TT101 DAILY EDGE · ISSUE 67 · 30 SEP 2026
Selectivity Is The Edge.
Daily Edge brings together market regime, theme leadership, structural entry opportunities, catalysts, company research, both the long and short sides of the market, portfolio context and risk — helping you make better-informed decisions each day.
The report in one read
Single takeaway: Selective entries matter as yields pressure indexes while Trending membership rotates higher. Start with verified support, favorable RR and company research.
Usage notice: © TT101 Research. Personal research and educational use only. Redistribution, republication, resale, commercial reuse, automated extraction, or reproduction of substantial portions without permission is prohibited.
Dashboard pulse
Trending ALL
80 vs 78
TT Alerts
21 events
Trending DOWN
35
M Resistance
0
01 · Dashboard02 · Market Regime03 · Theme & Leadership Map04 · Structural Entry Windows05 · Entry Engines + Trending Flow06 · Short Side07 · Single Research Queue08 · Single Stock Deep Dive09 · Positions + Capital DecisionActionable stocks ↗10 · Final Inference
Daily Edge · Section 01
Dashboard
SESSION
U.S. close 29 Sep 2026; issue dated 30 Sep Tokyo. TradingView Alerts Log exported 30 Sep 08:46 JST, distinct from the signal session.
REGIME
Selective / rate pressure. S&P 500 -0.2%, Nasdaq -0.1%, Dow -0.3%; rising Treasury yields tempered risk appetite.
FLOW
Trending ALL 80 (+2 net): 8 IN / 6 OUT versus prior saved 78-name universe. Trending DOWN 35; M Resistance Trending DOWN 0.
STRUCTURE
CoreWatch M Support 5; Leaders M Support 6; Trending M Support 9; Y Support 2. Keep these windows distinct.
SWING
21 log events across 17 tickers, all timestamped 29 Sep 16:01 ET. Multiple event types for AMAT, CIEN, PWR and LRCX retained.
DECISION
Research ADI and RBRK first for favorable quarterly RR; monitor PWR at monthly support with favorable monthly RR. These are candidates, not orders.
SOURCE
TradingView live screeners and signed-in Alerts Log CSV; 21 export rows / 17 tickers, all at 29 Sep 16:01 ET. Market close: AP, 29 Sep.
Daily Edge · Section 02
Market Regime
TAPE
S&P 500 closed 7,670.84 (-0.2%); Nasdaq 26,797.54 (-0.1%); Dow 51,349.92 (-0.3%). Russell 2000 -0.4%.
CONTEXT
Long Treasury yields rose and breadth was negative. Keep new risk sized to verified location and reward/risk, rather than broad index strength.
PARTICIPATION
Trending ALL increased to 80 names while Trending DOWN slipped to 35; rotation is present despite soft indexes. M Resistance Trending DOWN is empty.
PLAN
Let support windows and favorable TT Swing RR guide research. Distinguish live trend membership from an actionable entry.
CHECK
Source: AP market close, 29 Sep 2026; TradingView seven live screens, read 30 Sep Tokyo.
Daily Edge · Section 03
Theme & Leadership Map
AI INFRASTRUCTURE
MU, STX, ARM, AMAT, LRCX, TER and ENTG remain in Trending ALL. AMAT and LRCX also produced long breakout events.
POWER / ELECTRIFICATION
PWR, NVT and ETN are in both Trending ALL and M Support Trending. PWR also sits in CoreWatch M Support and has a long TT Swing holding event.
SOFTWARE / SECURITY
NET, RBRK, DDOG, CRWD, PANW and ZS remain in Trending ALL. NET and RBRK had favorable quarterly RR alerts.
DIRECT NEW / IN
New versus saved prior universe: AMAT, FSLY, IOVA, KLAC, MCHP, MPC, RVMD, TSEM. Assess whether each is a fresh leader or merely a late move.
OUT
DOCU, GRML, HCA, HUM, MARA, QCOM exited the Trending ALL membership comparison. OUT is a screen transition, not a sell instruction.
Daily Edge · Section 04
Structural Entry Windows
COREWATCH M SUPPORT — 5M SUPPORT
FIX, PWR, SNOW, CRCL, NVT. TTM FCF growth: +284.35%, +76.05%, +59.09%, +51.88%, +47.79% respectively.
LEADERS M SUPPORT — 6M SUPPORT
GEV, SNOW, CRCL, TSLA, MPWR, IREN. Positive FCF growth leaders GEV +359.31%, SNOW +59.09%, CRCL +51.88%; IREN is negative.
TRENDING M SUPPORT — 9M SUPPORT
SN, PWR, MCHP, NVT, ETN, FSLY, MPWR, RVMD, TSEM. The screen is a location window; it does not confirm an order.
Y SUPPORT — 2M SUPPORT
AFRM and NYT. TTM FCF growth +65.17% and +36.86% respectively. These are a separate, longer structural window.
CONVERGENCEM SUPPORT
PWR and NVT meet CoreWatch and Trending M Support; SNOW and CRCL meet CoreWatch and Leaders M Support. Research, then verify RR and catalyst.
Daily Edge · Section 05
Entry Engines + Trending Flow
FAVORABLE RR — LONGTT SWING
ADI upgraded TBS→TCS, RR(Q) 3.2:1; RBRK RR(Q) turned favorable, 2.7:1; NET RR(Q) turned favorable, 2.5:1; ARM RR(M) turned favorable, 3.4:1.
MONTHLY LOCATIONTT SWING
PWR still holding long, RR(M) 2.5:1, and appears in CoreWatch and Trending M Support. Quarterly RR is 0.5:1; keep the horizons separate.
