🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-19
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 722ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 26 fresh · 3 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 |
| 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 — 2026-08-19
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.9 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -53.9 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 | +18.8% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +11.4% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +8.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +8.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +21.8% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +117.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| META | 6 | -8.4% | ackman-13f, altimeter-13f, claude-trader (tier: LOW), conviction, loeb-13f (tier: LOW)... |
| VST | 4 | -9.7% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +10.6% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +10.2% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +135.5% | 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 | +33.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +14.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| NOW | 3 | +23.4% | 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 |
|---|---|---|---|---|---|
| MRNA | $174.38 | 92.2 | +262.4% | +193.1% | +266% |
| AMLX | $38.60 | 85.3 | +183.6% | +121.2% | +149% |
| TWST | $142.39 | 71.0 | +165.4% | +62.8% | +145% |
| ABCL | $12.01 | 83.2 | +162.8% | +107.1% | +156% |
| TXG | $62.19 | 71.3 | +159.3% | +43.9% | +139% |
| CRNX | $84.69 | 90.4 | +133.5% | +1.0% | +74% |
| IOVA | $7.99 | 78.8 | +125.7% | +59.2% | +124% |
| CDNA | $46.51 | 67.4 | +119.9% | +21.2% | +102% |
| DFTX | $45.82 | 57.4 | +119.5% | +7.1% | +98% |
| MAN | $59.42 | 69.8 | +119.2% | +11.9% | +81% |
| MBX | $68.40 | 60.7 | +117.6% | +13.7% | +79% |
| BFLY | $9.17 | 60.2 | +108.9% | +37.1% | +91% |
🎯 Entry + Volume setups — top 8
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 |
|---|---|---|---|---|---|---|---|
| BRUN | $19.01 | 42 | +8.8% | -14.5% | 1.4× | VA | ai-infrastructure |
| HIMS | $31.09 | 52 | +7.2% | -6.1% | 1.3× | VA | consumer, cultural-thesis |
| NTLA | $13.28 | 60 | +6.9% | -3.0% | 1.8× | POC | biotech, biotech-scan |
| ITB | $99.26 | 53 | +0.8% | -1.6% | 1.5× | POC | macro-commodities, market-pulse |
| NVO | $46.48 | 47 | +2.0% | -0.8% | 1.4× | POC | biotech-scan, peptide-economy |
| XHB | $108.23 | 50 | +1.5% | +0.0% | 1.4× | POC | macro-commodities, market-pulse |
| INDI | $4.01 | 52 | +4.3% | -0.3% | 1.4× | POC | robotics |
| AGRO | $10.57 | 60 | +3.1% | -0.5% | 2.3× | VA | macro-commodities, monster-discoveries |
📈 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 |
|---|---|---|---|---|---|---|---|
| BNTX | $113.12 | 81 | +16.0% | -8.8% | 9.3× | breakout | biotech-scan, holdings-stocks |
| ARKG | $47.73 | 72 | +48.1% | +0.0% | 3.1× | highs | ark, etf-monster-universe |
| WPM | $147.43 | 74 | +16.9% | -11.1% | 3.5× | breakout | thebuildout-lithium-battery-metals |
| TWST | $142.39 | 71 | +144.6% | -0.3% | 2.3× | highs | biotech-capital-cycle, holdings-stocks |
| LABU | $341.55 | 73 | +81.3% | -0.1% | 1.9× | highs | biotech-scan, etf-ideas |
| CRSP | $59.81 | 71 | +12.6% | -23.8% | 2.8× | breakout | biotech, biotech-scan |
| RGEN | $176.36 | 74 | +25.7% | -1.9% | 1.5× | highs | biotech-capital-cycle |
| MRVL | $237.27 | 58 | +65.4% | -28.1% | 2.0× | breakout | ai-infra, ai-scan |
⚠️ Distribution / trim watch — top 8
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 |
|---|---|---|---|---|---|---|---|
| MRNA (also in monsters — extension + churn) | $174.38 | 92 | +254.2% | +171.6% | 36.2× | +174.8% | biotech, biotech-scan |
| TWST (also in monsters — extension + churn) | $142.39 | 71 | +167.3% | +31.5% | 2.3× | +13.5% | biotech-capital-cycle, holdings-stocks |
| AMLX (also in monsters — extension + churn) | $38.60 | 85 | +138.1% | +69.4% | 2.6× | +65.4% | monster-discoveries |
| NRIX | $27.79 | 77 | +68.0% | +10.4% | 2.0× | +4.5% | monster-discoveries |
| MRK | $152.20 | 83 | +44.2% | +15.1% | 4.0× | +14.5% | healthcare, healthcare-scan |
| BNTX | $113.12 | 81 | +15.5% | +21.4% | 9.3× | +21.9% | biotech-scan, holdings-stocks |
| ARKG | $47.73 | 72 | +50.2% | +15.1% | 3.1× | +6.7% | ark, etf-monster-universe |
| TGT | $159.00 | 72 | +50.1% | +7.9% | 2.6× | +3.3% | defensive, retail |
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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