPraxis↗ (grade A, hot hand)

• crowd: 5 authors / 7 signals · 5d run +0.0% · no listed options
• thesis: Detailed bullish PNG.V valuation and defense-AUV thesis with explicit risks.
• receipt: tweet ↗

W — via @alphatrends↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +1.6% · no listed options
• thesis: Discloses a position in Wayfair with a tight stop amid a higher-low consolidation.
• receipt: tweet ↗

HNRG — via @ragingbullcap↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
• receipt: tweet ↗

RAVE — via @ragingbullcap↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
• receipt: tweet ↗

TPB — via @ragingbullcap↗ (grade A)

• crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
• receipt: tweet ↗

HAYPP — via @ragingbullcap↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
• receipt: tweet ↗

AI — via @JasonLeavitt↗ (grade A)

• crowd: 3 authors / 4 signals · 5d run +0.2% · no listed options
• thesis: Says AI is shaping up, with the linked chart required for technical detail.
• receipt: tweet ↗

PPIH — via @majgeoinvesting↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Identifies stocks the author hopes to buy after temporary quarter-related declines.
• receipt: tweet ↗

285A — via @semicon_eng1↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Frames Micron and Kioxia as strategically supported national memory champions.
• receipt: tweet ↗