🔥 Hot Signals
Article
🔥 Hot Signals
🔥 Hot Signals — 2026-09-02
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 978ms — 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 | 163d |
| thediff | rss | 2026-04-29 | 127d |
| apricitas | rss | 2026-05-06 | 120d |
| sherwood | rss | 2026-08-17 | 17d |
| phynvesting | rss | 2026-08-20 | 14d |
| 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)
- 3 risk-on regime gauges • 1 risk-off • 0 blocked
Regime gauges — 2026-09-02
| Gauge | State | Band | Value |
|---|---|---|---|
| GLD/SLV ratio proxy | reflation_ratio_falling | risk_on | 6.82 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 | 60 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 | +8.9% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +11.7% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +9.8% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +26.1% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +115.5% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +82.7% | 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 | +1.8% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +13.0% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +7.9% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +4.5% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -6.4% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +140.3% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| CF | 4 | +11.2% | 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 | $150.81 | 65.8 | +207.4% | +173.5% | +181% |
| AMLX | $34.49 | 64.8 | +161.3% | +71.0% | +107% |
| IOVA | $8.62 | 68.5 | +127.4% | +99.5% | +123% |
| CDNA | $49.60 | 62.4 | +122.3% | +3.7% | +101% |
| ATRC | $52.59 | 80.8 | +100.7% | +35.8% | +53% |
| ABCL | $11.36 | 61.4 | +98.6% | +94.8% | +125% |
| MAN | $60.27 | 61.1 | +98.5% | +11.4% | +72% |
| AVAH | $13.20 | 67.4 | +94.7% | +37.4% | +58% |
| TXG | $61.65 | 59.9 | +91.7% | +31.1% | +117% |
| LABU | $311.81 | 56.0 | +88.5% | +36.7% | +57% |
| TEAM | $186.44 | 72.3 | +83.6% | +79.8% | +71% |
| TWST | $131.00 | 53.5 | +81.1% | +29.6% | +106% |
🎯 Entry + Volume setups — top 4
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 |
|---|---|---|---|---|---|---|---|
| RARE | $26.53 | 51 | +1.4% | +0.2% | 3.4× | VA | biotech-scan, ibb |
| OWL | $11.60 | 53 | +1.2% | -0.2% | 1.4× | VA | alt-managers |
| AES | $14.80 | 59 | +1.5% | +2.6% | 1.4× | POC | electricity, thebuildout-renewable-energy-hyperscaler-ppas |
| XLRE | $43.73 | 35 | +1.6% | +3.0% | 1.5× | VA | market-pulse |
📈 Breakout + Volume — top 4
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 | $88.85 | 78 | +10.7% | -0.3% | 2.7× | highs | food-security |
| CF | $139.27 | 72 | +29.5% | -1.9% | 1.8× | highs | food-security, monster-discoveries |
| DE | $698.37 | 70 | +23.4% | -0.3% | 1.6× | highs | bargain-bin, food-security |
| VRTX | $556.75 | 67 | +19.7% | -0.3% | 1.6× | highs | biotech, biotech-scan |
⚠️ Distribution / trim watch — top 5
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 |
|---|---|---|---|---|---|---|---|
| GTLB | $49.59 | 74 | +45.1% | +16.9% | 6.1× | +20.0% | monster-discoveries |
| CMBT | $18.75 | 72 | +56.1% | +7.0% | 2.1× | +6.3% | energy, monster-discoveries |
| APGE | $135.07 | 79 | +34.7% | +0.2% | 4.2× | +0.1% | monster-discoveries |
| MOO | $88.85 | 78 | +8.9% | +6.5% | 2.7× | +4.5% | food-security |
| FMC | $13.33 | 73 | -14.2% | +22.4% | 2.3× | +20.5% | food-security |
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 event DateTypeEvent
Sep 2 ScanMonster Scan No direct external sources are attached to this read.