Prospect Radar · 2026-09-08
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.
035420.KS — via @damnang2↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly states a short stance on Naver, resolved to its Korean listing.
- receipt: tweet ↗
CTOS — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Names three beaten-down, undercovered beneficiaries of rising AI power needs.
- receipt: tweet ↗
SIL — via @KarelMercx↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run +0.2% · no listed options
- thesis: Explicitly wants sustained exposure to oil and silver after strong 52-week performance.
- receipt: tweet ↗
BN — via @qualityequities↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -2.5% · no listed options
- thesis: Presents a multidecade bullish thesis for Brookfield across digital, energy and supply-chain infrastructure.
- receipt: tweet ↗
SGOV — via @Biotech2k1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.2% · no listed options
- thesis: Author discloses 70% allocation to SGOV while planning to sell other stocks before an expected crash.
- receipt: tweet ↗
ACMR — via @institLPGP↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses roughly 8% in STX and over 15% in ACMR as memory and storage proxies.
- receipt: tweet ↗
000660 — via @Leoskie_L↗ (grade A)
- crowd: 3 authors / 9 signals · 5d run +0.0% · no listed options
- thesis: Maintains a long-term bullish memory and power-infrastructure thesis despite a 38% drawdown.
- receipt: tweet ↗
FORM — via @RYANHINGSHING↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run +2.2% · no listed options
- thesis: Argues CPO testing demand is about to surge and highlights three testing-equipment beneficiaries.
- receipt: tweet ↗
TER — via @RYANHINGSHING↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run +0.6% · no listed options
- thesis: Argues CPO testing demand is about to surge and highlights three testing-equipment beneficiaries.
- receipt: tweet ↗
AEM — via @KarelMercx↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run -0.7% · no listed options
- thesis: Explicitly discloses owning AEM and agrees with the favorable parent view.
- receipt: tweet ↗
2454.TW — via @semivision_tw↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Projects a broadening Taiwan AI and semiconductor investment cycle led by major chip and infrastructure suppliers.
- receipt: tweet ↗
GCC.MX — via @Divergent7651↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Long-term thesis favors aggregate and concrete firms exposed to West Texas data-centre construction.
- 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.
ECHO — via @PassionAndLuck↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an ECHO position and argues buybacks can close its NAV discount.
- receipt: tweet ↗
ESMT — via @aleabitoreddit↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an ESMT position and a detailed bullish thesis based on major memory price hikes.
- receipt: tweet ↗
SREMF — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: References repeated prior advocacy and high conviction in the scandium holdings.
- receipt: tweet ↗
035420.KS — via @damnang2↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly states a short stance on Naver, resolved to its Korean listing.
- receipt: tweet ↗
SST — via @UrbanKaoboy↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a bullish capital-structure thesis based on debt reduction and equity value accrual.
- receipt: tweet ↗
SRL — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: References repeated prior advocacy and high conviction in the scandium holdings.
- receipt: tweet ↗
IEF — via @DDBlakeFischer↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.6% · no listed options
- thesis: Argues inflation-targeting policy caps IEF real returns near 3% and makes Treasuries unattractive.
- receipt: tweet ↗
CBIO — via @Biotech2k1↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Presents CBIO as a small speculative biotech with major upside versus SMMT.
- receipt: tweet ↗
RTO — via @SayNoToTrading↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bearish pest-control roll-up thesis contrasted with less commoditized industries.
- receipt: tweet ↗
PSNL — via @LogicalThesis↗ (grade A, hot hand)
- crowd: 2 authors / 4 signals · 5d run -1.1% · no listed options
- thesis: Says this is the first position exceeding 20% at cost since PSNL, but the current holding is unidentified.
- receipt: tweet ↗
BRZU — via @davevermilion↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a large leveraged BRZU purchase at horizontal support.
- receipt: tweet ↗
AEM — via @KarelMercx↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.6% · no listed options
- thesis: Explicitly discloses owning AEM and agrees with the favorable parent view.
- receipt: tweet ↗