BREAKOUT EVENTSTT SWING
AMAT, BE, ENTG, TER, LRCX and PWR generated long breakout messages. AMAT also had a distinct TBS event. Breakout alone is not a fresh buy.
TRENDING IN / OUTTT SWING
IN: AMAT, FSLY, IOVA, KLAC, MCHP, MPC, RVMD, TSEM. OUT: DOCU, GRML, HCA, HUM, MARA, QCOM.
GRADUATION / DIRECT NEWTT SWING
Membership IN is verified; no separate graduation state was supplied by the screener. Treat Direct New as research until support, RR and company check align.
Daily Edge · Section 06
Short Side
TRENDING DOWN
35 names on the live screen. Examples near the top: LPLA, SMR, COHR, WPM, WULF, SOFI, ONDS, CIFR, OKLO, ORCL.
M RESISTANCE
M Resistance Trending DOWN has zero live rows. No resistance-window short candidate is claimed today.
FAVORABLE RR
SLV short RR(Q) turned favorable at 2.2:1; CIEN short RR(Q) turned favorable at 3.2:1 and also emitted a distinct still-holding event.
OTHER SHORTS
DKNG, CDE and APP emitted short breakout events. Their quarterly RR readings were 0.8:1, 0.1:1 and 0.8:1 respectively; do not equate breakout with good RR.
ETF CONTEXT
SLV is an ETF alert, not a single-company equity thesis. Confirm portfolio hedge role and exposure before any action.
Daily Edge · Section 07
Single Research Queue
1 ADIRESEARCH
Long upgrade; favorable quarterly RR 3.2:1. Verify latest Analog Devices earnings, guidance and valuation before entry.
2 RBRKRESEARCH
Long quarterly RR 2.7:1 and Trending membership; verify security-platform growth, cash conversion and near-term earnings.
3 PWRRESEARCH
CoreWatch + Trending M Support; long still-holding with monthly RR 2.5:1. Research backlog, execution and margin durability.
4 SNOW / CRCLRESEARCH
Both CoreWatch + Leader M Support with positive TTM FCF growth; separate software usage economics from stablecoin-cycle exposure.
5 NVT / GEV / SNRESEARCH
NVT spans CoreWatch + Trending M Support; GEV leads the Leader support FCF screen; SN leads Trending support FCF growth. Check catalysts and RR.
DEFERRESEARCH
AMAT and LRCX need RR room; BE is day 18; CIEN short conflicts with optics theme strength. No duplicate company deep dive below.
Daily Edge · Section 08
Single Stock Deep Dive
WHY HERE
Quanta Services appears in Trending ALL, CoreWatch M Support and Trending M Support. The same session generated long breakout and still-holding TT Swing messages.
OBSERVED
TradingView close $651.79; TTM FCF growth +76.05% in the live screens. TT Swing RR(M) 2.5:1 to R1; RR(Q) only 0.5:1 to PP.
THESIS TO VERIFY
Power-grid and electrical-infrastructure demand may support a durable backlog. Confirm most recent official results, margin trend and execution capacity before capital.
RISK
Quarterly reward room is narrow even while monthly RR is favorable. Backlog conversion, labor capacity and valuation can undermine the setup.
DECISION
Research priority at monthly location. No fill, order or confirmed holding is inferred from the alert.
Daily Edge · Section 09
Positions + Capital Decision
Current Positions
No current holdings or fills were independently confirmed in this run. Do not present prior report positions as current.
Actionable List
Research candidates at the 29 Sep U.S. close; no account trade or fill is implied.
ADI · $398.22ACTIONABLE
RR(Q) 3.2:1; long TBS→TCS upgrade.
RBRK · $114.77ACTIONABLE
RR(Q) 2.7:1; favorable quarterly RR event.
PWR · $651.79ACTIONABLE
RR(M) 2.5:1 at CoreWatch + Trending M Support; RR(Q) 0.5:1.
NET · $352.05ACTIONABLE
Alert close; RR(Q) 2.5:1. Live screener later displayed $352.26.
Support-screen TTM FCF growth favors GEV +359.31%, FIX +284.35%, SN +211.86%, then PWR +76.05% and SNOW +59.09%. FCF growth is a research input, not a private ranking disclosure.
No buy, sell, position size or execution recorded. Check the current quote, catalyst, RR horizon and portfolio overlap before an order.
Conditional Watch
AMAT and LRCX need RR room; BE is day 18; CIEN short conflicts with optics theme strength. No duplicate company deep dive below.
Candidate prices are 29 Sep U.S. close from TT Swing messages; NET live screen later displayed $352.26, so the alert close is used consistently above.
Daily Edge · Section 10
Final Inference
1 REGIME
Soft indexes and higher yields favor selective entries. Rising Trending membership shows rotation rather than uniform weakness.
2 BEST CONVERGENCE
PWR is the clearest multi-feed monthly location, with favorable RR(M) but poor RR(Q). Research it without conflating horizons.
3 CLEANEST RR
ADI and RBRK have stronger favorable quarterly RR long alerts; company checks and current prices still govern action.
4 SHORT CONTROL
SLV and CIEN are the only short favorable quarterly RR events; M Resistance Trending DOWN is empty.
5 NEXT SESSION
Begin with actual new TT Swing log timestamps, then Trending IN/OUT and each support window. Recheck official company news and any earnings dates.
DISCLOSURE
Research and education only; not investment advice. Signals and screen membership are not holdings, fills or recommendations.
