Kept & Counted

The raw record, kept verbatim as it shipped

Read № 124 · Thursday, October 1, 2026

Keep Counting [Daily] — 2026-10-01 (Thu)

universe 1590 · latest daily bar 2026-10-01 (latest daily (today in-progress)) SETUP 2 · COILING 31 (cohering 16 / diverging 4) · FRESH_BREAK 0

🌐 REGIME — WASHOUT / OVERSOLD

capitulation — don’t chase weakness; watch the ⭐ coils for the turn today 77↑ / 26↓ (4%+ day-movers) · 5-bar balance +34 · T2108 21% above 40-d MA

⏫ What moved since last run (2026-09-30)

  • ⬆️ GRADUATED coil→setup: $FORM, $CTKB
  • 🌀 new coil: $LPG, $RVTY, $CNK, $DINO, $COHU, $FRO, $LITE, $ILMN, $GEO, $DOCU
  • ↩️ flipped diverging→cohering: $QLYS
  • ➖ dropped out: $PGEN, $TWLO, $VLO, $FTRE, $FFIV, $TGTX, $NSIT, $RGEN, $SWKS

🚦 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

  • $PBF (-0.3% from high, 6%/day, +72% 3mo) — 8G/3R decisive accumulation under a flat tape; glued to the high
  • $INSW (-0.2% from high, 4%/day, +39% 3mo) — 10G/5R decisive accumulation under a flat tape; glued to the high
  • $LITE (-3.7% from high, 6%/day, +44% 3mo) — 6G/2R decisive accumulation under a flat tape; pressed to the high
  • $SDGR (-6.1% from high, 6%/day, +80% 3mo) — 5G/3R decisive accumulation under a flat tape; 6% off the high; range contracting
  • $AVT (-2.2% from high, 3%/day, +24% 3mo) — 8G/4R decisive accumulation under a flat tape; pressed to the high
  • $SIG (-5.4% from high, 4%/day, +24% 3mo) — 3G/2R net accumulation under a flat tape; 5% off the high; range contracting

⚠️ Clearest fakes — decisive distribution at the highs

  • $ILMN (-5.2% from high) — 1G/2R — supply leaving while 5% off the high; structure says coil, commitment says exit
  • $AAMI (-4.5% from high) — 4G/8R — supply leaving while pressed to the high; structure says coil, commitment says exit
  • $QRVO (-7.3% from high) — 5G/6R — supply leaving while 7% off the high; structure says coil, commitment says exit
  • $GEO (-7.1% from high) — 7G/7R — supply leaving while 7% off the high; structure says coil, commitment says exit

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

  • $FORM -7.4% 4.8%/day 3mo +20% $ 137M 4G/0R accu COHERING
  • $CTKB -6.0% 4.2%/day 3mo +27% $ 7M 4G/3R accu MIXED

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

  • $AAMI -4.5% 3.1%/day 3mo +29% $ 37M 4G/8R dist DIVERGING
  • $ILMN -5.2% 4.3%/day 3mo +41% $ 630M 1G/2R dist DIVERGING
  • $GEO -7.1% 4.0%/day 3mo +2% $ 73M 7G/7R dist DIVERGING
  • $QRVO -7.3% 3.2%/day 3mo +28% $ 171M 5G/6R dist DIVERGING

🌀 COILING — cohering, near highs (top 40)

  • $INSW -0.2% 3.8%/day 3mo +39% $ 80M 10G/5R accu COHERING
  • $PBF -0.3% 5.9%/day 3mo +72% $ 240M 8G/3R accu COHERING
  • $P -1.1% 4.6%/day 3mo +84% $ 385M 1G/0R accu COHERING
  • $SMTC -2.1% 6.5%/day 3mo +38% $ 490M 6G/4R accu COHERING
  • $AVT -2.2% 3.5%/day 3mo +24% $ 124M 8G/4R accu COHERING
  • $WCC -3.7% 3.0%/day 3mo +21% $ 174M 6G/3R accu COHERING
  • $LITE -3.7% 6.4%/day 3mo +44% $ 4103M 6G/2R accu COHERING
  • $HPE -3.8% 5.3%/day 3mo +57% $ 1363M 3G/1R accu COHERING
  • $SIG -5.4% 3.6%/day 3mo +24% $ 95M 3G/2R accu COHERING
  • $DDOG -5.6% 4.0%/day 3mo +6% $ 781M 1G/0R accu COHERING
  • $COHU -5.7% 4.8%/day 3mo +19% $ 55M 3G/0R accu COHERING
  • $RVTY -5.8% 3.2%/day 3mo +31% $ 295M 4G/4R accu COHERING
  • $SDGR -6.1% 6.2%/day 3mo +80% $ 61M 5G/3R accu COHERING
  • $META -6.9% 3.0%/day 3mo +25% $13933M 3G/3R accu COHERING
  • $QLYS -7.0% 4.4%/day 3mo +27% $ 114M 2G/2R accu COHERING
  • $CNK -7.4% 3.1%/day 3mo +15% $ 75M 3G/1R accu COHERING

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

  • $GH -4.8% 4.3%/day 3mo +4% $ 288M 6G/4R accu COHERING
  • $FRO -6.1% 3.1%/day 3mo +40% $ 188M 6G/4R 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

  • $GLND — 5/5 days
  • $YDES — 5/5 days
  • $SUIL — 5/5 days
  • $SVRN — 5/5 days
  • $CD — 5/5 days
  • $MEDS — 5/5 days
  • $AVX — 5/5 days
  • $USDE — 5/5 days
  • $DNA — 5/5 days
  • $PSIG — 5/5 days
  • $VICR — 5/5 days ⭐ also coiling
  • $GRML — 5/5 days
  • $SECZ — 5/5 days
  • $MRNX — 5/5 days
  • $APUS — 5/5 days
  • $BALY — 5/5 days
  • $AMDL — 5/5 days
  • $LABX — 5/5 days
  • $MXL — 5/5 days ⭐ also coiling
  • $QMCO — 5/5 days
  • $KOD — 4/5 days
  • $AXTL — 4/5 days
  • $AXTX — 4/5 days
  • $SRZN — 4/5 days
  • $P — 4/5 days ⭐ also coiling

📚 Pattern lesson — learn by example

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

📈 Cohering Coil — real accumulation — $PBF

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: 8G/3R decisive accumulation under a flat tape; glued to the high

🎭 Fake-Coil — distribution in disguise — $ILMN

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: 1G/2R — supply leaving while 5% off the high; structure says coil, commitment says exit

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

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: 10G/5R decisive accumulation under a flat tape; glued to the high

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

KC_Focus_D_1001 (8)

PBF,INSW,LITE,SDGR,AVT,SIG,FORM,CTKB

KC_Coils_D_1001 (16)

INSW,PBF,P,SMTC,AVT,WCC,LITE,HPE,SIG,DDOG,COHU,RVTY,SDGR,META,QLYS,CNK

KC_Fakes_D_1001 (4)

AAMI,ILMN,GEO,QRVO

KC_OffIdx_D_1001 (2)

GH,FRO

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