๐Ÿ”ฅ Hot Signals

Article

๐Ÿ”ฅ Hot Signals

๐Ÿ”ฅ 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, optional regime-signals.
Generated in 230ms โ€” pure aggregation, no fresh scans.

๐ŸŸข Capture health

30 sources ยท 25 fresh ยท 4 stale ยท 1 no captures (threshold 7d)

โš  Stale sources mean profile + chorus output is operating on old captures. Run deno task intake:harvest or 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 reddit โ€” โ€”

๐Ÿ“Š At a glance

  • 0 SELL verdicts โ€ข 0 TRIM verdicts (0 from perspective fade)
  • 14 convergent bull setups (3+ personas long, no shorts) โ€ข 0 divergent
  • 3 tickers in 3+ independent traces
  • 12 parabolic monsters (golden cross + 50%+ above SMA200)
  • 3 risk-on regime gauges โ€ข 3 risk-off โ€ข 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

๐ŸŽฏ 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)

๐ŸŒ 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...

๐Ÿš€ 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.

1 event

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