🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-27
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 737ms — 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 • 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)
- 5 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-08-27
| 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 | 0.25 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -56.3 pct from 52w high |
| Broad-market ETF breadth | broad_strength | risk_on | 73.3 pct above SMA50 |
| Sector ETF relative-strength rotation | cyclicals_leading_defensives | risk_on | 5.87 cyclical-minus-defensive 30d pct pts |
🎯 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 | +14.5% | 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 | +13.5% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +11.1% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| ARM | 8 | +19.8% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| V | 4 | +26.5% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +106.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +83.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| META | 7 | -1.9% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +14.9% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +8.6% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | -0.1% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -0.4% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +134.7% | 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 | $142.77 | 65.6 | +200.1% | +155.8% | +179% |
| AMLX | $37.18 | 76.2 | +161.5% | +90.2% | +129% |
| CRNX | $84.85 | 89.7 | +135.6% | +1.2% | +70% |
| TXG | $64.85 | 70.9 | +131.7% | +37.8% | +135% |
| CDNA | $52.36 | 75.4 | +130.7% | +46.5% | +118% |
| TWST | $153.10 | 69.6 | +121.8% | +72.9% | +148% |
| ABCL | $12.40 | 72.0 | +116.4% | +134.4% | +153% |
| MBX | $66.39 | 54.0 | +108.1% | +10.5% | +68% |
| MAN | $62.21 | 73.7 | +105.1% | +12.3% | +81% |
| TEAM | $185.62 | 77.8 | +99.0% | +85.7% | +72% |
| IOVA | $8.26 | 67.3 | +92.1% | +75.7% | +120% |
| BFLY | $8.72 | 52.5 | +89.2% | +21.6% | +75% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| WEN | $7.82 | 45 | +1.5% | -2.0% | 2.4× | POC | livestock-disease, volume-setups |
| ALLY | $42.74 | 43 | +0.1% | +1.4% | 1.4× | POC | financials |
| BRK-B | $503.70 | 50 | +2.3% | +2.4% | 1.4× | POC | financials |
📈 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 | $27.22 | 75 | +20.8% | -0.7% | 2.8× | highs | macro-commodities |
| IGV | $110.32 | 70 | +17.7% | -6.5% | 2.2× | breakout | cloud-etfs, etf-ideas |
⚠️ 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 |
|---|---|---|---|---|---|---|---|
| OKTA | $172.91 | 70 | +75.7% | +19.8% | 5.8× | +28.8% | cloud-etf-holdings, cloud-saas |
| NEO | $18.64 | 71 | +71.3% | +13.4% | 2.6× | +12.7% | monster-discoveries |
| ANF | $145.75 | 77 | +54.6% | +29.0% | 2.4× | +38.9% | retail, volume-setups |
| VEEV | $282.13 | 80 | +37.9% | +18.9% | 3.7× | +12.6% | ai-scan, healthcare |
| CRM | $252.05 | 80 | +24.2% | +26.0% | 4.7× | +22.5% | ai-scan, bargain-bin |
| WEAT | $27.22 | 75 | +17.8% | +9.7% | 2.8× | +7.2% | macro-commodities |
| IGV | $110.32 | 70 | +21.5% | +7.7% | 2.2× | +8.1% | cloud-etfs, etf-ideas |
| SOL-USD | $109.02 | 87 | -20.7% | +28.5% | 2.5× | +24.4% | 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
2 eventsNo direct external sources are attached to this read.