Kept & Counted

The raw record, kept verbatim as it shipped

Read № 90 · Friday, September 4, 2026

daily edition · the machine's output as it shipped, no calls edited, no numbers changed · notation: how we count · outcomes: counted →

Keep Counting [Daily] — 2026-09-04 (Fri)

universe 1590 · latest daily bar 2026-09-04 (latest daily (today in-progress)) SETUP 5 · COILING 36 (cohering 25 / diverging 7) · FRESH_BREAK 1

🌐 REGIME — CORRECTION / DISTRIBUTION

beach-mode — most coils fail here; sit on hands or G/0R only today 67↑ / 39↓ (4%+ day-movers) · 5-bar balance +9 · T2108 42% above 40-d MA

⏫ What moved since last run (2026-09-03)

  • ⬆️ GRADUATED coil→setup: $ILMN, $PJT, $RELY
  • 🆕 NEW setup: $FIVE
  • 🌀 new coil: $LQDT, $NPK, $SABR, $MLKN, $MANH, $NEOG, $HCC, $SLB, $AVT
  • ➖ dropped out: $ETSY, $CRGY, $TWLO, $TALO, $IBKR, $NEM, $PGEN, $WEX, $TFX, $GEN, $BFH, $NHC, $SNOW, $PTGX

🚦 Gate — CORRECTION / DISTRIBUTION

Beach-mode — longs HEAVILY suppressed: only the most decisive G/0R survive, and even those swim against the tide. Most coils FAIL here. Learn/watch tape, not a buy tape. regime gate suppressed 8 cohering coil(s) that weren’t decisive enough for this tape.

⚠️ Clearest fakes — decisive distribution at the highs (lead this regime)

  • $DAR (-6.8% from high) — 4G/5R — supply leaving while 7% off the high; structure says coil, commitment says exit
  • $XYZ (-4.8% from high) — 3G/5R — supply leaving while pressed to the high; structure says coil, commitment says exit
  • $FIVE (-4.4% from high) — 6G/9R — supply leaving while pressed to the high; structure says coil, commitment says exit
  • $PRGS (-7.0% from high) — 3G/3R — supply leaving while 7% off the high; structure says coil, commitment says exit

⭐ Worth a real look (secondary — fakes lead this regime)

  • $VIRT (-6.3% from high, 4%/day, +23% 3mo) — inside-bar trigger cocked at the box top; 5G/2R decisive accumulation under a flat tape; 6% off the high; range contracting
  • $SLB (-4.9% from high, 3%/day, +5% 3mo) — 4G/1R decisive accumulation under a flat tape; pressed to the high; range contracting
  • $CVI (-0.3% from high, 5%/day, +34% 3mo) — 6G/1R decisive accumulation under a flat tape; glued to the high

🎯 SETUP — act-ready (inside bar pressed to box top)

  • $ILMN -5.9% 3.5%/day 3mo +34% $ 379M 5G/1R accu COHERING
  • $VIRT -6.3% 3.9%/day 3mo +23% $ 71M 5G/2R accu COHERING
  • $RELY -4.8% 3.9%/day 3mo +39% $ 81M 4G/4R neut MIXED
  • $PJT -6.6% 3.1%/day 3mo +16% $ 69M 4G/5R neut MIXED
  • $FIVE -4.4% 3.4%/day 3mo +32% $ 266M 6G/9R dist DIVERGING

⚠️ DIVERGING — fake-coil risk (the don’t-buy list)

  • $HPQ -0.4% 3.6%/day 3mo +28% $ 397M 0G/1R dist DIVERGING
  • $FIVE -4.4% 3.4%/day 3mo +32% $ 266M 6G/9R dist DIVERGING
  • $LQDT -4.5% 3.0%/day 3mo +13% $ 8M 2G/3R dist DIVERGING
  • $XYZ -4.8% 3.1%/day 3mo +21% $ 310M 3G/5R dist DIVERGING
  • $NPK -6.6% 3.2%/day 3mo +11% $ 14M 3G/4R dist DIVERGING
  • $DAR -6.8% 3.8%/day 3mo +10% $ 142M 4G/5R dist DIVERGING
  • $PRGS -7.0% 3.2%/day 3mo +40% $ 16M 3G/3R dist DIVERGING

🌀 COILING — cohering, near highs (top 40)

