🔥 Hot Signals

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🔥 Hot Signals

🔥 Hot Signals — 2026-07-17

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 394ms — pure aggregation, no fresh scans.

🟢 Capture health

30 sources · 24 fresh · 5 stale · 1 no captures (threshold 7d)

⚠ 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 115d
thediff rss 2026-04-29 79d
apricitas rss 2026-05-06 72d
endpointsnews rss 2026-05-23 55d
semianalysis rss 2026-07-09 8d
SecurityAnalysis reddit — —

📊 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)
  • 1 risk-on regime gauges • 4 risk-off • 0 blocked

Regime gauges — 2026-07-17

Gauge State Band Value
GLD/SLV ratio proxy defensive_metal_ratio_rising risk_off 7.26 ratio
GDX/GLD miners-vs-metal miners_lagging_metal risk_off 0.19 ratio
GLD vs UUP inverse gold_breakdown_dollar_firm risk_on -4.94 30d spread pct pts
Broad-market ETF breadth short_term_fragile risk_off 64.3 pct above SMA50
Sector ETF relative-strength rotation defensives_bidding risk_off -6.32 cyclical-minus-defensive 30d pct pts

🟠 TRIM — 1 positions

Other trims (rule-based):

Ticker Strategy P&L Rule Reason
NET yolo +17.0% partial-profit +17.0% — 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 +2.1% altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)...
GOOGL 5 +10.3% bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW)
AVGO 5 +12.5% bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW)
LASR 4 -3.9% claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW)
AMZN 6 +6.5% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f...
VST 3 -0.6% atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
UBER 3 +1.3% altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
WMT 3 -3.9% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NET 3 +21.8% claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW)
GILD 3 +1.1% bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW)
COST 3 -1.5% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NTR 4 +1.4% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail
BG 4 +0.0% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail
META 3 +14.3% 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
CHRN $26.43 60.8 +132.3% +13.3% +147%
LQDA $79.94 59.4 +112.3% +12.5% +91%
PANW $358.68 67.4 +111.5% +24.6% +72%
ABSI $8.30 42.9 +110.1% +12.0% +87%
CLOV $4.62 49.3 +107.2% -7.6% +60%
DDOG $258.69 57.7 +99.4% +16.0% +59%
OKTA $149.35 64.8 +97.1% +26.8% +63%
FTNT $161.61 59.9 +95.7% +11.7% +67%
DELL $396.34 48.3 +94.7% -3.2% +97%
DFTX $44.29 62.4 +91.1% +80.9% +126%
CRWD $203.08 62.9 +87.5% +18.6% +57%
TXG $43.74 66.5 +77.9% +25.8% +102%

🎯 Entry + Volume setups — top 3

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
SKM $30.62 36 +7.6% -3.0% 1.9× VA ai-scan
CDNS $330.11 29 +0.6% -0.3% 2.3× VA cloud-etf-holdings
A $131.46 50 +0.7% +2.3% 1.9× VA biotech-capital-cycle, biotech-scan

📈 Breakout + Volume — top 7

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

Ticker Price RSI vs SMA200 →52wkH RelVol Kind In
BJAN $58.87 51 +5.9% -0.8% 69.7× highs buffer-signals
UJAN $45.39 53 +4.1% -0.6% 32.2× highs buffer-signals
PJAN $49.64 55 +4.6% -0.5% 9.0× highs buffer-signals
EWC $59.45 64 +8.4% -0.3% 1.5× highs canadian-og
CORT $90.52 63 +48.1% -4.8% 1.7× highs monster-discoveries
UNH $426.09 58 +26.1% -7.7% 1.6× breakout bargain-bin, healthcare
EBAY $112.06 50 +17.9% -6.1% 1.6× breakout holdings-stocks

⚠️ 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
CLMT $42.83 83 +65.2% +15.8% 2.7× +8.5% monster-discoveries

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

3 events
DateTypeEvent
Jul 17 ScanMonster Scan Jul 17 ScanMonster Scan Jul 11 ScanMonster Scan

No direct external sources are attached to this read.