Kept & Counted

The raw record, kept verbatim as it shipped

Read № 126 · Friday, October 2, 2026

Keep Counting [Daily] — 2026-10-02 (Fri)

universe 1590 · latest daily bar 2026-10-02 (latest daily (today in-progress)) SETUP 2 · COILING 29 (cohering 15 / diverging 6) · FRESH_BREAK 0

🌐 REGIME — WASHOUT / OVERSOLD

capitulation — don’t chase weakness; watch the ⭐ coils for the turn today 76↑ / 24↓ (4%+ day-movers) · 5-bar balance +64 · T2108 24% above 40-d MA

⏫ What moved since last run (2026-10-01)

  • ⚠️ FLIPPED cohering→diverging (early distribution warning): $QLYS (1G/2R)
  • ⬆️ GRADUATED coil→setup: $BRKR
  • 🆕 NEW setup: $TWLO
  • 🌀 new coil: $SHOO, $CNH, $NEO, $TER, $PGEN, $CBRL, $KNTK, $FTRE
  • ➖ dropped out: $P, $ILMN, $PANW, $RVTY, $SIG, $COHU, $DINO, $WCC, $CVI, $HPE

🚦 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

  • $TWLO (-3.7% from high, 4%/day, +41% 3mo) — inside-bar trigger cocked at the box top; 6G/2R decisive accumulation under a flat tape; pressed to the high; range contracting
  • $PBF (-3.1% from high, 6%/day, +64% 3mo) — 8G/4R decisive accumulation under a flat tape; pressed to the high
  • $INSW (-0.3% from high, 4%/day, +36% 3mo) — 11G/5R decisive accumulation under a flat tape; glued to the high
  • $LITE (-0.6% from high, 6%/day, +48% 3mo) — 4G/1R decisive accumulation under a flat tape; glued to the high
  • $SDGR (-6.6% from high, 6%/day, +78% 3mo) — 5G/4R net accumulation under a flat tape; 7% off the high; range contracting
  • $SMTC (-3.5% from high, 6%/day, +40% 3mo) — 4G/3R net accumulation under a flat tape; pressed to the high

⚠️ Clearest fakes — decisive distribution at the highs

  • $KNTK (-7.7% from high) — 3G/7R — supply leaving while 8% off the high; structure says coil, commitment says exit
  • $AAMI (-4.4% from high) — 4G/8R — supply leaving while pressed to the high; structure says coil, commitment says exit
  • $VIR (-6.4% from high) — 5G/6R — supply leaving while 6% off the high; structure says coil, commitment says exit
  • $SN (-6.2% from high) — 3G/3R — supply leaving while 6% off the high; structure says coil, commitment says exit

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

  • $TWLO -3.7% 4.5%/day 3mo +41% $ 778M 6G/2R accu COHERING
  • $BRKR -5.6% 4.3%/day 3mo +3% $ 146M 3G/4R neut MIXED

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

  • $QLYS -4.2% 4.4%/day 3mo +22% $ 114M 1G/2R dist DIVERGING
  • $AAMI -4.4% 3.1%/day 3mo +19% $ 37M 4G/8R dist DIVERGING
  • $SN -6.2% 3.8%/day 3mo +23% $ 296M 3G/3R dist DIVERGING
  • $VIR -6.4% 4.8%/day 3mo +11% $ 20M 5G/6R dist DIVERGING
  • $CNH -6.8% 3.5%/day 3mo +24% $ 219M 0G/1R dist DIVERGING
  • $KNTK -7.7% 3.0%/day 3mo +11% $ 67M 3G/7R dist DIVERGING

🌀 COILING — cohering, near highs (top 40)

  • $INSW -0.3% 3.8%/day 3mo +36% $ 84M 11G/5R accu COHERING
  • $LITE -0.6% 6.2%/day 3mo +48% $ 4109M 4G/1R accu COHERING
  • $AVT -1.6% 3.5%/day 3mo +30% $ 128M 3G/3R accu COHERING
  • $PBF -3.1% 6.2%/day 3mo +64% $ 268M 8G/4R accu COHERING
  • $SMTC -3.5% 5.9%/day 3mo +40% $ 529M 4G/3R accu COHERING
  • $DDOG -5.3% 3.8%/day 3mo +9% $ 740M 1G/0R accu COHERING
  • $FTRE -6.5% 4.7%/day 3mo +12% $ 25M 7G/2R accu COHERING
  • $SDGR -6.6% 6.2%/day 3mo +78% $ 65M 5G/4R accu COHERING
  • $META -6.6% 3.0%/day 3mo +21% $13933M 3G/3R accu COHERING
  • $FORM -6.9% 4.6%/day 3mo +26% $ 140M 4G/0R accu COHERING
  • $CBRL -7.5% 4.6%/day 3mo +10% $ 56M 3G/1R accu COHERING
  • $SHOO -7.5% 3.0%/day 3mo +16% $ 49M 5G/2R accu COHERING
  • $CNK -7.7% 3.1%/day 3mo +20% $ 75M 3G/1R accu COHERING
  • $NEO -7.9% 4.3%/day 3mo +22% $ 39M 6G/5R accu COHERING
  • $TER -8.0% 3.8%/day 3mo +18% $ 886M 2G/0R accu COHERING

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

  • $FRO -4.0% 3.1%/day 3mo +43% $ 191M 6G/4R accu COHERING
  • $PGEN -4.9% 4.4%/day 3mo +53% $ 34M 5G/2R accu COHERING
  • $GH -3.1% 4.2%/day 3mo +5% $ 294M 4G/4R neut MIXED

🔥 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 — $TWLO

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; 6G/2R decisive accumulation under a flat tape; pressed to the high; range contracting

🎭 Fake-Coil — distribution in disguise — $AAMI

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: 4G/8R — supply leaving while pressed to 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: +155.0 ATR above the 200d — -0.3% off high but already extended

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

KC_Focus_D_1002 (7)

TWLO,PBF,INSW,LITE,SDGR,SMTC,BRKR

KC_Coils_D_1002 (15)

INSW,LITE,AVT,PBF,SMTC,DDOG,FTRE,SDGR,META,FORM,CBRL,SHOO,CNK,NEO,TER

KC_Fakes_D_1002 (6)

QLYS,AAMI,SN,VIR,CNH,KNTK

KC_OffIdx_D_1002 (3)

FRO,PGEN,GH

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