Kept & Counted

The raw record — kept verbatim as it shipped

Read № 2 · Monday, June 29, 2026

Keep Counting [Daily] — 2026-06-29 (Mon)

universe 1590 · latest daily bar 2026-06-29 (latest) SETUP 24 · COILING 121 (cohering 71 / diverging 15) · FRESH_BREAK 2

🌐 REGIME — NEUTRAL / CHOP

mixed — selective; demand decisive (lopsided) caps, skip the thin today 88↑ / 80↓ (4%+ day-movers) · 5-bar balance +218 · T2108 69% above 40-d MA

⏫ What moved since last run (2026-06-28)

  • 🚀 BROKE OUT (setup→fresh): $LLY
  • ⬆️ GRADUATED coil→setup: $ALGT, $OSW, $SPXC, $RRX, $FLR, $INCY, $ALHC, $FTRE, $VMI, $AIR, $TILE, $AMN, $TXRH, $LAUR, $CROX, $ARWR, $KTB
  • 🆕 NEW setup: $GOLF, $CAKE, $VCEL, $BJRI
  • 🌀 new coil: $ASX, $FCEL, $VPG, $LSCC, $MTZ, $MXL, $ALAB, $ADEA, $EWTX, $DBD, $ASML, $ECG, $COHU, $INDV, $GEV, $OSCR, $TTWO, $APPS, $FLEX, $JBHT, $PGEN, $VICR, $ONTO, $OKTA, $TSM, $PPLI, $CAT, $TNGX, $ABNB, $IRDM, $PDFS, $DE, $TXG, $OUST, $RCUS, $RSI, $INTC, $DINO, $UMC, $FIX, $CRWD, $CLOV
  • ➖ dropped out: $KNF, $JBLU, $ICUI, $PRG, $RUSHA, $LGIH, $FUL, $MD, $FFIV, $MYRG, $APOG, $DGII, $WRLD, $NTCT, $SXT, $PAYO

🚦 Gate — NEUTRAL / CHOP

Chop — gate tightened: only DECISIVE (lopsided) coils survive; thin/even cut. Read the fakes with equal weight. regime gate suppressed 34 cohering coil(s) that weren’t decisive enough for this tape.

⭐ Worth a real look

  • $AIR (-1.1% from high, 4%/day, +32% 3mo) — inside-bar trigger cocked at the box top; 5G/2R decisive accumulation under a flat tape; glued to the high
  • $BJRI (-2.3% from high, 4%/day, +71% 3mo) — inside-bar trigger cocked at the box top; 6G/2R decisive accumulation under a flat tape; pressed to the high
  • $PENN (-1.3% from high, 4%/day, +60% 3mo) — 7G/3R decisive accumulation under a flat tape; glued to the high
  • $MRNA (-0.3% from high, 6%/day, +41% 3mo) — 4G/1R decisive accumulation under a flat tape; glued to the high; range contracting
  • $WLY (-2.9% from high, 4%/day, +25% 3mo) — 3G/0R decisive accumulation under a flat tape; pressed to the high

⚠️ Clearest fakes — decisive distribution at the highs

  • $CW (-7.8% from high) — 2G/6R — supply leaving while 8% off the high; structure says coil, commitment says exit
  • $HWM (-7.6% from high) — 3G/5R — supply leaving while 8% off the high; structure says coil, commitment says exit
  • $ARWR (-4.8% from high) — 2G/5R — supply leaving while pressed to the high; structure says coil, commitment says exit
  • $FIX (-6.0% from high) — 7G/8R — supply leaving while 6% off the high; structure says coil, commitment says exit

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

  • $INCY -0.8% 3.8%/day 3mo +27% $ 218M 2G/0R accu COHERING
  • $TILE -1.0% 3.2%/day 3mo +44% $ 17M 2G/0R accu COHERING
  • $AIR -1.1% 3.7%/day 3mo +32% $ 48M 5G/2R accu COHERING
  • $GOLF -1.1% 3.1%/day 3mo +27% $ 33M 2G/1R accu COHERING
  • $TXRH -1.6% 3.4%/day 3mo +21% $ 218M 4G/0R accu COHERING
  • $CAKE -1.9% 3.3%/day 3mo +47% $ 93M 3G/2R accu COHERING
  • $MIDD -1.9% 3.2%/day 3mo +35% $ 96M 5G/2R accu COHERING
  • $VMI -2.1% 3.5%/day 3mo +46% $ 137M 7G/6R accu COHERING
  • $BJRI -2.3% 4.1%/day 3mo +71% $ 23M 6G/2R accu COHERING
  • $UAL -2.3% 3.7%/day 3mo +53% $ 639M 5G/1R accu COHERING
  • $ALHC -2.6% 4.4%/day 3mo +40% $ 118M 4G/0R accu COHERING
  • $ALGT -3.2% 5.5%/day 3mo +44% $ 55M 5G/1R accu COHERING
  • $AMN -3.3% 4.8%/day 3mo +71% $ 30M 6G/1R accu COHERING
  • $VCEL -3.3% 4.1%/day 3mo +54% $ 24M 2G/0R accu COHERING
  • $CROX -3.4% 3.6%/day 3mo +58% $ 152M 10G/2R accu COHERING
  • $OSW -4.7% 3.0%/day 3mo +25% $ 19M 6G/3R accu COHERING
  • $LAUR -5.0% 3.4%/day 3mo +5% $ 47M 5G/3R accu COHERING
  • $KTB -5.8% 3.9%/day 3mo +23% $ 57M 5G/2R accu COHERING
  • $FTRE -6.2% 6.0%/day 3mo +93% $ 21M 6G/4R accu COHERING
  • $FLR -6.6% 4.1%/day 3mo +17% $ 127M 6G/2R accu COHERING
  • $RRX -7.0% 3.9%/day 3mo +20% $ 213M 6G/4R accu COHERING
  • $SPXC -5.1% 4.4%/day 3mo +19% $ 144M 8G/4R neut MIXED
  • $ASTE -7.4% 3.9%/day 3mo +17% $ 10M 2G/1R neut MIXED
  • $ARWR -4.8% 5.1%/day 3mo +39% $ 110M 2G/5R dist DIVERGING

