Prospect Radar · 2026-09-26
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.
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 ↗
ONEX — via @PythiaR↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Values ONEX's fee-related earnings at $700M even using BAM's 20x multiple and questions its listing.
- 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 ↗
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 ↗
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 ↗
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 ↗
IAG — via @PythiaR↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.2% · no listed options
- thesis: Discloses leading positions by dollars and percentage, including a four-bagger and IAG calls.
- receipt: tweet ↗
STNG — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents tanker stocks as a geopolitical hedge benefiting from diesel shortages and longer routes.
- receipt: tweet ↗
TRMD — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents tanker stocks as a geopolitical hedge benefiting from diesel shortages and longer routes.
- receipt: tweet ↗
3443.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 ↗
MA — via @wealthmatica↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +0.4% · no listed options
- thesis: Pershing Square's update projects 18% annual EPS growth and an approximately $1,010 Mastercard price by 2030.
- 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.
RKT — via @LogicalThesis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.0% · no listed options
- thesis: Explicitly calls RKT the easiest quality long and views BLDR's price as attractive.
- receipt: tweet ↗
ONEX — via @PythiaR↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Values ONEX's fee-related earnings at $700M even using BAM's 20x multiple and questions its listing.
- receipt: tweet ↗
NLY — via @rcwhalen↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Discloses that NLY remains the portfolio's largest holding by a factor of two.
- receipt: tweet ↗
VZ — via @TylerHardt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -2.1% · no listed options
- thesis: Explicitly proposes shorting Verizon on Monday due to Muse, while tagging Meta as the catalyst.
- receipt: tweet ↗
STNG — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents tanker stocks as a geopolitical hedge benefiting from diesel shortages and longer routes.
- receipt: tweet ↗
TRMD — via @KarelMercx↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents tanker stocks as a geopolitical hedge benefiting from diesel shortages and longer routes.
- receipt: tweet ↗
OTIS — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Favors high-quality companies at rational valuations as a defensive rotation from bubble stocks.
- receipt: tweet ↗
LPKF — via @snmart↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a 2027 glass-substrate thesis around qualification, supply-chain work and prospective AI-chip adoption.
- receipt: tweet ↗
SOF — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Identifies SOF as a bullish ascending-triangle breakout and bottom reversal.
- receipt: tweet ↗
BLDR — via @LogicalThesis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +1.8% · no listed options
- thesis: Explicitly calls RKT the easiest quality long and views BLDR's price as attractive.
- receipt: tweet ↗
DAKT — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports a DAKT breakdown following a downtrend and bounded consolidation.
- receipt: tweet ↗
SOXX — via @hughesanalytics↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +7.4% · no listed options
- thesis: Ranks SOXX ahead of SPYG while warning that many market areas remain weak near index highs.
- receipt: tweet ↗