🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-21
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 758ms — 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 | 153d |
| thediff | rss | 2026-04-29 | 117d |
| apricitas | rss | 2026-05-06 | 110d |
| SecurityAnalysis | — | — |
📊 At a glance
- 2 SELL verdicts • 1 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 — 2026-08-21
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.75 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -54.1 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 73.3 pct above SMA50 |
🔴 CRITICAL — 2 SELL
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| HONA | claude-trader | -20.7% | stop-loss |
-20.7% loss — hard -15% stop hit. |
| HONA | bench-signals | -20.7% | stop-loss |
Signal HONA: -20.7% — -15% stop triggered. |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| TSLA | yolo-insider-probe | +15.9% | partial-profit |
+15.9% — consider partial at +15% (CRSP lesson: was +16.2%, reversed to -4.8%). |
🎯 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 | +15.5% | 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 | +7.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +10.2% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +23.6% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +121.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| ARM | 6 | +20.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, druckenmiller-13f... |
| META | 7 | -6.7% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction... |
| MSFT | 4 | +10.3% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +11.2% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| MU | 5 | +143.0% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +3.4% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, momentum-trader |
| VST | 3 | -12.9% | atreides-13f, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| LITE | 3 | +39.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades |
| CVS | 3 | +0.0% | 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 |
|---|---|---|---|---|---|
| MRNA | $145.13 | 71.6 | +209.6% | +149.9% | +198% |
| AMLX | $38.66 | 82.1 | +184.7% | +118.4% | +146% |
| TXG | $65.12 | 74.0 | +175.0% | +38.4% | +145% |
| TWST | $145.59 | 69.4 | +140.4% | +54.5% | +146% |
| CRNX | $84.69 | 89.7 | +130.1% | +1.2% | +72% |
| CDNA | $48.61 | 71.7 | +124.7% | +28.7% | +108% |
| ABCL | $11.32 | 73.9 | +117.7% | +97.6% | +138% |
| BFLY | $9.55 | 63.3 | +113.7% | +44.5% | +97% |
| MAN | $61.45 | 73.0 | +109.2% | +18.9% | +82% |
| MBX | $66.33 | 55.4 | +108.3% | +13.8% | +71% |
| CORT | $122.25 | 71.1 | +103.0% | +34.5% | +89% |
| IOVA | $8.29 | 72.0 | +101.7% | +60.4% | +129% |
🎯 Entry + Volume setups — top 7
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 | $3.03 | 52 | +1.9% | -17.6% | 1.6× | VA | ai-power |
| MARA | $11.26 | 53 | +1.5% | -12.2% | 2.3× | VA | crypto |
| USAR | $19.26 | 56 | +0.6% | -11.0% | 1.8× | VA | monster-discoveries |
| CALM | $82.80 | 47 | +1.0% | -3.1% | 2.7× | VA | livestock-disease |
| INFQ | $14.12 | 65 | +4.6% | -2.9% | 1.6× | VA | focus, quantum-computing |
| NTES | $128.17 | 52 | +1.8% | -0.1% | 1.6× | VA | china-tech |
| AES | $14.77 | 55 | +1.5% | +2.6% | 1.6× | VA | thebuildout-renewable-energy-hyperscaler-ppas |
📈 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 |
|---|---|---|---|---|---|---|---|
| ARKG | $49.45 | 75 | +52.6% | -0.2% | 4.1× | highs | ark, etf-monster-universe |
| MRNA | $145.13 | 72 | +197.8% | -17.9% | 4.4× | breakout | biotech, biotech-scan |
| ERO | $39.42 | 73 | +40.0% | -0.9% | 3.0× | highs | copper, monster-discoveries |
| AVAH | $13.16 | 79 | +60.8% | -3.3% | 2.8× | highs | monster-discoveries |
| FCX | $76.66 | 69 | +29.6% | -0.9% | 2.3× | highs | ai-infrastructure, copper |
| DK | $71.47 | 63 | +64.6% | -0.7% | 2.6× | highs | monster-discoveries |
| AU | $121.22 | 81 | +30.0% | -6.1% | 2.2× | breakout | monster-discoveries |
| MOO | $85.19 | 71 | +6.9% | -1.6% | 3.7× | highs | food-security |
⚠️ 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) | $145.13 | 72 | +160.1% | +100.0% | 4.4× | +129.0% | biotech, biotech-scan |
| ARKG | $49.45 | 75 | +53.7% | +16.4% | 4.1× | +14.0% | ark, etf-monster-universe |
| AVAH | $13.16 | 79 | +52.6% | +24.6% | 2.8× | +7.0% | monster-discoveries |
| AU | $121.22 | 81 | +40.2% | +30.3% | 2.2× | +25.9% | monster-discoveries |
| XRP-USD | $1.51 | 87 | -26.1% | +39.3% | 8.8× | +51.0% | crypto |
| DOGE-USD | $0.09 | 96 | -43.7% | +24.1% | 7.1× | +28.6% | crypto |
| ERO | $39.42 | 73 | +42.4% | +23.6% | 3.0× | +16.7% | copper, monster-discoveries |
| SOL-USD | $94.54 | 84 | -32.4% | +21.0% | 4.8× | +25.6% | crypto |
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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