🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-14
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 673ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 25 fresh · 4 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 | 146d |
| thediff | rss | 2026-04-29 | 110d |
| apricitas | rss | 2026-05-06 | 103d |
| phynvesting | rss | 2026-07-13 | 35d |
| 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)
- 4 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-14
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.87 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.22 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -53.1 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 | +17.3% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| NVDA | 7 | +12.2% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +17.5% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| GOOGL | 8 | +12.6% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), hohn-13f... |
| V | 4 | +21.3% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +127.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -1.1% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -6.3% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +13.1% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +7.2% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +144.2% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +49.3% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +29.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| ARM | 3 | +60.8% | altimeter-13f, conviction, druckenmiller-13f |
| GILD | 3 | +4.2% | 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 |
|---|---|---|---|---|---|
| ABCL | $11.38 | 84.1 | +178.2% | +68.8% | +147% |
| TXG | $56.09 | 67.2 | +164.6% | +22.6% | +121% |
| TWST | $118.57 | 64.6 | +141.1% | +28.0% | +111% |
| BFLY | $8.84 | 57.6 | +130.8% | +21.1% | +89% |
| CRNX | $84.70 | 90.6 | +130.3% | +0.9% | +77% |
| MAN | $58.30 | 71.3 | +129.7% | +49.4% | +80% |
| CDNA | $45.32 | 66.0 | +126.9% | +52.3% | +103% |
| MBX | $68.57 | 62.5 | +111.3% | +13.0% | +84% |
| UMAC | $34.06 | 72.3 | +110.3% | +83.9% | +109% |
| SNOW | $328.92 | 72.1 | +108.9% | +21.0% | +53% |
| DELL | $490.81 | 62.0 | +103.2% | +19.1% | +114% |
| DFTX | $42.63 | 50.3 | +103.1% | -6.6% | +88% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| USAR | $20.00 | 61 | +4.4% | -7.8% | 1.4× | VA | monster-discoveries |
| RDDT | $178.09 | 55 | +0.1% | -4.3% | 3.5× | VA | watching |
| JD | $29.06 | 38 | +0.8% | -2.9% | 1.6× | POC | china-tech |
| NTES | $125.12 | 46 | +0.1% | -1.5% | 1.3× | VA | china-tech |
| BRUN | $22.93 | 51 | +32.1% | +2.9% | 3.3× | 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 |
|---|---|---|---|---|---|---|---|
| UAE | $19.62 | 56 | +3.7% | -8.9% | 7.8× | breakout | war-sensitivity |
| UMAC | $34.06 | 72 | +109.1% | -2.5% | 4.3× | highs | drone-defense |
| AVAH | $12.32 | 77 | +52.1% | -1.6% | 3.1× | highs | monster-discoveries |
| DIOD | $103.48 | 57 | +35.1% | -17.9% | 4.0× | breakout | monster-discoveries |
| CHEF | $109.08 | 59 | +48.1% | -7.0% | 4.1× | breakout | monster-discoveries |
| AYA | $25.92 | 63 | +52.3% | -10.3% | 1.9× | breakout | monster-discoveries |
| AAOI | $150.28 | 61 | +58.2% | -35.7% | 1.6× | breakout | monster-discoveries, optical-supply-chain |
| EPD | $38.90 | 63 | +11.9% | -1.7% | 1.5× | highs | escalation |
⚠️ Distribution / trim watch — top 3
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 |
|---|---|---|---|---|---|---|---|
| UMAC (also in monsters — extension + churn) | $34.06 | 72 | +91.8% | +46.8% | 4.3× | +30.4% | drone-defense |
| AVAH | $12.32 | 77 | +47.4% | +26.6% | 3.1× | +29.8% | monster-discoveries |
| TPG | $53.03 | 71 | +9.2% | +15.2% | 2.1× | +8.3% | 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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