Prospect Radar · 2026-08-29
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.
MSOS — via @DougKass↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +0.6% · no listed options
- thesis: Discloses a supersized cannabis position based on expected favorable rescheduling.
- receipt: tweet ↗
WDC — via @blondesnmoney↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Bullish multi-year HDD thesis based on AI storage demand, pricing power and low valuations.
- receipt: tweet ↗
CLS — via @joedab12↗ (grade A)
- crowd: 2 authors / 3 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 ↗
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 ↗
COPX — via @MMMTwealth↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -0.2% · no listed options
- thesis: Presents a decade-long bullish basket across silver, copper, uranium and scandium, capped at six tickers.
- receipt: tweet ↗
DNN — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.1% · no listed options
- thesis: Presents a decade-long bullish basket across silver, copper, uranium and scandium, capped at six tickers.
- 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 ↗
CEG — via @joedab12↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run +1.4% · no listed options
- thesis: Compares the long-term nuclear exposure and upside potential of CEG and VST.
- receipt: tweet ↗
MTSI — via @crux_capital_ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.5% · no listed options
- thesis: Landmark's growth, capacity tightness and long-term contract are presented as bullish optical-supply-chain read-throughs.
- receipt: tweet ↗
IQE — via @crux_capital_ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Landmark's growth, capacity tightness and long-term contract are presented as bullish optical-supply-chain read-throughs.
- receipt: tweet ↗
AOSL — via @conviction_meta↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -6.7% · no listed options
- thesis: Identifies a chart-defined AOSL buy zone without explicit personal entry intent.
- 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.
OPEN — via @gnoble79↗ (grade A)
- crowd: 5 authors / 7 signals · 5d run -6.8% · no listed options
- thesis: Explicitly urges investors to flee OPEN and calls it a flaming capital incinerator.
- receipt: tweet ↗
BCOM — via @AllVentured↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish commodity-basket thesis cites a cup-and-handle breakout and multiple supply-demand drivers.
- receipt: tweet ↗
SUNB — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish long-term thesis cites reinvestment, returns, consolidation, and a large fragmented market.
- receipt: tweet ↗
DBK — via @FroehlichThors1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Private-debt exposure to US consumers is expected to create renewed problems for Deutsche Bank.
- receipt: tweet ↗
COPX — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.2% · no listed options
- thesis: Presents a decade-long bullish basket across silver, copper, uranium and scandium, capped at six tickers.
- receipt: tweet ↗
DNN — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.1% · no listed options
- thesis: Presents a decade-long bullish basket across silver, copper, uranium and scandium, capped at six tickers.
- receipt: tweet ↗
SILVER — via @labubu_trader↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses buying the gold and silver dip and gives a continuing hedge thesis.
- receipt: tweet ↗
SNAP — via @bjmtweets↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +3.6% · no listed options
- thesis: Compares retained earnings and mockingly implies SNAP repeatedly disappoints versus TSLA.
- receipt: tweet ↗
TLN — via @SayNoToTrading↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -5.8% · no listed options
- thesis: Argues AI-linked utilities lack defensive qualities and face correlation, debt, rate, and liability risks.
- receipt: tweet ↗
CEG — via @SayNoToTrading↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +1.4% · no listed options
- thesis: Argues AI-linked utilities lack defensive qualities and face correlation, debt, rate, and liability risks.
- receipt: tweet ↗
KLIC — via @aleabitoreddit↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -5.5% · no listed options
- thesis: Projects a traditional-packaging deficit and wire-bonding bottleneck benefiting named suppliers.
- receipt: tweet ↗
AMKR — via @aleabitoreddit↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.7% · no listed options
- thesis: Projects a traditional-packaging deficit and wire-bonding bottleneck benefiting named suppliers.
- receipt: tweet ↗