🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-08-26
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 848ms — 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 | 156d |
| thediff | rss | 2026-04-29 | 120d |
| apricitas | rss | 2026-05-06 | 113d |
| sherwood | rss | 2026-08-17 | 10d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 SELL verdicts • 2 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 — 2026-08-26
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.84 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -55.1 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 73.3 pct above SMA50 |
🟠 TRIM — 2 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| AMGN | claude-trader-trail | +21.2% | rsi-overbought-trim |
RSI 71.5 overbought with weak follow-through (7D: -0.5%). Trim 50%. |
| AMGN | claude-trader | +21.2% | rsi-overbought-trim |
RSI 71.5 overbought with weak follow-through (7D: -0.5%). Trim 50%. |
🎯 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 | +16.3% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +10.5% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +4.4% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +6.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| ARM | 8 | +17.8% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| V | 4 | +27.9% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +108.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +83.5% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| META | 7 | -1.1% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +12.9% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +10.8% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +1.4% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -1.8% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +135.8% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +0.3% | bench-signals (tier: LOW), claude-trader (tier: LOW), claude-trader-trail, momentum-trader |
🌐 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 | $149.66 | 68.5 | +214.3% | +169.0% | +196% |
| AMLX | $37.07 | 76.0 | +163.5% | +90.2% | +130% |
| TXG | $64.26 | 70.2 | +151.9% | +39.9% | +135% |
| TWST | $150.06 | 68.5 | +133.8% | +73.4% | +146% |
| CRNX | $84.84 | 89.7 | +130.6% | +1.2% | +70% |
| CDNA | $50.96 | 73.1 | +130.0% | +40.1% | +114% |
| ABCL | $12.24 | 71.3 | +125.0% | +133.1% | +152% |
| MAN | $61.96 | 73.3 | +111.5% | +15.4% | +81% |
| MBX | $66.76 | 55.0 | +109.4% | +8.9% | +69% |
| TEAM | $168.47 | 71.8 | +89.1% | +75.7% | +56% |
| ADPT | $26.16 | 64.2 | +89.0% | +16.1% | +51% |
| DFTX | $43.77 | 50.6 | +86.1% | +2.6% | +83% |
🎯 Entry + Volume setups — top 3
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 |
|---|---|---|---|---|---|---|---|
| VSH | $30.66 | 38 | +8.5% | -13.8% | 1.5× | VA | ai-power |
| HRL | $23.71 | 38 | +1.1% | +0.6% | 2.6× | POC | defensive, livestock-disease |
| AES | $14.73 | 49 | +1.1% | +2.2% | 1.5× | POC | electricity, thebuildout-renewable-energy-hyperscaler-ppas |
📈 Breakout + Volume — top 2
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| WEAT | $26.99 | 74 | +20.0% | -0.2% | 3.1× | highs | macro-commodities |
| OGN | $13.77 | 76 | +36.8% | +0.0% | 1.6× | highs | monster-discoveries |
⚠️ 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 |
|---|---|---|---|---|---|---|---|
| ANF | $147.75 | 79 | +57.7% | +33.5% | 16.3× | +40.1% | retail, volume-setups |
| WEAT | $26.99 | 74 | +17.1% | +9.4% | 3.1× | +6.6% | macro-commodities |
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
1 eventNo direct external sources are attached to this read.