🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-07-09
Auto-generated rollup. One pull, not five.
Sources:exit-check,persona-consensus,convergence-db --min=2,monster-scan,entry-volume-scan,breakout-volume-scan,distribution-scan,capture-health, optionalregime-signals.
Generated in 823ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 24 fresh · 5 stale · 1 no captures (threshold 7d)
⚠ Stale sources mean profile + chorus output is operating on old captures. Run
deno task intake:harvestor per-source scrapers to refresh.
| Source | Type | Last capture | Days stale |
|---|---|---|---|
| thediff | rss | 2022-11-14 | 1333d |
| dumb-money-live | podcast | 2026-03-24 | 107d |
| apricitas | rss | 2026-05-03 | 67d |
| endpointsnews | rss | 2026-05-23 | 47d |
| phynvesting | rss | 2026-06-30 | 9d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 1 TRIM verdicts (0 from perspective fade)
- 13 convergent bull setups (3+ personas long, no shorts) • 0 divergent
- 3 tickers in 3+ independent traces
- 12 parabolic monsters (golden cross + 50%+ above SMA200)
- 3 risk-on regime gauges • 2 risk-off • 0 blocked
Regime gauges — 2026-06-29
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | -12.58 30d spread pct pts |
| VIXY fear proxy | vol_compressed | risk_on | -54.6 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 100 pct above SMA50 |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -6.28 cyclical-minus-defensive 30d pct pts |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +16.3% | partial-profit |
+16.3% — consider partial at +15% (CRSP lesson: was +16.2%, reversed to -4.8%). |
🎯 Convergent bulls — 13
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| NVDA | 6 | +2.1% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)... |
| V | 4 | +16.0% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| GOOGL | 5 | +14.1% | bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW) |
| AVGO | 5 | +21.7% | bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW) |
| CIEN | 4 | +7.5% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), yolo (tier: LOW) |
| AMZN | 6 | +11.5% | atreides-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f, greenoaks-13f... |
| VST | 3 | +1.0% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| UBER | 3 | +3.9% | altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| WMT | 3 | -5.6% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| NET | 3 | +20.9% | claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW) |
| GILD | 3 | +1.6% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
| COST | 3 | -4.4% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| META | 3 | +11.7% | altimeter-13f, claude-trader (tier: LOW), loeb-13f (tier: LOW) |
🌐 Cross-thesis hits — 3
Tickers surfaced by 3+ independent autonomous-research traces. The "shows up everywhere" signal.
| Ticker | Company | # traces | Theses |
|---|---|---|---|
| COHR | Coherent Corp (formerly II-VI) | 4 | quantum computing physical bot...; military drone supply chain an...; HBM high-bandwidth memory equi... |
| LIN | Linde plc | 3 | quantum computing physical bot...; LNG liquefaction shipping and ...; helium supply chain for semico... |
| APD | Air Products and Chemicals | 3 | quantum computing physical bot...; LNG liquefaction shipping and ...; helium supply chain for semico... |
🚀 Monsters — top 12
Parabolic stocks: golden cross + 50%+ above SMA200. Top by 3-month change.
| Ticker | Price | RSI | 3M | 30D | vs SMA200 |
|---|---|---|---|---|---|
| MXL | $95.80 | 52.4 | +363.0% | +33.1% | +166% |
| ABSI | $11.47 | 70.4 | +284.9% | +79.8% | +171% |
| BB | $11.43 | 62.9 | +197.7% | +29.6% | +122% |
| AMBQ | $85.59 | 55.6 | +197.0% | +13.9% | +113% |
| ALAB | $417.45 | 55.9 | +180.1% | +26.2% | +110% |
| WYFI | $38.84 | 57.9 | +167.9% | +70.2% | +72% |
| BRUN | $30.20 | 46.8 | +165.4% | +0.7% | +87% |
| SIMO | $324.26 | 57.4 | +156.4% | +28.8% | +116% |
| DDOG | $269.00 | 70.5 | +155.3% | +18.2% | +70% |
| DELL | $450.22 | 64.3 | +154.0% | +21.7% | +134% |
| CLOV | $4.68 | 49.9 | +142.5% | -4.3% | +64% |
| OKTA | $148.84 | 76.7 | +136.5% | +29.5% | +65% |
🎯 Entry + Volume setups — top 1
Good entry zone (uptrend, not extended, at a volume shelf) AND volume confirming. The dip-at-shelf buy radar.
| Ticker | Price | RSI | vs SMA200 | Froth | RelVol | Zone | In |
|---|---|---|---|---|---|---|---|
| MARA | $13.22 | 49 | +7.0% | -2.2% | 1.8× | VA | crypto |
📈 Breakout + Volume — top 5
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| HACK | $111.88 | 76 | +32.7% | -0.0% | 2.8× | highs | cybersec |
| EWS | $31.36 | 78 | +12.4% | -0.2% | 3.3× | highs | escalation |
| CIBR | $94.26 | 71 | +28.3% | -0.1% | 1.6× | highs | cybersec |
| RIVN | $18.12 | 57 | +14.2% | -20.1% | 2.1× | breakout | ev-clean-energy |
| YUM | $162.39 | 59 | +6.3% | -4.6% | 1.7× | highs | retail |
⚠️ Distribution / trim watch — top 2
Climactic volume while EXTENDED (overbought + stretched). Running hot — trim into strength, don't add. ⤵ = rolling over on volume.
| Ticker | Price | RSI | Froth | vs SMA20 | RelVol | 7D | In |
|---|---|---|---|---|---|---|---|
| HACK | $111.88 | 76 | +31.7% | +11.0% | 2.8× | +1.3% | cybersec |
| EWS | $31.36 | 78 | +13.3% | +5.6% | 3.3× | +2.5% | escalation |
Re-run with deno task hot-signal-rollup.
Related
1 eventNo direct external sources are attached to this read.