MarketBotsLab
Social-Arb Scout

Trends before Wall Street digests them

Watches a curated tag library of brands, products, people, and cultural movements across consumer surfaces. The edge is EARLY detection of behavioral change — an entry fires on a fringe-first, accelerating signal on a needle-mover stock, before consensus forms. When the story reaches multi-source corroboration and mainstream press, the information-imbalance window has closed and the tag moves to Exit. Trade ideas, not advice — size from your social-arb risk-capital bucket only.

Tags tracked
83
Imbalance band
2
Transparency lanes
6
Last data
2026-10-09
The whole job, today

Today's only two decisions

0 buy · 0 exit

Nothing to do right now. No buy or exit signal has cleared the gate. 14 in motion · 0 in discovery — next action: watch the supporting lanes below for acceleration, or run a fresh scan.

Entity review queue: 50 entities awaiting review (auto-discovered, not yet in the tag library — distinct from the Discovery lane below)→
Source signal health: 1 source need attentionsilent failures masquerade as quiet days; investigate before trusting baselines
Review 1 source needing attention (expand for detail)
  • gdelt:docdegradedgdelt:doc 4/4 queries failed (gdelt throttled (status 429)) — circuit breaker openedlast ok: 1.4h ago
5 of 26 sources quiet — adapter OK, no tag hits in the 7-day signal window (expand for detail)
  • articles:allquiet0 tag-hit rows in the 7-day signal window; mentions today 0last ok: 24m ago
  • bluesky:publicquiet0 tag-hit rows in the 7-day signal window; mentions today 0last ok: 24m ago
  • browser:linkedinquiet0 tag-hit rows in the 7-day signal window; mentions today 0last ok: 10.6h ago
  • browser:threadsquiet0 tag-hit rows in the 7-day signal window; mentions today 0last ok: 10.6h ago
  • browser:tiktokquiet0 tag-hit rows in the 7-day signal window; mentions today 0last ok: 10.6h ago
Source freshnessfreshest fetch 24m ago · 7 sources >4h old

31 of 57 sources degraded · 1 down — 25 fresh across the full source registry.

google-trends10.6h agolinkedin10.6h agothreads10.6h agotiktok10.6h agotwitch10.6h agox10.6h agoyoutube10.6h agogdelt:doc1.4h agoarticles:hypebeast24m agoarticles:modern-retail24m agobluesky:public24m agohackernews:algolia24m agolemmy:public24m agonews:google-rss24m agowikipedia:pageviews24m agoarticles:9to5mac24m agoarticles:all24m agoarticles:daily-dot24m agoarticles:deadline24m agoarticles:dexerto24m agoarticles:feed-me24m agoarticles:glossy24m agoarticles:highsnobiety24m agoarticles:techcrunch24m agoarticles:the-cool-down24m agoarticles:variety24m ago
Ladder gates

The two constants that decide which lane a thesis lands in — sourced from the scoring code, not per-card prose.

Entry (BUY)imbalanceScore ≥ 0.45

Fringe-first, accelerating signal on a needle-mover — before consensus forms.

Exit (mainstreamed)mainstreamingScore ≥ 0.60

Multi-source corroboration + mainstream press — the imbalance window has closed.

Entry window — tradeable BUY theses

Promotion bucket, NOT a coverage state. Fringe-first, accelerating signals on needle-mover stocks that cleared the gate, before the trend is broadly corroborated. The BUY side of the imbalance — these are sized, actionable ideas.

Honest empty lane

No thesis is in the Entry window as of 2026-10-09.

This is the BUY side of the imbalance — fringe-first, accelerating signals on needle-mover stocks that have cleared the entry gate. Cascade-imbalance multi-surface heat also ranks in High-conviction tradable packs above.

Next action: watch the Brewing and Discovery lanes below for acceleration, or run a fresh scan to pull new chatter.

Last known entry · historical example, not live
▼ SHORT WW — ozempic-glp1 (now matured)
z 0.74σlift 1.26×5 sources
Cleared 2026-10-07 · 2 days ago (trailing 30-day window). Paged as a high-conviction entry by a live scan; metrics are the thesis row's stored values as of 2026-10-09. Not a current entry candidate.

Track record: 5/10 wins (50.0%) · avg -1.5% →

Exit window — mainstreamed

Multi-source corroboration + mainstream cascade: the information-imbalance window has closed. Scale out — do NOT initiate here.

Honest empty lane

No thesis has mainstreamed as of 2026-10-09 — nothing to exit.

