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TT101 DAILY EDGE · ISSUE 68 · 01 OCT 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: Nasdaq strength masks softer broad participation and high yields. Start with verified support, favorable RR, and one company check.

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
84 vs 80
TT Alerts
22 events
Trending DOWN
36
M Resistance
1
Daily Edge · Section 01

Dashboard

SESSION
U.S. close 30 Sep 2026; Tokyo issue 1 Oct. Signed-in TradingView Alerts Log CSV: 43 rows spanning 29-30 Sep, with 22 latest-session messages across 16 tickers. Export date differs from signal date.
REGIME
Selective. S&P 500 -0.3%, Dow -0.9%, Russell 2000 -0.4%; Nasdaq +0.2%. Higher long Treasury yields and negative breadth narrow the risk budget.
FLOW
Trending ALL 84 (+4 versus prior 80); 10 IN and 6 OUT. Trending DOWN 36 (+1); M Resistance Trending DOWN 1 (VKTX).
STRUCTURE
CoreWatch M Support 3; Leaders M Support 5; Trending M Support 8; Y Support 5. These are distinct entry-location screens.
SWING
Long events include AAPL, SNOW, CLS, SNPS, HPE and LRCX; PWR moved to MIXED. CDE and CRCL have favorable short RR. ETF SLV is separate.
DECISION
Shortlist SNOW, CLS, AAPL and SNPS for trade decisions after quote, catalyst and RR checks. No brokerage position or execution was confirmed.
SOURCE
TradingView seven live screeners and Alerts Log, 1 Oct Tokyo; AP 30 Sep U.S. close. Historical Management Gate baseline is partial, not the full signal universe.
Daily Edge · Section 02

Market Regime

CONFIRMED CLOSE
S&P 500 7,651.54 (-0.3%); Dow 50,906.05 (-0.9%); Nasdaq 26,861.06 (+0.2%); Russell 2000 2,796.86 (-0.4%). AP, 30 Sep 2026.
RATES / VOLATILITY
The 10-year Treasury yield finished near 5.292% after touching 5.306% (WSJ, 30 Sep). VIX was around 16 intraday; an exact official close was not confirmed here.
PARTICIPATION
Reuters reported more declining than advancing stocks. Trending ALL rose to 84, yet 36 names remain in Trending DOWN. Index strength is concentrated rather than broad.
INFERENCE
Permit selective, smaller new risk at verified monthly support or favorable TT Swing RR. Avoid treating a breakout or screen membership alone as a buy.
SOURCES
AP 30 Sep: apnews.com/article/1ee73f14dc23f6139eeb12c7397f543e; Reuters 30 Sep market close; WSJ 30 Sep Treasury close.
Daily Edge · Section 03

Theme & Leadership Map

INFRASTRUCTURE
SNDK, HPE, MU, STX, ARM, AMD, AMAT, LRCX, MPWR and CLS remain Trending. HPE and LRCX had long breakout alerts; CLS monthly RR turned favorable.
SOFTWARE
NET, RBRK, SNOW, CRWD, PANW, DDOG and SNPS remain Trending. SNOW gained a TCS and favorable quarterly RR alert; SNPS has a fresh TBS and breakout.
ENERGY / INDUSTRIAL
PSX, DINO, MPC and VLO appear in Trending; ETN and NVT overlap Trending M Support. High yields argue for entry discipline even in strong themes.
TRENDING IN
PSX, DINO, W, SNPS, SNOW, GME, ACN, UTHR, PSKY, PURR versus the prior 80-name saved comparison. Direct New requires fresh validation; IN is membership, not an order.
TRENDING OUT
HOOD, KEYS, MCHP, PWR, SN and TSEM versus the prior saved 80-name screen. OUT is a membership transition, not a TT Swing exit alert.
GRADUATION
Watch overlap of newer IN names with verified support and TT Swing state. SNPS spans Trending and CoreWatch/Trending M Support; SNOW has favorable RR but no current M Support.
Daily Edge · Section 04

