🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-07-12
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 699ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 23 fresh · 6 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 | 1336d |
| dumb-money-live | podcast | 2026-03-24 | 110d |
| apricitas | rss | 2026-05-03 | 70d |
| endpointsnews | rss | 2026-05-23 | 50d |
| phynvesting | rss | 2026-06-30 | 12d |
| warontherocks | rss | 2026-07-03 | 9d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 0 TRIM verdicts (0 from perspective fade)
- 15 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 |
🎯 Convergent bulls — 15
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| NVDA | 6 | +6.2% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)... |
| V | 4 | +16.3% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| GOOGL | 5 | +13.6% | bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW) |
| AVGO | 5 | +21.3% | bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW) |
| LASR | 4 | +0.0% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CIEN | 4 | +7.1% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), yolo (tier: LOW) |
| NET | 4 | +13.3% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW) |
| AMZN | 6 | +10.8% | atreides-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f, greenoaks-13f... |
| VST | 3 | +1.6% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| UBER | 3 | +4.2% | altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| WMT | 3 | -4.2% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| GILD | 3 | -2.2% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
| NTR | 3 | +0.0% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail |
| COST | 3 | -4.1% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| META | 3 | +18.4% | 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 | $91.30 | 50.1 | +328.4% | +12.6% | +151% |
| ABSI | $10.60 | 61.3 | +247.5% | +62.8% | +148% |
| AMBQ | $85.28 | 55.2 | +188.7% | +2.3% | +111% |
| BB | $10.97 | 58.0 | +183.5% | +18.1% | +111% |
| SIMO | $326.35 | 57.9 | +159.5% | +19.0% | +115% |
| WYFI | $38.50 | 57.3 | +153.1% | +56.8% | +70% |
| ALAB | $412.97 | 55.0 | +147.6% | +12.4% | +107% |
| DDOG | $257.54 | 61.2 | +134.0% | +9.9% | +62% |
| MRAAY | $30.90 | 50.4 | +132.3% | +5.8% | +107% |
| DELL | $434.97 | 59.5 | +129.9% | +11.1% | +125% |
| MU | $979.30 | 49.2 | +129.6% | -1.6% | +111% |
| AMD | $557.89 | 57.6 | +126.0% | +14.2% | +94% |
🎯 Entry + Volume setups — top 2
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 |
|---|---|---|---|---|---|---|---|
| ARKW | $148.42 | 56 | +2.2% | -1.9% | 5.6× | VA | ark, etf-monster-universe |
| SFD | $24.67 | 43 | +3.7% | +2.3% | 1.3× | VA | livestock-disease |
📈 Breakout + Volume — top 2
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| XYLD | $41.22 | 70 | +6.8% | +0.0% | 1.8× | highs | etf-ideas |
| IBB | $192.06 | 64 | +14.1% | -3.5% | 1.8× | highs | biotech-scan |
Re-run with deno task hot-signal-rollup.
Related
1 eventNo direct external sources are attached to this read.