🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-08-28
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 836ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 23 fresh · 6 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 | 158d |
| thediff | rss | 2026-04-29 | 122d |
| apricitas | rss | 2026-05-06 | 115d |
| sherwood | rss | 2026-08-17 | 12d |
| warontherocks | rss | 2026-08-20 | 9d |
| phynvesting | rss | 2026-08-20 | 9d |
| 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 • 1 risk-off • 0 blocked
Regime gauges — 2026-08-28
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.81 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -55.5 pct from 52w high |
| Broad-market ETF breadth | short_term_fragile | risk_off | 66.7 pct above SMA50 |
| Sector ETF relative-strength rotation | cyclicals_leading_defensives | risk_on | 6.88 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 | +19.0% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +12.0% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +8.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +10.3% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| ARM | 8 | +12.2% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| V | 4 | +27.1% | 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 | +77.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| META | 7 | -0.7% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +16.8% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +11.3% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +0.0% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -3.2% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +134.5% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +0.4% | 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 | $137.99 | 63.5 | +192.4% | +153.2% | +167% |
| AMLX | $34.74 | 66.7 | +142.1% | +76.1% | +113% |
| CRNX | $84.84 | 89.5 | +138.7% | +1.1% | +69% |
| CDNA | $49.79 | 64.6 | +118.2% | +40.6% | +106% |
| TXG | $61.54 | 61.8 | +117.4% | +32.9% | +121% |
| TWST | $141.38 | 60.6 | +111.4% | +65.4% | +127% |
| MBX | $63.00 | 46.0 | +100.2% | -1.5% | +58% |
| MAN | $62.39 | 74.1 | +97.3% | +11.7% | +81% |
| IOVA | $8.01 | 63.8 | +95.4% | +75.7% | +112% |
| ANF | $148.42 | 77.7 | +92.2% | +44.8% | +56% |
| AVAH | $13.32 | 71.2 | +85.8% | +36.6% | +61% |
| BFLY | $8.43 | 49.1 | +85.3% | +18.7% | +68% |
🎯 Entry + Volume setups — top 2
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 |
|---|---|---|---|---|---|---|---|
| MVLL | $25.06 | 45 | +28.7% | -12.3% | 2.5× | VA | etf-ideas, etf-monster-universe |
| PYPL | $53.66 | 35 | +4.6% | +0.0% | 3.7× | VA | consumer, lazarus |
📈 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 | $28.00 | 79 | +24.1% | -0.7% | 2.1× | highs | macro-commodities |
| DBA | $29.19 | 73 | +8.7% | -0.0% | 3.5× | highs | food-security, macro-commodities |
⚠️ Distribution / trim watch — top 4
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 |
|---|---|---|---|---|---|---|---|
| ESTC | $99.91 | 78 | +45.3% | +24.0% | 4.1× | +16.4% | holdings-stocks, insider-universe |
| CRM | $256.00 | 81 | +25.8% | +25.8% | 2.4× | +22.5% | ai-scan, bargain-bin |
| WEAT | $28.00 | 79 | +20.9% | +11.9% | 2.1× | +10.3% | macro-commodities |
| GAP | $23.48 | 71 | -0.4% | +13.9% | 4.0× | +18.7% | war-sensitivity |
Sources
research/market-engine/data/summaries/*.json(precomputed settled-close summaries — all prices/RSI/percentages above)
Re-run with deno task hot-signal-rollup.
No direct external sources are attached to this read.