Prospect Radar · 2026-10-11
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.
VTI — via @qualityequities↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run +1.0% · no listed options
- thesis: Explicitly recommends buying and holding broad or paired ETFs for most retail investors.
- receipt: tweet ↗
NURS.NE — via @MarkosAAIG↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a small holding and outlines Hydreight's infrastructure and scaling thesis.
- receipt: tweet ↗
NURS.V — via @MarkosAAIG↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a small holding and outlines Hydreight's infrastructure and scaling thesis.
- receipt: tweet ↗
SCHD — via @qualityequities↗ (grade A)
- crowd: 4 authors / 5 signals · 5d run +1.0% · no listed options
- thesis: Explicitly recommends buying and holding broad or paired ETFs for most retail investors.
- receipt: tweet ↗
SCHG — via @qualityequities↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.1% · no listed options
- thesis: Explicitly recommends buying and holding broad or paired ETFs for most retail investors.
- receipt: tweet ↗
CVX — via @KarelMercx↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +2.6% · no listed options
- thesis: Discloses ownership of both oil majors and explains their complementary investment approaches.
- receipt: tweet ↗
MMM — via @semivision_tw↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -1.2% · no listed options
- thesis: Sees 3M expanded-beam optics potentially scaling into AI data-center fiber infrastructure.
- receipt: tweet ↗
9984 — via @ALEXEIMARTOV↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Detailed portfolio update discloses long and short books, performance, trades and investment theses.
- receipt: tweet ↗
BYDDF — via @tphuang↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares Chinese automakers' planned overseas production capacity through 2027.
- receipt: tweet ↗
CHERY.HK — via @tphuang↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Compares Chinese automakers' planned overseas production capacity through 2027.
- receipt: tweet ↗
PS — via @CapexAndChill↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +3.5% · premium: CHEAP (iv 0.65x, spread 181%)
- thesis: Relays Ackman's view that permanent capital enables both long-term and opportunistic activism.
- receipt: tweet ↗
SOXX — via @Convertbond↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -5.0% · no listed options
- thesis: Software equities and credit are outperforming semiconductors, with IGV at record highs.
- 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.
ET — via @joedab12↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.3% · no listed options
- thesis: Discloses a large ET holding from 17 and says WES looks attractive.
- receipt: tweet ↗
CVX — via @KarelMercx↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +2.6% · no listed options
- thesis: Discloses ownership of both oil majors and explains their complementary investment approaches.
- receipt: tweet ↗
ETN — via @PhotonCap↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -1.5% · no listed options
- thesis: Summarizes research showing power constraints shift AI demand toward electrical infrastructure.
- receipt: tweet ↗
WES — via @joedab12↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses a large ET holding from 17 and says WES looks attractive.
- receipt: tweet ↗
VRT — via @PhotonCap↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -3.7% · no listed options
- thesis: Summarizes research showing power constraints shift AI demand toward electrical infrastructure.
- receipt: tweet ↗
STRL — via @Minnvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run -3.8% · no listed options
- thesis: Ranks AI-adjacent industrial companies by explicit organic year-over-year sales growth.
- receipt: tweet ↗
NVT — via @Minnvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.3% · no listed options
- thesis: Ranks AI-adjacent industrial companies by explicit organic year-over-year sales growth.
- receipt: tweet ↗
MMM — via @semivision_tw↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run -1.2% · no listed options
- thesis: Sees 3M expanded-beam optics potentially scaling into AI data-center fiber infrastructure.
- receipt: tweet ↗
ASX — via @AnalysisOp↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run -2.1% · no listed options
- thesis: Cites UBS forecasting faster CoWoS expansion with diversified supply from ASX and AMKR.
- receipt: tweet ↗
BYDDF — via @tphuang↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Compares Chinese automakers' planned overseas production capacity through 2027.
- receipt: tweet ↗
CAT — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 2 authors / 2 signals · 5d run -5.3% · no listed options
- thesis: Uses Goldman's weaker GDP forecast and financing pressure to argue AI-infrastructure leaders face oversupply and rotation.
- receipt: tweet ↗
ABBV — via @PersimmonTI↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run +5.2% · no listed options
- thesis: Frames approaching patent cliffs as a driver of pharmaceutical M&A activity.
- receipt: tweet ↗