WallStreetBets Social Momentum

{
  "pack": "wsb-social-momentum",
  "title": "WallStreetBets Social Momentum",
  "version": "wsb-social-momentum-positive-v0.1+2026-06-04",
  "asOf": "2026-06-04T16:34:49Z",
  "status": "research",
  "source": {
    "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM",
    "sample": false,
    "urls": [
      "https://apewisdom.io/wallstreetbets/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tugzwb/jensen_just_introduced_marvell_as_the_next/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tuwp73/in_the_ai_gold_rush_what_are_the_shovels/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv2g7u/thanks_for_the_shoutout_daddy_jensen_mrvl/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tur8yh/open_is_the_next_fat_finger_attention_trade_thats/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv1igw/panw_reporting_tonight_where_do_you_see_it_going/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv4lwc/bb_blackberry/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv1rbh/biggest_us_nuclear_fuel_enricher_is_scaling_up_in/"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-04T16:34:49Z."
    ],
    "limitations": [
      "Attention is not fundamentals and can reverse quickly.",
      "Reddit RSS/ApeWisdom ingestion is a prototype source chain.",
      "Needs sentiment/DD-quality scoring and honest backtests before anything beyond demo/research use.",
      "Post-level source URLs are representative RSS matches, not a complete Reddit comments firehose."
    ]
  },
  "methodologyVersion": "wsb-social-momentum-positive-v0.1",
  "signals": [
    {
      "ticker": "MRVL",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 10,
      "summary": "WSB social momentum: 473 mentions (+2152% 24h), 4,147 upvotes, 3 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 10%",
        "Source score 15.473",
        "4 representative Reddit RSS posts",
        "473 WSB mentions",
        "+2152.381% 24h mention velocity",
        "4,147 ApeWisdom upvotes",
        "3 unique representative RSS posts",
        "3 position source URLs"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:mrvl"
      ],
      "ethosScores": []
    },
    {
      "ticker": "OPEN",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 9.622,
      "summary": "WSB social momentum: 406 mentions (+220% 24h), 2,063 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 9.622%",
        "Source score 11.862",
        "1 representative Reddit RSS post",
        "406 WSB mentions",
        "+219.685% 24h mention velocity",
        "2,063 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:open"
      ],
      "ethosScores": []
    },
    {
      "ticker": "PANW",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 9.362,
      "summary": "WSB social momentum: 128 mentions (+967% 24h), 403 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 9.362%",
        "Source score 11.541",
        "1 representative Reddit RSS post",
        "128 WSB mentions",
        "+966.667% 24h mention velocity",
        "403 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:panw"
      ],
      "ethosScores": []
    },
    {
      "ticker": "AVGO",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 8.838,
      "summary": "WSB social momentum: 233 mentions (+195% 24h), 859 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 8.838%",
        "Source score 10.895",
        "1 representative Reddit RSS post",
        "233 WSB mentions",
        "+194.937% 24h mention velocity",
        "859 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:avgo"
      ],
      "ethosScores": []
    },
    {
      "ticker": "MSFT",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 8.334,
      "summary": "WSB social momentum: 353 mentions (+44% 24h), 1,224 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 8.334%",
        "Source score 10.275",
        "1 representative Reddit RSS post",
        "353 WSB mentions",
        "+44.082% 24h mention velocity",
        "1,224 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:msft"
      ],
      "ethosScores": []
    },
    {
      "ticker": "GOOG",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 8.185,
      "summary": "WSB social momentum: 195 mentions (+282% 24h), 720 upvotes, 0 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 8.185%",
        "Source score 10.09",
        "No representative Reddit RSS post match",
        "195 WSB mentions",
        "+282.353% 24h mention velocity",
        "720 ApeWisdom upvotes"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:goog"
      ],
      "ethosScores": []
    },
    {
      "ticker": "NVDA",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 7.891,
      "summary": "WSB social momentum: 344 mentions (+13% 24h), 1,506 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 7.891%",
        "Source score 9.728",
        "1 representative Reddit RSS post",
        "344 WSB mentions",
        "+13.158% 24h mention velocity",
        "1,506 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:nvda"
      ],
      "ethosScores": []
    },
    {
      "ticker": "BB",
      "action": "new",
      "reviewStatus": "warn",
      "weightPct": 7.648,
      "summary": "WSB social momentum: 112 mentions (+107% 24h), 443 upvotes, 1 recent RSS post matches.",
      "convictionSignals": [
        "Target weight 7.648%",
        "Source score 9.428",
        "1 representative Reddit RSS post",
        "112 WSB mentions",
        "+107.407% 24h mention velocity",
        "443 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:bb"
      ],
      "ethosScores": []
    }
  ],
  "ethos": [
    {
      "id": "momentum-default",
      "status": "warn",
      "summary": "Momentum lens sees strong attention velocity, but policy should cap exposure because social attention can reverse quickly."
