Kept & Counted

The raw record, kept verbatim as it shipped

Read № 121 · Tuesday, September 29, 2026

Keep Counting [Daily] — 2026-09-29 (Tue)

universe 1590 · latest daily bar 2026-09-29 (latest daily (today in-progress)) SETUP 6 · COILING 20 (cohering 11 / diverging 4) · FRESH_BREAK 0

🌐 REGIME — WASHOUT / OVERSOLD

capitulation — don’t chase weakness; watch the ⭐ coils for the turn today 25↑ / 16↓ (4%+ day-movers) · 5-bar balance -91 · T2108 20% above 40-d MA

⏫ What moved since last run (2026-09-28)

  • ⬆️ GRADUATED coil→setup: $SWKS, $BRKR, $PANW, $FTRE, $QRVO
  • 🆕 NEW setup: $META
  • 🌀 new coil: $SMTC, $AAMI, $NEO, $NSIT, $GEO
  • ➖ dropped out: $NPK, $NEOG, $AMPH, $SBH, $RGEN, $ASX, $BBY

🚦 Gate — WASHOUT / OVERSOLD

Capitulation — these coils are TURN-WATCH, not chase-now. Size small, let the regime flip green before leaning in.

⭐ Worth a real look

  • $SDGR (-4.0% from high, 6%/day, +87% 3mo) — 4G/2R decisive accumulation under a flat tape; pressed to the high; range contracting
  • $AMRX (-4.6% from high, 3%/day, +17% 3mo) — 4G/3R net accumulation under a flat tape; pressed to the high; range contracting
  • $INSW (-2.6% from high, 4%/day, +44% 3mo) — 10G/4R decisive accumulation under a flat tape; pressed to the high
  • $AVT (-2.0% from high, 3%/day, +15% 3mo) — 8G/3R decisive accumulation under a flat tape; glued to the high
  • $QRVO (-3.6% from high, 3%/day, +25% 3mo) — inside-bar trigger cocked at the box top; 5G/5R net accumulation under a flat tape; pressed to the high; range contracting
  • $TGTX (-5.2% from high, 4%/day, +2% 3mo) — 6G/2R decisive accumulation under a flat tape; 5% off the high

⚠️ Clearest fakes — decisive distribution at the highs

  • $AAMI (-6.1% from high) — 3G/7R — supply leaving while 6% off the high; structure says coil, commitment says exit
  • $SN (-6.2% from high) — 6G/6R — supply leaving while 6% off the high; structure says coil, commitment says exit
  • $FFIV (-5.2% from high) — 3G/3R — supply leaving while 5% off the high; structure says coil, commitment says exit
  • $GEO (-6.6% from high) — 6G/7R — supply leaving while 7% off the high; structure says coil, commitment says exit

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

  • $BRKR -1.2% 4.3%/day 3mo +7% $ 133M 3G/3R accu COHERING
  • $QRVO -3.6% 3.3%/day 3mo +25% $ 142M 5G/5R accu COHERING
  • $FTRE -7.7% 4.8%/day 3mo +13% $ 24M 6G/1R accu COHERING
  • $PANW -2.6% 4.2%/day 3mo +14% $ 2178M 5G/4R neut MIXED
  • $SWKS -5.1% 4.8%/day 3mo +30% $ 436M 4G/3R neut MIXED
  • $META -5.3% 3.3%/day 3mo +31% $13473M 3G/4R neut MIXED

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

  • $FFIV -5.2% 3.5%/day 3mo +5% $ 212M 3G/3R dist DIVERGING
  • $AAMI -6.1% 3.2%/day 3mo +29% $ 35M 3G/7R dist DIVERGING
  • $SN -6.2% 3.8%/day 3mo +20% $ 311M 6G/6R dist DIVERGING
  • $GEO -6.6% 4.0%/day 3mo +5% $ 75M 6G/7R dist DIVERGING

🌀 COILING — cohering, near highs (top 40)

  • $P -1.8% 4.6%/day 3mo +65% $ 322M 1G/0R accu COHERING
  • $AVT -2.0% 3.4%/day 3mo +15% $ 121M 8G/3R accu COHERING
  • $INSW -2.6% 3.7%/day 3mo +44% $ 75M 10G/4R accu COHERING
  • $SDGR -4.0% 6.2%/day 3mo +87% $ 48M 4G/2R accu COHERING
  • $TWLO -4.6% 4.5%/day 3mo +41% $ 473M 4G/1R accu COHERING
  • $AMRX -4.6% 3.4%/day 3mo +17% $ 48M 4G/3R accu COHERING
  • $TGTX -5.2% 3.6%/day 3mo +2% $ 86M 6G/2R accu COHERING
  • $SMTC -5.5% 6.5%/day 3mo +11% $ 480M 5G/4R accu COHERING
  • $HPE -6.3% 5.1%/day 3mo +36% $ 1363M 3G/2R accu COHERING
  • $NEO -6.5% 4.5%/day 3mo +28% $ 31M 6G/3R accu COHERING
  • $VLO -7.5% 3.5%/day 3mo +49% $ 1367M 12G/5R accu COHERING

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

  • $PGEN -2.7% 4.2%/day 3mo +41% $ 23M 4G/2R accu COHERING
  • $GH -3.1% 4.6%/day 3mo +18% $ 291M 6G/3R accu COHERING

🔥 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

  • $SVRN — 5/5 days
  • $AEMD — 5/5 days
  • $SECZ — 5/5 days
  • $MEDS — 5/5 days
  • $USDE — 5/5 days
  • $CD — 5/5 days
  • $MRNX — 5/5 days
  • $GRML — 5/5 days
  • $PSIG — 5/5 days
  • $VICR — 5/5 days ⭐ also coiling
  • $LABX — 5/5 days
  • $NTRB — 5/5 days
  • $AMDL — 5/5 days
  • $BNC — 5/5 days
  • $VNCE — 5/5 days
  • $PRTH — 5/5 days
  • $GLND — 4/5 days
  • $SUIL — 4/5 days
  • $AVX — 4/5 days
  • $APUS — 4/5 days
  • $DNA — 4/5 days
  • $TEMT — 4/5 days
  • $MRNA — 4/5 days ⭐ also coiling
  • $SDGR — 4/5 days ⭐ also coiling
  • $INDP — 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 — $SDGR

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: 4G/2R decisive accumulation under a flat tape; pressed to the high; range contracting

🎭 Fake-Coil — distribution in disguise — $FFIV

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/3R — supply leaving while 5% off the high; structure says coil, commitment says exit

🚫 Extended — what we do NOT chase — $ITGR

Already ran far from the 40-MA (high ATR-extension): the obvious move everyone sees, edge gone, prone to the pullback. We surface the pre-obvious coil, not this. This name: +133.3 ATR above the 200d — -0.4% off high but already extended

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

KC_Focus_D_0929 (11)

SDGR,AMRX,INSW,AVT,QRVO,TGTX,BRKR,FTRE,PANW,SWKS,META

KC_Coils_D_0929 (11)

P,AVT,INSW,SDGR,TWLO,AMRX,TGTX,SMTC,HPE,NEO,VLO

KC_Fakes_D_0929 (4)

FFIV,AAMI,SN,GEO

KC_OffIdx_D_0929 (2)

PGEN,GH

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