Prospect Radar · 2026-09-29
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.
CALT — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Presents CALT as deep value at roughly one-third of estimated sum-of-parts value.
- receipt: tweet ↗
AXON — via @KairosPraxis↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -6.0% · no listed options
- thesis: New share purchase includes a three-year target and detailed growth and valuation thesis.
- receipt: tweet ↗
SI_F — via @PeterLBrandt↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Proposes shorting silver because crowded longs may capitulate if price falls below $50.
- receipt: tweet ↗
TMDX — via @ID_Research_↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run -5.2% · no listed options
- thesis: Strong seasonal and year-over-year operating data support a bullish execution and demand thesis.
- receipt: tweet ↗
PBR — via @AllVentured↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.1% · no listed options
- thesis: Discloses existing energy holdings and explicit intent to add PBR.
- receipt: tweet ↗
SHFS — via @PrismDM↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Reports quantified midday gains and losses across five small-cap movers.
- receipt: tweet ↗
KNDI — via @PrismDM↗ (grade A)
- crowd: 4 authors / 9 signals · 5d run +0.0% · no listed options
- thesis: Reports quantified midday gains and losses across five small-cap movers.
- receipt: tweet ↗
IWN — via @markminervini↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses current shorts, hedged longs and a cautious market view based on weak breadth.
- receipt: tweet ↗
SOPH — via @Pablo01618↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Calls the genetics treatment-layer basket an early-stage opportunity after gene-stock strength.
- receipt: tweet ↗
GDXJ — via @OHare888↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -7.0% · no listed options
- thesis: Author argues investors have not missed the opportunity in silver or energy-related exposures.
- receipt: tweet ↗
OIH — via @OHare888↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -1.7% · no listed options
- thesis: Author argues investors have not missed the opportunity in silver or energy-related exposures.
- receipt: tweet ↗
PLAY — via @TylerHardt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Reports sharp bond weakness as evidence of consumer-leisure distress.
- 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.
COPX — via @MMMTwealth↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -5.0% · no listed options
- thesis: Explicitly endorses a multi-year copper long and discloses COPX and TMQ holdings.
- receipt: tweet ↗
TMQ — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.3% · no listed options
- thesis: Explicitly endorses a multi-year copper long and discloses COPX and TMQ holdings.
- receipt: tweet ↗
MCO — via @DDBlakeFischer↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -3.1% · no listed options
- thesis: Uses investor quotations to argue rating agencies possess exceptional competitive advantages.
- receipt: tweet ↗
BND — via @cullenroche↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -1.7% · no listed options
- thesis: Argues issuance-weighted bond funds accumulate duration and issuer risk and are poor allocation tools.
- receipt: tweet ↗
AGG — via @cullenroche↗ (grade A)
- crowd: 4 authors / 6 signals · 5d run -1.7% · no listed options
- thesis: Argues issuance-weighted bond funds accumulate duration and issuer risk and are poor allocation tools.
- receipt: tweet ↗
TMDX — via @ID_Research_↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.5% · no listed options
- thesis: Strong seasonal and year-over-year operating data support a bullish execution and demand thesis.
- receipt: tweet ↗
IBM — via @Pablo01618↗ (grade A)
- crowd: 2 authors / 3 signals · 5d run -4.9% · no listed options
- thesis: Discloses ORCL and IBM as major positions and gives an infrastructure-modernization thesis.
- receipt: tweet ↗
UNH — via @KampnerSam↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +0.5% · no listed options
- thesis: Reports UNH selling off before earnings and sitting nearly 20% below its 52-week high
- receipt: tweet ↗
TECK — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -5.9% · no listed options
- thesis: Explicitly endorses a multi-year copper long and discloses COPX and TMQ holdings.
- receipt: tweet ↗
RIO — via @MMMTwealth↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.4% · no listed options
- thesis: Explicitly endorses a multi-year copper long and discloses COPX and TMQ holdings.
- receipt: tweet ↗
IJH — via @rev_cap↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.5% · no listed options
- thesis: Explicitly recommends buying small- or mid-cap equity ETFs instead of bonds.
- receipt: tweet ↗
FCX — via @MMMTwealth↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -4.8% · no listed options
- thesis: Explicitly endorses a multi-year copper long and discloses COPX and TMQ holdings.
- receipt: tweet ↗