🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-07-20
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 545ms — 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:harvestor per-source scrapers to refresh.
| Source | Type | Last capture | Days stale |
|---|---|---|---|
| dumb-money-live | podcast | 2026-03-24 | 118d |
| thediff | rss | 2026-04-29 | 82d |
| apricitas | rss | 2026-05-06 | 75d |
| endpointsnews | rss | 2026-05-23 | 58d |
| semianalysis | rss | 2026-07-09 | 11d |
| 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)
- 1 risk-on regime gauges • 4 risk-off • 0 blocked
Regime gauges — 2026-07-20
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7.2 ratio |
| GDX/GLD miners-vs-metal | miners_lagging_metal | risk_off | 0.19 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | -4.6 30d spread pct pts |
| Broad-market ETF breadth | short_term_fragile | risk_off | 60 pct above SMA50 |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -5.9 cyclical-minus-defensive 30d pct pts |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +15.6% | partial-profit |
+15.6% — 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 | +2.2% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)... |
| GOOGL | 5 | +11.9% | bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW) |
| AVGO | 5 | +15.0% | bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW) |
| LASR | 4 | -5.7% | claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| AMZN | 6 | +7.4% | 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 | +0.8% | altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| WMT | 3 | -5.5% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| NET | 3 | +20.3% | claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW) |
| GILD | 3 | +0.4% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
| COST | 3 | -2.3% | bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW) |
| NTR | 4 | -0.2% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail |
| BG | 4 | +0.8% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail |
| META | 3 | +14.8% | 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 | $28.57 | 64.0 | +151.1% | +11.3% | +164% |
| PANW | $355.08 | 65.4 | +109.4% | +24.0% | +70% |
| ABSI | $8.20 | 42.2 | +107.6% | -2.4% | +84% |
| LQDA | $78.14 | 56.4 | +107.5% | +3.5% | +86% |
| CLOV | $4.55 | 47.8 | +104.0% | -11.5% | +57% |
| DDOG | $264.64 | 60.8 | +104.0% | +19.6% | +63% |
| OKTA | $150.78 | 65.7 | +99.0% | +30.1% | +64% |
| CORT | $91.82 | 65.2 | +98.1% | +15.2% | +50% |
| FTNT | $162.66 | 60.9 | +96.9% | +11.9% | +67% |
| DFTX | $44.20 | 62.2 | +90.7% | +20.5% | +124% |
| DELL | $385.80 | 46.1 | +89.5% | -7.9% | +91% |
| CRWD | $202.70 | 62.6 | +87.2% | +20.0% | +56% |
Re-run with deno task hot-signal-rollup.
No direct external sources are attached to this read.