Prospect Radar · 2026-10-01

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.

QSI — via @AtlasShrug1↗ (grade A)

• crowd: 3 authors / 4 signals · 5d run +0.0% · no listed options
• thesis: Discloses a new speculative QSI position based on cash-adjusted valuation and proteomics upside.
• receipt: tweet ↗

KSA — via @TechCharts↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Says KSA's chart is poor and signals continued geopolitical and economic volatility.
• receipt: tweet ↗

MNRO — via @leevalueroach↗ (grade A, hot hand)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Bullish takeover thesis cites strategic alternatives, real estate support and activist pressure.
• receipt: tweet ↗

IHB — via @InvestiBrew↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Proposes a housing-versus-AI semiconductor spread with a six-to-twelve-month horizon.
• receipt: tweet ↗

BLDR — via @InvestiBrew↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Proposes a housing-versus-AI semiconductor spread with a six-to-twelve-month horizon.
• receipt: tweet ↗

TXG — via @AntonLaVay↗ (grade A)

• crowd: 5 authors / 6 signals · 5d run +0.0% · no listed options
• thesis: Frames ARKG as an AI-bio basket benefiting from bottlenecks in building, measuring and validating biology.
• receipt: tweet ↗

LTPZ — via @dampedspring↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Recommends reallocating part of a stock portfolio into inflation-linked and nominal bonds.
• receipt: tweet ↗

PENG — via @FinnStockinger↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Still holds a smaller PENG position after selling one-third at the all-time high.
• receipt: tweet ↗

BIL — via @EricBalchunas↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +0.1% · no listed options
• thesis: The author favors Treasury-bill exposure over duration while rates remain above 3%.
• receipt: tweet ↗

BAP — via @Biotech2k1↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Reports exiting BAP and plans to use selloffs to rebalance five retained holdings.
• receipt: tweet ↗

XLRE — via @InvestiBrew↗ (grade A)

• crowd: 3 authors / 5 signals · 5d run +0.0% · no listed options
• thesis: Proposes a housing-versus-AI semiconductor spread with a six-to-twelve-month horizon.
• receipt: tweet ↗

UVXY — via @Convertbond↗ (grade A)

• crowd: 3 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Discloses buying UVXY during the current week after observing suppressed volatility.
• receipt: tweet ↗

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.

BRUN — via @institLPGP↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run -5.0% · no listed options
• thesis: Compares rate-sensitive AI infrastructure companies with the catastrophic 2014 MLP re-rating.
• receipt: tweet ↗

LHX — via @LOGOinvestor↗ (grade A)

• crowd: 5 authors / 7 signals · 5d run +0.2% · no listed options
• thesis: Presents a strongly bullish defense basket based on rearmament spending, backlogs and valuations.
• receipt: tweet ↗

AXON — via @LOGOinvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run -5.1% · no listed options
• thesis: Presents a strongly bullish defense basket based on rearmament spending, backlogs and valuations.
• receipt: tweet ↗

GFS — via @Pablo01618↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +3.5% · no listed options
• thesis: Recommends a concrete bullish GFS call spread with strikes, expiry window and approximate premium.
• receipt: tweet ↗

TPB — via @TylerHardt↗ (grade A)

• crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
• thesis: Argues nicotine-pouch competition caused a price war and damaged tobacco-sector profits.
• receipt: tweet ↗

NOC — via @LOGOinvestor↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run -5.3% · no listed options
• thesis: Presents a strongly bullish defense basket based on rearmament spending, backlogs and valuations.
• receipt: tweet ↗

MICRO — via @conviction_meta↗ (grade A)

• crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
• thesis: Discloses a current microcap entry and predicts it will emulate ZCAT.
• receipt: tweet ↗

BAESY — via @LOGOinvestor↗ (grade A)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Presents a strongly bullish defense basket based on rearmament spending, backlogs and valuations.
• receipt: tweet ↗

VG — via @KrisPatel99↗ (grade A)

• crowd: 5 authors / 5 signals · 5d run -3.5% · no listed options
• thesis: Long-term bullish thesis says inflation-linked contracts drive compounding fees and improving economics.
• receipt: tweet ↗

GDX — via @options_insight↗ (grade A)

• crowd: 3 authors / 6 signals · 5d run -6.1% · no listed options
• thesis: Author bought GDX call spreads and outlines bullish option structures for oversold bond and commodity names.
• receipt: tweet ↗

AREN — via @DougKass↗ (grade A, hot hand)

• crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
• thesis: Discloses that the author remains short shares of Arena Group after its name change.
• receipt: tweet ↗