A tag lands here once it reaches multi-source corroboration and mainstream press, meaning the information-imbalance window has closed. Scale out when a thesis appears here; never initiate a new entry in this lane.

Next action: no thesis is open, so there is nothing to hold or exit. Watch the Entry window above for the next BUY.

Track record: 5/10 wins (50.0%) · avg -1.5% →

Track record — closed social-arb theses

Realized outcome of the last closed/matured theses: return from the plan entry price to the exit evaluator's recorded mark (direction-aware), days held, and actual days vs the thesis's estimated days-to-mainstream. Theses with no recorded exit mark are listed but excluded from win rate. Research only — not investment advice.

Win rate: 5/10 (50.0%)Avg return: -1.5%Median: +1.6%Avg days held: 119.6dEst. vs actual days-to-exit: 12.8d vs 119.6d
SymbolTagExit reasonEntryExit markReturnDays heldEst. daysClosed
▼ PEPGLP-1 / Ozempic weight-losstime-stop$150.57$128.34+14.8%136152026-10-09
▼ WWGLP-1 / Ozempic weight-losstime-stop$12.79$14.96-17.0%136152026-10-09
▲ LLYGLP-1 / Ozempic weight-losstime-stop$1065.00$1169.60+9.8%136152026-10-09
▲ NVOGLP-1 / Ozempic weight-losstime-stop$44.96$38.18-15.1%136152026-10-09
▲ AMZNAmazon Primepress-pickup$261.26$258.76-1.0%12812026-10-08
▲ CROXCrocs / Jibbitztime-stop$110.44$118.09+6.9%132152026-10-05
▼ GAPLululemon Align leggingstime-stop$23.39$22.51+3.8%132172026-10-05
▲ LULULululemon Align leggingstime-stop$127.18$94.46-25.7%132172026-10-05
▲ MCDMcDonald'ssource-collapse$233.98$232.80-0.5%112026-10-01
▼ YETIStanley Tumblertime-stop$45.22$41.14+9.0%127172026-09-30

Note: closed rows reflect the gating rules in effect at entry time and are kept in the stats as realized history. Some tags shown here (e.g. the GLP-1 / Ozempic cluster — PEP, WW, LLY, NVO) predate the current materiality hard gate and are now classified non-material in the live lanes; see docs/social-arb-materiality-migration.md, follow-up #3 (re-map GLP-1 linkages or mark them watch-only).

Supporting signal & transparency

Context behind the two decisions above — coverage states, brewing signal, and full audit lanes. Nothing below here is a trade.

News cascade — imbalance band· 2 cardsYETILULU

Coverage state, NOT a trade. Primary chatter + secondary culture-press are active while tertiary financial media stays quiet — the Camillo information-imbalance window. Cards here describe how a story is spreading; they only become tradeable once they surface in the Entry window lane above.

How to read this: cards here carry a hatched-rail marker — cascade state, how far a story has spread across source layers (a signal, not a trade). The solid-rail promotion-bucket cards — an actionable thesis — live in the Entry window lane further down, not here. Rule of thumb: solid rail = act, hatched rail = watch.

Imbalance band — view
  1. #1 of 2: Stanley Tumbler (YETI), imbalance band, primary, secondary active, 41 mentions today, cascade spread +1.0. Coverage state, not a trade.
  2. #2 of 2: Lululemon Align leggings (LULU), imbalance band, primary, secondary active, 33 mentions today, cascade spread +1.0. Coverage state, not a trade.
Coverage state · signal, not a trade
PRODUCT

Stanley Tumbler

▼ YETI
IMBALANCE BAND
Lane lead#1of 2Chatter today · 41 mentions · 2/3 layersSpread+1.0
primary
● ACTIVE
1 src today · since 2026-10-01
secondary
● ACTIVE
1 src today · since 2026-10-01
tertiary
○ quiet
0 srcs today
Secondary lag: 0dTertiary lag: —← imbalance window open
Coverage state · signal, not a trade
PRODUCT

Lululemon Align leggings

▲ LULU
IMBALANCE BAND
Lane rank#2of 2Chatter today · 33 mentions · 2/3 layersSpread+1.0
primary
● ACTIVE
1 src today · since 2026-10-02
secondary
● ACTIVE
1 src today · since 2026-10-01
tertiary
○ quiet
0 srcs today
Secondary lag: -1dTertiary lag: —← imbalance window open
Brewing — one layer active, watching for corroboration· 4 cardsCROXPMRTYBIRK

Either primary chatter OR secondary press is hot, but not both. Wait for the second layer before treating as an entry window. (S-435 fix: previously these were mislabelled as imbalance.)

