🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-07-15
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 505ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 25 fresh · 4 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 |
|---|---|---|---|
| dumb-money-live | podcast | 2026-03-24 | 113d |
| thediff | rss | 2026-04-29 | 77d |
| apricitas | rss | 2026-05-06 | 70d |
| endpointsnews | rss | 2026-05-23 | 53d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 1 TRIM verdicts (0 from perspective fade)
- 14 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 • 3 risk-off • 0 blocked
Regime gauges — 2026-07-15
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7.21 ratio |
| GDX/GLD miners-vs-metal | miners_lagging_metal | risk_off | 0.2 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | -7.83 30d spread pct pts |
| VIXY fear proxy | vol_compressed | risk_on | -56 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 | -4.16 cyclical-minus-defensive 30d pct pts |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +15.0% | partial-profit |
+15.0% — consider partial at +15% (CRSP lesson: was +16.2%, reversed to -4.8%). |
🎯 Convergent bulls — 14
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| NVDA | 6 | +4.4% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)... |
| V | 4 | +19.4% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| GOOGL | 5 | +18.6% | bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW) |
| AVGO | 5 | +17.7% | bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW) |
| LASR | 4 | -10.0% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CIEN | 4 | -5.5% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), yolo (tier: LOW) |
| VST | 3 | +1.5% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| AMZN | 4 | +12.9% | claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| UBER | 3 | +3.0% | altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| WMT | 3 | -3.6% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| NET | 3 | +19.6% | claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW) |
| GILD | 3 | +0.1% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
| COST | 3 | -3.1% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| META | 3 | +20.9% | 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 |
|---|---|---|---|---|---|
| ABSI | $9.89 | 54.7 | +212.0% | +36.0% | +126% |
| BB | $10.56 | 53.1 | +156.9% | +14.3% | +100% |
| AMBQ | $80.92 | 50.2 | +156.1% | -5.3% | +96% |
| CHRN | $25.45 | 63.7 | +148.1% | +32.9% | +143% |
| DELL | $395.40 | 48.3 | +123.6% | -3.3% | +100% |
| OKTA | $149.75 | 66.2 | +122.3% | +26.8% | +65% |
| DDOG | $264.20 | 61.9 | +118.2% | +13.3% | +64% |
| CLOV | $4.69 | 50.4 | +118.1% | -2.5% | +63% |
| PANW | $355.35 | 66.5 | +116.5% | +24.9% | +72% |
| FTNT | $164.19 | 63.5 | +106.2% | +9.8% | +71% |
| DFTX | $45.51 | 66.4 | +105.5% | +91.5% | +137% |
| CRWD | $208.57 | 67.7 | +102.9% | +20.4% | +62% |
📈 Breakout + Volume — top 1
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| AEHR | $88.39 | 51 | +76.9% | -30.1% | 4.9× | breakout | monster-discoveries, optical-supply-chain |
⚠️ Distribution / trim watch — top 1
Mechanism: high-volume churn 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 |
|---|---|---|---|---|---|---|---|
| PYPL | $55.01 | 80 | +1.4% | +22.9% | 3.7× | +23.5% | bargain-bin, consumer |
Re-run with deno task hot-signal-rollup.
No direct external sources are attached to this read.