Prospect Radar · 2026-09-05
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.
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 ↗
AEO — via @Pablo01618↗ (grade A)
- crowd: 3 authors / 3 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 ↗
SEZL — via @ManuInvests (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.9% · no listed options
- thesis: Discloses retaining all SEZL shares and argues the selloff is overdone given fundamentals and valuation.
- 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 ↗
AIP — via @BCsickel↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.9% · no listed options
- thesis: Detailed thesis argues Arteris is an underappreciated AI and automotive NoC royalty growth story.
- 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 ↗
SIVE — via @Plaskpojken↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
- thesis: Says the author remains invested in Sivers for the long haul and increased the position weeks ago.
- 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 ↗
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 ↗
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 ↗
VLO — via @AntonLaVay↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +5.2% · no listed options
- thesis: Ranks power, refiners and memory as highest-conviction equity themes while expressing caution on crypto.
- 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.
SEZL — via @ManuInvests (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.9% · no listed options
- thesis: Discloses retaining all SEZL shares and argues the selloff is overdone given fundamentals and valuation.
- receipt: tweet ↗
AIP — via @BCsickel↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.9% · no listed options
- thesis: Detailed thesis argues Arteris is an underappreciated AI and automotive NoC royalty growth story.
- receipt: tweet ↗
GDX — via @gnoble79↗ (grade A)
- crowd: 3 authors / 5 signals · 5d run -0.4% · no listed options
- thesis: Rhetorical 'Got gold?' endorses gold and gold miners amid fiat debasement.
- receipt: tweet ↗
MA — via @qualityequities↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run -2.7% · no listed options
- thesis: Portfolio update discloses additions and a bullish long-term view while flagging FICO risk.
- receipt: tweet ↗
XCCC — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says low-quality credit is weakening and the XCCC/HYG ratio has reached new lows.
- receipt: tweet ↗
5803.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Japan's projected AI data-center expansion supports a long-term basket spanning power, cooling, fiber and operators.
- receipt: tweet ↗
6504.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Japan's projected AI data-center expansion supports a long-term basket spanning power, cooling, fiber and operators.
- receipt: tweet ↗
1969.T — via @semicon_eng1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Japan's projected AI data-center expansion supports a long-term basket spanning power, cooling, fiber and operators.
- receipt: tweet ↗
TRI — via @SamanthaLaDuc↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explicitly presents four software names as bottom-fishing plays and says the setups remain active.
- receipt: tweet ↗
ETHUSD — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Identifies a possible ETH bull flag at resistance and awaits breakout confirmation.
- receipt: tweet ↗
KLAC — via @SayNoToTrading↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +5.7% · no listed options
- thesis: Explains current KLAC additions and plans to buy more on weakness to correct an unintended underweight.
- receipt: tweet ↗
NAT — via @KarelMercx↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Links a 28.4% relative rise in Shanghai oil to tanker stocks reaching 52-week highs.
- receipt: tweet ↗