🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-07-29
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 371ms — 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 | 127d |
| thediff | rss | 2026-04-29 | 91d |
| apricitas | rss | 2026-05-06 | 84d |
| endpointsnews | rss | 2026-05-23 | 67d |
| sherwood | rss | 2026-07-13 | 16d |
| phynvesting | rss | 2026-07-13 | 16d |
| 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 • 3 risk-off • 0 blocked
Regime gauges — 2026-07-29
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7.17 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | 0.69 30d spread pct pts |
| Broad-market ETF breadth | short_term_fragile | risk_off | 40 pct above SMA50 |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -6.88 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 | +1.2% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | -5.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| GOOGL | 9 | +9.1% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-momentum (tier: HIGH), claude-trader (tier: LOW)... |
| AVGO | 8 | +10.7% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +22.8% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +41.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -1.8% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| MSFT | 4 | -6.2% | ackman-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), tepper-13f (tier: LOW) |
| VST | 4 | -9.7% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| UBER | 4 | +0.5% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +85.7% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| NET | 4 | +20.9% | claude-trader (tier: LOW), druckenmiller-13f, helmer-13f, yolo (tier: LOW) |
| LITE | 3 | -2.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| DDOG | 4 | +7.8% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| COHR | 3 | -11.5% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
🌐 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 | $86.82 | 62.3 | +121.4% | +8.9% | +96% |
| TXG | $46.32 | 64.1 | +110.1% | +20.8% | +102% |
| DDOG | $264.20 | 60.2 | +99.9% | +1.5% | +59% |
| CORT | $92.95 | 57.2 | +99.8% | +6.9% | +52% |
| DFTX | $42.16 | 53.6 | +92.7% | -10.4% | +103% |
| FTNT | $153.22 | 50.8 | +81.7% | -0.3% | +54% |
| FTRE | $20.40 | 72.5 | +77.4% | +17.2% | +51% |
| ERAS | $17.72 | 49.4 | +66.4% | -3.3% | +65% |
| APGE | $134.20 | 79.9 | +61.9% | +1.1% | +63% |
| DVA | $240.96 | 70.0 | +55.3% | +8.3% | +55% |
| TWST | $85.47 | 45.6 | +46.2% | -16.9% | +64% |
| ENVA | $244.71 | 62.3 | +44.5% | +1.6% | +53% |
🎯 Entry + Volume setups — top 8
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 |
|---|---|---|---|---|---|---|---|
| HYG | $79.24 | 41 | +0.9% | +1.4% | 1.7× | POC | etf-ideas, market-pulse |
| PG | $146.10 | 47 | +0.2% | -0.4% | 1.5× | POC | consumer-staples, volume-setups |
| AMT | $179.26 | 62 | +1.8% | +0.3% | 1.7× | POC | ai-infrastructure |
| EWG | $41.94 | 56 | +1.8% | +2.6% | 4.5× | VA | macro-commodities |
| VIAV | $32.23 | 31 | +1.8% | +0.3% | 2.1× | VA | optical-supply-chain |
| EWY | $144.21 | 33 | +6.1% | +0.4% | 2.0× | VA | escalation, memory |
| CDNS | $332.76 | 39 | +1.6% | +0.5% | 1.5× | VA | cloud-etf-holdings |
| DIOD | $76.09 | 32 | +2.5% | +0.8% | 1.5× | 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 | $247.56 | 81 | +25.6% | -1.5% | 1.6× | highs | biotech-capital-cycle, biotech-scan |
| FTRE | $20.40 | 73 | +50.6% | -4.6% | 2.5× | highs | biotech-capital-cycle |
| EXPE | $304.27 | 74 | +23.6% | -2.6% | 1.8× | highs | travel-leisure |
| CHEF | $105.63 | 70 | +49.8% | -5.8% | 2.8× | highs | monster-discoveries |
| BIP | $42.62 | 78 | +18.1% | -0.5% | 1.8× | highs | ai-power |
| MDLZ | $64.99 | 66 | +12.5% | -4.4% | 2.1× | highs | consumer-staples |
| RTX | $215.25 | 72 | +15.5% | -2.8% | 1.6× | highs | defense-contractors, drone-defense |
| SNOW | $282.90 | 68 | +34.7% | -3.6% | 1.9× | highs | ai-scan, cloud-etf-holdings |
⚠️ Distribution / trim watch — top 4
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) | $20.40 | 73 | +64.1% | +11.6% | 2.5× | +10.3% | biotech-capital-cycle |
| CHEF | $105.63 | 70 | +50.6% | +8.8% | 2.8× | +12.5% | monster-discoveries |
| AVTR | $14.38 | 83 | +31.6% | +30.2% | 3.8× | +31.3% | biotech-capital-cycle |
| ITRI | $102.33 | 73 | +1.4% | +18.2% | 2.8× | +23.0% | ai-power |
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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