The tape — 22 Jul 2026

23 of 44 names advanced today; 21 fell. 39 screen as buys, led by Amazon, NVIDIA, Meta Platforms. The book's average reading is 69/100.

Your holdings today

• AMD AMD KEEP++8.11% · CHF 6,637
• Adobe ADBE KEEP+-3.23% · CHF 738
• Tesla TSLA KEEP++2.53% · CHF 2,464
• NVIDIA NVDA ADD+1.97% · CHF 3,369
• Microsoft MSFT ADD-1.13% · CHF 1,940
• ASML ASML.AS ADD-1.05% · CHF 4,228
• Logitech LOGN.SW KEEP+-0.53% · CHF 2,065
• Apple AAPL KEEP++0.35% · CHF 3,196

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 17 (subdued); Software (IGV) leading at +3.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,509+0.89%+0.1%▲ above 200d
• Nasdaq Comp.25,837+1.29%-2.6%▲ above 200d
• VIX (fear)17.05-8.58%+4.0%▼ below 200d
• US 10y yield4.63+0.65%+4.0%▲ above 200d
• Tech (XLK)180.78+2.89%-5.6%▲ above 200d
• Semis (SMH)584.08+4.52%-11.5%▲ above 200d
• Software (IGV)91.82-1.25%+3.1%▼ below 200d

Signal shifts since yesterday

• Broadcom AVGOACCUMULATE → BUY
• Alphabet GOOGLACCUMULATE → BUY
• Micron MUACCUMULATE → BUY
• TSMC (ADR) TSMACCUMULATE → BUY
• Comet Holding COTN.SWACCUMULATE → BUY
• Microsoft MSFTACCUMULATE → BUY
• Spotify SPOTACCUMULATE → BUY
• Salesforce CRMACCUMULATE → BUY
• Infineon IFX.DEACCUMULATE → BUY
• STMicroelectronics STMPA.PAACCUMULATE → BUY
• Xiaomi 1810.HKACCUMULATE → BUY
• SAP SAP.DEHOLD → BUY
• AMD AMDBUY → ACCUMULATE
• Capgemini CAP.PAHOLD → ACCUMULATE
• Adyen ADYEN.ASREDUCE → ACCUMULATE
• SAP (ADR) SAPHOLD → ACCUMULATE
• Arm Holdings ARMHOLD → ACCUMULATE
• Dassault Systèmes DSY.PAHOLD → ACCUMULATE
• Palo Alto Networks PANWBUY → ACCUMULATE
• Apple AAPLBUY → ACCUMULATE
• Qualcomm QCOMHOLD → ACCUMULATE
• Nokia NOKIA.HEHOLD → ACCUMULATE
• Oracle ORCLSELL → ACCUMULATE
• Temenos TEMN.SWHOLD → ACCUMULATE
• Netflix NFLXREDUCE → ACCUMULATE
• Tesla TSLAREDUCE → ACCUMULATE
• Ericsson ERIC-B.STREDUCE → HOLD
• CD Projekt 7CD.FREDUCE → HOLD

What to own now — the ranked book

1. 01
   Amazon AMZN USBUY90

   above 200-day, mixed short term; RSI 62; +1.3% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 83anal 95posi 85
   $247.55

   -0.98%
2. 02
   NVIDIA NVDA USBUY90

   above 200-day, mixed short term; RSI 57; -1.6% 1-mo; analysts: strong buy, +46% to target

   tren 67mome 79anal 96posi 85
   $207.29

   +1.97%
3. 03
   Meta Platforms META USBUY86

   above 200-day, mixed short term; RSI 65; +11.5% 1-mo; analysts: strong buy, +28% to target

   tren 67mome 96anal 95posi 60
   $643.81

   -0.32%
4. 04
   Broadcom AVGO USBUY80

   above 200-day, mixed short term; RSI 53; -6.0% 1-mo; analysts: strong buy, +36% to target

   tren 67mome 60anal 95posi 60
   $386.50

   +2.21%
5. 05
   Alphabet GOOGL USBUY80

   above 200-day, mixed short term; RSI 44; -5.7% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 28anal 93posi 85
   $347.15

