๐ฅ Hot Signals
๐ฅ Hot Signals
๐ฅ 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, optionalregime-signals.
Generated in 376ms 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 | 114d |
| thediff | rss | 2026-04-29 | 78d |
| apricitas | rss | 2026-05-06 | 71d |
| endpointsnews | rss | 2026-05-23 | 54d |
| SecurityAnalysis | โ | โ |
๐ At a glance
- 0 SELL verdicts โข 0 TRIM verdicts (0 from perspective fade)
- 13 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 2026-07-16
| 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 |
๐ฏ 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) |
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 |
|---|---|---|---|---|---|
| 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% |
๐ฏ 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 |
๐ 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 | โ52wkH | 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 |
โ ๏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.
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