๐ฅ Hot Signals
๐ฅ Hot Signals
๐ฅ Hot Signals โ 2026-08-20
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 715ms โ pure aggregation, no fresh scans.
๐ข Capture health
30 sources ยท 26 fresh ยท 3 stale ยท 1 no captures (threshold 7d)
โ 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 | 150d |
| thediff | rss | 2026-04-29 | 114d |
| apricitas | rss | 2026-05-06 | 107d |
| SecurityAnalysis | โ | โ |
๐ At a glance
- 0 SELL verdicts โข 0 TRIM verdicts (0 from perspective fade)
- 15 convergent bull setups (3+ personas long, no shorts) โข 0 divergent
- 3 tickers in 3+ independent traces
- 12 parabolic monsters (golden cross + 50%+ above SMA200)
- 4 risk-on regime gauges โข 0 risk-off โข 0 blocked
Regime gauges โ 2026-08-20
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.73 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -53.5 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 73.3 pct above SMA50 |
๐ฏ Convergent bulls โ 15
Tickers held long by 3+ personas with no shorts. Persona-level consensus signal.
| Ticker | # bulls | Avg P&L | Long strategies |
|---|---|---|---|
| AMZN | 11 | +16.2% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +10.1% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +8.1% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +8.8% | 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 | +122.1% | 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 | -12.1% | atreides-13f, conviction, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MSFT | 4 | +9.9% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +10.9% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +144.9% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| LITE | 3 | +41.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| COHR | 3 | +15.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, mccaul-trades |
| NOW | 3 | +25.9% | akre-13f, khanna-trades, mccaul-trades |
| ARM | 3 | +44.2% | altimeter-13f, conviction, druckenmiller-13f |
๐ Cross-thesis hits โ 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... |
๐ Monsters โ top 12
Parabolic stocks: golden cross + 50%+ above SMA200. Top by 3-month change.
| Ticker | Price | RSI | 3M | 30D | vs SMA200 |
|---|---|---|---|---|---|
| AMLX | $39.66 | 85.9 | +184.7% | +114.4% | +154% |
| MRNA | $133.26 | 69.4 | +182.0% | +123.4% | +177% |
| TXG | $63.87 | 72.8 | +158.8% | +35.3% | +143% |
| IOVA | $8.99 | 83.0 | +143.0% | +64.0% | +150% |
| TWST | $136.33 | 65.9 | +131.7% | +42.2% | +132% |
| CRNX | $84.69 | 89.7 | +128.3% | +0.9% | +73% |
| ABCL | $11.57 | 77.1 | +125.1% | +93.8% | +145% |
| CDNA | $46.99 | 68.4 | +117.8% | +21.9% | +103% |
| MAN | $60.74 | 71.8 | +115.9% | +17.5% | +84% |
| MBX | $66.35 | 55.5 | +108.7% | +10.1% | +72% |
| BFLY | $9.17 | 60.0 | +104.7% | +34.5% | +90% |
| CORT | $121.05 | 70.2 | +102.8% | +26.6% | +88% |
๐ฏ Entry + Volume setups โ 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 | $3.13 | 54 | +4.8% | -14.9% | 2.2ร | VA | ai-power |
| MARA | $11.15 | 52 | +0.2% | -13.2% | 1.8ร | VA | crypto |
| NTLA | $12.44 | 52 | +0.1% | -9.2% | 1.3ร | VA | biotech, biotech-scan |
| XRT | $86.73 | 42 | +1.8% | +2.3% | 1.7ร | POC | retail |
| HYG | $79.56 | 55 | +1.5% | +2.1% | 1.3ร | shelf | etf-ideas, market-pulse |
๐ Breakout + Volume โ top 8
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | โ52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| MRNA | $133.26 | 69 | +176.9% | -24.6% | 6.7ร | breakout | biotech, biotech-scan |
| NDSN | $334.70 | 76 | +22.1% | -0.6% | 3.8ร | highs | thebuildout-advanced-packaging-2d3d-leaders, thebuildout-advanced-packaging-equipment |
| BNTX | $110.89 | 75 | +13.7% | -10.6% | 2.6ร | breakout | biotech-scan, holdings-stocks |
| ARKG | $47.64 | 71 | +47.4% | -2.5% | 2.0ร | highs | ark, etf-monster-universe |
| AU | $115.14 | 78 | +26.0% | -8.2% | 2.0ร | breakout | monster-discoveries |
| TRGP | $302.25 | 70 | +31.9% | -1.5% | 1.9ร | highs | escalation |
| AEM | $212.04 | 81 | +15.5% | -16.7% | 1.8ร | breakout | monster-discoveries |
| MRK | $148.99 | 75 | +30.8% | -2.9% | 1.7ร | highs | healthcare, healthcare-scan |
โ ๏ธ Distribution / trim watch โ top 8
Mechanism: high-volume churn while EXTENDED (overbought + stretched). Running hot โ trim into strength, don't add. โคต = rolling over on volume.
| Ticker | Price | RSI | Froth | vs SMA20 | RelVol | 7D | In |
|---|---|---|---|---|---|---|---|
| IOVA (also in monsters โ extension + churn) | $8.99 | 83 | +154.2% | +52.7% | 2.5ร | +37.4% | monster-discoveries |
| AMLX (also in monsters โ extension + churn) | $39.66 | 86 | +137.7% | +66.0% | 2.5ร | +76.4% | monster-discoveries |
| CRNX (also in monsters โ extension + churn) | $84.69 | 90 | +44.1% | +0.6% | 3.7ร | +0.3% | monster-discoveries |
| ARKG | $47.64 | 71 | +49.3% | +13.7% | 2.0ร | +7.5% | ark, etf-monster-universe |
| AU | $115.14 | 78 | +36.6% | +26.6% | 2.0ร | +21.2% | monster-discoveries |
| NDSN | $334.70 | 76 | +26.0% | +9.1% | 3.8ร | +8.0% | thebuildout-advanced-packaging-2d3d-leaders, thebuildout-advanced-packaging-equipment |
| DOGE-USD | $0.08 | 92 | -50.3% | +13.5% | 3.8ร | +14.3% | crypto |
| XRP-USD | $1.27 | 78 | -38.5% | +21.8% | 6.4ร | +25.7% | crypto |
Sources
research/market-engine/data/summaries/*.json(precomputed settled-close summaries โ all prices/RSI/percentages above)
Re-run with deno task hot-signal-rollup.
Related
4 eventsNo direct external sources are attached to this read.