Prospect Radar · 2026-10-04
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.
RMV.L — via @AparicioCadiz↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly urges buying Rightmove, citing monopoly economics and a 13.5x multiple.
- receipt: tweet ↗
NTDOY — via @ragingbullcap↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.7% · no listed options
- thesis: Explicitly calls a long NTDOY-GME nostalgia trade with a one-year horizon.
- receipt: tweet ↗
000660.KS — via @AlmaCap114204↗ (grade A)
- crowd: 4 authors / 10 signals · 5d run +0.0% · no listed options
- thesis: Discloses continued long exposure to memory names based on rising AI usage and constrained memory supply.
- receipt: tweet ↗
PBR — via @KarelMercx↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +6.3% · no listed options
- thesis: Discloses a long-held PBR position and expects favorable oil fundamentals to persist.
- receipt: tweet ↗
NBVAF — via @StableBread↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Nubeva's customer loss and operational inability to scale ransomware-decryptor support.
- receipt: tweet ↗
NICU — via @StableBread↗ (grade A)
- crowd: 1 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Builds a constructive copper-supply and mine-restart thesis for Magna while highlighting valuation uncertainty.
- receipt: tweet ↗
NBVA — via @StableBread↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details Nubeva's customer loss and operational inability to scale ransomware-decryptor support.
- receipt: tweet ↗
MGMNF — via @StableBread↗ (grade A)
- crowd: 1 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Builds a constructive copper-supply and mine-restart thesis for Magna while highlighting valuation uncertainty.
- receipt: tweet ↗
GEV — via @MMMTwealth↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +3.2% · no listed options
- thesis: Author identifies power-generation beneficiaries of a projected 38 GW shortfall, led by BE.
- receipt: tweet ↗
BKR — via @MMMTwealth↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -3.2% · no listed options
- thesis: Author identifies power-generation beneficiaries of a projected 38 GW shortfall, led by BE.
- receipt: tweet ↗
HWM — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.5% · no listed options
- thesis: Author identifies power-generation beneficiaries of a projected 38 GW shortfall, led by BE.
- receipt: tweet ↗
FLSR — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Author identifies power-generation beneficiaries of a projected 38 GW shortfall, led by BE.
- 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.
WTM — via @AparicioCadiz↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues WTM is an exceptional insurer with durable capital-allocation advantages.
- receipt: tweet ↗
SMSH.TA — via @MarkosAAIG↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues counter-drone suppliers are the superior defense-spending theme and names two beneficiaries.
- receipt: tweet ↗
000660.KS — via @AlmaCap114204↗ (grade A)
- crowd: 4 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Discloses continued long exposure to memory names based on rising AI usage and constrained memory supply.
- receipt: tweet ↗
PBR — via @KarelMercx↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +6.3% · no listed options
- thesis: Discloses a long-held PBR position and expects favorable oil fundamentals to persist.
- receipt: tweet ↗
HUT — via @yianisz↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -7.4% · no listed options
- thesis: Prefers AI-infrastructure firms converting power and financing into billable capacity.
- receipt: tweet ↗
XLK — via @LOGOinvestor↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +1.8% · no listed options
- thesis: Frames named AI-stack leaders as a connected buildout theme that still has upside.
- receipt: tweet ↗
STRF — via @ChrisMMillas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.3% · no listed options
- thesis: Bullish long-term framework for Strategy's expanding Bitcoin-backed digital-credit product family.
- receipt: tweet ↗
STRE — via @ChrisMMillas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish long-term framework for Strategy's expanding Bitcoin-backed digital-credit product family.
- receipt: tweet ↗
GILD — via @bioinvestor24↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -4.1% · no listed options
- thesis: Bearish on several large pharmas' valuations and pipelines while favoring the bottom two names
- receipt: tweet ↗
CORZ — via @yianisz↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -5.1% · no listed options
- thesis: Prefers AI-infrastructure firms converting power and financing into billable capacity.
- receipt: tweet ↗
STRD — via @ChrisMMillas↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.5% · no listed options
- thesis: Bullish long-term framework for Strategy's expanding Bitcoin-backed digital-credit product family.
- receipt: tweet ↗
BCOMIN — via @TechCharts↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Reports weak industrial-metals candles, component breakdowns and an index inflection point.
- receipt: tweet ↗