🔥 Hot Signals

Article

🔥 Hot Signals

🔥 Hot Signals — 2026-07-23

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 517ms — pure aggregation, no fresh scans.

🟢 Capture health

30 sources · 23 fresh · 6 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 121d
thediff rss 2026-04-29 85d
apricitas rss 2026-05-06 78d
endpointsnews rss 2026-05-23 61d
sherwood rss 2026-07-13 10d
phynvesting rss 2026-07-13 10d
SecurityAnalysis reddit — —

📊 At a glance

  • 0 SELL verdicts • 0 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 • 1 risk-off • 0 blocked

Regime gauges — 2026-07-23

Gauge State Band Value
GLD vs UUP inverse gold_breakdown_dollar_firm risk_on 1.42 30d spread pct pts
Broad-market ETF breadth short_term_fragile risk_off 53.3 pct above SMA50

🎯 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 +5.1% altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), pelosi-trades (tier: LOW)...
GOOGL 5 +1.0% bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), pelosi-trades (tier: LOW), yolo (tier: LOW)
AVGO 5 +19.0% bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, pelosi-trades (tier: LOW), yolo (tier: LOW)
LASR 4 +1.3% claude-momentum (tier: HIGH), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW)
AMZN 6 +0.7% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), druckenmiller-13f...
VST 3 +8.0% atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
UBER 3 -3.7% altimeter-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW)
WMT 3 -8.8% bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW)
NET 3 +15.0% claude-trader (tier: LOW), druckenmiller-13f, yolo (tier: LOW)
GILD 3 -1.4% bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW)
COST 3 -3.0% 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 +2.6% bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail
META 3 +7.2% 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
LQDA $89.03 67.2 +138.6% +17.9% +107%
TXG $48.06 72.5 +117.7% +38.9% +116%
CORT $96.66 66.2 +109.9% +18.5% +58%
CHRN $22.57 50.6 +105.4% +2.0% +103%
ABSI $8.07 41.7 +104.8% -19.9% +78%
DELL $439.34 57.1 +103.7% +1.4% +113%
MU $990.21 52.7 +99.4% -5.5% +99%
DFTX $42.93 56.2 +91.0% +1.9% +113%
SIMO $289.08 49.8 +88.8% -10.1% +81%
CLOV $4.55 47.9 +87.2% -12.7% +55%
PANW $325.63 51.3 +82.4% +14.2% +54%
FTNT $151.54 47.9 +79.7% +4.3% +54%

🎯 Entry + Volume setups — top 5

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
HIMS $32.74 49 +5.0% -7.3% 2.5× VA consumer, cultural-thesis
NOK $9.73 32 +7.5% -2.7% 2.1× VA ai-infrastructure, monster-discoveries
HYG $79.23 39 +0.9% +1.5% 1.8× POC etf-ideas, market-pulse
XRT $86.38 46 +2.2% +2.7% 1.5× POC retail
JEPI $56.42 52 +1.8% +2.6% 1.4× POC buffer-signals, etf-ideas

📈 Breakout + Volume — top 8

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

Ticker Price RSI vs SMA200 →52wkH RelVol Kind In
MEDP $605.82 76 +17.4% -10.6% 3.5× breakout biotech-capital-cycle, ibb
LMT $568.59 69 +5.7% -17.8% 2.8× breakout defense-contractors, drone-defense
BIP $41.04 77 +14.2% -0.2% 2.0× highs ai-power
EQNR $40.99 77 +35.0% -5.7% 1.5× highs monster-discoveries
TMO $572.32 73 +8.2% -11.1% 2.7× breakout bargain-bin, biotech
RTX $209.16 72 +12.9% -2.5% 2.3× highs defense-contractors, drone-defense
WCP.TO $16.70 66 +25.7% -3.7% 1.6× highs canadian-og
EWS $31.44 60 +11.9% -2.3% 2.4× highs escalation

⚠️ Distribution / trim watch — top 5

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
MEDP $605.82 76 +21.7% +12.2% 3.5× +12.6% biotech-capital-cycle, ibb
USO $139.49 72 +30.9% +20.9% 2.0× +16.9% geopolitical, macro-commodities
BIP $41.04 77 +16.3% +8.2% 2.0× +4.8% ai-power
RTX $209.16 72 +15.4% +7.4% 2.3× +7.6% defense-contractors, drone-defense
TMO $572.32 73 +10.8% +9.2% 2.7× +5.4% bargain-bin, biotech

Sources

  • research/market-engine/data/summaries/*.json (precomputed settled-close summaries — all prices/RSI/percentages above)

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

1 event
DateTypeEvent
Jul 25 ScanMonster Scan

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