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TT101 DAILY EDGE · ISSUE 69 · 02 OCT 2026

Bond Relief Opens Selective Entries.

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: bond relief and a wider Trending screen permit selective longs. Start with verified monthly support, favorable RR and a company check.

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Dashboard pulse
Trending ALL
96 vs 84
TT Alerts
46 events
Trending DOWN
34
M Resistance
7
Daily Edge · Section 01

Dashboard

SESSION
U.S. close 1 Oct 2026; Tokyo issue 2 Oct. TradingView visible Alerts Log captured 2 Oct JST after CSV export failed twice: 47 displayed latest-session rows, one identical duplicate, 46 distinct events across 33 tickers.
REGIME
Neutral / selective improvement. S&P 500 +0.19%, Dow +0.04%, Nasdaq +0.04%, Russell 2000 +0.3%. The 10-year yield eased toward 5.24% after an intraday 24-year high; participation was only modestly positive.
FLOW
Trending ALL 96 versus 84 (+12 net): 20 IN and 8 OUT. Trending DOWN 34 versus 36; M Resistance Trending DOWN 7 versus 1.
STRUCTURE
CoreWatch M Support 3; Leaders M Support 8; Trending M Support 16; Y Support 6. ANET and ARM span all three monthly support feeds.
SWING
46 distinct new alert messages. Favorable LONG RR includes ANET, NOW, PWR, ETN, ARM, CRDO and others. AAPL, SNOW and CIEN explicitly moved MIXED. RBLX has new favorable SHORT RR.
DECISION
ANET is the strongest support-plus-favorable-RR convergence after a dated official company check. NOW is a secondary candidate. ARM retains high RR but its TCS-to-TBS downgrade makes it a Watch.
SOURCE
Signed-in TradingView log and seven live screens, captured 2 Oct JST. CSV alert IDs/webhook statuses were unavailable. AP/Reuters 1 Oct U.S. close; Arista 4 Aug SEC earnings exhibit.
Daily Edge · Section 02

Market Regime

CONFIRMED CLOSE
S&P 500 7,666.45 (+0.19%); Dow 50,926.56 (+0.04%); Nasdaq slightly positive (+0.04%); Russell 2000 +0.3%. AP/Reuters, 1 Oct 2026.
RATES / VOLATILITY
The 10-year Treasury yield retreated to about 5.24% from roughly 5.34% intraday. TT101 Daily Intelligence at 2 Oct 07:09 JST showed VIX 16.44, up 0.61%; this is a dated dashboard snapshot, not a separately verified official VIX close.
PARTICIPATION
Reuters reported advancing stocks ahead by 1.234:1 on NYSE and 1.04:1 on Nasdaq. Trending ALL jumped to 96, but 34 names remained in Trending DOWN and monthly resistance rose to 7.
INFERENCE
Bond relief permits selective long decisions, not an aggressive broad-risk call. Use monthly support plus favorable RR, company quality and current invalidation to size new risk.
NEXT CATALYST
Friday U.S. payrolls can reverse the bond relief. Do not treat the Thursday yield drop as permanent; reassess rates and market breadth after the release.
SOURCES
Reuters/AP U.S. close 1 Oct; WSJ Treasury close 1 Oct; TT101 Daily Intelligence 2 Oct 07:09 JST. Screeners captured 2 Oct JST.
Daily Edge · Section 03

Theme & Leadership Map

AI / NETWORKING
ANET, CRDO, MU, STX, ARM, LRCX, AMAT and SNPS are Trending. ANET has three monthly support feeds plus favorable monthly RR. CRDO gained a fresh favorable quarterly RR alert.
POWER / INDUSTRIAL
PWR re-entered Trending and returned to LONG with favorable quarterly RR. ETN gained favorable quarterly RR. GEV, FIX and GLW entered Trending; these need separate entry checks.
SOFTWARE / CLOUD
NOW entered Trending and appears in Leaders and Trending M Support with favorable monthly RR and TBS. SNOW exited Trending and explicitly moved MIXED.
IN — 20
CDNS, COHR, CRDO, CTSH, DK, FIX, GEV, GLW, MTSI, NOW, PTC, PWR, SN, SNX, SUNB, TEAM, TSEM, U, URI, VIAV versus prior 84-name screen.
OUT — 8
ASST, CRL, DT, PSKY, PURR, SNOW, SWKS, W. Screen OUT is a membership change; only SNOW has a separate explicit TT Swing MIXED alert.
DIRECT NEW / RETURN
17 IN names are new across the two saved daily comparisons; PWR, SN and TSEM are returns after prior OUT. Graduation requires sustained leadership and entry quality, not one screen appearance.
Daily Edge · Section 04

