The tape — 21 Jul 2026

22 of 44 names advanced today; 22 fell. 27 screen as buys, led by Occidental, Amazon, Meta Platforms. The book's average reading is 59/100.

Your holdings today

• ASML ASML.AS ADD-3.84% · CHF 4,264
• Tesla TSLA TRIM-2.96% · CHF 2,395
• Logitech LOGN.SW KEEP++2.44% · CHF 2,076
• Microsoft MSFT KEEP++2.15% · CHF 1,955
• Apple AAPL ADD-2.14% · CHF 3,174
• AMD AMD ADD+1.58% · CHF 6,118
• Adobe ADBE KEEP+-1.06% · CHF 761
• NVIDIA NVDA ADD+0.23% · CHF 3,293

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 19 (subdued); Software (IGV) leading at +4.3% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,443-0.19%+0.3%▲ above 200d
• Nasdaq Comp.25,508-0.05%-2.0%▲ above 200d
• VIX (fear)18.65-0.64%+1.1%▼ below 200d
• US 10y yield4.60+1.26%+3.0%▲ above 200d
• Tech (XLK)175.71+0.07%-5.4%▲ above 200d
• Semis (SMH)558.83+0.41%-10.4%▲ above 200d
• Software (IGV)92.98+0.19%+4.3%▼ below 200d

Signal shifts since yesterday

• AMD AMDACCUMULATE → BUY
• Broadcom AVGOBUY → ACCUMULATE
• Salesforce CRMHOLD → ACCUMULATE
• Microsoft MSFTHOLD → ACCUMULATE
• ServiceNow NOWHOLD → ACCUMULATE
• Palantir PLTRHOLD → ACCUMULATE

What to own now — the ranked book

1. 01
   Occidental OXY USBUY84

   uptrend (above rising 50/200-day); overbought (RSI 73); +4.1% 1-mo; analysts: buy, +16% to target

   tren 100mome 73anal 76posi 85
   $55.19

   +0.60%
2. 02
   Amazon AMZN USBUY83

   above 200-day, mixed short term; RSI 63; +5.3% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 89anal 95posi 85
   $249.99

   +1.12%
3. 03
   Meta Platforms META USBUY82

   above 200-day, mixed short term; RSI 66; +13.8% 1-mo; analysts: strong buy, +27% to target

   tren 67mome 96anal 95posi 60
   $645.85

   -0.02%
4. 04
   Apple AAPL USBUY78

   uptrend (above rising 50/200-day); overbought (RSI 82); +10.4% 1-mo; analysts: buy, -3% to target

   tren 100mome 82anal 62posi 55
   $326.59

   -2.14%
5. 05
   NVIDIA NVDA USBUY77

   above 200-day, mixed short term; RSI 57; -0.7% 1-mo; analysts: strong buy, +49% to target

   tren 67mome 80anal 96posi 60
   $203.28

   +0.23%
6. 06
   Palo Alto Networks PANW USBUY77

   uptrend (above rising 50/200-day); RSI 56; +23.6% 1-mo; analysts: buy, -5% to target

   tren 100mome 74anal 66posi 55
   $348.66

   -2.79%
7. 07
   Snowflake SNOW USBUY76

   uptrend (above rising 50/200-day); overbought (RSI 71); +17.0% 1-mo; analysts: strong buy, +8% to target

   tren 100mome 60anal 81posi 55
   $274.34

   +2.02%
8. 08
   ASML (ADR) ASML USBUY74

   uptrend (above rising 50/200-day); RSI 41; -6.9% 1-mo; analysts: strong buy, +22% to target

   tren 100mome 26anal 94posi 85
   $1,739

   -0.49%
9. 09
   ASML ASML.AS EUBUY73

   uptrend (above rising 50/200-day); RSI 45; -8.3% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 24anal 94posi 85
   €1,537