    },
    {
      "id": "bogle-default",
      "status": "fail",
      "summary": "Diversification lens rejects this as a core allocation. Treat it only as a small speculative sleeve."
    },
    {
      "id": "disruption-thesis",
      "status": "not-applied",
      "summary": "Disruption lens needs thematic/fundamental tags and DD-quality scoring before it can separate durable themes from noise."
    }
  ],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "WallStreetBets Social Momentum is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "WSB sleeve is intentionally high-volatility and should be treated as a small speculative model portfolio."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 10 positions and 15% cash."
      }
    ]
  },
  "handoff": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "nextAgentAction": "prepare_review_brief"
  }
}

{
  "id": "wsb-social-momentum:latest",
  "pack": "wsb-social-momentum",
  "version": "wsb-social-momentum-positive-v0.1+2026-06-04",
  "asOf": "2026-06-04T16:34:49Z",
  "sourceSummary": {
    "sourceType": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM",
    "sample": false,
    "description": "WallStreetBets ticker attention scored by mention volume, positive 24-hour velocity, upvotes, and representative Reddit RSS context when available.",
    "filingCount": 11,
    "sourceUrls": [
      "https://apewisdom.io/wallstreetbets/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tugzwb/jensen_just_introduced_marvell_as_the_next/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tuwp73/in_the_ai_gold_rush_what_are_the_shovels/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv2g7u/thanks_for_the_shoutout_daddy_jensen_mrvl/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tur8yh/open_is_the_next_fat_finger_attention_trade_thats/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv1igw/panw_reporting_tonight_where_do_you_see_it_going/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv4lwc/bb_blackberry/",
      "https://old.reddit.com/r/wallstreetbets/comments/1tv1rbh/biggest_us_nuclear_fuel_enricher_is_scaling_up_in/"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-04T16:34:49Z."
    ],
    "limitations": [
      "Attention is not fundamentals and can reverse quickly.",
      "Reddit RSS/ApeWisdom ingestion is a prototype source chain.",
      "Needs sentiment/DD-quality scoring and honest backtests before anything beyond demo/research use.",
      "Post-level source URLs are representative RSS matches, not a complete Reddit comments firehose.",
      "Ethos scoring has not yet been applied to this finance-derived bridge artifact.",
      "WSB sleeve is intentionally high-volatility and should be treated as a small speculative model portfolio.",
      "Ranking is based on attention, not fundamentals. Attention can reverse faster than daily rebalances catch it.",
      "No options replication, no shorting, and no live trades without explicit approval.",
      "Some WSB trend rows were excluded by ETF, tradeability, mention, or non-positive/fading-attention filters."
