Prospect Radar · 2026-10-16
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.
ACIC — via @100xCompounding↗ (grade A, hot hand)
- crowd: 2 authors / 3 signals · 5d run +0.0% · no listed options
- thesis: Valuation, retained earnings, growth and buybacks support $15 near-term and $20-plus long-term targets.
- receipt: tweet ↗
ABF.L — via @AparicioCadiz↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Explicitly calls for shorting Associated British Foods based on Primark product quality.
- receipt: tweet ↗
IQE.L — via @AtlasShrug1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: IQE broke down from a bullish triangle after a sharp reversal, creating a failed pattern.
- receipt: tweet ↗
EWJ — via @labubu_trader↗ (grade A)
- crowd: 4 authors / 4 signals · 5d run -3.0% · no listed options
- thesis: Discloses new shorts and an explicit plan to keep shorting bounces while breakdown conditions persist.
- receipt: tweet ↗
NEBX — via @degentradingLSD↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Discloses fresh leveraged-equity longs and a forward dip-buying plan amid distressed markets.
- receipt: tweet ↗
JII — via @FroehlichThors1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Warns possible MSCI standalone reclassification could force further Indonesian selling.
- receipt: tweet ↗
WSE — via @IshfaaqPeerally↗ (grade A)
- crowd: 3 authors / 8 signals · 5d run -7.5% · no listed options
- thesis: Discloses WSE as the largest position despite a 9% post-earnings decline.
- receipt: tweet ↗
SGOV — via @Biotech2k1↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.1% · no listed options
- thesis: The author plans systematic portfolio reductions into rallies while holding substantial SGOV.
- receipt: tweet ↗
FISV — via @bobspaysubstack↗ (grade A)
- crowd: 3 authors / 3 signals · 5d run +4.2% · no listed options
- thesis: Explains widening valuation dispersion between card networks and merchant-acquiring or fintech peers.
- receipt: tweet ↗
BESI — via @Leoskie_L↗ (grade A)
- crowd: 4 authors / 8 signals · 5d run +0.0% · no listed options
- thesis: Analyzes ASML bonding patents and argues logic chips may adopt D2W before HBM, threatening BESI.
- receipt: tweet ↗
GPN — via @bobspaysubstack↗ (grade A)
- crowd: 2 authors / 2 signals · 5d run +1.8% · no listed options
- thesis: Explains widening valuation dispersion between card networks and merchant-acquiring or fintech peers.
- receipt: tweet ↗
MCCK — via @leevalueroach↗ (grade A)
- crowd: 1 authors / 1 signals · 5d run +0.0% · no listed options
- thesis: Humorously identifies ownership and deep research in MCCK as value-investor behavior.
- receipt: tweet ↗