🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-08-31
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 864ms — 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 | 161d |
| thediff | rss | 2026-04-29 | 125d |
| apricitas | rss | 2026-05-06 | 118d |
| sherwood | rss | 2026-08-17 | 15d |
| phynvesting | rss | 2026-08-20 | 12d |
| viksnewsletter | rss | 2026-08-24 | 8d |
| SecurityAnalysis | — | — |
📊 At a glance
- 0 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)
- 3 risk-on regime gauges • 1 risk-off • 0 blocked
Regime gauges — 2026-08-31
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.79 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -56.5 pct from 52w high |
| Broad-market ETF breadth | short_term_fragile | risk_off | 66.7 pct above SMA50 |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| TSLA | yolo-insider-probe | +17.5% | partial-profit |
+17.5% — 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 | +16.0% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +9.6% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +9.8% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +10.7% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| ARM | 8 | +13.5% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| V | 4 | +26.4% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +117.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +73.5% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| META | 7 | -1.7% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +15.4% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +6.8% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +1.0% | 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 | +141.0% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +3.8% | 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 | $140.34 | 64.1 | +204.7% | +156.0% | +168% |
| CRNX | $84.95 | 89.8 | +146.1% | +1.7% | +68% |
| AMLX | $33.75 | 63.3 | +139.9% | +66.2% | +105% |
| CDNA | $50.11 | 65.3 | +119.8% | +14.6% | +106% |
| TXG | $62.45 | 63.2 | +111.0% | +32.1% | +123% |
| IOVA | $8.17 | 65.1 | +106.3% | +100.7% | +115% |
| TWST | $139.00 | 58.9 | +104.8% | +51.8% | +122% |
| AVAH | $13.42 | 71.9 | +101.2% | +42.9% | +61% |
| MAN | $62.95 | 75.2 | +91.2% | +20.1% | +82% |
| ABCL | $11.48 | 62.7 | +77.7% | +101.0% | +130% |
| NEO | $17.91 | 63.7 | +71.5% | +17.1% | +56% |
| TEAM | $194.17 | 80.1 | +67.5% | +92.2% | +79% |
🎯 Entry + Volume setups — top 8
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 | $30.43 | 39 | +6.7% | -14.5% | 1.4× | VA | ai-power |
| AI | $10.82 | 64 | +1.2% | -13.9% | 1.5× | VA | ai-scan |
| SWKS | $67.01 | 52 | +5.0% | +1.2% | 4.3× | POC | semis |
| QCOM | $170.48 | 56 | +1.5% | -2.9% | 1.3× | VA | ai-scan, bargain-bin |
| PYPL | $52.67 | 33 | +2.8% | -1.8% | 1.8× | VA | consumer, lazarus |
| MDT | $90.65 | 55 | +1.0% | +0.9% | 1.9× | VA | biotech-scan, healthcare |
| KRC | $36.30 | 41 | +1.9% | +0.5% | 1.5× | VA | ai-power |
| GIS | $41.20 | 65 | +2.9% | +0.8% | 1.3× | VA | consumer-staples |
📈 Breakout + Volume — top 1
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| DBA | $29.32 | 74 | +9.2% | -0.1% | 2.1× | 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 |
|---|---|---|---|---|---|---|---|
| CRNX (also in monsters — extension + churn) | $84.95 | 90 | +41.8% | +0.5% | 3.7× | +0.2% | monster-discoveries |
| SLB | $60.10 | 77 | +32.3% | +12.4% | 3.5× | +11.3% | geopolitical |
| ESTC | $97.55 | 73 | +41.3% | +19.0% | 2.0× | +17.2% | holdings-stocks, insider-universe |
| WEAT | $27.81 | 76 | +19.7% | +10.4% | 3.4× | +9.1% | 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.
No direct external sources are attached to this read.