   -3.84%
10. 10
    AMD AMD USBUY73

    uptrend (above rising 50/200-day); RSI 44; -1.7% 1-mo; analysts: strong buy, +8% to target

    tren 100mome 34anal 80posi 85
    $503.57

    +1.58%
11. 11
    Broadcom AVGO USACCUMULATE72

    above 200-day, mixed short term; RSI 52; -3.8% 1-mo; analysts: strong buy, +39% to target

    tren 67mome 63anal 95posi 60
    $378.16

    +1.98%
12. 12
    VAT Group VACN.SW CHACCUMULATE71

    uptrend (above rising 50/200-day); RSI 46; -3.1% 1-mo; analysts: buy, +0% to target

    tren 100mome 42anal 61posi 85
    CHF 666.20

    -3.62%
13. 13
    Logitech LOGN.SW CHACCUMULATE70

    above 200-day, mixed short term; RSI 60; -4.2% 1-mo; analysts: buy, +10% to target

    tren 67mome 75anal 72posi 60
    CHF 83.04

    +2.44%
14. 14
    Alphabet GOOGL USACCUMULATE69

    above 200-day, mixed short term; RSI 49; -3.2% 1-mo; analysts: strong buy, +23% to target

    tren 67mome 42anal 93posi 85
    $351.99

    +1.51%
15. 15
    Salesforce CRM USACCUMULATE67

    below 200-day; RSI 67; +12.1% 1-mo; analysts: buy, +40% to target

    tren 33mome 96anal 90posi 40
    $173.79

    +1.77%
16. 16
    Spotify SPOT USACCUMULATE67

    below 200-day; RSI 67; +8.1% 1-mo; analysts: buy, +22% to target

    tren 33mome 93anal 91posi 40
    $492.32

    +2.97%
17. 17
    Lufthansa LHA.DE EUACCUMULATE67

    uptrend (above rising 50/200-day); oversold (RSI 35); -1.8% 1-mo; analysts: hold, +11% to target

    tren 100mome 28anal 62posi 85
    €9.00

    -1.29%
18. 18
    Microsoft MSFT USACCUMULATE63

    below 200-day; overbought (RSI 71); +6.2% 1-mo; analysts: strong buy, +39% to target

    tren 33mome 76anal 95posi 40
    $402.29

    +2.15%
19. 19
    Comet Holding COTN.SW CHACCUMULATE62

    above 200-day, mixed short term; RSI 40; -16.4% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 21anal 92posi 85
    CHF 352.00

    -4.76%
20. 20
    TSMC (ADR) TSM USACCUMULATE62

    above 200-day, mixed short term; oversold (RSI 32); -6.9% 1-mo; analysts: strong buy, +30% to target

    tren 67mome 20anal 94posi 85
    $402.30

    +0.99%
21. 21
    Xiaomi 1810.HK HKACCUMULATE62

    below 200-day; overbought (RSI 83); +9.1% 1-mo; analysts: buy, +42% to target

    tren 33mome 81anal 87posi 40
    27.74

    +3.20%
22. 22
    ServiceNow NOW USACCUMULATE61

    below 200-day; RSI 58; +9.7% 1-mo; analysts: strong buy, +35% to target

    tren 33mome 73anal 93posi 40
    $104.70

    +1.41%
23. 23
    Micron MU USACCUMULATE61

    above 200-day, mixed short term; oversold (RSI 24); -17.0% 1-mo; analysts: strong buy, +72% to target

    tren 67mome 16anal 94posi 85
    $865.46

    +1.94%
24. 24
    Infineon IFX.DE EUACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 28); -22.4% 1-mo; analysts: buy, +36% to target

    tren 67mome 16anal 89posi 85
    €63.66

    -1.62%
25. 25
    Palantir PLTR USACCUMULATE59

    below 200-day; overbought (RSI 75); +3.2% 1-mo; analysts: buy, +36% to target

    tren 33mome 72anal 87posi 40
    $134.85

    +1.87%
26. 26
    STMicroelectronics STMPA.PA EUACCUMULATE59

    above 200-day, mixed short term; oversold (RSI 29); -20.8% 1-mo; analysts: buy, +30% to target

