Prospect Radar · 2026-09-21
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.
RTX — via @LOGOinvestor↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -1.9% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
DAX — via @FroehlichThors1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -1.9% · no listed options
- thesis: Forecasts weak German investment, recessionary deterioration and a hard equity and housing correction.
- receipt: tweet ↗
SDAX — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Forecasts weak German investment, recessionary deterioration and a hard equity and housing correction.
- receipt: tweet ↗
LHX — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.7% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
LMT — via @LOGOinvestor↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +1.8% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
MDAX — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Forecasts weak German investment, recessionary deterioration and a hard equity and housing correction.
- receipt: tweet ↗
SHLD — via @LOGOinvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
REMX — via @Globalflows↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -2.1% · no listed options
- thesis: Recommends a specific forward call-options trade on REMX tied to U.S.-China talks.
- receipt: tweet ↗
GD — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -0.8% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
VNA.DE — via @MacroAlphaHQ↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reports Vonovia falling amid rent-control risk and trading 62% below reported net assets.
- receipt: tweet ↗
NOC — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.6% · no listed options
- thesis: Defense companies are presented as undervalued, predictable growers with unusually strong contracted backlogs.
- receipt: tweet ↗
IEF — via @FroehlichThors1↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -0.2% · no listed options
- thesis: Forecasts rotation into long-duration bonds as risk assets approach a final top.
- 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.
SFTB.NE — via @Pablo01618↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents SoftBank as an undervalued vertically integrated AI-infrastructure holding company.
- receipt: tweet ↗
PONY — via @Biotech2k1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +2.5% · no listed options
- thesis: Explicitly announces a new starter-position purchase in PONY.
- receipt: tweet ↗
HL — via @labubu_trader↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -2.5% · no listed options
- thesis: Explicit new equity purchase based on relative silver-versus-gold preference.
- receipt: tweet ↗
REMX — via @Globalflows↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +1.9% · no listed options
- thesis: Recommends a specific forward call-options trade on REMX tied to U.S.-China talks.
- receipt: tweet ↗
VNA.DE — via @MacroAlphaHQ↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Reports Vonovia falling amid rent-control risk and trading 62% below reported net assets.
- receipt: tweet ↗
PEPE — via @degentradingLSD↗ (grade A)
- crowd: 3 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Presents bullish compute, NAND and crypto repricing themes while disclosing partial ZEC profit-taking.
- receipt: tweet ↗
CAVA — via @ALEXEIMARTOV↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run -5.3% · no listed options
- thesis: Explicitly states CAVA remains a short despite willingness to trade it.
- receipt: tweet ↗
REGN — via @harry03994688↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.6% · no listed options
- thesis: Compares antibody-platform economics and argues REGN leads while ABCL remains far behind.
- receipt: tweet ↗
IEF — via @FroehlichThors1↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.2% · no listed options
- thesis: Forecasts rotation into long-duration bonds as risk assets approach a final top.
- receipt: tweet ↗
BR — via @bobspaysubstack↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -5.6% · no listed options
- thesis: Reports 16% cash, recent sales in three holdings and identifies ADYEN, INTU and BR as best opportunities.
- receipt: tweet ↗
ADYEN — via @bobspaysubstack↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reports 16% cash, recent sales in three holdings and identifies ADYEN, INTU and BR as best opportunities.
- receipt: tweet ↗
NVEC — via @ThematicTrader↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Research thesis identifies an isolator replacement opportunity for NVEC after competing parts reached end of life.
- receipt: tweet ↗