Prospect Radar · 2026-09-06
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.
7822.TW — via @ChipsandWafers↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: V5 Technologies revenue is up 80% year to date and reached an all-time monthly high.
- receipt: tweet ↗
MA — via @qualityequities↗ (grade A, hot hand)
- crowd: 2 authors / 2 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 ↗
IVE — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author sees momentum and semiconductor weakness while expecting equal-weight and value factors to outperform next.
- receipt: tweet ↗
RSP — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.8% · no listed options
- thesis: Author sees momentum and semiconductor weakness while expecting equal-weight and value factors to outperform next.
- 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 ↗
XLRE — via @FroehlichThors1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -1.2% · no listed options
- thesis: Uses XLY, XLRE and BLDR as lagging evidence that excess liquidity masks weakening fundamentals.
- receipt: tweet ↗
KLAC — via @SayNoToTrading↗ (grade A)
- crowd: 2 authors / 2 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 ↗
INSW — via @KarelMercx↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +5.8% · no listed options
- thesis: Links a 28.4% relative rise in Shanghai oil to tanker stocks reaching 52-week highs.
- receipt: tweet ↗
DHT — via @KarelMercx↗ (grade A, hot hand)
- crowd: 2 authors / 2 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 ↗
ECO — via @KarelMercx↗ (grade A, hot hand)
- crowd: 2 authors / 2 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 ↗
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.
GRAB — via @GabGrowth↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run -5.3% · no listed options
- thesis: Author discloses GRAB as a continuing multi-year holding bought at $3.19 and expects 20%+ long-term returns.
- receipt: tweet ↗
7822.TW — via @ChipsandWafers↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: V5 Technologies revenue is up 80% year to date and reached an all-time monthly high.
- receipt: tweet ↗
IVE — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author sees momentum and semiconductor weakness while expecting equal-weight and value factors to outperform next.
- receipt: tweet ↗
RSP — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.8% · no listed options
- thesis: Author sees momentum and semiconductor weakness while expecting equal-weight and value factors to outperform next.
- receipt: tweet ↗
U — via @KawzInvests↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -3.8% · no listed options
- thesis: Argues AI models will complement game engines, creating opportunity after sector selloffs.
- receipt: tweet ↗
AEVA — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.4% · no listed options
- thesis: Presents a higher-beta basket with valuation, growth, and risk-reward theses.
- receipt: tweet ↗
XLRE — via @FroehlichThors1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -1.2% · no listed options
- thesis: Uses XLY, XLRE and BLDR as lagging evidence that excess liquidity masks weakening fundamentals.
- receipt: tweet ↗
CBK — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Says CBK and European financials remain strong following a recent breakout.
- receipt: tweet ↗
TPB — via @TechCharts↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Flags a triangle below the year-long average as a possible breakdown and short watchlist setup.
- receipt: tweet ↗
JNJ — via @PersimmonTI↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +2.7% · no listed options
- thesis: Highlights an approaching patent and revenue cliff across major pharmaceutical companies.
- receipt: tweet ↗
XLY — via @FroehlichThors1↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -2.0% · no listed options
- thesis: Uses XLY, XLRE and BLDR as lagging evidence that excess liquidity masks weakening fundamentals.
- receipt: tweet ↗
NVTS — via @MarkosAAIG↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +2.7% · no listed options
- thesis: Describes historical portfolio holdings built around emerging technology bottlenecks.
- receipt: tweet ↗