🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-08-17
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 841ms — 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)
- 5 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-17
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.81 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.23 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -52.6 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 86.7 pct above SMA50 |
| Sector ETF relative-strength rotation | cyclicals_leading_defensives | risk_on | 4.6 cyclical-minus-defensive 30d pct pts |
🎯 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 | +16.7% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +11.1% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +12.1% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +17.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +19.5% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +147.9% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -4.6% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -7.6% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +9.7% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +5.9% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +154.3% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| WMT | 3 | -2.7% | bench-signals (tier: LOW), claude-trader (tier: LOW), khanna-trades |
| LITE | 3 | +56.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +40.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| NOW | 3 | +14.2% | akre-13f, khanna-trades, mccaul-trades |
🌐 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 | $57.99 | 69.7 | +170.3% | +32.6% | +127% |
| ABCL | $11.20 | 81.4 | +169.2% | +73.1% | +141% |
| TWST | $124.41 | 66.8 | +149.9% | +32.6% | +117% |
| CRNX | $84.75 | 90.4 | +144.2% | +1.1% | +75% |
| BFLY | $9.02 | 58.9 | +134.9% | +36.3% | +91% |
| CDNA | $46.38 | 67.5 | +125.3% | +16.7% | +104% |
| DFTX | $45.26 | 56.5 | +121.0% | +2.2% | +98% |
| MBX | $68.25 | 61.6 | +120.3% | +8.5% | +81% |
| CORT | $117.17 | 67.0 | +112.6% | +29.4% | +84% |
| MAN | $56.77 | 65.2 | +109.9% | +8.5% | +75% |
| IOVA | $7.10 | 74.0 | +109.4% | +42.0% | +103% |
| UMAC | $30.15 | 61.9 | +108.7% | +78.1% | +84% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| HIVE | $3.07 | 53 | +1.5% | -16.7% | 3.6× | VA | ai-power |
| VPG | $76.23 | 41 | +14.9% | -3.2% | 1.4× | VA | humanoid-robotics |
| KKR | $108.83 | 58 | +2.7% | +0.4% | 1.5× | VA | alt-managers |
| ECL | $275.84 | 48 | +2.1% | +2.3% | 1.9× | POC | ai-infrastructure, chemicals |
| BRUN | $22.63 | 50 | +30.0% | +1.5% | 1.3× | 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 |
|---|---|---|---|---|---|---|---|
| AIR | $153.71 | 64 | +39.0% | -0.2% | 3.5× | highs | monster-discoveries |
| ARGX | $987.84 | 68 | +18.7% | -1.4% | 2.4× | highs | focus, ibb |
| AVAH | $12.69 | 79 | +56.4% | -0.1% | 1.7× | highs | monster-discoveries |
| EWC | $62.18 | 74 | +11.2% | -0.6% | 3.7× | highs | canadian-og |
| UMAC | $30.15 | 62 | +84.2% | -13.7% | 1.9× | breakout | drone-defense |
| SMTC | $154.22 | 61 | +49.8% | -13.0% | 1.9× | breakout | optical-supply-chain |
| ESTC | $83.44 | 76 | +30.5% | -13.2% | 1.8× | breakout | holdings-stocks, insider-universe |
| OII | $54.11 | 69 | +56.6% | -0.3% | 1.8× | highs | monster-discoveries |
⚠️ Distribution / trim watch — top 1
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 |
|---|---|---|---|---|---|---|---|
| EWC | $62.18 | 74 | +14.0% | +3.0% | 3.7× | +1.1% | canadian-og |
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
4 eventsNo direct external sources are attached to this read.