Prospect Radar · 2026-09-25
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.
AMBA — via @Pablo01618↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +4.4% · no listed options
- thesis: Explicitly remains long AMBA with a $90-$100 target and a Thanksgiving or earnings catalyst window.
- receipt: tweet ↗
ZB — via @dampedspring↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Explicitly enters a bullish ZB delta position using put spreads.
- receipt: tweet ↗
JKS — via @AllVentured↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: States a concrete conditional entry plan to buy JKS near $7.
- receipt: tweet ↗
IUSB — via @EricBalchunas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: IUSB is forecast to surpass AGG in assets by decade-end due to stronger flows and broader credit exposure.
- receipt: tweet ↗
OTIS — via @bobspaysubstack↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses recent additions and explicit plans for deploying more cash into selected stocks.
- receipt: tweet ↗
SPGI — via @bobspaysubstack↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run -0.2% · no listed options
- thesis: Discloses recent additions and explicit plans for deploying more cash into selected stocks.
- receipt: tweet ↗
NVR — via @realroseceline↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Explains how disciplined buybacks can compound per-share value, using NVR as the example.
- receipt: tweet ↗
LULU — via @Convertbond↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +2.3% · no listed options
- thesis: The author cites widespread internal market damage, with many stocks 20%–70% below all-time highs.
- receipt: tweet ↗
CIEN — via @damnang2↗ (grade A, hot hand)
- crowd: 5 authors / 5 signals · 5d run +4.1% · no listed options
- thesis: Presents both optics companies as underappreciated opportunities with significant growth potential.
- receipt: tweet ↗
8046.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Separates confirmed AI-substrate strength from an unconfirmed leadframe theme using flow and volume data.
- receipt: tweet ↗
BLDR — via @institLPGP↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.0% · no listed options
- thesis: Discloses cuts, large additions and a full WOLF exit while considering trimming STX.
- 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.
000660.KS — via @JonahLupton↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.0% · no listed options
- thesis: Presents a long-term valuation thesis for SK Hynix and SK Square using cash, earnings and NAV discounts.
- receipt: tweet ↗
402340.KS — via @JonahLupton↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents a long-term valuation thesis for SK Hynix and SK Square using cash, earnings and NAV discounts.
- receipt: tweet ↗
ADSK — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -3.5% · no listed options
- thesis: Explicitly declares a long position in Autodesk amid skepticism about AI replacing architects.
- receipt: tweet ↗
3189.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Details concentrated foreign flows and momentum across Taiwan CoWoS and test-equipment names.
- receipt: tweet ↗
IUSB — via @EricBalchunas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: IUSB is forecast to surpass AGG in assets by decade-end due to stronger flows and broader credit exposure.
- receipt: tweet ↗
1560.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares institutional and leveraged flows across Taiwan HBM, NOR and memory-module stocks.
- receipt: tweet ↗
AXP — via @blondesnmoney↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -0.9% · no listed options
- thesis: Presents a multi-sector long-short basket, explicitly placing Costco and American Express on the short side.
- receipt: tweet ↗
2454.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Details concentrated foreign flows and momentum across Taiwan CoWoS and test-equipment names.
- receipt: tweet ↗
3443.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Details concentrated foreign flows and momentum across Taiwan CoWoS and test-equipment names.
- receipt: tweet ↗
2492.TW — via @Leoskie_L↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Finds passive-component inflows highly concentrated in two Taiwan names, with 2492 newly accelerating.
- receipt: tweet ↗
LULU — via @Convertbond↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +3.3% · no listed options
- thesis: The author cites widespread internal market damage, with many stocks 20%–70% below all-time highs.
- receipt: tweet ↗