🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-09-01
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 919ms — pure aggregation, no fresh scans.
🟢 Capture health
30 sources · 24 fresh · 5 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 |
| 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 — 2026-09-01
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.85 ratio |
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| GLD vs UUP inverse | gold_breakdown_dollar_firm | risk_on | 6.65 30d spread pct pts |
| VIXY fear proxy | vol_compressed | risk_on | -55.2 pct from 52w high |
| Broad-market ETF breadth | short_term_fragile | risk_off | 53.3 pct above SMA50 |
🎯 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 | +13.9% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +8.2% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +8.2% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +10.5% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +24.1% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +113.2% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +79.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| ARM | 7 | +13.9% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| META | 7 | -0.6% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +14.0% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +6.2% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +4.9% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -3.9% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +134.6% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +8.2% | 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 | $154.27 | 67.5 | +238.0% | +181.4% | +191% |
| AMLX | $33.81 | 63.4 | +154.4% | +66.5% | +104% |
| CRNX | $84.95 (as of 08-31) | 89.8 | +146.1% | +1.7% | +68% |
| CDNA | $48.97 | 60.9 | +121.9% | +12.0% | +100% |
| AVAH | $13.46 | 72.1 | +108.0% | +43.3% | +61% |
| IOVA | $8.28 | 65.9 | +102.0% | +103.4% | +116% |
| TXG | $59.98 | 57.0 | +95.3% | +26.9% | +112% |
| MAN | $61.19 | 65.6 | +93.5% | +16.7% | +76% |
| LABU | $300.70 | 53.1 | +90.1% | +32.2% | +53% |
| TWST | $132.06 | 54.2 | +88.3% | +44.3% | +109% |
| ABCL | $11.28 | 60.9 | +84.0% | +97.5% | +125% |
| BFLY | $8.18 | 46.9 | +78.6% | +15.1% | +61% |
🎯 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 | $29.63 | 37 | +3.6% | -16.8% | 1.4× | VA | ai-power |
| MXL | $57.59 | 38 | +23.2% | -2.0% | 1.3× | VA | optical-supply-chain, semis |
| AXON | $518.30 | 39 | +2.4% | -1.5% | 1.6× | VA | drone-defense, monster-discoveries |
| JEPQ | $59.00 | 44 | +0.5% | +1.1% | 1.4× | POC | buffer-signals, etf-ideas |
| OWL | $11.68 | 55 | +1.8% | +0.5% | 2.0× | VA | alt-managers |
| GRID | $175.47 | 38 | +0.8% | +0.5% | 1.8× | VA | electricity, grid-buildout |
| AFRM | $69.94 | 39 | +5.2% | +0.6% | 1.6× | VA | holdings-stocks, insider-universe |
| MDT | $92.04 | 59 | +2.5% | +2.4% | 2.8× | VA | biotech-scan, healthcare |
📈 Breakout + Volume — top 5
Pushing to highs / above the volume shelf WITH a volume spike. The breakout buy radar.
| Ticker | Price | RSI | vs SMA200 | →52wkH | RelVol | Kind | In |
|---|---|---|---|---|---|---|---|
| MOO | $87.43 | 75 | +9.0% | +0.0% | 3.1× | highs | food-security |
| CORN | $20.29 | 78 | +13.2% | -0.2% | 2.5× | highs | macro-commodities |
| DBA | $29.49 | 76 | +9.7% | -0.1% | 3.0× | highs | food-security, macro-commodities |
| DE | $676.08 | 66 | +19.7% | -0.3% | 2.0× | highs | bargain-bin, food-security |
| CF | $135.60 | 69 | +26.4% | -4.5% | 1.6× | highs | food-security, monster-discoveries |
⚠️ Distribution / trim watch — top 3
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 (as of 08-31) | 90 | +41.8% | +0.5% | 3.7× | +0.2% | monster-discoveries |
| CORN | $20.29 | 78 | +11.2% | +8.3% | 2.5× | +3.6% | macro-commodities |
| DBA | $29.49 | 76 | +8.2% | +4.5% | 3.0× | +4.3% | food-security, 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.