🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-03
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 60171ms — 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 | 132d |
| thediff | rss | 2026-04-29 | 96d |
| apricitas | rss | 2026-05-06 | 89d |
| endpointsnews | rss | 2026-05-23 | 72d |
| sherwood | rss | 2026-07-13 | 21d |
| phynvesting | rss | 2026-07-13 | 21d |
| 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)
- 1 risk-on regime gauges • 1 risk-off • 0 blocked
Regime gauges — 2026-08-03
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | defensive_metal_ratio_rising | risk_off | 7.09 ratio |
| Broad-market ETF breadth | broad_strength | risk_on | 73.3 pct above SMA50 |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| NET | yolo | +19.2% | partial-profit |
+19.2% — 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 | +26.9% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +3.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +17.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +21.6% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +21.8% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +78.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -1.0% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -1.4% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +11.3% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +1.1% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +108.5% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| NET | 4 | +26.4% | claude-trader (tier: LOW), druckenmiller-13f, helmer-13f, yolo (tier: LOW) |
| LITE | 3 | +25.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| DDOG | 4 | +11.6% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| COHR | 3 | +14.9% | 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 |
|---|---|---|---|---|---|
| CDNA | $47.85 | 81.5 | +128.3% | +64.7% | +127% |
| MBX | $64.41 | 61.4 | +118.8% | +11.6% | +83% |
| CORT | $112.80 | 69.0 | +118.6% | +23.1% | +82% |
| LQDA | $83.85 | 57.0 | +117.9% | +5.9% | +85% |
| TXG | $47.01 | 61.6 | +117.1% | +17.5% | +100% |
| DELL | $429.02 | 54.6 | +103.0% | +4.3% | +100% |
| CRNX | $83.76 | 89.6 | +103.0% | +99.3% | +81% |
| CHRN | $23.93 | 54.7 | +102.8% | +31.1% | +105% |
| AMC | $2.85 | 69.3 | +96.5% | +63.8% | +59% |
| MAAS | $18.49 | 55.9 | +95.0% | +21.2% | +128% |
| DFTX | $41.79 | 51.0 | +92.1% | -5.7% | +97% |
| PANW | $347.13 | 60.8 | +88.1% | -2.9% | +61% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| RH | $173.74 | 54 | +6.4% | +0.5% | 1.6× | VA | war-sensitivity |
| VEEV | $206.25 | 64 | +1.4% | +1.2% | 1.7× | VA | ai-scan, healthcare |
| LIN | $478.38 | 30 | +1.4% | +2.3% | 2.7× | VA | chemicals, escalation |
| TSN | $59.61 | 54 | +0.5% | +2.7% | 1.7× | POC | defensive, livestock-disease |
| 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 |
|---|---|---|---|---|---|---|---|
| ELVN | $58.04 | 70 | +75.9% | -2.8% | 3.5× | highs | monster-discoveries |
| DXCM | $83.45 | 69 | +23.2% | -1.5% | 2.7× | highs | biotech-scan, healthcare |
| CDNA | $47.85 | 82 | +126.6% | -3.8% | 2.4× | highs | monster-discoveries |
| AMZN | $284.02 | 72 | +20.7% | -1.1% | 1.9× | highs | ai-infra, ai-scan |
| NEOG | $11.90 | 73 | +36.7% | -7.4% | 2.7× | breakout | livestock-disease |
| IMAX | $51.00 | 76 | +35.9% | -0.6% | 1.6× | highs | monster-discoveries |
| MSFT | $487.65 | 78 | +12.8% | -11.9% | 1.7× | breakout | ai-scan, bargain-bin |
| NSIT | $131.67 | 73 | +44.0% | -3.1% | 2.1× | highs | monster-discoveries |
⚠️ Distribution / trim watch — top 8
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 |
|---|---|---|---|---|---|---|---|
| ITGR | $124.45 | 85 | +42.4% | +25.7% | 22.1× | +25.2% | monster-discoveries |
| CDNA (also in monsters — extension + churn) | $47.85 | 82 | +143.1% | +35.2% | 2.4× | +31.6% | monster-discoveries |
| ELVN | $58.04 | 70 | +72.8% | +10.0% | 3.5× | +10.1% | monster-discoveries |
| NEOG | $11.90 | 73 | +57.8% | +18.9% | 2.7× | +27.4% | livestock-disease |
| DRH | $13.38 | 71 | +43.1% | +6.6% | 2.4× | +3.6% | monster-discoveries |
| NSIT | $131.67 | 73 | +36.8% | +10.0% | 2.1× | +7.1% | monster-discoveries |
| CNXN | $85.71 | 77 | +31.1% | +7.5% | 2.0× | +5.4% | monster-discoveries |
| OWL | $11.16 | 73 | -2.1% | +16.1% | 2.2× | +15.3% | alt-managers |
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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