Prospect Radar · 2026-10-12
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.
MPT — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an MPT short initiated near $15.40 that remains open around $3.
- receipt: tweet ↗
TCEHY — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 4 authors / 5 signals · 5d run +2.8% · no listed options
- thesis: Prefers Chinese AI equities and bonds over US indices as Chinese models gain on price and share.
- receipt: tweet ↗
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 ↗
BIDU — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +1.2% · no listed options
- thesis: Prefers Chinese AI equities and bonds over US indices as Chinese models gain on price and share.
- receipt: tweet ↗
2408.TW — via @SKundojjala↗ (grade A, hot hand)
- crowd: 4 authors / 5 signals · 5d run +0.0% · no listed options
- thesis: Reports Nanya Q3 revenue, margin, pricing, contracts, and shipment growth figures.
- 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 ↗
XLV — via @InvestiBrew↗ (grade A, hot hand)
- crowd: 3 authors / 3 signals · 5d run +2.8% · no listed options
- thesis: Argues leadership is rotating from fragile AI exposure toward cyclicals, healthcare, materials and real estate.
- 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 ↗
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 ↗
SAP — via @harry03994688↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +3.0% · no listed options
- thesis: Long-form thesis says AI pressures conventional software and some biotech while favoring RNA/DNA drug companies.
- receipt: tweet ↗
VRT — via @PhotonCap↗ (grade A)
- crowd: 5 authors / 5 signals · 5d run -3.7% · no listed options
- thesis: Summarizes research showing power constraints shift AI demand toward electrical infrastructure.
- 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 ↗
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.
MPT — via @DougKass↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses an MPT short initiated near $15.40 that remains open around $3.
- receipt: tweet ↗
CODA — via @BlackScholesMan↗ (grade A)
- crowd: 1 authors / 2 signals · 5d run +0.0% · no listed options
- thesis: Author discloses a patient CODA long and argues contract conversions could drive nonlinear rerating.
- receipt: tweet ↗
FMCKJ — via @UrbanKaoboy↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues GSE preferreds and common shares are worth little because SPS forgiveness is increasingly unlikely.
- receipt: tweet ↗
FNMAS — via @UrbanKaoboy↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Argues GSE preferreds and common shares are worth little because SPS forgiveness is increasingly unlikely.
- receipt: tweet ↗
EWT — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 4 authors / 4 signals · 5d run -3.2% · no listed options
- thesis: Reports entering a new EWT short after a profitable EWY short.
- receipt: tweet ↗
LABU — via @davevermilion↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly attempted a new LABU short and reports unusually scarce borrow.
- receipt: tweet ↗
DTCR — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Details a new long-call/short-stock pair trade with entry, target, deadline and risk-reward.
- receipt: tweet ↗
MPC — via @johnarnold↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +5.8% · no listed options
- thesis: Uses post-spinoff returns to argue unwanted divisions can become superior long-term investments.
- receipt: tweet ↗
DOCN — via @Mayhem4Markets↗ (grade A, hot hand)
- crowd: 4 authors / 5 signals · 5d run -4.2% · no listed options
- thesis: Discloses a longstanding DigitalOcean investment and praises its agent-led customer strategy.
- receipt: tweet ↗
EDU.AX — via @puppyeh1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Bullish long disclosure citing strong enrollment, diversification and low valuation multiples.
- receipt: tweet ↗
HAI.TO — via @KairosPraxis↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Builds a bullish naval-drone demand thesis for Haivision while flagging timing uncertainty.
- receipt: tweet ↗
ATEYY — via @PhotonCap↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -1.0% · no listed options
- thesis: Explicitly urges holders not to panic-sell testing stocks because validation remains a bottleneck.
- receipt: tweet ↗