    ]
  },
  "inputs": [
    {
      "id": "wsb-social-momentum:source:latest",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM",
      "cik": "n/a",
      "managerName": "WallStreetBets social momentum tracker",
      "accessionNumber": "wsb_social_momentum:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://apewisdom.io/wallstreetbets/"
    },
    {
      "id": "wsb-social-momentum:source:mrvl",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Marvell Technology Group (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:MRVL:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tugzwb/jensen_just_introduced_marvell_as_the_next/"
    },
    {
      "id": "wsb-social-momentum:source:open",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Opendoor (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:OPEN:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tur8yh/open_is_the_next_fat_finger_attention_trade_thats/"
    },
    {
      "id": "wsb-social-momentum:source:panw",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Palo Alto Networks (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:PANW:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tv1igw/panw_reporting_tonight_where_do_you_see_it_going/"
    },
    {
      "id": "wsb-social-momentum:source:avgo",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Broadcom (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:AVGO:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tuwp73/in_the_ai_gold_rush_what_are_the_shovels/"
    },
    {
      "id": "wsb-social-momentum:source:msft",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Microsoft (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:MSFT:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tuwp73/in_the_ai_gold_rush_what_are_the_shovels/"
    },
    {
      "id": "wsb-social-momentum:source:goog",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Alphabet (Google) (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:GOOG:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://apewisdom.io/wallstreetbets/"
    },
    {
      "id": "wsb-social-momentum:source:nvda",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "NVIDIA (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:NVDA:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tuwp73/in_the_ai_gold_rush_what_are_the_shovels/"
    },
    {
      "id": "wsb-social-momentum:source:bb",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "BlackBerry (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:BB:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tv4lwc/bb_blackberry/"
    },
    {
      "id": "wsb-social-momentum:source:oklo",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "Oklo (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:OKLO:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://old.reddit.com/r/wallstreetbets/comments/1tv1rbh/biggest_us_nuclear_fuel_enricher_is_scaling_up_in/"
    },
    {
      "id": "wsb-social-momentum:source:gtlb",
      "type": "APEWISDOM_REDDIT_RSS_SOCIAL_MOMENTUM_POSITION",
      "cik": "n/a",
      "managerName": "GitLab (WallStreetBets social momentum tracker)",
      "accessionNumber": "wsb_social_momentum:GTLB:latest",
      "filedAt": "2026-06-04T16:34:49Z",
      "reportQuarter": "2026-06-04",
      "sourceUrl": "https://apewisdom.io/wallstreetbets/"
    }
  ],
  "changes": [
    {
      "ticker": "MRVL",
      "issuerName": "Marvell Technology Group",
      "action": "new",
      "currentWeightPct": 10,
      "convictionSignals": [
        "Target weight 10%",
        "Source score 15.473",
        "4 representative Reddit RSS posts",
        "473 WSB mentions",
        "+2152.381% 24h mention velocity",
        "4,147 ApeWisdom upvotes",
        "3 unique representative RSS posts",
        "3 position source URLs"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:mrvl"
      ],
      "reviewStatus": "warn",
      "summary": "WSB social momentum: 473 mentions (+2152% 24h), 4,147 upvotes, 3 recent RSS post matches."
    },
    {
      "ticker": "OPEN",
      "issuerName": "Opendoor",
      "action": "new",
      "currentWeightPct": 9.622,
      "convictionSignals": [
        "Target weight 9.622%",
        "Source score 11.862",
        "1 representative Reddit RSS post",
        "406 WSB mentions",
        "+219.685% 24h mention velocity",
        "2,063 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:open"
      ],
      "reviewStatus": "warn",
      "summary": "WSB social momentum: 406 mentions (+220% 24h), 2,063 upvotes, 1 recent RSS post matches."
    },
    {
      "ticker": "PANW",
      "issuerName": "Palo Alto Networks",
      "action": "new",
      "currentWeightPct": 9.362,
      "convictionSignals": [
        "Target weight 9.362%",
        "Source score 11.541",
        "1 representative Reddit RSS post",
        "128 WSB mentions",
        "+966.667% 24h mention velocity",
        "403 ApeWisdom upvotes",
        "1 unique representative RSS post",
        "1 position source URL"
      ],
      "sourceIds": [
        "wsb-social-momentum:source:latest",
        "wsb-social-momentum:source:panw"
      ],
      "reviewStatus": "warn",
      "summary": "WSB social momentum: 128 mentions (+967% 24h), 403 upvotes, 1 recent RSS post matches."
    }
  ],
  "ethosScores": [],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "WallStreetBets Social Momentum is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "WSB sleeve is intentionally high-volatility and should be treated as a small speculative model portfolio."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 10 positions and 15% cash."
      }
    ]
  }
}