🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-08-11
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 534ms — 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 | 140d |
| thediff | rss | 2026-04-29 | 104d |
| apricitas | rss | 2026-05-06 | 97d |
| sherwood | rss | 2026-07-13 | 29d |
| phynvesting | rss | 2026-07-13 | 29d |
| netinterest | rss | 2026-08-03 | 8d |
| 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)
- 3 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-11
| Gauge | State | Band | Value |
|---|---|---|---|
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.22 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -51.4 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 80 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 | +21.6% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +8.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +24.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +11.9% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +20.9% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +76.3% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | +0.5% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -8.3% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +15.0% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +10.9% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +118.3% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +32.3% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +31.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +54.7% | altimeter-13f, conviction, druckenmiller-13f |
| GILD | 3 | +2.3% | 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 |
|---|---|---|---|---|---|
| TXG | $58.48 | 75.1 | +179.5% | +40.0% | +137% |
| MAAS | $20.89 | 61.8 | +129.6% | +57.8% | +143% |
| CRNX | $84.36 | 90.5 | +128.6% | +0.8% | +78% |
| BFLY | $9.37 | 63.4 | +125.2% | +15.7% | +104% |
| CDNA | $47.23 | 73.9 | +120.7% | +64.2% | +114% |
| TWST | $123.12 | 70.2 | +120.0% | +36.3% | +122% |
| SNOW | $334.14 | 81.4 | +119.9% | +24.4% | +57% |
| CORT | $111.86 | 63.6 | +118.7% | +30.2% | +78% |
| MAN | $56.24 | 69.7 | +105.3% | +38.5% | +76% |
| ABCL | $9.76 | 78.7 | +97.2% | +49.7% | +115% |
| DFTX | $40.91 | 46.1 | +93.3% | -6.3% | +84% |
| OKTA | $150.33 | 62.7 | +90.2% | +7.7% | +57% |
🎯 Entry + Volume setups — top 1
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 |
|---|---|---|---|---|---|---|---|
| HIMS | $30.51 | 48 | +3.2% | -8.3% | 1.4× | VA | consumer, cultural-thesis |
📈 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 |
|---|---|---|---|---|---|---|---|
| KOPN | $5.20 | 66 | +57.5% | -21.3% | 3.4× | breakout | optical-supply-chain, watching |
| P | $109.38 | 81 | +47.3% | -0.2% | 2.2× | highs | ai-infra |
| ABCL | $9.76 | 79 | +115.3% | -5.2% | 2.4× | highs | biotech-capital-cycle, holdings-stocks |
| ABNB | $184.98 | 82 | +38.1% | -1.1% | 1.7× | highs | holdings-stocks, insider-universe |
| CIB | $98.01 | 75 | +39.1% | -2.7% | 2.6× | highs | monster-discoveries |
| S | $22.46 | 75 | +43.6% | -0.7% | 1.6× | highs | cybersec |
| BMRN | $69.55 | 79 | +22.8% | -1.5% | 1.9× | highs | biotech-scan, ibb |
| NESR | $36.01 | 75 | +67.5% | -2.1% | 1.5× | highs | monster-discoveries |
⚠️ Distribution / trim watch — top 5
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 |
|---|---|---|---|---|---|---|---|
| ABCL (also in monsters — extension + churn) | $9.76 | 79 | +93.3% | +55.4% | 2.4× | +60.3% | biotech-capital-cycle, holdings-stocks |
| ALMR | $36.57 | 80 | +49.0% | +37.9% | 7.1× | +34.9% | biotech-capital-cycle |
| P | $109.38 | 81 | +44.8% | +38.6% | 2.2× | +30.3% | ai-infra |
| CIB | $98.01 | 75 | +45.7% | +11.6% | 2.6× | +8.9% | monster-discoveries |
| ACHR | $6.79 | 72 | -13.6% | +32.9% | 2.3× | +27.9% | robotics |
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
5 eventsNo direct external sources are attached to this read.