   -1.38%
6. 06
   Micron MU USBUY80

   uptrend (above rising 50/200-day); RSI 36; -14.4% 1-mo; analysts: strong buy, +54% to target

   tren 100mome 21anal 94posi 85
   $970.82

   +12.17%
7. 07
   ASML (ADR) ASML USBUY80

   uptrend (above rising 50/200-day); RSI 37; -6.6% 1-mo; analysts: strong buy, +17% to target

   tren 100mome 27anal 91posi 85
   $1,802

   +3.59%
8. 08
   ASML ASML.AS EUBUY80

   uptrend (above rising 50/200-day); oversold (RSI 34); -8.3% 1-mo; analysts: strong buy, +29% to target

   tren 100mome 18anal 94posi 85
   €1,521

   -1.05%
9. 09
   TSMC (ADR) TSM USBUY79

   above 200-day, mixed short term; oversold (RSI 32); -8.1% 1-mo; analysts: strong buy, +23% to target

   tren 67mome 18anal 94posi 85
   $424.61

   +5.55%
10. 10
    Comet Holding COTN.SW CHBUY78

    above 200-day, mixed short term; RSI 35; -17.7% 1-mo; analysts: strong buy, +35% to target

    tren 67mome 21anal 92posi 85
    CHF 351.60

    -0.11%
11. 11
    Occidental OXY USBUY78

    uptrend (above rising 50/200-day); overbought (RSI 78); +9.0% 1-mo; analysts: buy, +14% to target

    tren 100mome 81anal 73posi 85
    $56.50

    +2.37%
12. 12
    Microsoft MSFT USBUY78

    downtrend (below 50/200-day); RSI 66; +4.8% 1-mo; analysts: strong buy, +40% to target

    tren 0mome 88anal 95posi 40
    $397.75

    -1.13%
13. 13
    Spotify SPOT USBUY77

    below 200-day; RSI 69; +5.4% 1-mo; analysts: buy, +21% to target

    tren 33mome 89anal 91posi 40
    $493.23

    +0.18%
14. 14
    Salesforce CRM USBUY76

    downtrend (below 50/200-day); RSI 64; +12.0% 1-mo; analysts: buy, +43% to target

    tren 0mome 96anal 90posi 40
    $170.06

    -2.15%
15. 15
    Infineon IFX.DE EUBUY76

    above 200-day, mixed short term; oversold (RSI 20); -21.9% 1-mo; analysts: buy, +35% to target

    tren 67mome 16anal 89posi 85
    €64.00

    +0.53%
16. 16
    Snowflake SNOW USBUY74

    uptrend (above rising 50/200-day); RSI 66; +17.0% 1-mo; analysts: strong buy, +9% to target

    tren 100mome 74anal 82posi 55
    $271.73

    -0.95%
17. 17
    STMicroelectronics STMPA.PA EUBUY74

    above 200-day, mixed short term; oversold (RSI 30); -19.2% 1-mo; analysts: buy, +27% to target

    tren 67mome 16anal 86posi 85
    €54.91

    +2.06%
18. 18
    Xiaomi 1810.HK HKBUY73

    below 200-day; overbought (RSI 82); +11.6% 1-mo; analysts: buy, +44% to target

    tren 33mome 82anal 87posi 40
    27.42

    -1.15%
19. 19
    SAP SAP.DE EUBUY73

    downtrend (below 50/200-day); RSI 57; +3.1% 1-mo; analysts: strong buy, +49% to target

    tren 0mome 86anal 94posi 25
    €138.26

    +0.25%
20. 20
    ServiceNow NOW USACCUMULATE72

    downtrend (below 50/200-day); RSI 54; +7.4% 1-mo; analysts: strong buy, +39% to target

    tren 0mome 58anal 93posi 40
    $102.06

    -2.52%
21. 21
    Palantir PLTR USACCUMULATE71

    below 200-day; overbought (RSI 70); +3.3% 1-mo; analysts: buy, +38% to target

    tren 33mome 72anal 87posi 40
    $132.66

    -1.62%
22. 22
    AMD AMD USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 44; +1.3% 1-mo; analysts: strong buy, -1% to target

    tren 100mome 38anal 72posi 85
    $544.43

    +8.11%
23. 23
    Capgemini CAP.PA EUACCUMULATE70

    downtrend (below 50/200-day); RSI 59; +2.3% 1-mo; analysts: buy, +57% to target

    tren 0mome 84anal 89posi 25
    €91.58

    +0.28%
24. 24
    Adyen ADYEN.AS EUACCUMULATE68

    downtrend (below 50/200-day); RSI 50; -6.2% 1-mo; analysts: strong buy, +66% to target

    tren 0mome 60anal 92posi 25
    €821.20

    -1.43%
25. 25
    Adobe ADBE USACCUMULATE68

    downtrend (below 50/200-day); RSI 67; +16.4% 1-mo; analysts: hold, +20% to target

