🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-05
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 876ms — 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 | 134d |
| thediff | rss | 2026-04-29 | 98d |
| apricitas | rss | 2026-05-06 | 91d |
| sherwood | rss | 2026-07-13 | 23d |
| phynvesting | rss | 2026-07-13 | 23d |
| 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)
- 2 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-05
| Gauge | State | Band | Value |
|---|---|---|---|
| VIXY fear proxy | vol_compressed | risk_on | -53.3 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 86.7 pct above SMA50 |
🎯 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 | +21.8% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +9.2% | 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 | +18.0% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +22.8% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +87.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -1.2% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -11.1% | 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 | -3.8% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +124.5% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +33.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +30.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +58.0% | altimeter-13f, conviction, druckenmiller-13f |
| GILD | 3 | -0.8% | bench-signals (tier: LOW), claude-trader (tier: LOW), yolo (tier: LOW) |
🌐 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 | $45.50 | 73.0 | +117.2% | +56.6% | +112% |
| CORT | $110.69 | 65.7 | +112.3% | +20.8% | +78% |
| LQDA | $89.12 | 63.5 | +111.5% | +12.5% | +94% |
| MBX | $67.48 | 62.1 | +110.1% | +16.9% | +89% |
| TXG | $47.46 | 61.8 | +108.7% | +18.6% | +99% |
| NSIT | $140.28 | 79.6 | +103.3% | +25.6% | +53% |
| CRNX | $84.00 | 89.6 | +101.4% | +99.9% | +80% |
| MAAS | $18.48 | 54.9 | +98.9% | +21.1% | +123% |
| PANW | $362.66 | 64.8 | +97.4% | +1.4% | +67% |
| DDOG | $283.17 | 66.7 | +97.0% | +10.9% | +67% |
| DELL | $462.70 | 59.8 | +94.1% | +12.6% | +112% |
| TWST | $115.01 | 70.8 | +93.2% | +15.1% | +114% |
🎯 Entry + Volume setups — top 7
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 |
|---|---|---|---|---|---|---|---|
| VPG | $73.56 | 34 | +13.2% | -7.1% | 4.1× | VA | humanoid-robotics |
| VSH | $33.18 | 39 | +23.1% | -5.2% | 2.1× | VA | ai-power |
| PINS | $23.36 | 52 | +2.6% | -2.0% | 2.1× | VA | holdings-stocks, insider-universe |
| DBA | $27.63 | 51 | +4.2% | +2.4% | 2.6× | POC | food-security, macro-commodities |
| XHB | $110.88 | 57 | +4.0% | +2.5% | 1.3× | POC | macro-commodities, market-pulse |
| 6779.T | $2590.00 | 40 | +43.4% | +2.7% | 1.6× | VA | optical-supply-chain |
| FSLR | $236.80 | 58 | +1.1% | +2.9% | 1.5× | VA | ai-infrastructure, ai-scan |
📈 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 |
|---|---|---|---|---|---|---|---|
| GTE | $9.44 | 70 | +47.6% | -18.1% | 65.8× | breakout | canadian-og |
| BLMN | $11.85 | 80 | +67.7% | -6.2% | 6.5× | breakout | livestock-disease |
| ATKR | $93.68 | 73 | +35.4% | -0.1% | 3.3× | highs | monster-discoveries |
| TWST | $115.01 | 71 | +114.2% | -0.5% | 2.4× | highs | biotech-capital-cycle, holdings-stocks |
| NSIT | $140.28 | 80 | +52.9% | -1.1% | 2.0× | highs | monster-discoveries |
| AYA | $25.07 | 69 | +52.3% | -0.5% | 1.8× | highs | monster-discoveries |
| AVT | $97.22 | 68 | +45.9% | -1.5% | 2.6× | highs | monster-discoveries |
| EXPE | $319.66 | 74 | +28.7% | -2.2% | 1.9× | highs | travel-leisure |
⚠️ 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 |
|---|---|---|---|---|---|---|---|
| TWST (also in monsters — extension + churn) | $115.01 | 71 | +133.3% | +23.4% | 2.4× | +34.6% | biotech-capital-cycle, holdings-stocks |
| BLMN | $11.85 | 80 | +67.9% | +36.8% | 6.5× | +34.5% | livestock-disease |
| NSIT (also in monsters — extension + churn) | $140.28 | 80 | +45.1% | +14.6% | 2.0× | +10.1% | monster-discoveries |
| FSLY | $26.03 | 75 | +41.7% | +23.1% | 2.8× | +25.8% | insider-universe, volume-setups |
| ATKR | $93.68 | 73 | +34.9% | +22.6% | 3.3× | +31.1% | monster-discoveries |
| AMGN | $407.83 | 73 | +23.1% | +8.9% | 2.3× | +5.2% | biotech-scan, healthcare |
| MOAT | $111.31 | 73 | +9.8% | +4.1% | 2.3× | +3.1% | etf-monster-universe |
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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