Prospect Radar · 2026-09-02
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.
HUG.WA — via @89Olle↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Added shares before Q2 based on very low valuation and expected capital returns.
- receipt: tweet ↗
GE — via @DimitryNakhla↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.8% · no listed options
- thesis: Discloses preferred aerospace holdings and calls Safran and GE Aerospace exceptional businesses.
- receipt: tweet ↗
WGMI — via @JonahLupton↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -3.7% · no listed options
- thesis: Explicitly recommends WGMI for basket exposure while a long-term trendline remains intact.
- receipt: tweet ↗
3006.TW — via @ALEXEIMARTOV↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares monthly and annualized growth at Nanya with continued exceptional growth at Elite Semiconductor.
- receipt: tweet ↗
HWM — via @DimitryNakhla↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -7.0% · no listed options
- thesis: Discloses preferred aerospace holdings and calls Safran and GE Aerospace exceptional businesses.
- receipt: tweet ↗
CBOE — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -2.6% · no listed options
- thesis: Long-term thesis compares land and exchange-data franchises as renewable, indefinite-lived monetizable assets.
- receipt: tweet ↗
EOS.AX — via @MarkosAAIG↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Detailed thesis argues EOS is becoming a complete modular counter-drone architecture provider.
- receipt: tweet ↗
ICE — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -1.4% · no listed options
- thesis: Long-term thesis compares land and exchange-data franchises as renewable, indefinite-lived monetizable assets.
- receipt: tweet ↗
CME — via @Divergent7651↗ (grade A, hot hand)
- crowd: 4 authors / 5 signals · 5d run +2.3% · no listed options
- thesis: Long-term thesis compares land and exchange-data franchises as renewable, indefinite-lived monetizable assets.
- receipt: tweet ↗
CHGG — via @TMTLongShort↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Outlines stages by which expanding AI agents drive enterprise labor-disruption panic.
- receipt: tweet ↗
NOC — via @LOGOinvestor↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -1.7% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- receipt: tweet ↗
GD — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.2% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- receipt: tweet ↗