    tren 0mome 96anal 75posi 40
    $227.16

    -3.23%
26. 26
    SAP (ADR) SAP USACCUMULATE68

    downtrend (below 50/200-day); RSI 50; -0.6% 1-mo; analysts: buy, +60% to target

    tren 0mome 68anal 90posi 25
    $154.34

    -2.53%
27. 27
    Logitech LOGN.SW CHACCUMULATE68

    above 200-day, mixed short term; overbought (RSI 73); -5.3% 1-mo; analysts: buy, +11% to target

    tren 67mome 59anal 73posi 60
    CHF 82.60

    -0.53%
28. 28
    Arm Holdings ARM USACCUMULATE65

    above 200-day, mixed short term; oversold (RSI 33); -34.1% 1-mo; analysts: buy, +5% to target

    tren 67mome 16anal 71posi 85
    $289.73

    +7.46%
29. 29
    Dassault Systèmes DSY.PA EUACCUMULATE65

    downtrend (below 50/200-day); RSI 54; +5.3% 1-mo; analysts: hold, +25% to target

    tren 0mome 77anal 76posi 40
    €18.15

    +1.45%
30. 30
    Palo Alto Networks PANW USACCUMULATE64

    uptrend (above rising 50/200-day); RSI 50; +18.9% 1-mo; analysts: buy, -3% to target

    tren 100mome 62anal 68posi 55
    $342.15

    -1.87%
31. 31
    Apple AAPL USACCUMULATE64

    uptrend (above rising 50/200-day); overbought (RSI 80); +10.0% 1-mo; analysts: buy, -3% to target

    tren 100mome 82anal 62posi 55
    $327.74

    +0.35%
32. 32
    Lufthansa LHA.DE EUACCUMULATE64

    uptrend (above rising 50/200-day); oversold (RSI 26); -2.5% 1-mo; analysts: hold, +13% to target

    tren 100mome 27anal 64posi 85
    €8.84

    -1.80%
33. 33
    Qualcomm QCOM USACCUMULATE63

    above 200-day, mixed short term; RSI 40; -23.3% 1-mo; analysts: hold, +28% to target

    tren 67mome 21anal 77posi 60
    $173.50

    +1.87%
34. 34
    VAT Group VACN.SW CHACCUMULATE63

    uptrend (above rising 50/200-day); RSI 39; -2.9% 1-mo; analysts: buy, +0% to target

    tren 100mome 32anal 61posi 85
    CHF 666.60

    +0.06%
35. 35
    Nokia NOKIA.HE EUACCUMULATE62

    above 200-day, mixed short term; oversold (RSI 26); -25.6% 1-mo; analysts: hold, +21% to target

    tren 67mome 16anal 77posi 60
    €8.92

    +0.75%
36. 36
    Oracle ORCL USACCUMULATE61

    downtrend (below 50/200-day); oversold (RSI 33); -31.1% 1-mo; analysts: buy, +96% to target

    tren 0mome 16anal 92posi 25
    $127.05

    +4.67%
37. 37
    Temenos TEMN.SW CHACCUMULATE61

    downtrend (below 50/200-day); RSI 42; +4.2% 1-mo; analysts: buy, +25% to target

    tren 0mome 43anal 78posi 40
    CHF 67.40

    -1.46%
38. 38
    Netflix NFLX USACCUMULATE60

    downtrend (below 50/200-day); RSI 43; -11.3% 1-mo; analysts: buy, +42% to target

    tren 0mome 21anal 89posi 25
    $68.67

    +1.58%
39. 39
    Tesla TSLA USACCUMULATE60

    downtrend (below 50/200-day); RSI 36; -5.4% 1-mo; analysts: buy, +12% to target

    tren 0mome 28anal 71posi 60
    $378.93

    +2.53%
40. 40
    Intel INTC USHOLD58

    above 200-day, mixed short term; oversold (RSI 26); -21.3% 1-mo; analysts: hold, +1% to target

    tren 67mome 16anal 57posi 85
    $105.45

    +8.64%
41. 41
    ams-OSRAM AMS.SW CHHOLD50

    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%
42. 42
    Ericsson ERIC-B.ST EUHOLD47

    below 200-day; oversold (RSI 29); -14.7% 1-mo; analysts: hold, +3% to target

    tren 33mome 16anal 50posi 60
    93.80

    -1.53%
43. 43
    CD Projekt 7CD.F EUHOLD46

    downtrend (below 50/200-day); RSI 65; +2.4% 1-mo; analysts: none

    tren 0mome 85posi 25
    €53.82

    +0.52%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL20

    downtrend (below 50/200-day); oversold (RSI 35); -16.9% 1-mo; analysts: none

    tren 0mome 16posi 25
    0.05

    -11.76%

Today's movers — the market

IPO radar

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