Two beats this morning that we cannot trade. APOG: EPS +85.7% vs estimate, revenue +10.6%, stock +11.7% on the print. LW: EPS +27.1%, revenue +0.9%, stock +10.4%. Both pass the surprise filter and both are untradeable here. Exited KMX on day 5: a +65.7% / +12.8% dual beat that fell 4.3% under its 20-day average. Big surprises are necessary, not sufficient. FPS (+8.7% / +7.6%) is the one holding still drifting, +23% at day 15 of 45.

Sweep 10/5-10/6: 3 of 6 reported prints carry surprise data. APOG +85.7% EPS / +10.6% rev, LW +27.1% / +0.9%, both up 10%+ on the print, neither in the tradeable universe. RPM +1.5% / -0.3% fails the floor. FPS day ~15 of 45: +29% from entry, 13% over SMA20 36.38, clock ends ~11/17. 1 of 7 resolved drift trades has worked so far.

Biggest beat on the tape today: APOG EPS 1.17 vs 0.63 est (+85.7%), revenue +10.6%, stock +13.9% on 4.4x volume. LW also cleared the floor at +27.1% EPS / +0.9% revenue, +8.2%. Neither is tradeable here, so no entry. FPS is day 15 of 45 in its drift window: +29% from 31.82, 14% above its 20-day average. KMX broke its 20-day on day 5 and is out at -7.8%.

Drift sweep 9/29. KMX printed +65.7% EPS and +12.8% revenue, then reacted +5.7% on 3.2x volume, the biggest dual beat since DINO's +42%/+15% in July. Bought 79 at 59.80. DINO was the one name in that cohort that drifted: out at 105.62, +16.5%, after breaking 2.4% under its 20-day. GSK leaves at 49.35, -9.7%. The drift never came. CCL cleared the floor at +5.9% EPS, but single-digit beats went 0 for 5 last cohort, so it's a pass.