🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-07-28
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 347ms — 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:harvestor per-source scrapers to refresh.
| Source | Type | Last capture | Days stale |
|---|---|---|---|
| dumb-money-live | podcast | 2026-03-24 | 126d |
| thediff | rss | 2026-04-29 | 90d |
| apricitas | rss | 2026-05-06 | 83d |
| endpointsnews | rss | 2026-05-23 | 66d |
| sherwood | rss | 2026-07-13 | 15d |
| phynvesting | rss | 2026-07-13 | 15d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 0 TRIM verdicts (0 from perspective fade)
- 15 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 — 2026-07-28
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | -0.53 30d spread pct pts |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -3.49 cyclical-minus-defensive 30d pct pts |
🎯 Convergent bulls — 15
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| AMZN | 11 | +3.1% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 8 | -2.4% | altimeter-13f, bench-signals (tier: LOW), claude-momentum (tier: HIGH), claude-trader (tier: LOW), conviction... |
| GOOGL | 9 | +8.2% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-momentum (tier: HIGH), claude-trader (tier: LOW)... |
| AVGO | 8 | +13.9% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +22.1% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +52.1% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -0.5% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| MU | 6 | +86.7% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), conviction, druckenmiller-13f, gottheimer-trades... |
| MSFT | 4 | -5.5% | ackman-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), tepper-13f (tier: LOW) |
| VST | 4 | -6.0% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| UBER | 4 | -0.1% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| NET | 4 | +18.0% | claude-trader (tier: LOW), druckenmiller-13f, helmer-13f, yolo (tier: LOW) |
| LITE | 3 | +5.1% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | -3.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +40.8% | altimeter-13f, conviction, druckenmiller-13f |
🌐 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 |
|---|---|---|---|---|---|
| TXG | $47.05 | 66.9 | +132.9% | +26.6% | +108% |
| LQDA | $86.82 | 62.3 | +127.6% | +15.6% | +99% |
| DFTX | $41.96 | 53.2 | +104.8% | -9.9% | +103% |
| CORT | $94.19 | 59.6 | +102.2% | +7.2% | +54% |
| ERAS | $18.16 | 52.9 | +99.3% | -0.7% | +72% |
| FTRE | $20.70 | 76.6 | +96.0% | +18.1% | +53% |
| DELL | $392.10 | 46.3 | +91.0% | -5.3% | +87% |
| DDOG | $250.88 | 52.3 | +87.3% | +0.9% | +51% |
| CHRN | $20.23 | 46.4 | +76.8% | -11.5% | +80% |
| PANW | $319.00 | 48.6 | +75.7% | -3.9% | +50% |
| FTNT | $149.98 | 46.2 | +74.2% | -3.5% | +51% |
| APGE | $134.17 | 80.1 | +63.6% | +1.2% | +65% |
🎯 Entry + Volume setups — top 6
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 | $30.73 | 41 | +6.4% | -3.4% | 1.4× | VA | ai-scan |
| SWKS | $64.68 | 53 | +1.4% | -1.3% | 1.6× | VA | semis |
| BA | $221.56 | 55 | +1.5% | +1.2% | 1.9× | POC | defense-contractors, geopolitical |
| BNO | $46.74 | 48 | +17.3% | +0.7% | 1.7× | VA | macro-commodities |
| NCLH | $21.22 | 63 | +4.3% | +1.0% | 1.5× | VA | travel-leisure |
| CECO | $67.48 | 29 | +0.4% | +2.2% | 1.7× | VA | monster-discoveries |
📈 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 |
|---|---|---|---|---|---|---|---|
| IQV | $242.94 | 79 | +23.4% | -1.9% | 3.7× | highs | biotech-capital-cycle, biotech-scan |
| FTRE | $20.70 | 77 | +53.4% | -2.0% | 2.8× | highs | biotech-capital-cycle |
| INCY | $129.93 | 76 | +29.3% | -2.0% | 3.3× | highs | biotech-scan, ibb |
| BIP | $41.93 | 76 | +16.4% | -0.2% | 1.6× | highs | ai-power |
| RTX | $218.58 | 78 | +17.5% | -1.3% | 1.6× | highs | defense-contractors, drone-defense |
| ABNB | $153.11 | 62 | +16.0% | -0.1% | 1.9× | highs | holdings-stocks, insider-universe |
| KO | $88.27 | 67 | +17.7% | -2.2% | 1.9× | highs | consumer-staples |
| COWZ | $67.52 | 70 | +9.7% | -0.2% | 1.6× | highs | etf-monster-universe |
⚠️ 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 |
|---|---|---|---|---|---|---|---|
| FTRE (also in monsters — extension + churn) | $20.70 | 77 | +67.7% | +14.2% | 2.8× | +15.6% | biotech-capital-cycle |
| ITRI | $107.02 | 83 | +6.0% | +24.8% | 9.4× | +27.2% | ai-power |
| INCY | $129.93 | 76 | +33.3% | +11.2% | 3.3× | +10.7% | biotech-scan, ibb |
| IQV | $242.94 | 79 | +26.3% | +17.4% | 3.7× | +20.5% | biotech-capital-cycle, biotech-scan |
| AVTR | $12.42 | 74 | +14.1% | +15.5% | 2.1× | +13.0% | biotech-capital-cycle |
Sources
research/market-engine/data/summaries/*.json(precomputed settled-close summaries — all prices/RSI/percentages above)
Re-run with deno task hot-signal-rollup.
Related
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