Brewing — view
  1. #1 of 4: Crocs / Jibbitz (CROX), brewing, primary active, 12 mentions today, cascade spread +0.5. Coverage state, not a trade.
  2. #2 of 4: Pop Mart — blind-box resale hype (PMRTY), brewing, primary active, 6 mentions today, cascade spread +0.5. Coverage state, not a trade.
  3. #3 of 4: Labubu (Pop Mart) (PMRTY), brewing, primary active, 5 mentions today, cascade spread +0.5. Coverage state, not a trade.
  4. #4 of 4: Birkenstock (BIRK), brewing, secondary active, 3 mentions today, cascade spread +0.5. Coverage state, not a trade.
Coverage state · signal, not a trade
BRAND

Crocs / Jibbitz

▲ CROX
BREWING
Lane lead#1of 4Chatter today · 12 mentions · 1/3 layersSpread+0.5
primary
● ACTIVE
1 src today · since 2026-10-01
secondary
○ quiet
0 srcs today · since 2026-10-01
tertiary
○ quiet
0 srcs today
Secondary lag: 0dTertiary lag: —
Coverage state · signal, not a trade
BRAND

Pop Mart — blind-box resale hype

▲ PMRTY
BREWING
Lane rank#2of 4Chatter today · 6 mentions · 1/3 layersSpread+0.5
primary
● ACTIVE
1 src today · since 2026-10-03
secondary
○ quiet
0 srcs today
tertiary
○ quiet
0 srcs today
Coverage state · signal, not a trade
PRODUCT

Labubu (Pop Mart)

▲ PMRTY
BREWING
Lane rank#3of 4Chatter today · 5 mentions · 1/3 layersSpread+0.5
primary
● ACTIVE
1 src today · since 2026-10-01
secondary
○ quiet
0 srcs today
tertiary
○ quiet
0 srcs today
Coverage state · signal, not a trade
BRAND

Birkenstock

▲ BIRK
BREWING
Lane rank#4of 4Chatter today · 3 mentions · 1/3 layersSpread+0.5
primary
○ quiet
0 srcs today
secondary
● ACTIVE
1 src today · since 2026-10-09
tertiary
○ quiet
0 srcs today
Mainstreaming — tertiary lit up· 8 cardsMCDNKEMARDECKNCLHMSTR+2 more

Mainstream press now covers it. Edge has compressed — fade or skip new entries.

Mainstreaming — view
  1. #1 of 8: McDonald's (MCD), saturated, tertiary active, 95 mentions today, cascade spread −1.0. Coverage state, not a trade.
  2. #2 of 8: Nike — Jordan / Dunk drops (NKE), saturated, tertiary active, 66 mentions today, cascade spread −1.0. Coverage state, not a trade.
  3. #3 of 8: Marriott / travel demand (MAR), saturated, tertiary active, 41 mentions today, cascade spread −1.0. Coverage state, not a trade.
  4. #4 of 8: Hoka One One (DECK), saturated, tertiary active, 6 mentions today, cascade spread −1.0. Coverage state, not a trade.
  5. #5 of 8: Norwegian Cruise (NCLH), saturated, tertiary active, 6 mentions today, cascade spread −1.0. Coverage state, not a trade.
  6. #6 of 8: MicroStrategy / Saylor (MSTR), saturated, tertiary active, 4 mentions today, cascade spread −1.0. Coverage state, not a trade.
  7. #7 of 8: Royal Caribbean (RCL), saturated, tertiary active, 3 mentions today, cascade spread −1.0. Coverage state, not a trade.
  8. #8 of 8: MARA / Bitcoin miners (MARA), saturated, tertiary active, 3 mentions today, cascade spread −1.0. Coverage state, not a trade.
Coverage state · signal, not a trade
BRAND

McDonald's

▲ MCD
SATURATED
Lane lead#1of 8Chatter today · 95 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today · since 2026-10-01
tertiary
● ACTIVE
1 src today · since 2026-10-02
Secondary lag: —Tertiary lag: 1d
Coverage state · signal, not a trade
BRAND

Nike — Jordan / Dunk drops

▲ NKE
SATURATED
Lane rank#2of 8Chatter today · 66 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today · since 2026-10-03
secondary
○ quiet
0 srcs today · since 2026-10-01
tertiary
● ACTIVE
1 src today · since 2026-10-02
Secondary lag: -2dTertiary lag: 1d
Coverage state · signal, not a trade
BRAND

Marriott / travel demand

▲ MAR
SATURATED
Lane rank#3of 8Chatter today · 41 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-02
Coverage state · signal, not a trade
BRAND