Structural Entry Windows

COREWATCH M SUPPORT — 3
ARM, AFRM, ANET. ANET and ARM are also Leaders and Trending M Support; AFRM is not automatically Actionable.
LEADERS M SUPPORT — 8
PSX, WDC, ARM, ANET, NOW, COIN, RKLB, NBIS. NOW adds a fresh LONG monthly favorable RR and TBS.
TRENDING M SUPPORT — 16
PSX, SN, ARM, ANET, VEEV, GH, NOW, CTSH, URI, COIN, RVMD, SNX, TEM, DK, NBIS, GLND. This is a location list, not 16 buy decisions.
Y SUPPORT — 6
EL, NYT, F, APLD, SMCI, BURL. Keep the annual location separate. F and APLD remain in Trending DOWN.
CONVERGENCE
ANET/ARM overlap all three monthly feeds; NOW spans Leaders and Trending. ARM RR(Q) 7.7:1 and RR(M) 5.8:1 but a TCS-to-TBS downgrade; ANET RR(M) 2.2:1 with a stronger confirmed company check.
FCF CONTEXT
Live Trending TTM FCF growth: ARM +123.11%, ANET +29.68%, NOW +18.99%. A screener growth number alone does not prove durable cash conversion or disclose a private ranking.
Daily Edge · Section 05

Entry Engines + Trending Flow

FAVORABLE LONG RR
ANET RR(M) 2.2:1 at $204.49; NOW RR(M) 3.1:1 at $137.76; PWR RR(Q) 2.9:1 at $662.60; ETN RR(Q) 3.2:1 at $437.28. All are 1 Oct alert closes, not live quotes.
ADDITIONAL LONG
ARM RR(Q) 7.7:1 / RR(M) 5.8:1 but TCS-to-TBS downgrade; CRDO RR(Q) 3.4:1; SNDK RR(Q) 2.8:1; BE RR(M) 2.3:1 on Day 20; LRCX RR(Q) 2.4:1.
STATE CHANGES
PWR explicitly MIXED to LONG. AAPL and SNOW LONG to MIXED; CIEN SHORT to MIXED. No missing alert or Trending OUT was counted as an exit.
MANAGEMENT GATE
Durable provisional register: 25 LONG, 3 MIXED, 10 SHORT unique stock tickers, plus SLV SHORT ETF; no verified closed episode. This carries prior states forward and is distinct from the 33-ticker new-alert board.
TRENDING FLOW
96 versus 84: 20 IN / 8 OUT. Direct New is measured only against two saved comparisons. PWR returned with a LONG alert; SNOW OUT coincides with an explicit MIXED alert.
SOURCE LIMIT
Visible log had 47 latest-session rows; one identical APH duplicate removed. CSV export failed twice, so alert IDs and webhook status are not exposed. The 46 raw distinct messages are retained in the saved capture.
Daily Edge · Section 06

Short Side

RBLX
New SHORT TCS plus RR(Q) 6.1:1 and RR(M) 3.1:1 at $43.00. Multiple distinct messages are one ticker, not three hypothetical positions.
OTHER FAVORABLE SHORT
RDDT RR(Q) 2.7:1 / RR(M) 7.5:1; MDB RR(Q) 2.7:1 / RR(M) 2.3:1; AU RR(Q) 4.1:1. VRT RR(M) turned favorable; HL RR(Q) and CRCL RR(M) also turned favorable.
ETF CONTEXT
SLV remains a SHORT ETF and gained a favorable quarterly RR alert at $55.02. Keep ETF exposure separate from stock counts and confirm any hedge role.
TRENDING DOWN — 34
LPLA, SMR, WPM, WULF, SOFI, ONDS, CIFR, OKLO, ORCL, APLD, RIVN, VKTX, MP, ASTS, ARES, NCLH, QBTS, HUT, IREN, GRAB, PCG, AAL, CTVA, NRG, TSCO, MTZ, CLX, BLDR, CCJ, IBKR, RGTI, BG, F, GIS.
M RESISTANCE — 7
NCLH, IREN, GRAB, AAL, TSCO, IBKR, RGTI. Resistance is a watch condition, not a short entry or confirmed exit.
CONTROL
RBLX and RDDT ratios describe technical reward/risk, not executable stops or guaranteed return. Short exposure requires separate borrow, catalyst and loss-control review.
Daily Edge · Section 07

