🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-07-31
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 439ms — 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 | 129d |
| thediff | rss | 2026-04-29 | 93d |
| apricitas | rss | 2026-05-06 | 86d |
| endpointsnews | rss | 2026-05-23 | 69d |
| sherwood | rss | 2026-07-13 | 18d |
| phynvesting | rss | 2026-07-13 | 18d |
| 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 • 0 risk-off • 0 blocked
Regime gauges — 2026-07-31
No active risk-on/risk-off regime gauges.
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +17.6% | partial-profit |
+17.6% — 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 | +21.3% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +0.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +16.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +15.9% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +22.0% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +68.5% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| MSFT | 5 | +9.9% | ackman-13f, claude-trader (tier: LOW), coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| META | 6 | -6.6% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -6.3% | 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 | +106.9% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| NET | 4 | +24.7% | claude-trader (tier: LOW), druckenmiller-13f, helmer-13f, yolo (tier: LOW) |
| LITE | 3 | +15.1% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| DDOG | 4 | +9.3% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| COHR | 3 | +4.8% | 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 | $114.49 | 71.3 | +122.7% | +29.4% | +85% |
| MBX | $65.93 | 64.7 | +121.4% | +17.9% | +89% |
| LQDA | $84.11 | 57.4 | +120.5% | +6.0% | +87% |
| CRNX | $83.52 | 89.6 | +114.0% | +115.9% | +82% |
| TXG | $47.27 | 62.3 | +110.7% | +21.1% | +102% |
| CDNA | $43.71 | 77.4 | +103.3% | +49.4% | +109% |
| DFTX | $43.52 | 56.4 | +100.5% | +0.3% | +106% |
| AMC | $2.82 | 68.7 | +94.5% | +46.1% | +57% |
| DELL | $405.37 | 49.9 | +93.2% | -4.5% | +90% |
| DDOG | $267.97 | 61.8 | +90.7% | +1.3% | +60% |
| FTNT | $161.95 | 60.6 | +87.7% | +1.9% | +61% |
| OKTA | $141.93 | 56.8 | +87.3% | +1.1% | +51% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| NVO | $47.08 | 43 | +2.4% | +0.5% | 2.8× | POC | biotech-scan, peptide-economy |
| MOO | $81.72 | 50 | +3.9% | +1.0% | 1.8× | POC | food-security |
| LIN | $478.38 | 30 | +1.4% | +2.3% | 2.7× | VA | chemicals, escalation |
| UUP | $28.17 | 42 | +2.4% | +2.5% | 1.3× | POC | geopolitical, macro-commodities |
| U | $31.71 | 58 | +1.0% | +2.5% | 1.6× | VA | holdings-stocks, insider-universe |
| 6779.T | $2590.00 | 40 | +43.4% | +2.7% | 1.6× | VA | optical-supply-chain |
📈 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 |
|---|---|---|---|---|---|---|---|
| FIVN | $27.51 | 64 | +37.8% | -4.7% | 5.3× | highs | monster-discoveries |
| CDNA | $43.71 | 77 | +108.6% | -2.9% | 2.5× | highs | monster-discoveries |
| NEOG | $12.04 | 75 | +38.8% | -0.9% | 2.1× | highs | livestock-disease |
| AMZN | $271.58 | 68 | +15.6% | -2.5% | 3.0× | highs | ai-infra, ai-scan |
| DXCM | $83.45 | 69 | +23.2% | -1.5% | 2.7× | highs | biotech-scan, healthcare |
| CHEF | $115.35 | 79 | +62.3% | -0.3% | 1.8× | highs | monster-discoveries |
| IESC | $744.54 | 60 | +43.2% | -7.4% | 2.2× | breakout | monster-discoveries |
| ILMN | $205.10 | 68 | +46.8% | -0.4% | 2.3× | highs | biotech-capital-cycle, biotech-scan |
⚠️ Distribution / trim watch — top 3
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 |
|---|---|---|---|---|---|---|---|
| CDNA (also in monsters — extension + churn) | $43.71 | 77 | +126.3% | +26.9% | 2.5× | +17.7% | monster-discoveries |
| ITGR | $121.21 | 84 | +42.9% | +24.4% | 5.4× | +22.9% | monster-discoveries |
| NEOG | $12.04 | 75 | +60.6% | +21.8% | 2.1× | +28.1% | livestock-disease |
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.