    tren 67mome 16anal 86posi 85
    €53.80

    -3.91%
27. 27
    Adobe ADBE USACCUMULATE58

    below 200-day; overbought (RSI 73); +19.6% 1-mo; analysts: hold, +16% to target

    tren 33mome 82anal 72posi 40
    $234.74

    -1.06%
28. 28
    Temenos TEMN.SW CHHOLD55

    downtrend (below 50/200-day); RSI 59; +5.7% 1-mo; analysts: buy, +23% to target

    tren 0mome 90anal 78posi 60
    CHF 68.35

    +0.07%
29. 29
    Intel INTC USHOLD54

    above 200-day, mixed short term; oversold (RSI 26); -19.9% 1-mo; analysts: hold, +10% to target

    tren 67mome 16anal 66posi 85
    $97.06

    +2.13%
30. 30
    Arm Holdings ARM USHOLD53

    above 200-day, mixed short term; oversold (RSI 29); -35.6% 1-mo; analysts: buy, +13% to target

    tren 67mome 16anal 79posi 60
    $269.61

    +0.91%
31. 31
    Qualcomm QCOM USHOLD53

    above 200-day, mixed short term; oversold (RSI 34); -20.0% 1-mo; analysts: hold, +31% to target

    tren 67mome 16anal 77posi 60
    $170.32

    -0.85%
32. 32
    Nokia NOKIA.HE EUHOLD53

    above 200-day, mixed short term; oversold (RSI 30); -26.4% 1-mo; analysts: hold, +22% to target

    tren 67mome 16anal 77posi 60
    €8.85

    -3.28%
33. 33
    SAP SAP.DE EUHOLD49

    downtrend (below 50/200-day); RSI 52; +2.3% 1-mo; analysts: strong buy, +49% to target

    tren 0mome 72anal 94posi 25
    €137.92

    +0.20%
34. 34
    ams-OSRAM AMS.SW CHHOLD49

    above 200-day, mixed short term; RSI 41; -21.1% 1-mo; analysts: hold, +6% to target

    tren 67mome 21anal 53posi 60
    CHF 15.00

    -0.53%
35. 35
    Capgemini CAP.PA EUHOLD48

    downtrend (below 50/200-day); RSI 52; +2.6% 1-mo; analysts: buy, +57% to target

    tren 0mome 73anal 89posi 25
    €91.32

    +0.11%
36. 36
    SAP (ADR) SAP USHOLD47

    downtrend (below 50/200-day); RSI 55; -0.3% 1-mo; analysts: buy, +56% to target

    tren 0mome 69anal 90posi 25
    $158.35

    -0.43%
37. 37
    Dassault Systèmes DSY.PA EUHOLD46

    downtrend (below 50/200-day); RSI 47; +4.7% 1-mo; analysts: hold, +27% to target

    tren 0mome 76anal 76posi 25
    €17.89

    -2.08%
38. 38
    Adyen ADYEN.AS EUREDUCE44

    downtrend (below 50/200-day); RSI 51; -7.8% 1-mo; analysts: strong buy, +63% to target

    tren 0mome 57anal 92posi 25
    €833.10

    -2.45%
39. 39
    CD Projekt 7CD.F EUREDUCE39

    downtrend (below 50/200-day); RSI 58; +3.2% 1-mo; analysts: none

    tren 0mome 86posi 25
    €53.54

    -0.59%
40. 40
    Ericsson ERIC-B.ST EUREDUCE36

    below 200-day; oversold (RSI 31); -13.1% 1-mo; analysts: hold, +2% to target

    tren 33mome 16anal 49posi 60
    95.26

    -0.61%
41. 41
    Tesla TSLA USREDUCE36

    downtrend (below 50/200-day); RSI 36; -6.8% 1-mo; analysts: buy, +15% to target

    tren 0mome 26anal 74posi 60
    $369.57

    -2.96%
42. 42
    Netflix NFLX USREDUCE32

    downtrend (below 50/200-day); RSI 36; -12.2% 1-mo; analysts: buy, +45% to target

    tren 0mome 21anal 89posi 25
    $67.60

    -1.96%
43. 43
    Oracle ORCL USSELL32

    downtrend (below 50/200-day); oversold (RSI 26); -33.9% 1-mo; analysts: buy, +105% to target

    tren 0mome 16anal 92posi 25
    $121.38

    -3.98%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL26

    downtrend (below 50/200-day); RSI 44; -3.7% 1-mo; analysts: none

    tren 0mome 53posi 25
    0.06

    +4.71%

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