🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-13
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 430ms — 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 | 143d |
| thediff | rss | 2026-04-29 | 107d |
| apricitas | rss | 2026-05-06 | 100d |
| sherwood | rss | 2026-07-13 | 32d |
| phynvesting | rss | 2026-07-13 | 32d |
| netinterest | rss | 2026-08-03 | 11d |
| 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 — 2026-08-13
| Gauge | State | Band | Value |
|---|---|---|---|
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.22 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -52.5 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 | +18.4% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +12.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +24.9% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +12.7% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +21.7% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +112.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -0.2% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -7.4% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +13.4% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +7.1% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +138.7% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +41.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +30.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +60.3% | altimeter-13f, conviction, druckenmiller-13f |
| GILD | 3 | +4.1% | 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 | $58.15 | 73.4 | +170.2% | +27.0% | +131% |
| ABCL | $10.97 | 82.8 | +149.3% | +62.8% | +139% |
| TWST | $125.29 | 72.4 | +136.6% | +35.4% | +124% |
| MAN | $59.09 | 74.6 | +133.1% | +50.8% | +83% |
| CDNA | $47.38 | 74.2 | +131.2% | +63.8% | +113% |
| SNOW | $337.38 | 80.8 | +123.8% | +22.3% | +58% |
| CRNX | $84.44 | 90.0 | +120.4% | +0.9% | +77% |
| BFLY | $8.86 | 57.7 | +116.1% | +14.3% | +90% |
| DFTX | $43.90 | 53.7 | +105.6% | -4.5% | +95% |
| DELL | $494.51 | 62.8 | +99.8% | +8.3% | +117% |
| MGNI | $24.58 | 74.6 | +97.9% | +21.7% | +60% |
| CAKE | $111.88 | 75.0 | +92.5% | +39.5% | +77% |
🎯 Entry + Volume setups — top 4
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 | $8.91 | 52 | +12.1% | -10.6% | 1.4× | VA | optical-supply-chain |
| AOSL | $30.62 | 43 | +4.6% | -9.0% | 2.7× | VA | ai-power |
| JD | $29.30 | 39 | +1.6% | -2.1% | 4.1× | VA | china-tech |
| BRUN | $22.55 | 50 | +30.3% | +1.4% | 1.9× | VA | ai-infrastructure |
📈 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 |
|---|---|---|---|---|---|---|---|
| AVAH | $11.29 | 72 | +39.6% | -2.1% | 5.3× | highs | monster-discoveries |
| WDAY | $206.45 | 75 | +26.8% | -17.4% | 3.7× | breakout | ai-scan, bargain-bin |
| ATRO | $92.61 | 75 | +57.6% | -2.0% | 2.6× | highs | monster-discoveries |
| CLOU | $29.11 | 77 | +32.2% | -0.2% | 1.9× | highs | cloud-etfs, cloud-saas |
| MDB | $472.29 | 80 | +40.1% | -0.0% | 1.5× | highs | ai-scan, cloud-etf-holdings |
| TPG | $55.21 | 80 | +13.5% | -21.6% | 2.2× | breakout | alt-managers |
| HPQ | $31.30 | 71 | +41.5% | -2.8% | 1.6× | highs | monster-discoveries |
| HACK | $121.89 | 74 | +39.9% | -0.1% | 1.7× | highs | cybersec |
⚠️ Distribution / trim watch — top 6
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) | $10.97 | 83 | +111.6% | +63.7% | 2.3× | +68.0% | biotech-capital-cycle, holdings-stocks |
| ATRO | $92.61 | 75 | +76.8% | +26.4% | 2.6× | +21.8% | monster-discoveries |
| AVAH | $11.29 | 72 | +36.3% | +17.4% | 5.3× | +21.3% | monster-discoveries |
| ESTC | $86.03 | 85 | +27.6% | +29.1% | 2.3× | +23.0% | holdings-stocks, insider-universe |
| WDAY | $206.45 | 75 | +24.6% | +28.0% | 3.7× | +21.3% | ai-scan, bargain-bin |
| TPG | $55.21 | 80 | +13.7% | +21.1% | 2.2× | +13.8% | 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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