Hoka One One

▲ DECK
SATURATED
Lane rank#4of 8Chatter today · 6 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today · since 2026-10-01
tertiary
● ACTIVE
1 src today · since 2026-10-02
Secondary lag: —Tertiary lag: 1d
Coverage state · signal, not a trade
BRAND

Norwegian Cruise

▲ NCLH
SATURATED
Lane rank#5of 8Chatter today · 6 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-06
Coverage state · signal, not a trade
BRAND

MicroStrategy / Saylor

▲ MSTR
SATURATED
Lane rank#6of 8Chatter today · 4 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-04
Coverage state · signal, not a trade
BRAND

Royal Caribbean

▲ RCL
SATURATED
Lane rank#7of 8Chatter today · 3 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-06
Coverage state · signal, not a trade
BRAND

MARA / Bitcoin miners

▲ MARA
SATURATED
Lane rank#8of 8Chatter today · 3 mentions · 1/3 layersSpread−1.0
primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-09

Discovery — lightly-covered tickers, signal accelerating

TIER_3/TIER_4 tickers below the hard gate (z 1.2–1.9σ) but velocity ≥ 0.15σ/day. The system's pre-signal early-warning layer — weeks ahead of institutional research.

Honest empty lane

No TIER_3/TIER_4 candidate is above the discovery threshold (z 1.2–1.9σ, velocity ≥ 0.15σ/day) as of 2026-10-09.

Pipeline healthy. 25/26 sources fresh · last good fetch 24m ago. This is a real empty result, not a stalled scan.

Next action: run a fresh scan, or widen the tag library — the lane fills the moment a lightly-covered ticker starts accelerating.

Non-material — not a needle-mover· 6 cardsNVOGOOGLMSFTAMZNMETADOCS.L

The trend can't plausibly move this company's bottom line (mega-cap, <3% revenue exposure, or no US-listed exposure e.g. a London .L listing). Kept visible for transparency; never tradable — never an entry window.

Non-material cascades — view
  1. #1 of 6: GLP-1 / Ozempic weight-loss (NVO, LLY), non-material, primary, secondary active, 373 mentions today, cascade spread +1.0. Coverage state, not a trade. non-material: only 2.0% of NVO revenue exposed (heuristic default, floor 3%)
  2. #2 of 6: Anthropic / Claude (GOOGL), non-material, secondary, tertiary active, 10 mentions today, cascade spread −0.5. Coverage state, not a trade. non-material: only 1.0% of GOOGL revenue exposed (curated estimate, floor 3%)
  3. #3 of 6: OpenAI / ChatGPT (MSFT), non-material, secondary, tertiary active, 132 mentions today, cascade spread −1.0. Coverage state, not a trade. non-material: only 2.0% of MSFT revenue exposed (curated estimate, floor 3%)
  4. #4 of 6: Amazon Prime (AMZN), non-material, primary, tertiary active, 7 mentions today, cascade spread −1.0. Coverage state, not a trade. non-material: AMZN is mega-cap; 4.0% revenue exposure (curated estimate) cannot move EPS (needs ≥10%)
  5. #5 of 6: Meta Quest VR (META), non-material, tertiary active, 6 mentions today, cascade spread −1.0. Coverage state, not a trade. non-material: only 2.0% of META revenue exposed (curated estimate, floor 3%)
  6. #6 of 6: Dr. Martens (declining buzz) (DOCS.L), non-material, primary active, 15 mentions today, cascade spread +0.5. Coverage state, not a trade. non-material: DOCS.L is not US-listed (foreign exchange) — no clean US-listed exposure
Coverage state · signal, not a trade
MOVEMENT

GLP-1 / Ozempic weight-loss

▲ NVO▲ LLY
NON-MATERIAL
Lane lead#1of 6Chatter today · 373 mentions · 2/3 layersSpread+1.0

non-material: only 2.0% of NVO revenue exposed (heuristic default, floor 3%)

primary
● ACTIVE
1 src today · since 2026-10-01
secondary
● ACTIVE
2 srcs today · since 2026-10-01
tertiary
○ quiet
0 srcs today
Secondary lag: 0dTertiary lag: —
Coverage state · signal, not a trade
BRAND

Anthropic / Claude

▲ GOOGL
NON-MATERIAL
Lane rank#2of 6Chatter today · 10 mentions · 2/3 layersSpread−0.5

non-material: only 1.0% of GOOGL revenue exposed (curated estimate, floor 3%)

primary
○ quiet
0 srcs today
secondary
● ACTIVE
1 src today · since 2026-10-01
tertiary
● ACTIVE
1 src today · since 2026-10-09
Secondary lag: —Tertiary lag: 8d
Coverage state · signal, not a trade
BRAND

