Prospect Radar · 2026-10-02
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.
EWZ — via @InvestiBrew↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +0.6% · no listed options
- thesis: Calls US equities unattractive and favors Brazilian exposure, with positive implications for MELI and NU.
- receipt: tweet ↗
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 ↗
TH — via @duedillengence↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly plans to buy the next TH secondary offering and calls it very bullish.
- 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 ↗
NOC — via @LOGOinvestor↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run -5.3% · 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 ↗
LHX — via @LOGOinvestor↗ (grade A)
- crowd: 4 authors / 8 signals · 5d run +0.2% · no listed options
- thesis: Presents a strongly bullish defense basket based on rearmament spending, backlogs and valuations.
- receipt: tweet ↗
PNG.V — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues the market undervalues Kraken's links to several major US Navy unmanned-vehicle awards.
- receipt: tweet ↗
PATH — via @snmart↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +5.7% · no listed options
- thesis: Discloses a completed PATH exit and ongoing capital rotation into three positions.
- 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 ↗
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.
TH — via @duedillengence↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly plans to buy the next TH secondary offering and calls it very bullish.
- receipt: tweet ↗
PNG.V — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues the market undervalues Kraken's links to several major US Navy unmanned-vehicle awards.
- receipt: tweet ↗
PATH — via @snmart↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +5.3% · no listed options
- thesis: Discloses a completed PATH exit and ongoing capital rotation into three positions.
- receipt: tweet ↗
VITROX.KL — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Malaysian tech supplier growth, capacity constraints and supportive policy plans.
- receipt: tweet ↗
JCY.KL — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Malaysian tech supplier growth, capacity constraints and supportive policy plans.
- receipt: tweet ↗
CPETECH.KL — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Malaysian tech supplier growth, capacity constraints and supportive policy plans.
- receipt: tweet ↗
OTIC — via @junkbondinvest↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Quantifies quarterly redemption requests at Blue Owl's flagship and technology funds.
- receipt: tweet ↗
AMBEST.KL — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Malaysian tech supplier growth, capacity constraints and supportive policy plans.
- receipt: tweet ↗
CLMT — via @pennycheck↗ (grade A)
- crowd: 3 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Expresses intent to copy bullish investors into CLMT, albeit jokingly.
- receipt: tweet ↗
BIRD — via @nft_hu↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Contrasts On and Allbirds usage and stock performance, mocking BIRD's AI-era peak.
- receipt: tweet ↗
ALMU — via @FrameworkWisely↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -1.3% · no listed options
- thesis: Discloses an ALMU moonshot position and reports slow progress and repeated declines this year.
- receipt: tweet ↗
KYMR — via @Biotech2k1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Names six biotech companies repeatedly selected for potential 20-year returns.
- receipt: tweet ↗