Prospect Radar · 2026-09-03
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.
GE — via @DimitryNakhla↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -7.0% · no listed options
- thesis: Discloses preferred aerospace holdings and calls Safran and GE Aerospace exceptional businesses.
- receipt: tweet ↗
WGMI — via @JonahLupton↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -5.8% · no listed options
- thesis: Explicitly recommends WGMI for basket exposure while a long-term trendline remains intact.
- receipt: tweet ↗
HWM — via @DimitryNakhla↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -6.1% · no listed options
- thesis: Discloses preferred aerospace holdings and calls Safran and GE Aerospace exceptional businesses.
- 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 ↗
BUG — via @R_and_Invest↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +1.5% · no listed options
- thesis: Gemini 3.8 Flash Cyber reports superior patching, recall and cost benchmarks, threatening security vendors.
- 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 ↗
BAESY — via @LOGOinvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- receipt: tweet ↗
SHLD — via @LOGOinvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · 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 -4.7% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- receipt: tweet ↗
LMT — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -6.0% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- receipt: tweet ↗
LOUP — via @munster_gene↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues AI data-center spending growth will materially exceed PwC's long-run forecast.
- receipt: tweet ↗
NOC — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -4.8% · no listed options
- thesis: Bullish multi-month military-modernization basket based on backlogs and earnings visibility.
- 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.
SMSD — via @AlmaCap114204↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish multi-year thesis favors memory and SMSD, while also liking AMZN and hyperscalers as AI ROI emerges.
- receipt: tweet ↗
GC — via @labubu_trader↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Explicitly states a forward bullish gold view through the upcoming meeting.
- receipt: tweet ↗
MRX — via @blondesnmoney↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses continued Marex ownership and reiterates a favorable valuation and operating thesis.
- receipt: tweet ↗
HOG — via @leevalueroach↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: The author discloses buying HOG at $18 against a deeply bearish consensus.
- receipt: tweet ↗
WISE — via @IshfaaqPeerally↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -3.5% · no listed options
- thesis: Argues shared scale economies create durable moats, identifying Wise as the portfolio's best example.
- receipt: tweet ↗
TRI — via @Pablo01618↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses directing an adviser to buy TRI with meaningful weight and expresses conviction
- receipt: tweet ↗
4088.T — via @MikeFritzell↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses that the author's Air Water position is not yet fully built.
- receipt: tweet ↗
2330.TW — via @semivision_tw↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Frames reciprocal U.S.-Taiwan semiconductor investment as a durable engine of AI prosperity.
- receipt: tweet ↗
MDA — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.3% · no listed options
- thesis: Bullish multi-year thesis that acquisitions give MDA strategic access across several space markets.
- receipt: tweet ↗
BLK — via @FroehlichThors1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -3.5% · no listed options
- thesis: Identifies a bearish divergence on BlackRock's 20-year monthly chart.
- receipt: tweet ↗
STX — via @institLPGP↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -5.7% · no listed options
- thesis: Bullish compute-supply thesis argues demand timing favors NBIS and STX.
- receipt: tweet ↗
XLI — via @VolumeLeaders↗ (grade A, hot hand)
- crowd: 2 authors / 3 signals · 5d run -2.4% · no listed options
- thesis: Describes repeated bounces after a test from above as a dip-buy setup.
- receipt: tweet ↗