OpenAI / ChatGPT

▲ MSFT
NON-MATERIAL
Lane rank#3of 6Chatter today · 132 mentions · 2/3 layersSpread−1.0

non-material: only 2.0% of MSFT revenue exposed (curated estimate, floor 3%)

primary
○ quiet
0 srcs today
secondary
● ACTIVE
1 src today · since 2026-10-01
tertiary
● ACTIVE
1 src today · since 2026-10-09
Secondary lag: —Tertiary lag: 8d
Coverage state · signal, not a trade
BRAND

Amazon Prime

▲ AMZN
NON-MATERIAL
Lane rank#4of 6Chatter today · 7 mentions · 2/3 layersSpread−1.0

non-material: AMZN is mega-cap; 4.0% revenue exposure (curated estimate) cannot move EPS (needs ≥10%)

primary
● ACTIVE
1 src today · since 2026-10-06
secondary
○ quiet
0 srcs today · since 2026-10-05
tertiary
● ACTIVE
1 src today · since 2026-10-02
Secondary lag: -1dTertiary lag: -3d
Coverage state · signal, not a trade
BRAND

Meta Quest VR

▲ META
NON-MATERIAL
Lane rank#5of 6Chatter today · 6 mentions · 1/3 layersSpread−1.0

non-material: only 2.0% of META revenue exposed (curated estimate, floor 3%)

primary
○ quiet
0 srcs today
secondary
○ quiet
0 srcs today
tertiary
● ACTIVE
1 src today · since 2026-10-04
Coverage state · signal, not a trade
BRAND

Dr. Martens (declining buzz)

▼ DOCS.L
NON-MATERIAL
Lane rank#6of 6Chatter today · 15 mentions · 1/3 layersSpread+0.5

non-material: DOCS.L is not US-listed (foreign exchange) — no clean US-listed exposure

primary
● ACTIVE
1 src today · since 2026-10-01
secondary
○ quiet
0 srcs today · since 2026-10-01
tertiary
○ quiet
0 srcs today
Secondary lag: 0dTertiary lag: —
Tag library· 83 tags, click to expand

83 tags currently tracked across 4 categories. The library is data, not code — extend via lib/socialArb/tagLibrary.ts.

Stanley TumblerLululemon Align leggingsGLP-1 / Ozempic weight-lossLabubu (Pop Mart)Dr. Martens (declining buzz)Crocs / JibbitzChipotle portion-size complaintsSonos (post-app sentiment)Duolingo (streak / Duo memes)PlayStation 5 Pro / new consoleNvidia Blackwell / B100 / B200Taylor Swift tour / merchFormula 1 fandom (Drive to Survive)Sweetgreen menu / chicken sandwichShake ShackCava MediterraneanWingstopDutch Bros CoffeeOn Running (Cloud)Hoka One OneBirkenstocke.l.f. BeautyAbercrombie & Fitch (turnaround)DoorDashUber ridesPalantir / AIPCoinbaseRobinhoodCarvanaChewy petSpotify Wrapped / audiobooksAirbnb (host pushback)Chipotle (positive menu launches)Klaviyo (e-commerce email)Reddit Inc.Stanley tumbler peak / declineLululemon mens lineAlo Yoga (private competitor)Anthropic / ClaudeOpenAI / ChatGPTStarbucksMcDonald'sChipotle — menu & comps buzzNike — Jordan / Dunk dropsRhode skincare (Hailey Bieber)Summer FridaysDrunk ElephantSpotify — subscriber momentumTesla FSD / CybertruckTesla brand decline / boycottMeta Quest VRApple Vision ProMARA / Bitcoin minersMicroStrategy / SaylorRokuMarriott / travel demandCarnival / cruise demandRoyal CaribbeanNorwegian CruiseShopifyEtsyPeloton (turnaround attempts)GameStop / meme cycleAMC Theatres / popcornJohn DeereAmazon PrimeTJ Maxx / off-priceCostcoTrader Joe'sPop Mart — blind-box resale hypePoppi prebiotic sodaTHC / cannabis beverages (Brez, Cann)Aperitivo / spritz drinking cultureFunko Pop resale hypeRoblox UGC creator economyPickleball / JOOLA gearCreatine mainstream breakoutSleep optimization (magnesium, HRV)Gen Z financial literacy / investingDigital nomad / remote work housingVan life / overlandingPrepping / survival gear surgeDupes culture (luxury alternatives)
Top & lanes