๐ฅ Hot Signals
๐ฅ Hot Signals
๐ฅ Hot Signals โ 2026-07-13
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 230ms โ pure aggregation, no fresh scans.
๐ข Capture health
30 sources ยท 25 fresh ยท 4 stale ยท 1 no captures (threshold 7d)
โ 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 |
|---|---|---|---|
| dumb-money-live | podcast | 2026-03-24 | 111d |
| thediff | rss | 2026-04-29 | 75d |
| apricitas | rss | 2026-05-06 | 68d |
| endpointsnews | rss | 2026-05-23 | 51d |
| SecurityAnalysis | โ | โ |
๐ At a glance
- 0 SELL verdicts โข 0 TRIM verdicts (0 from perspective fade)
- 14 convergent bull setups (3+ personas long, no shorts) โข 0 divergent
- 3 tickers in 3+ independent traces
- 12 parabolic monsters (golden cross + 50%+ above SMA200)
- 3 risk-on regime gauges โข 3 risk-off โข 0 blocked
Regime gauges โ 2026-07-13
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7.04 ratio |
| GDX/GLD miners-vs-metal | miners_lagging_metal | risk_off | 0.2 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | -9.31 30d spread pct pts |
| VIXY fear proxy | vol_compressed | risk_on | -55.2 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 80 pct above SMA50 |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -4.41 cyclical-minus-defensive 30d pct pts |
๐ฏ Convergent bulls โ 14
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| NVDA | 6 | +2.5% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)... |
| V | 4 | +19.2% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| GOOGL | 5 | +12.1% | bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW) |
| AVGO | 5 | +16.5% | bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW) |
| LASR | 4 | -4.5% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CIEN | 4 | +3.5% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), yolo (tier: LOW) |
| NET | 4 | +13.7% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW) |
| AMZN | 6 | +11.7% | atreides-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f, greenoaks-13f... |
| VST | 3 | +1.1% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| UBER | 3 | +3.8% | altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| WMT | 3 | -3.5% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| GILD | 3 | -1.0% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
| COST | 3 | -3.0% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| META | 3 | +16.2% | altimeter-13f, claude-trader (tier: LOW), loeb-13f (tier: LOW) |
๐ Cross-thesis hits โ 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... |
๐ Monsters โ top 12
Parabolic stocks: golden cross + 50%+ above SMA200. Top by 3-month change.
| Ticker | Price | RSI | 3M | 30D | vs SMA200 |
|---|---|---|---|---|---|
| ABSI | $10.21 | 57.7 | +234.4% | +40.4% | +137% |
| BB | $10.71 | 55.0 | +176.0% | +15.9% | +105% |
| AMBQ | $81.35 | 50.8 | +174.6% | -4.8% | +100% |
| WYFI | $36.29 | 53.6 | +138.5% | +21.1% | +60% |
| SIMO | $299.51 | 49.6 | +137.0% | +8.4% | +96% |
| DDOG | $260.24 | 62.0 | +135.5% | +11.7% | +63% |
| DELL | $427.11 | 55.8 | +123.1% | +4.4% | +119% |
| CLOV | $4.57 | 46.1 | +122.2% | -5.0% | +60% |
| MU | $937.00 | 45.7 | +117.5% | -13.9% | +100% |
| AMD | $534.39 | 53.6 | +117.4% | -2.4% | +85% |
| ALAB | $362.05 | 46.7 | +116.0% | -7.0% | +81% |
| OKTA | $139.53 | 62.4 | +112.4% | +18.1% | +54% |
Re-run with deno task hot-signal-rollup.
Related
1 eventNo direct external sources are attached to this read.