Prospect Radar · 2026-08-31
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.
3006 — via @aleabitoreddit↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses a position and presents a strongly bullish ESMT legacy-memory thesis
- receipt: tweet ↗
FN — via @crux_capital_ (grade A)
- crowd: 1 authors / 1 signals · 5d run -5.1% · no listed options
- thesis: Long-term thesis says capacity expansion and data-center growth support FN's strong future.
- receipt: tweet ↗
ASML — via @qualityequities↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run -3.8% · no listed options
- thesis: Author discloses a long ASML stance and argues its unique EUV position makes it highly valuable.
- receipt: tweet ↗
SOI — via @aleabitoreddit↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Bullish silicon-photonics thesis cites reservations, revenue floor and dominant substrate share
- receipt: tweet ↗
MYX.AX — via @puppyeh1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses continued accumulation based on undervaluation and a governance-change thesis.
- receipt: tweet ↗
WY — via @leevalueroach↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Calls WY dirt cheap and says it is something the author would hold as a cash alternative.
- receipt: tweet ↗
PRME — via @harry03994688↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Framework favors differentiated platforms and presents ABCL and PRME as high-potential small-cap examples.
- receipt: tweet ↗
POOL — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents POOL as a contrarian cyclical opportunity amid weak construction but a growing installed base.
- receipt: tweet ↗
CYTK — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -6.2% · no listed options
- thesis: Argues pharma LOE pressure makes valuable biotech assets likely acquisition targets.
- receipt: tweet ↗
EWTX — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues pharma LOE pressure makes valuable biotech assets likely acquisition targets.
- receipt: tweet ↗
SRRK — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares biotech takeover candidates and argues ABVX's price and safety risks limit appeal.
- receipt: tweet ↗