🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-09-03
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 1046ms — 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 | 164d |
| thediff | rss | 2026-04-29 | 128d |
| apricitas | rss | 2026-05-06 | 121d |
| sherwood | rss | 2026-08-17 | 18d |
| phynvesting | rss | 2026-08-20 | 15d |
| nuttycld | rss | 2026-08-27 | 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)
- 2 risk-on regime gauges • 0 risk-off • 0 blocked
Regime gauges — 2026-09-03
| Gauge | State | Band | Value |
|---|---|---|---|
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.25 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -57.3 pct from 52w high |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| GILD | yolo | +15.9% | partial-profit |
+15.9% — 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 | +15.6% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +10.7% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +13.7% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +6.8% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +26.2% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +115.7% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +98.0% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| ARM | 7 | +17.7% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| DHR | 3 | +5.4% | conviction, loeb-13f (tier: LOW), mccaul-trades |
| META | 7 | +4.9% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +16.0% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +7.2% | 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 | -5.1% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +140.8% | aschenbrenner-13f (tier: MEDIUM), coatue-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
🌐 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 | $148.87 | 64.9 | +188.6% | +161.2% | +175% |
| AMLX | $33.96 | 62.7 | +137.3% | +55.3% | +103% |
| CDNA | $49.86 | 63.0 | +115.7% | +5.9% | +100% |
| AVAH | $13.64 | 70.9 | +105.7% | +45.7% | +63% |
| IOVA | $8.70 | 69.1 | +98.6% | +99.5% | +123% |
| ATRC | $52.46 | 80.0 | +92.4% | +34.5% | +52% |
| MAN | $61.51 | 64.6 | +92.2% | +12.2% | +75% |
| TEAM | $194.68 | 75.3 | +91.8% | +76.5% | +79% |
| TXG | $63.22 | 62.4 | +88.7% | +32.1% | +120% |
| ABCL | $11.57 | 62.7 | +81.6% | +90.0% | +127% |
| TWST | $128.71 | 51.9 | +74.1% | +29.4% | +100% |
| HTFL | $49.71 | 77.4 | +72.5% | +82.2% | +67% |
🎯 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 |
|---|---|---|---|---|---|---|---|
| ADA-USD | $0.22 | 63 | +0.2% | -51.9% | 1.6× | VA | crypto |
| VSH | $30.45 | 40 | +5.9% | -14.4% | 1.7× | VA | ai-power |
| AI | $10.90 | 62 | +2.4% | -12.8% | 2.6× | VA | ai-scan |
| MARA | $11.60 | 55 | +6.2% | -8.4% | 1.4× | POC | crypto |
| GLXY | $26.50 | 61 | +5.7% | -4.2% | 1.4× | VA | ai-power, neoclouds |
| ZS | $177.80 | 54 | +2.7% | -0.4% | 3.8× | VA | ai-scan, bargain-bin |
| UUP | $28.01 | 44 | +1.0% | +0.9% | 1.6× | POC | geopolitical, hard-assets |
| SFTBY | $16.44 | 47 | +3.1% | -0.3% | 1.8× | VA | ai-infra |
⚠️ Distribution / trim watch — top 1
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 |
|---|---|---|---|---|---|---|---|
| DPRO | $6.43 | 77 | -17.0% | +35.4% | 4.7× | +46.8% | drone-defense |
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.