๐Ÿ”ฅ Hot Signals

Article

๐Ÿ”ฅ Hot Signals

๐Ÿ”ฅ Hot Signals โ€” 2026-07-22

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 411ms โ€” pure aggregation, no fresh scans.

๐ŸŸข Capture health

30 sources ยท 23 fresh ยท 6 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 120d
thediff rss 2026-04-29 84d
apricitas rss 2026-05-06 77d
endpointsnews rss 2026-05-23 60d
sherwood rss 2026-07-13 9d
phynvesting rss 2026-07-13 9d
SecurityAnalysis reddit โ€” โ€”

๐Ÿ“Š At a glance

  • 0 SELL verdicts โ€ข 0 TRIM verdicts (0 from perspective fade)
  • 14 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)
  • 0 risk-on regime gauges โ€ข 1 risk-off โ€ข 2 blocked

Regime gauges โ€” 2026-07-22

Gauge State Band Value
GLD/SLV ratio proxy defensive_metal_ratio_rising risk_off 7.03 ratio
Broad-market ETF breadth blocked: stale QQQM:2026-07-20, RSP:2026-07-20, XLK:2026-07-20, XLF:2026-07-20, XLI:2026-0 blocked -
Sector ETF relative-strength rotation blocked: stale XLK:2026-07-20, XLF:2026-07-20, XLI:2026-07-20, XLE:2026-07-20, XLB:2026-07 blocked -

๐ŸŽฏ Convergent bulls โ€” 14

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

Ticker # bulls Avg P&L Long strategies
NVDA 6 +6.8% altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)...
GOOGL 5 +8.8% bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW)
AVGO 5 +14.7% bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW)
LASR 4 +0.5% claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW)
AMZN 6 +5.5% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f...
VST 3 +1.0% atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
UBER 3 -1.7% altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
WMT 3 -8.1% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NET 3 +17.9% claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW)
GILD 3 -1.8% bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW)
COST 3 -2.9% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NTR 4 +3.3% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail
BG 4 +4.0% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail
META 3 +10.9% 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 $25.54 56.8 +135.8% -1.1% +132%
LQDA $87.04 65.5 +132.3% +17.6% +104%
TXG $47.05 71.0 +119.7% +47.6% +113%
ABSI $8.24 43.0 +107.6% +11.2% +83%
MU $959.48 50.4 +99.2% -8.8% +94%
CLOV $4.67 50.4 +94.6% -7.7% +60%
PANW $335.28 55.7 +93.6% +15.3% +59%
DDOG $245.77 48.6 +92.2% +11.4% +50%
DELL $385.80 46.1 +89.5% -7.9% +91%
DFTX $43.67 58.3 +87.8% +20.7% +118%
FTNT $155.05 51.9 +87.3% +4.8% +58%
AMD $552.33 56.2 +80.9% +6.3% +83%

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
CALM $87.86 63 +7.3% +2.1% 2.7ร— VA livestock-disease

๐Ÿ“ˆ Breakout + Volume โ€” top 7

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
BIP $40.25 73 +12.1% -1.0% 4.0ร— highs ai-power
WEAT $26.00 75 +18.2% -0.3% 2.4ร— highs macro-commodities
LQDA $87.04 66 +103.7% -2.8% 2.1ร— highs monster-discoveries
EWC $59.28 59 +7.8% -0.7% 3.0ร— highs canadian-og
BAC $61.62 68 +16.9% -0.8% 1.5ร— highs financials
BTE.TO $6.06 55 +17.5% -17.8% 1.9ร— breakout canadian-og
RIOT $23.38 53 +26.2% -22.9% 1.7ร— breakout ai-power, crypto

โš ๏ธ Distribution / trim watch โ€” top 2

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
BIP $40.25 73 +14.3% +6.8% 4.0ร— +3.9% ai-power
WEAT $26.00 75 +14.1% +10.6% 2.4ร— +4.3% macro-commodities

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

1 event

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