  • $CVI -0.3% 4.6%/day 3mo +34% $ 35M 6G/1R accu COHERING
  • $OKTA -2.4% 4.7%/day 3mo +44% $ 407M 2G/1R accu COHERING
  • $CART -3.1% 3.3%/day 3mo +24% $ 153M 3G/2R accu COHERING
  • $BOX -3.2% 3.2%/day 3mo +32% $ 87M 6G/3R accu COHERING
  • $ANF -3.2% 4.6%/day 3mo +99% $ 152M 1G/1R accu COHERING
  • $EPC -3.6% 3.5%/day 3mo +45% $ 14M 3G/2R accu COHERING
  • $FLR -3.8% 3.4%/day 3mo +18% $ 122M 6G/3R accu COHERING
  • $PBF -4.6% 4.9%/day 3mo +75% $ 170M 4G/1R accu COHERING
  • $VIR -4.6% 5.1%/day 3mo +32% $ 17M 7G/3R accu COHERING
  • $SLB -4.9% 3.1%/day 3mo +5% $ 489M 4G/1R accu COHERING
  • $DT -5.4% 3.2%/day 3mo +23% $ 295M 4G/0R accu COHERING
  • $FCFS -5.6% 3.0%/day 3mo +0% $ 75M 2G/2R accu COHERING
  • $TGTX -5.6% 3.2%/day 3mo +39% $ 89M 4G/1R accu COHERING
  • $MANH -5.8% 3.4%/day 3mo +45% $ 139M 2G/1R accu COHERING
  • $CF -6.1% 3.7%/day 3mo +17% $ 302M 6G/1R accu COHERING
  • $HCC -6.3% 3.9%/day 3mo +5% $ 55M 3G/1R accu COHERING
  • $SM -6.4% 3.4%/day 3mo +13% $ 126M 2G/2R accu COHERING
  • $RCUS -6.5% 3.8%/day 3mo +28% $ 30M 6G/2R accu COHERING
  • $PARR -6.6% 5.8%/day 3mo +46% $ 66M 5G/1R accu COHERING
  • $PTEN -6.7% 3.7%/day 3mo +8% $ 81M 4G/0R accu COHERING
  • $SABR -7.2% 5.8%/day 3mo +28% $ 7M 5G/1R accu COHERING
  • $MLKN -7.2% 3.3%/day 3mo +55% $ 11M 6G/3R accu COHERING
  • $ECPG -7.3% 3.4%/day 3mo +19% $ 36M 6G/5R accu COHERING
  • $HP -7.9% 3.2%/day 3mo +18% $ 49M 3G/0R accu COHERING
  • $AVT -7.9% 3.1%/day 3mo +6% $ 100M 3G/3R accu COHERING

⊕ Off-index operator radar — watch / learn (outside the indexes)

  • $FRO -2.0% 3.1%/day 3mo +31% $ 98M 7G/3R accu COHERING
  • $OSCR -3.9% 5.3%/day 3mo +32% $ 155M 2G/2R dist DIVERGING

🔥 Stockbee momentum — persistent bursts (3+ of last 5 days)

different pattern (1–5 day burst, not a coil) — watch/learn; ⭐ = also coiling in the cockpit

  • $TJGC — 5/5 days
  • $USDE — 5/5 days
  • $ZCSH — 5/5 days
  • $DAIC — 5/5 days
  • $ASST — 5/5 days
  • $DFDV — 5/5 days
  • $CRCG — 5/5 days
  • $CRCA — 5/5 days
  • $XHLD — 5/5 days
  • $ARCT — 5/5 days
  • $CRMG — 5/5 days
  • $MRNX — 5/5 days
  • $MRNA — 5/5 days ⭐ also coiling
  • $CAPR — 5/5 days
  • $GORO — 5/5 days
  • $PURR — 5/5 days
  • $MRNY — 5/5 days
  • $SOLT — 5/5 days
  • $SWVL — 4/5 days
  • $FCUV — 4/5 days
  • $PUR — 4/5 days
  • $MSTX — 4/5 days
  • $MSTU — 4/5 days
  • $NAKA — 4/5 days
  • $BWET — 4/5 days

📚 Pattern lesson — learn by example

one clean live instance of each archetype; charts saved to the Pattern Guide Plates library

📈 Cohering Coil — real accumulation — $VIRT

Tight box pressed to the high with green caps dominating: institutions buying INTO the pause. Structure (coil) and commitment (caps) AGREE → the roof is being validated. This name: inside-bar trigger cocked at the box top; 5G/2R decisive accumulation under a flat tape; 6% off the high; range contracting

🎭 Fake-Coil — distribution in disguise — $XYZ

Looks identical to a real coil on price — tight, near the high — but the caps under it are RED. Supply leaving while price hovers. Structure says coil, commitment says exit. The trap. This name: 3G/5R — supply leaving while pressed to the high; structure says coil, commitment says exit

⚖️ Decisive vs Thin — why the count matters — $CF

A lopsided tally (e.g. 7G/0R) is decisive commitment; a 2G/2R or 1G/1R is NO read — not enough committed flow to validate either way. Trust decisive, skip thin. This name: 6G/1R decisive accumulation under a flat tape; 6% off the high

📋 ThinkOrSwim watchlists — copy/paste (create a new watchlist, paste the line)

KC_Focus_D_0904 (7)

VIRT,SLB,CVI,ILMN,RELY,PJT,FIVE

KC_Coils_D_0904 (25)

CVI,OKTA,CART,BOX,ANF,EPC,FLR,PBF,VIR,SLB,DT,FCFS,TGTX,MANH,CF,HCC,SM,RCUS,PARR,PTEN,SABR,MLKN,ECPG,HP,AVT

KC_Fakes_D_0904 (7)

FIVE,HPQ,LQDT,XYZ,NPK,DAR,PRGS

KC_OffIdx_D_0904 (2)

FRO,OSCR

aG/bR = green vs red caps in the box (commitment). COHERING = structure + commitment agree · DIVERGING = distribution under a coil near highs.