Prospect Radar · 2026-10-13
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.
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 ↗
ABNB — via @LOGOinvestor↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run -0.3% · no listed options
- thesis: Argues Airbnb's differentiated supply and expansion into experiences are materially underpriced.
- 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 ↗
BKNG — via @LOGOinvestor↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +0.1% · no listed options
- thesis: Argues AI agents strengthen rather than disintermediate Booking's inventory and fulfillment moat.
- 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 ↗
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 ↗
EWT — via @AtlasShrug1↗ (grade A, hot hand)
- crowd: 3 authors / 4 signals · 5d run -3.2% · no listed options
- thesis: Reports entering a new EWT short after a profitable EWY short.
- 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: 2 authors / 2 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 ↗
ATEYY — via @PhotonCap↗ (grade A)
- crowd: 1 authors / 2 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 ↗
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 ↗