Single Research Queue

1 ANET
CoreWatch + Leaders + Trending M Support, Trending member and new favorable RR(M) 2.2:1. Official Aug 4 earnings and cash-flow exhibit show strong revenue and cash generation. Deep dive below.
2 NOW
Leaders + Trending M Support; new LONG TBS and RR(M) 3.1:1. Official Jul 22 release showed subscription revenue growth and higher full-year outlook. Warning flags and earnings risk require a fresh check.
3 PWR
Returned to LONG with RR(Q) 2.9:1 and Trending re-entry, but no current M Support. Verify current business release and reward room before capital.
4 ARM
All three monthly supports and high RR on paper, but explicit TCS-to-TBS downgrade and warning flags keep it Watch pending story and price review.
DEFER
BE is Day 20; SNDK is Day 11 and far from current M Support; CRDO has favorable RR but no monthly support overlap. No duplicate company deep dive.
Daily Edge · Section 08

Single Stock Deep Dive

WHY HERE
Arista is in Trending ALL and CoreWatch, Leaders and Trending M Support. A 1 Oct LONG alert says RR(M) turned favorable: $204.49 alert close, RR(M) 2.2:1 to R1; RR(Q) 1.7:1.
LATEST OFFICIAL
Q2 2026 revenue $3.036bn, +37.7% YoY; GAAP operating margin 45.4%. Aug 4 SEC earnings exhibit guided Q3 revenue near $3.3bn and non-GAAP operating margin 48–49%.
FCF / QUALITY
Six-month operating cash flow $2.7765bn less property/equipment purchases $84.2m implies about $2.6923bn FCF, versus about $1.7894bn a year earlier. This arithmetic is an inference from GAAP cash-flow lines.
CATALYST
The company introduced 1.6 Tbps AI fabric platforms. AI/cloud networking demand and platform breadth support the thesis; high gross economics and customer integration are strengths.
THESIS RISK
Large customer concentration, merchant silicon and component supply, AI capex pacing, competition and a November earnings event can change the story. Check a current quote and invalidation before any trade.
VERDICT / SOURCE
BUY SMALL candidate at verified location, subject to portfolio overlap and payrolls/rates. No fill implied. Primary: Arista SEC Exhibit 99.1, 4 Aug 2026, accession 000159653226000174.
Daily Edge · Section 09

Positions + Capital Decision

Current Positions

CONFIRMED POSITIONS
No brokerage ledger was reconciled in this run. Prior user-reported positions/orders are not relabeled as current fills. Candidates below are not orders.

Actionable List

ANET — $204.49 ALERT CLOSE
Strongest convergence: triple monthly support, Trending and RR(M) 2.2:1. Official revenue and cash-flow review supports the story. Candidate for a small decision after quote, risk and overlap check.
NOW — $137.76 ALERT CLOSE
Leaders + Trending M Support, TBS and RR(M) 3.1:1. Official Q2 subscription revenue grew 24.5%; guidance rose. Warning flags and a fresh catalyst/valuation check remain gating.
PWR — $662.60 ALERT CLOSE
New LONG TBS and RR(Q) 2.9:1 with Trending re-entry. No current M Support; research company update and confirm price location before sizing.

Conditional Watch

WATCH ALTERNATIVES
ARM has high RR and triple support but a downgrade; CRDO RR(Q) 3.4:1 without monthly support; ETN RR(Q) 3.2:1 without monthly support; BE is Day 20. Y Support names remain a separate window.
FCF PRIORITY
ANET screen FCF growth +29.68% and official cash-flow improvement place it ahead of NOW (+18.99% screener growth) for this issue. No proprietary ranking input or score is disclosed.
CAPITAL DISCIPLINE
Market regime improved only modestly. Check live quote, stop/invalidation, theme and portfolio concentration before any order, especially ahead of U.S. payrolls.
Daily Edge · Section 10

Final Inference

REGIME
Bond-yield relief and modestly positive breadth widened opportunity, but high rates and rising monthly resistance keep the regime selective.
BEST CONVERGENCE
ANET combines three monthly support feeds, favorable TT Swing monthly RR, trend membership and strong verified company cash generation.
SECONDARY
NOW is a credible software candidate at monthly support. PWR is a new favorable quarterly RR alert, yet not a current support-window name.
MANAGEMENT
AAPL, SNOW and CIEN explicitly moved MIXED; PWR returned LONG. Carry all other last-known states forward. No exit or actual trade is inferred.
NEXT SESSION
After payrolls, recheck yields, VIX, breadth and new TT Swing messages. Watch whether 20 Trending IN names persist and whether monthly support holds.
DISCLOSURE
Research and education only, not investment advice. Alerts, RR and screen membership are hypothetical signals, not holdings, fills, returns or trade recommendations.