Prospect Radar · 2026-08-28
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 @FrameworkWisely↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.9% · no listed options
- thesis: Explicitly names SE as the author's preferred current stock purchase.
- receipt: tweet ↗
IDN — via @realroseceline↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Low valuation, cash, margins and profitability support a five-year five-bagger thesis.
- receipt: tweet ↗
ISRG — via @JulienTechInvst (grade A)
- crowd: 2 authors / 3 signals · 5d run -2.0% · no listed options
- thesis: Discloses doubling ISRG to 12 shares and fully exiting 40 Uber shares.
- receipt: tweet ↗
CYTK — via @PersimmonTI↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +0.9% · no listed options
- thesis: Reports sustained 72-week KCCQ benefit for aficamten that reversed after washout.
- 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 ↗
SM — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.2% · no listed options
- thesis: Discloses long positions in VG, SM, and LEU and a watch list of coal equities.
- receipt: tweet ↗
PNG.V — via @KairosPraxis↗ (grade A, hot hand)
- crowd: 2 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Detailed bullish PNG.V valuation and defense-AUV thesis with explicit risks.
- receipt: tweet ↗
VG — via @davevermilion↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.3% · no listed options
- thesis: Discloses long positions in VG, SM, and LEU and a watch list of coal equities.
- receipt: tweet ↗
EBAY — via @sspencer_smb↗ (grade A)
- crowd: 4 authors / 10 signals · 5d run -2.2% · no listed options
- thesis: Contrasts post-spinoff performance: eBay rose fivefold while PayPal gained only 25%.
- 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 ↗
SNAP — via @ragingbullcap↗ (grade A)
- crowd: 5 authors / 8 signals · 5d run +2.3% · no listed options
- thesis: Author lists six longer-horizon candidates with margin, contract, multiple-expansion, subscription, or unit-growth catalysts.
- 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 ↗
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.
SE — via @FrameworkWisely↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.6% · no listed options
- thesis: Explicitly names SE as the author's preferred current stock purchase.
- receipt: tweet ↗
CLS — via @joedab12↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run +0.7% · no listed options
- thesis: Discloses a CLS position at 300 and argues it grows faster than Nvidia at a lower multiple.
- receipt: tweet ↗
MSOS — via @DougKass↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run +0.6% · no listed options
- thesis: Discloses a supersized cannabis position based on expected favorable rescheduling.
- receipt: tweet ↗
HK1952 — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses no MRNA position but a positive trial view, and states a current HK1952 position viewed as undervalued.
- receipt: tweet ↗
STX — via @blondesnmoney↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -2.4% · no listed options
- thesis: Bullish multi-year HDD thesis based on AI storage demand, pricing power and low valuations.
- receipt: tweet ↗
ISRG — via @JulienTechInvst (grade A)
- crowd: 4 authors / 5 signals · 5d run -1.6% · no listed options
- thesis: Discloses doubling ISRG to 12 shares and fully exiting 40 Uber shares.
- receipt: tweet ↗
SMTC — via @MMMTwealth↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +5.7% · no listed options
- thesis: Long-term bullish AI infrastructure basket backed by growth, valuation and capacity forecasts.
- receipt: tweet ↗
CYTK — via @PersimmonTI↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run -6.2% · no listed options
- thesis: Reports sustained 72-week KCCQ benefit for aficamten that reversed after washout.
- receipt: tweet ↗
VRSN — via @cultra↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author explicitly suggests buying Verisign and calls it a money-printing machine.
- receipt: tweet ↗
SM — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.6% · no listed options
- thesis: Discloses long positions in VG, SM, and LEU and a watch list of coal equities.
- receipt: tweet ↗
VG — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.2% · no listed options
- thesis: Discloses long positions in VG, SM, and LEU and a watch list of coal equities.
- receipt: tweet ↗
EBAY — via @sspencer_smb↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +1.4% · no listed options
- thesis: Contrasts post-spinoff performance: eBay rose fivefold while PayPal gained only 25%.
- receipt: tweet ↗