🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-04
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 · 24 fresh · 5 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 | 133d |
| thediff | rss | 2026-04-29 | 97d |
| apricitas | rss | 2026-05-06 | 90d |
| sherwood | rss | 2026-07-13 | 22d |
| phynvesting | rss | 2026-07-13 | 22d |
| SecurityAnalysis | — | — |
📊 At a glance
- 4 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 • 0 risk-off • 0 blocked
Regime gauges — 2026-08-04
| Gauge | State | Band | Value |
|---|---|---|---|
| Broad-market ETF breadth | broad_strength | risk_on | 86.7 pct above SMA50 |
🔴 CRITICAL — 4 SELL
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| COST | claude-momentum | -0.9% | death-cross-exit |
Death cross + negative P&L (-0.9%). Trend broken. |
| DDOG | bench-signals | +20.2% | profit-target |
Signal DDOG: +20.2% — +20% profit target hit. |
| DDOG | yolo | +20.2% | profit-target |
+20.2% — hit +20% target. TAKE THE MONEY. |
| NET | yolo | +27.0% | profit-target |
+27.0% — hit +20% target. TAKE THE MONEY. |
🎯 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 | +23.9% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +5.6% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +25.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +22.9% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +23.1% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +98.1% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -1.4% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -9.4% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +12.5% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +1.6% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +124.4% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +36.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| DDOG | 4 | +17.5% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| COHR | 3 | +29.1% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +61.4% | 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 |
|---|---|---|---|---|---|
| MBX | $70.70 | 68.5 | +138.8% | +22.5% | +99% |
| CDNA | $47.09 | 78.7 | +127.5% | +62.0% | +121% |
| SNOW | $316.77 | 77.3 | +123.5% | +20.9% | +50% |
| LQDA | $88.38 | 62.7 | +120.2% | +11.6% | +94% |
| TXG | $47.86 | 63.3 | +117.5% | +19.6% | +102% |
| DELL | $467.27 | 60.9 | +116.4% | +13.7% | +116% |
| CORT | $109.80 | 65.1 | +113.9% | +19.9% | +77% |
| ATEX | $106.35 | 61.6 | +110.4% | +0.3% | +135% |
| MAAS | $19.51 | 58.7 | +109.6% | +27.9% | +138% |
| CRNX | $83.86 | 89.7 | +105.8% | +99.5% | +81% |
| PANW | $366.34 | 66.8 | +99.1% | +2.5% | +70% |
| DDOG | $288.15 | 70.8 | +97.7% | +12.8% | +71% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| POET | $8.57 | 52 | +8.4% | -14.2% | 2.0× | VA | optical-supply-chain |
| LWLG | $7.95 | 55 | +13.2% | -9.3% | 1.9× | VA | optical-supply-chain, volume-setups |
| MVLL | $27.27 | 48 | +54.3% | -3.6% | 1.8× | VA | etf-ideas, etf-monster-universe |
| BNO | $45.32 | 44 | +12.3% | -2.6% | 1.9× | VA | macro-commodities |
| MOO | $81.69 | 50 | +3.8% | +0.9% | 2.0× | POC | food-security |
| HYG | $79.55 | 62 | +1.7% | +2.2% | 1.4× | POC | etf-ideas, market-pulse |
| VEEV | $206.25 | 64 | +1.4% | +1.2% | 1.7× | VA | ai-scan, healthcare |
| AWK | $134.01 | 53 | +3.0% | +2.1% | 1.3× | POC | ai-infrastructure, volume-setups |
📈 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 |
|---|---|---|---|---|---|---|---|
| ATKR | $93.53 | 73 | +35.4% | -0.1% | 4.3× | highs | monster-discoveries |
| W | $116.08 | 72 | +32.6% | -3.3% | 4.2× | highs | war-sensitivity |
| AYA | $22.90 | 63 | +39.6% | -0.8% | 2.7× | highs | monster-discoveries |
| ELVN | $61.11 | 75 | +84.1% | -0.3% | 2.4× | highs | monster-discoveries |
| EWTX | $44.71 | 60 | +49.1% | -7.6% | 4.1× | breakout | monster-discoveries |
| NSIT | $137.26 | 78 | +49.9% | -2.6% | 2.4× | highs | monster-discoveries |
| AMLX | $21.87 | 72 | +46.8% | -1.8% | 2.0× | highs | monster-discoveries |
| LIND | $34.09 | 80 | +82.6% | -1.8% | 1.8× | 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 |
|---|---|---|---|---|---|---|---|
| ELVN | $61.11 | 75 | +80.7% | +14.7% | 2.4× | +13.7% | monster-discoveries |
| ZBRA | $368.83 | 85 | +43.4% | +34.0% | 3.6× | +29.7% | robotics |
| ITGR | $125.05 | 85 | +41.8% | +24.2% | 3.2× | +24.6% | monster-discoveries |
| NSIT | $137.26 | 78 | +42.3% | +13.5% | 2.4× | +10.0% | monster-discoveries |
| ATKR | $93.53 | 73 | +36.3% | +24.4% | 4.3× | +20.8% | monster-discoveries |
| W | $116.08 | 72 | +36.4% | +29.3% | 4.2× | +22.8% | war-sensitivity |
| APGE | $134.19 | 79 | +40.6% | +0.1% | 2.0× | +0.0% | monster-discoveries |
| PLTR | $162.66 | 73 | +3.5% | +25.0% | 4.8× | +31.7% | ai-infra, ai-scan |
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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