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

  • $UCTT -0.1% 6.6%/day 3mo+122% $ 144M 4G/5R dist DIVERGING
  • $VLO -2.1% 3.4%/day 3mo +5% $ 698M 3G/7R dist DIVERGING
  • $COHU -3.9% 6.3%/day 3mo+127% $ 86M 3G/3R dist DIVERGING
  • $AMD -4.2% 5.3%/day 3mo+167% $15055M 2G/3R dist DIVERGING
  • $ARWR -4.8% 5.1%/day 3mo +39% $ 110M 2G/5R dist DIVERGING
  • $MPC -4.9% 3.3%/day 3mo +3% $ 575M 3G/6R dist DIVERGING
  • $BC -5.0% 3.2%/day 3mo +21% $ 52M 6G/6R dist DIVERGING
  • $DINO -5.2% 3.1%/day 3mo +11% $ 157M 3G/3R dist DIVERGING
  • $FIX -6.0% 5.2%/day 3mo +43% $ 915M 7G/8R dist DIVERGING
  • $WWD -6.1% 3.4%/day 3mo +21% $ 301M 3G/3R dist DIVERGING
  • $LSCC -6.5% 5.6%/day 3mo +62% $ 259M 3G/4R dist DIVERGING
  • $DE -7.1% 3.0%/day 3mo +11% $ 833M 2G/3R dist DIVERGING
  • $CTS -7.2% 3.8%/day 3mo +35% $ 22M 8G/8R dist DIVERGING
  • $HWM -7.6% 3.3%/day 3mo +18% $ 734M 3G/5R dist DIVERGING
  • $CW -7.8% 3.6%/day 3mo +11% $ 185M 2G/6R dist DIVERGING

🌀 COILING — cohering, near highs (top 40)

