Prospect Radar · 2026-10-05
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.
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 ↗
GOOG — via @qualityequities↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run -0.2% · no listed options
- thesis: Argues Alphabet's vertically integrated AI stack creates a durable cost advantage over rivals.
- receipt: tweet ↗
4062.T — via @bubbleboi↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Explicitly proposes a short Ibiden versus long AT&S, Kinsus, and Ajinomoto trade.
- receipt: tweet ↗
UUP — via @AtlasShrug1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.9% · no listed options
- thesis: Explicitly bullish UUP with a chart target and expects dollar strength to pressure risk assets.
- receipt: tweet ↗
ATS.VI — via @bubbleboi↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly proposes a short Ibiden versus long AT&S, Kinsus, and Ajinomoto trade.
- receipt: tweet ↗
2802.T — via @bubbleboi↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly proposes a short Ibiden versus long AT&S, Kinsus, and Ajinomoto trade.
- receipt: tweet ↗
3189.TW — via @bubbleboi↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly proposes a short Ibiden versus long AT&S, Kinsus, and Ajinomoto trade.
- receipt: tweet ↗
IGV — via @goodalexander↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +2.3% · no listed options
- thesis: Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting.
- 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 ↗
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 ↗
DUOL — via @PaezFinance↗ (grade A)
- crowd: 3 authors / 9 signals · 5d run +0.5% · no listed options
- thesis: Relays a long-term investor's multibagger thesis across AMD, HIMS, DUOL and NAUT.
- receipt: tweet ↗
SFTBY — via @goodalexander↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +4.2% · no listed options
- thesis: Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting.
- 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.
UUP — via @AtlasShrug1↗ (grade A)
- crowd: 3 authors / 4 signals · 5d run +1.0% · no listed options
- thesis: Explicitly bullish UUP with a chart target and expects dollar strength to pressure risk assets.
- receipt: tweet ↗
XMR — via @PeterLBrandt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Compares crypto chart structures, flags XRP overhead supply, and strongly favors XMR's clear setup.
- receipt: tweet ↗
RELY — via @compound248↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues cost-based pricing in remittances will favor the largest efficient networks, specifically Remitly and Wise.
- receipt: tweet ↗
USAR — via @MMMTwealth↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -5.3% · no listed options
- thesis: Discloses long positions and a stronger Brazil bull case after election results.
- receipt: tweet ↗
WISE.L — via @compound248↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues cost-based pricing in remittances will favor the largest efficient networks, specifically Remitly and Wise.
- receipt: tweet ↗
EWY — via @goodalexander↗ (grade A)
- crowd: 5 authors / 6 signals · 5d run +4.3% · no listed options
- thesis: Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting.
- receipt: tweet ↗
SFTBY — via @goodalexander↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run +5.7% · no listed options
- thesis: Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting.
- receipt: tweet ↗
USFR — via @EricBalchunas↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: USFR receives a record $800 million one-day inflow alongside a resilient price chart.
- receipt: tweet ↗
XLM — via @PeterLBrandt↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Compares crypto chart structures, flags XRP overhead supply, and strongly favors XMR's clear setup.
- receipt: tweet ↗
AERO — via @conviction_meta↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run -1.2% · premium: rich (iv 1.77x, spread 138%)
- thesis: Weekly AERO chart is referenced without a textual directional interpretation.
- receipt: tweet ↗
DDEJF — via @StableBread↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Detailed financial analysis says reported positive FCF relied on timing and highlights dilution and financing.
- receipt: tweet ↗
USDJPY — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Estimates DXY is 6% rich versus rate spreads, chiefly due to JPY, GBP, and CAD.
- receipt: tweet ↗