Prospect Radar · 2026-09-04
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.
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 ↗
LYFT — via @jiahanjimliu↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run -0.4% · no listed options
- thesis: Long-horizon thesis says Tesla robotaxis will dominate transport and disrupt Uber, Lyft and automakers.
- 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 ↗
RL — via @JunDo1050↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.2% · no listed options
- thesis: Long-term apparel comparison shows weakness in LULU/Nike versus gains in discount and luxury names.
- receipt: tweet ↗
SQQQ — via @Biotech2k1↗ (grade A)
- crowd: 2 authors / 5 signals · 5d run +1.5% · no listed options
- thesis: Plans an SQQQ hedge and has GTC sell orders set for VRT and BE before rotating sectors.
- 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 ↗
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 ↗
TEAM — via @yianisz↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +4.9% · no listed options
- thesis: Argues the AI trade is broadening from semiconductor infrastructure into software applications.
- receipt: tweet ↗
AUC.AX — via @puppyeh1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses exiting AUC.AX at A$1.45 because deal support and no competing bidder limit fair-value prospects.
- receipt: tweet ↗
ROST — via @JunDo1050↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.8% · no listed options
- thesis: Long-term apparel comparison shows weakness in LULU/Nike versus gains in discount and luxury names.
- 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.
IFA.TO — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Bullish microcap thesis cites accelerating revenue, EBITDA operating leverage and an attractive C$4 valuation.
- receipt: tweet ↗
RDI — via @ragingbullcap↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a detailed bullish valuation thesis based on asset coverage, deleveraging and cinema earnings.
- receipt: tweet ↗
LYFT — via @jiahanjimliu↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run -5.5% · no listed options
- thesis: Long-horizon thesis says Tesla robotaxis will dominate transport and disrupt Uber, Lyft and automakers.
- receipt: tweet ↗
AEO — via @Pablo01618↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +3.1% · no listed options
- thesis: Discloses a new leveraged AEO long with a comparative thesis and explicit upside expectation.
- receipt: tweet ↗
VVX — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly states an ongoing scale-in and gives valuation-derived upside targets.
- receipt: tweet ↗
AIRS — via @BlueDuckCap↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Author discloses a long AIRS position alongside a detailed recovery and growth thesis.
- receipt: tweet ↗
RL — via @JunDo1050↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.8% · no listed options
- thesis: Long-term apparel comparison shows weakness in LULU/Nike versus gains in discount and luxury names.
- receipt: tweet ↗
CVU — via @mathlonning↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish valuation thesis sees CVU benefiting from sector tailwinds and improved working capital.
- receipt: tweet ↗
AUC.AX — via @puppyeh1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses exiting AUC.AX at A$1.45 because deal support and no competing bidder limit fair-value prospects.
- receipt: tweet ↗
ROCH.NE — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Provides a broad obesity-sector framework comparing management choices and pipeline competitiveness.
- receipt: tweet ↗
NUVB — via @PersimmonTI↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses and explains several holdings in the author's top-ten biotech positions.
- receipt: tweet ↗
IMNM — via @PersimmonTI↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.9% · no listed options
- thesis: Discloses and explains several holdings in the author's top-ten biotech positions.
- receipt: tweet ↗