  • $SN -0.0% 3.9%/day 3mo +43% $ 210M 2G/0R accu COHERING
  • $PPLI -0.1% 3.0%/day 3mo +19% $ 39M 5G/1R accu COHERING
  • $ZD -0.1% 3.9%/day 3mo +25% $ 27M 4G/1R accu COHERING
  • $CYTK -0.1% 4.3%/day 3mo +40% $ 164M 6G/1R accu COHERING
  • $MXL -0.2% 10.1%/day 3mo+538% $ 338M 4G/0R accu COHERING
  • $MRNA -0.3% 6.5%/day 3mo +41% $ 343M 4G/1R accu COHERING
  • $SXI -0.3% 4.2%/day 3mo +42% $ 60M 6G/3R accu COHERING
  • $KLAC -0.3% 6.1%/day 3mo +93% $ 3244M 6G/4R accu COHERING
  • $ONTO -0.5% 5.9%/day 3mo +72% $ 396M 10G/1R accu COHERING
  • $DAVE -0.7% 7.7%/day 3mo+112% $ 175M 4G/0R accu COHERING
  • $AAL -0.7% 4.0%/day 3mo +74% $ 2113M 8G/1R accu COHERING
  • $AGX -0.8% 6.0%/day 3mo +40% $ 232M 5G/1R accu COHERING
  • $ETSY -0.9% 3.3%/day 3mo +68% $ 199M 5G/1R accu COHERING
  • $IART -1.0% 4.5%/day 3mo+104% $ 15M 3G/0R accu COHERING
  • $ILMN -1.0% 3.6%/day 3mo +54% $ 343M 6G/1R accu COHERING
  • $FTDR -1.0% 3.1%/day 3mo +42% $ 36M 5G/1R accu COHERING
  • $LRCX -1.0% 5.0%/day 3mo +94% $ 4519M 10G/5R accu COHERING
  • $IRDM -1.1% 7.4%/day 3mo +95% $ 129M 9G/8R accu COHERING
  • $RCUS -1.1% 5.5%/day 3mo +53% $ 32M 4G/0R accu COHERING
  • $MKSI -1.3% 5.0%/day 3mo +86% $ 393M 5G/4R accu COHERING
  • $PENN -1.3% 3.8%/day 3mo +60% $ 67M 7G/3R accu COHERING
  • $APH -1.4% 3.2%/day 3mo +35% $ 1418M 3G/2R accu COHERING
  • $BIIB -1.4% 3.1%/day 3mo +18% $ 208M 4G/3R accu COHERING
  • $ACMR -1.5% 9.2%/day 3mo+197% $ 151M 4G/2R accu COHERING
  • $GE -1.6% 3.2%/day 3mo +32% $ 1564M 6G/2R accu COHERING
  • $JBHT -1.9% 3.1%/day 3mo +40% $ 259M 6G/5R accu COHERING
  • $ABNB -2.0% 3.0%/day 3mo +20% $ 508M 5G/1R accu COHERING
  • $AMAT -2.0% 5.7%/day 3mo+106% $ 6257M 8G/3R accu COHERING
  • $ROG -2.6% 4.2%/day 3mo +51% $ 48M 7G/4R accu COHERING
  • $OII -2.8% 3.8%/day 3mo +9% $ 33M 6G/6R accu COHERING
  • $TFIN -2.9% 3.4%/day 3mo +36% $ 17M 8G/3R accu COHERING
  • $TGTX -2.9% 4.7%/day 3mo +75% $ 128M 7G/1R accu COHERING
  • $WLY -2.9% 4.0%/day 3mo +25% $ 22M 3G/0R accu COHERING
  • $HGV -2.9% 3.6%/day 3mo +42% $ 67M 4G/1R accu COHERING
  • $YETI -3.2% 3.2%/day 3mo +41% $ 67M 5G/1R accu COHERING
  • $HZO -3.2% 3.8%/day 3mo +43% $ 9M 5G/1R accu COHERING
  • $KLIC -3.2% 6.2%/day 3mo+100% $ 101M 6G/2R accu COHERING
  • $BHE -3.4% 4.2%/day 3mo +71% $ 42M 6G/3R accu COHERING
  • $WERN -3.4% 3.1%/day 3mo +53% $ 39M 5G/5R accu COHERING
  • $CORT -3.4% 4.2%/day 3mo+134% $ 71M 4G/1R accu COHERING

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

  • $OUST -0.8% 11.8%/day 3mo+206% $ 188M 9G/3R accu COHERING
  • $TXG -0.9% 7.4%/day 3mo +91% $ 103M 8G/3R accu COHERING
  • $APPS -1.1% 11.0%/day 3mo+344% $ 66M 2G/0R accu COHERING
  • $RSI -1.7% 3.6%/day 3mo +49% $ 67M 5G/2R accu COHERING
  • $PGEN -2.0% 6.2%/day 3mo +61% $ 26M 4G/0R accu COHERING
  • $FCEL -3.2% 17.9%/day 3mo+356% $ 218M 6G/1R accu COHERING
  • $OSCR -4.0% 6.5%/day 3mo+164% $ 181M 3G/1R accu COHERING
  • $VPG -4.2% 8.0%/day 3mo+242% $ 71M 6G/5R accu COHERING
  • $TSM -4.5% 3.6%/day 3mo +39% $ 5596M 6G/4R accu COHERING
  • $CLOV -5.0% 5.4%/day 3mo+203% $ 36M 3G/1R accu COHERING
  • $ASX -5.3% 4.7%/day 3mo +96% $ 458M 4G/4R accu COHERING
  • $TNGX -5.3% 6.9%/day 3mo +69% $ 146M 6G/2R accu COHERING
  • $UMC -7.3% 4.8%/day 3mo+203% $ 375M 3G/2R accu COHERING
  • $EWTX -6.9% 6.4%/day 3mo +33% $ 49M 2G/2R 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

  • $CAST — 5/5 days
  • $MSTZ — 5/5 days
  • $UBXG — 5/5 days
  • $QURE — 5/5 days
  • $HQ — 5/5 days
  • $WNC — 5/5 days
  • $VNCE — 5/5 days
  • $BFLY — 5/5 days ⭐ also coiling
  • $LESL — 5/5 days
  • $RGNT — 5/5 days
  • $SMST — 4/5 days
  • $DFTX — 4/5 days ⭐ also coiling
  • $AMAU — 4/5 days
  • $ARQQ — 4/5 days
  • $APGE — 4/5 days
  • $INDP — 4/5 days
  • $EHGO — 3/5 days
  • $RKLZ — 3/5 days
  • $WYY — 3/5 days
  • $BLZE — 3/5 days ⭐ also coiling
  • $AMA — 3/5 days
  • $SNXX — 3/5 days
  • $SNDU — 3/5 days
  • $SNDG — 3/5 days
  • $CRCD — 3/5 days

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