Structural Entry Windows

COREWATCH M SUPPORT — 3
FIX, SNPS, NVT. SNPS also appears in Trending ALL and Trending M Support, with latest-session LONG TBS/breakout. Verify price and reward room.
LEADERS M SUPPORT — 5
GLW, ACN, TSLA, MPWR, IREN. ACN and MPWR also appear in Trending ALL; the rest need separate trend and story checks.
TRENDING M SUPPORT — 8
W, SNPS, NVT, ACN, ETN, FSLY, MPWR, RVMD. This is a monthly location window; it does not imply favorable TT Swing RR.
Y SUPPORT — 5
AFRM, NYT, F, APLD, SMCI. Keep this annual window apart from the monthly screens. F and APLD also appear in Trending DOWN.
CONVERGENCE
SNPS and NVT overlap CoreWatch + Trending M Support. ACN and MPWR overlap Leaders + Trending M Support. SNPS adds a LONG TT Swing alert, but RR(Q) is only 0.4:1.
Daily Edge · Section 05

Entry Engines + Trending Flow

FAVORABLE LONG RR
AAPL RR(Q) turned favorable 2.2:1, close $333.02; SNOW RR(Q) 2.4:1, close $339.56; CLS RR(M) 2.9:1, close $361.53. These are alert closes, not live quotes.
OTHER LONG
HPE breakout Day 17, RR(M) 1.7:1; SNPS TBS and breakout Day 1, RR(M) 1.5:1 but RR(Q) 0.4:1; LRCX breakout Day 4, RR(Q) 0.7:1. Avoid chasing mature/poor-RR alerts.
STATE CHANGE
PWR explicitly moved from prior LONG to MIXED at $642.51. Its absence from Trending ALL is not an exit. Preserve prior episode and manage the changed state.
MANAGEMENT GATE
Provisional register from verified 29-30 Sep export: 15 LONG, 1 MIXED, 9 SHORT unique stock tickers; SLV is one SHORT ETF. Older live states may be missing; counts are not the full universe.
TRENDING FLOW
84 current versus 80 prior; IN: PSX, DINO, W, SNPS, SNOW, GME, ACN, UTHR, PSKY, PURR. OUT: HOOD, KEYS, MCHP, PWR, SN, TSEM.
PROVENANCE
22 distinct Sep 30 messages; multiple AAPL, SNOW, SNPS, CRCL, CDE messages retained. Webhook status blank in export; log events count regardless of delivery.
Daily Edge · Section 06

Short Side

FAVORABLE SHORT
CDE RR(Q) turned favorable 2.2:1 and continues SHORT at $17.60; CRCL RR(Q) 7.3:1 and RR(M) 2:1 at $82.17 with TCS. These are hypothetical signals.
OTHER SHORT EVENTS
APP and RDDT breakouts; MDB, HL, AU still holding; DKNG Day 10 breakout. RR and direction vary; no execution inferred.
ETF CONTEXT
SLV SHORT breakout Day 6 at $54.51, RR(Q) 1.7:1. ETF context is excluded from stock totals; confirm hedge role before capital.
TRENDING DOWN
36 names: LPLA, SMR, COHR, WPM, WULF, SOFI, ONDS, CIFR, OKLO, ORCL, APLD, RIVN, VKTX, MP, AAOI, ASTS, ARES, NCLH, QBTS, HUT, GRAB, PCG, AAL, NRG, TSCO, MTZ, DKS, CLX, BLDR, CCJ, UAL, IBKR, RGTI, F, GIS, FLEX.
M RESISTANCE
VKTX alone in M Resistance Trending DOWN. Watch resistance rather than assume a short entry. CDE/CRCL alert shorts do not require membership in this screen.
Daily Edge · Section 07

