๐Ÿ”ฅ Hot Signals

Article

๐Ÿ”ฅ Hot Signals

๐Ÿ”ฅ Hot Signals โ€” 2026-07-16

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 376ms 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 114d
thediff rss 2026-04-29 78d
apricitas rss 2026-05-06 71d
endpointsnews rss 2026-05-23 54d
SecurityAnalysis reddit โ€” โ€”

๐Ÿ“Š At a glance

  • 0 SELL verdicts โ€ข 0 TRIM verdicts (0 from perspective fade)
  • 13 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€” 2026-07-16

Gauge State Band Value
GLD/SLV ratio proxy defensive_metal_ratio_rising risk_off 7.24 ratio
GDX/GLD miners-vs-metal miners_lagging_metal risk_off 0.2 ratio
GLD vs UUP inverse gold_breakdown_dollar_firm risk_on -6.65 30d spread pct pts
VIXY fear proxy vol_compressed risk_on -55.1 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 -4.98 cyclical-minus-defensive 30d pct pts

๐ŸŽฏ Convergent bulls โ€” 13

Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.

Ticker # bulls Avg P&L Long strategies
NVDA 6 +4.1% altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)...
GOOGL 5 +18.1% bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW)
AVGO 5 +15.9% bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW)
LASR 4 -8.8% claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW)
CIEN 4 -9.6% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), yolo (tier: LOW)
VST 3 -2.5% atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
AMZN 4 +12.8% claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW)
UBER 3 +3.5% altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
WMT 3 -3.3% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NET 3 +19.5% claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW)
GILD 3 +2.7% bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW)
COST 3 -1.0% 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)

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
CHRN $25.71 59.7 +137.8% +24.8% +143%
ABSI $8.23 42.4 +129.9% +14.6% +87%
PANW $353.99 66.2 +110.9% +25.5% +71%
DDOG $262.32 60.4 +107.2% +15.8% +62%
OKTA $147.74 63.9 +104.5% +30.7% +62%
CLOV $4.40 44.1 +100.9% -8.3% +53%
DELL $391.38 47.3 +99.7% -6.7% +96%
FTNT $160.78 59.2 +96.5% +11.5% +66%
DFTX $44.10 62.1 +94.4% +80.5% +127%
CRWD $203.76 63.5 +92.2% +19.3% +58%
LQDA $75.27 53.2 +90.7% +9.6% +81%
BB $9.15 41.6 +88.3% +3.6% +72%

๐ŸŽฏ Entry + Volume setups โ€” 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
AOSL $30.71 36 +6.2% -8.4% 1.5ร— VA ai-power

๐Ÿ“ˆ Breakout + Volume โ€” top 3

Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.

Ticker Price RSI vs SMA200 โ†’52wkH RelVol Kind In
CHEF $102.36 72 +49.0% -0.1% 3.7ร— highs monster-discoveries
CLMT $41.08 79 +53.4% -2.6% 1.8ร— highs monster-discoveries
UNH $423.38 57 +25.5% -8.2% 2.0ร— breakout bargain-bin, healthcare

โš ๏ธ Distribution / trim watch โ€” top 1

Mechanism: high-volume churn while EXTENDED (overbought + stretched). Running hot โ€” trim into strength, don't add. โคต = rolling over on volume.

Ticker Price RSI Froth vs SMA20 RelVol 7D In
CHEF $102.36 72 +49.6% +6.5% 3.7ร— +5.5% monster-discoveries

Re-run with deno task hot-signal-rollup.

2 events

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