🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-18
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 940ms — 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 | 148d |
| thediff | rss | 2026-04-29 | 112d |
| apricitas | rss | 2026-05-06 | 105d |
| phynvesting | rss | 2026-07-13 | 37d |
| 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 — 2026-08-18
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.94 ratio |
| 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 | 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 | +15.9% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +11.2% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +9.5% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +13.6% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +21.3% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +125.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -8.8% | 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 | +10.0% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +5.4% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +136.5% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| WMT | 3 | -1.9% | bench-signals (tier: LOW), claude-trader (tier: LOW), khanna-trades |
| LITE | 3 | +40.8% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +22.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| NOW | 3 | +15.9% | 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 |
|---|---|---|---|---|---|
| AMLX | $35.11 | 82.8 | +175.6% | +97.8% | +129% |
| ABCL | $11.12 | 80.4 | +174.6% | +71.9% | +138% |
| TXG | $55.63 | 63.2 | +149.6% | +27.2% | +116% |
| CRNX | $84.72 | 90.3 | +142.5% | +1.0% | +75% |
| TWST | $116.10 | 58.5 | +134.6% | +23.7% | +101% |
| DFTX | $46.18 | 58.4 | +130.7% | +4.3% | +101% |
| CDNA | $46.18 | 66.7 | +124.9% | +16.2% | +102% |
| UMAC | $30.58 | 62.6 | +123.9% | +80.6% | +86% |
| MAN | $59.48 | 70.1 | +123.4% | +13.6% | +82% |
| BFLY | $9.00 | 58.8 | +119.5% | +36.0% | +89% |
| MBX | $66.52 | 57.2 | +118.9% | +5.7% | +75% |
| IOVA | $7.03 | 72.5 | +103.2% | +40.6% | +99% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| MVLL | $25.92 | 48 | +39.3% | -8.4% | 1.7× | VA | etf-ideas, etf-monster-universe |
| MOO | $81.35 | 49 | +2.7% | +0.4% | 1.9× | POC | food-security |
| DLO | $13.64 | 41 | +3.3% | +1.4% | 1.8× | VA | financials |
| ARKK | $79.15 | 53 | +3.1% | +2.4% | 1.4× | VA | ark, etf-monster-universe |
📈 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 | $12.67 | 79 | +55.9% | -0.7% | 1.9× | highs | monster-discoveries |
| TRGP | $297.77 | 68 | +30.8% | -2.4% | 2.2× | highs | escalation |
| UMAC | $30.58 | 63 | +85.9% | -12.4% | 1.5× | breakout | drone-defense |
| KEYS | $341.00 | 53 | +22.0% | -9.1% | 3.0× | breakout | monster-discoveries, supply-chain-traces |
| ACMR | $84.37 | 51 | +39.2% | -33.7% | 2.5× | breakout | monster-discoveries |
| ENTG | $150.26 | 53 | +22.6% | -19.6% | 1.5× | breakout | monster-discoveries, thebuildout-cmp-slurries-consumables |
| TGT | $152.48 | 65 | +31.6% | -2.5% | 1.6× | highs | defensive, retail |
| MOAT | $111.99 | 62 | +8.5% | -2.1% | 1.8× | highs | etf-monster-universe |
⚠️ Distribution / trim watch — top 2
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 |
|---|---|---|---|---|---|---|---|
| AMLX (also in monsters — extension + churn) | $35.11 | 83 | +122.8% | +61.5% | 11.7× | +48.6% | monster-discoveries |
| HAE | $104.65 | 83 | +59.1% | +21.5% | 3.1× | +20.0% | monster-discoveries |
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.