🔥 Hot Signals
🔥 Hot Signals
🔥 Hot Signals — 2026-09-04
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 944ms — 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 | 165d |
| thediff | rss | 2026-04-29 | 129d |
| apricitas | rss | 2026-05-06 | 122d |
| sherwood | rss | 2026-08-17 | 19d |
| phynvesting | rss | 2026-08-20 | 16d |
| nuttycld | rss | 2026-08-27 | 9d |
| 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 — 2026-09-04
| Gauge | State | Band | Value |
|---|---|---|---|
| GDX/GLD miners-vs-metal | miners_leading_metal | risk_on | 0.24 ratio |
| VIXY fear proxy | vol_compressed | risk_on | -57.2 pct from 52w high |
🟠 TRIM — 1 positions
Other trims (rule-based):
| Ticker | Strategy | P&L | Rule | Reason |
|---|---|---|---|---|
| GILD | yolo | +15.8% | partial-profit |
+15.8% — 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 | +15.5% | ackman-13f, atreides-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| GOOGL | 9 | +9.3% | atreides-13f, bench-signals (tier: LOW), buffett-13f, claude-trader (tier: LOW), gottheimer-trades... |
| NVDA | 7 | +14.7% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), conviction, khanna-trades... |
| AVGO | 8 | +7.0% | altimeter-13f, bench-signals (tier: LOW), claude-trader (tier: LOW), druckenmiller-13f, khanna-trades... |
| V | 4 | +24.9% | atreides-13f, coatue-13f (tier: MEDIUM), hohn-13f, klarman-13f (tier: LOW) |
| SNDK | 4 | +141.4% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, gottheimer-trades, tepper-13f (tier: LOW) |
| BE | 3 | +112.6% | aschenbrenner-13f (tier: MEDIUM), druckenmiller-13f, pelosi-trades (tier: LOW) |
| ARM | 7 | +22.3% | altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail... |
| DHR | 3 | +3.7% | conviction, loeb-13f (tier: LOW), mccaul-trades |
| META | 7 | +5.9% | ackman-13f, altimeter-13f, bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW)... |
| MSFT | 4 | +13.7% | ackman-13f, coatue-13f (tier: MEDIUM), conviction, tepper-13f (tier: LOW) |
| UBER | 4 | +7.0% | altimeter-13f, khanna-trades, pelosi-trades (tier: LOW), tepper-13f (tier: LOW) |
| CVS | 5 | +4.0% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| CRS | 5 | -3.5% | bench-signals (tier: LOW), bench-signals-trail, claude-trader (tier: LOW), claude-trader-trail, yolo (tier: LOW) |
| MU | 5 | +155.5% | 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 | $145.55 | 63.2 | +206.8% | +158.7% | +166% |
| AMLX | $34.10 | 63.1 | +156.0% | +56.1% | +102% |
| CDNA | $50.88 | 65.5 | +128.7% | +11.8% | +103% |
| IOVA | $8.79 | 69.8 | +107.8% | +102.5% | +124% |
| ABCL | $11.43 | 61.2 | +103.4% | +93.1% | +123% |
| AVAH | $13.58 | 69.8 | +103.3% | +45.5% | +61% |
| TXG | $62.65 | 60.9 | +101.8% | +32.0% | +117% |
| ANF | $149.67 | 71.2 | +98.7% | +36.8% | +54% |
| MAN | $61.98 | 65.8 | +91.9% | +13.9% | +75% |
| TEAM | $189.58 | 70.3 | +90.6% | +67.3% | +74% |
| LABU | $303.55 | 53.3 | +89.4% | +18.7% | +52% |
| ATAI | $7.39 | 67.3 | +87.1% | +2.4% | +58% |
🎯 Entry + Volume setups — top 3
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 |
|---|---|---|---|---|---|---|---|
| UUP | $28.08 | 48 | +1.3% | +1.2% | 1.4× | POC | geopolitical, hard-assets |
| OWL | $11.75 | 55 | +2.7% | +1.2% | 1.4× | VA | alt-managers |
| BAM | $50.60 | 48 | +3.0% | +1.5% | 1.4× | VA | alt-managers |
📈 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 |
|---|---|---|---|---|---|---|---|
| DHT | $20.87 | 66 | +25.2% | -1.0% | 1.6× | highs | monster-discoveries, trace-iran-war-second-and-third-order-effects |
⚠️ Distribution / trim watch — top 2
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 |
|---|---|---|---|---|---|---|---|
| ITGR | $126.50 | 82 | +38.1% | +1.0% | 2.0× | +0.9% | monster-discoveries |
| HAFN | $9.22 | 75 | +29.2% | +13.7% | 2.0× | +9.0% | monster-discoveries |
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 eventNo direct external sources are attached to this read.