Single Research Queue

1 SNOW
New LONG TCS + favorable RR(Q) 2.4:1 and Trending membership. Company growth and cash conversion confirmed from Sep 2 release; test post-rally price and dilution risk.
2 SNPS
New LONG TBS/breakout plus CoreWatch and Trending M Support. RR(Q) 0.4:1 limits immediate entry quality despite RR(M) 1.5:1.
3 CLS
LONG RR(M) turned favorable 2.9:1 and Trending membership. Verify current fundamentals, event calendar and a quote before capital.
4 AAPL
New LONG TBS and RR(Q) 2.2:1; monthly RR 0.3:1 and warning flag demand selectivity. Company catalyst review remains open.
WATCH
NVT, ACN, MPWR have support overlap without a verified favorable new long RR. PWR moved MIXED. HPE Day 17 is a mature breakout; no duplicate deep dives.
Daily Edge · Section 08

Single Stock Deep Dive

WHY HERE
SNOW is in Trending ALL and generated distinct LONG TCS and RR(Q) turned favorable alerts on 30 Sep: $339.56 alert close, RR(Q) 2.4:1 to R2. It is not in current M Support.
LATEST OFFICIAL
Snowflake fiscal Q2 2027 release for quarter ended 31 Jul: product revenue $1.49bn, up 37% YoY; total revenue $1.55bn. FY27 product revenue outlook raised to $6.07bn. SEC earnings exhibit dated 2 Sep 2026.
CASH / QUALITY
Adjusted free cash flow $92.3m, 6.0% margin in the quarter; distinguish adjusted FCF from GAAP cash flow. Consumption growth and AI use are the thesis; multiple and cash conversion need scrutiny.
CATALYST / RISK
Growth guidance and AI demand support the story. A reported convertible debt offering in late September raises dilution/capital-structure questions; verify final terms before an order. Higher yields pressure long-duration software.
VERDICT
BUY SMALL candidate only after a current quote, final financing terms and reward room are checked; no actual order is implied. Primary: sec.gov/Archives/edgar/data/1640147/000164014726000033/fy2027q2earnings.htm.
Daily Edge · Section 09

Positions + Capital Decision

Current Positions

CONFIRMED POSITIONS
No brokerage positions, fills or orders verified. The list is research for a decision, not a portfolio roster or automatic trade.

Actionable List

SNOW — $339.56 ALERT CLOSE
LONG favorable RR(Q) 2.4:1, TCS and Trending. Official revenue/guidance check supports story; financing terms and current quote are decision gates.
CLS — $361.53 ALERT CLOSE
LONG favorable RR(M) 2.9:1 with Trending membership. Verify company release/catalyst and current reward room before capital.
AAPL — $333.02 ALERT CLOSE
LONG favorable RR(Q) 2.2:1 with TBS, but RR(M) only 0.3:1 and warning flag. Keep sizing conservative pending story and quote check.
SNPS — $434.94 ALERT CLOSE
CoreWatch + Trending M Support and LONG TBS/breakout. RR(M) 1.5:1; RR(Q) 0.4:1. A conditional monthly-location candidate, not a chase.

Conditional Watch

WATCH ALTERNATIVES
NVT, ACN and MPWR have M Support overlap but no new favorable LONG RR; HPE breakout Day 17; PWR explicitly MIXED. Y Support stays separate.
FCF PRIORITY
Use verified positive FCF/cash conversion to order research; SNOW official adjusted FCF is positive. Screener FCF ranks require a separate fresh comparison before claiming an exact private score.
Daily Edge · Section 10

Final Inference

REGIME
Nasdaq rose while S&P, Dow and small caps slipped amid high yields and negative breadth. Market regime remains selective, not broad risk-on.
BEST CURRENT OVERLAP
SNPS has M Support and trend plus new LONG alerts, but thin quarterly RR. SNOW has cleaner quarterly RR and verified growth, with financing and valuation gates.
MANAGEMENT
PWR moved MIXED; preserve its history. CDE and CRCL favorable SHORT RR require separate risk controls. SLV is ETF context.
NEXT SESSION
Begin with verified new log timestamps, carry forward cumulative explicit states, then inspect Trending IN/OUT and four distinct support windows. Research only the strongest actionable convergence.
DISCLOSURE
Research and education only, not investment advice. Alerts, RR and screen membership are hypothetical signals, not holdings, fills, returns or trade recommendations.