🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-07-30
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 362ms — 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 | 128d |
| thediff | rss | 2026-04-29 | 92d |
| apricitas | rss | 2026-05-06 | 85d |
| endpointsnews | rss | 2026-05-23 | 68d |
| sherwood | rss | 2026-07-13 | 17d |
| phynvesting | rss | 2026-07-13 | 17d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 1 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)
- 0 risk-on regime gauges • 2 risk-off • 0 blocked
Regime gauges — 2026-07-30
| Gauge | State | Band | Value |
|---|---|---|---|
| Broad-market ETF breadth | short_term_fragile | risk_off | 53.3 pct above SMA50 |
| Sector ETF relative-strength rotation | defensives_bidding | risk_off | -3.56 cyclical-minus-defensive 30d pct pts |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +19.4% | partial-profit |
+19.4% — consider partial at +15% (CRSP lesson: was +16.2%, reversed to -4.8%). |
🎯 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 | +5.2% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | -2.8% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| GOOGL | 9 | +8.1% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-momentum (tier: HIGH), claude-trader (tier: LOW)... |
| AVGO | 8 | +15.9% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +22.0% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +77.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -9.6% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| MSFT | 4 | +8.3% | 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 | -0.7% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +119.8% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| NET | 4 | +26.7% | claude-trader (tier: LOW), druckenmiller-13f, helmer-13f, yolo (tier: LOW) |
| LITE | 3 | +11.8% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| DDOG | 4 | +9.5% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| COHR | 3 | -0.7% | 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 |
|---|---|---|---|---|---|
| CORT | $118.32 | 76.6 | +154.3% | +36.1% | +92% |
| TXG | $49.43 | 69.8 | +124.2% | +28.9% | +113% |
| LQDA | $86.80 | 62.2 | +121.4% | +8.9% | +95% |
| MBX | $66.46 | 65.8 | +119.9% | +20.4% | +92% |
| CRNX | $83.63 | 90.4 | +115.7% | +123.5% | +83% |
| DFTX | $44.49 | 59.7 | +103.3% | -5.4% | +112% |
| DDOG | $268.56 | 62.4 | +103.2% | +3.1% | +61% |
| DELL | $404.81 | 49.8 | +94.0% | -6.0% | +91% |
| MAAS | $18.16 | 55.1 | +87.2% | +39.7% | +128% |
| FTNT | $154.25 | 52.1 | +83.0% | +0.4% | +54% |
| AMC | $2.77 | 67.6 | +82.2% | +45.8% | +54% |
| PANW | $325.68 | 52.1 | +81.6% | -4.5% | +52% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| AXTI | $46.94 | 42 | +1.0% | -13.5% | 1.9× | VA | monster-discoveries, optical-supply-chain |
| BRUN | $19.85 | 39 | +17.0% | -11.5% | 2.4× | VA | ai-infrastructure |
| BELFA | $209.72 | 39 | +7.0% | -4.6% | 1.6× | VA | monster-discoveries |
| RH | $166.21 | 48 | +1.7% | -4.0% | 1.3× | VA | war-sensitivity |
| AMZN | $235.50 | 44 | +0.3% | +1.5% | 2.0× | POC | ai-infra, ai-scan |
| UUP | $28.14 | 40 | +2.4% | +2.4% | 2.3× | POC | geopolitical, macro-commodities |
| TT | $440.28 | 33 | +0.4% | +1.9% | 2.4× | VA | ai-infrastructure |
| DBA | $27.48 | 48 | +3.8% | +1.9% | 1.6× | POC | food-security, macro-commodities |
📈 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 |
|---|---|---|---|---|---|---|---|
| CORT | $118.32 | 77 | +92.1% | -3.2% | 3.8× | highs | monster-discoveries |
| BAX | $26.75 | 76 | +36.9% | -10.8% | 4.0× | breakout | monster-discoveries |
| NEOG | $11.53 | 72 | +33.4% | -0.3% | 2.8× | highs | livestock-disease |
| E | $55.56 | 68 | +22.9% | -4.2% | 3.5× | highs | monster-discoveries |
| AMLX | $20.75 | 70 | +40.2% | -0.9% | 2.2× | highs | monster-discoveries |
| CHEF | $112.22 | 76 | +58.5% | -0.1% | 1.8× | highs | monster-discoveries |
| LAD | $405.03 | 73 | +34.1% | -7.8% | 2.1× | breakout | monster-discoveries |
| CNK | $36.15 | 74 | +31.3% | -3.3% | 1.7× | highs | monster-discoveries |
⚠️ Distribution / trim watch — top 7
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 |
|---|---|---|---|---|---|---|---|
| CORT (also in monsters — extension + churn) | $118.32 | 77 | +106.5% | +26.8% | 3.8× | +22.4% | monster-discoveries |
| GKOS | $168.52 | 74 | +54.6% | +9.3% | 3.2× | +10.8% | monster-discoveries |
| NEOG | $11.53 | 72 | +54.6% | +18.3% | 2.8× | +20.0% | livestock-disease |
| BAX | $26.75 | 76 | +32.5% | +17.1% | 4.0× | +23.4% | monster-discoveries |
| LAD | $405.03 | 73 | +32.6% | +20.8% | 2.1× | +21.3% | monster-discoveries |
| CNXN | $82.49 | 71 | +27.3% | +5.0% | 2.0× | +3.1% | monster-discoveries |
| MSFT | $451.10 | 72 | +3.5% | +14.7% | 3.4× | +18.2% | ai-scan, bargain-bin |
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
6 eventsNo direct external sources are attached to this read.