Prospect Radar · 2026-09-09
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.
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 ↗
LMND — via @MMMTwealth↗ (grade A)
- crowd: 5 authors / 10 signals · 5d run -3.2% · no listed options
- thesis: Discloses four largest positions in ranked order and compares upside and downside.
- 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 ↗
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: 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 ↗
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 ↗
IEF — via @DDBlakeFischer↗ (grade A)
- crowd: 1 authors / 1 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 ↗
TOPIX — via @dampedspring↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Pairs a possible short-term yen fade with a longer-term preference for JPY, TOPIX, and JGB over U.S. counterparts.
- 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.
LMND — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run -4.1% · no listed options
- thesis: Discloses four largest positions in ranked order and compares upside and downside.
- receipt: tweet ↗
MAGS — via @R_and_Invest↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +1.6% · no listed options
- thesis: Explicitly proposes buying a mega-cap technology basket and exiting after a 50% rise.
- receipt: tweet ↗
TOPIX — via @dampedspring↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Pairs a possible short-term yen fade with a longer-term preference for JPY, TOPIX, and JGB over U.S. counterparts.
- receipt: tweet ↗
SNAP — via @realroseceline↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run -0.7% · no listed options
- thesis: Presents a speculative SpaceX-Snap acquisition framework while explicitly saying it is unlikely, not breaking news.
- receipt: tweet ↗
JGB — via @dampedspring↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Pairs a possible short-term yen fade with a longer-term preference for JPY, TOPIX, and JGB over U.S. counterparts.
- receipt: tweet ↗
JPY — via @dampedspring↗ (grade A)
- crowd: 2 authors / 4 signals · 5d run +1.0% · no listed options
- thesis: Pairs a possible short-term yen fade with a longer-term preference for JPY, TOPIX, and JGB over U.S. counterparts.
- receipt: tweet ↗
NU — via @MMMTwealth↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +3.7% · no listed options
- thesis: Discloses four largest positions in ranked order and compares upside and downside.
- receipt: tweet ↗
0981.HK — via @tphuang↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: TrendForce data show SMIC catching Samsung while TSMC expands its foundry lead.
- receipt: tweet ↗
BNTX — via @harry03994688↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.7% · no listed options
- thesis: Contrasts recent biotech trial failures with ALNY's claimed 11 consecutive Phase 3 successes.
- receipt: tweet ↗
PTON — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.6% · no listed options
- thesis: Frames a crowded-yen reversal and commodity moves as evidence of capital rotating out of growth stocks.
- receipt: tweet ↗
BSX — via @InvestiBrew↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -6.5% · no listed options
- thesis: Frames a crowded-yen reversal and commodity moves as evidence of capital rotating out of growth stocks.
- receipt: tweet ↗
TNOTE — via @dampedspring↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Pairs a possible short-term yen fade with a longer-term preference for JPY, TOPIX, and JGB over U.S. counterparts.
- receipt: tweet ↗