The tape — 23 Jul 2026

10 of 26 names advanced today; 15 fell. 16 screen as buys, led by ASML, TSMC (ADR), ASML (ADR). The book's average reading is 65/100.

Your holdings today

• ASML ASML.AS ADD+4.77% · CHF 4,442
• ADBE ADBE KEEP-3.87% · CHF 711
• NVDA NVDA ADD+2.30% · CHF 3,451
• Logitech LOGN.SW KEEP++2.25% · CHF 2,112
• MSFT MSFT KEEP+-1.86% · CHF 1,906
• AMD AMD KEEP++1.45% · CHF 6,741
• TSLA TSLA KEEP+-1.30% · CHF 2,435
• AAPL AAPL KEEP+-0.56% · CHF 3,182

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 17 (subdued); Software (IGV) leading at +2.0% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,499-0.14%+0.4%▲ above 200d
• Nasdaq Comp.25,691-0.57%-1.8%▲ above 200d
• VIX (fear)16.64-2.40%-3.7%▼ below 200d
• US 10y yield4.66+0.63%+3.3%▲ above 200d
• Tech (XLK)180.27-0.28%-6.2%▲ above 200d
• Semis (SMH)586.91+0.48%-12.3%▲ above 200d
• Software (IGV)89.02-3.05%+2.0%▼ below 200d

Signal shifts since yesterday

• VAT Group VACN.SWACCUMULATE → BUY
• Lufthansa LHA.DEACCUMULATE → BUY
• Intel INTCHOLD → BUY
• Snowflake SNOWBUY → ACCUMULATE
• ams-OSRAM AMS.SWHOLD → ACCUMULATE
• Spotify SPOTBUY → ACCUMULATE
• Temenos TEMN.SWACCUMULATE → HOLD
• SAP SAP.DEBUY → HOLD
• Adyen ADYEN.ASACCUMULATE → HOLD
• SAP (ADR) SAPACCUMULATE → HOLD
• Capgemini CAP.PAACCUMULATE → HOLD
• Xiaomi 1810.HKBUY → HOLD
• Dassault Systèmes DSY.PAACCUMULATE → HOLD
• CD Projekt 7CD.FHOLD → SELL

What to own now — the ranked book

1. 01
   ASML ASML.AS EUBUY89

   uptrend (above rising 50/200-day); RSI 46; -3.8% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 41anal 94posi 85
   €1,593

   +4.77%
2. 02
   TSMC (ADR) TSM USBUY88

   above 200-day, mixed short term; RSI 40; -9.9% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 22anal 94posi 85
   $421.21

   -0.80%
3. 03
   ASML (ADR) ASML USBUY88

   uptrend (above rising 50/200-day); RSI 46; -6.6% 1-mo; analysts: strong buy, +18% to target

   tren 100mome 37anal 91posi 85
   $1,802

   +0.02%
4. 04
   Comet Holding COTN.SW CHBUY88

   above 200-day, mixed short term; RSI 43; -15.3% 1-mo; analysts: strong buy, +28% to target

   tren 67mome 21anal 92posi 85
   CHF 370.00

   +5.23%
5. 05
   Infineon IFX.DE EUBUY87

   above 200-day, mixed short term; oversold (RSI 32); -21.4% 1-mo; analysts: buy, +28% to target

   tren 67mome 16anal 91posi 85
   €67.54

   +5.53%
6. 06
   STMicroelectronics STMPA.PA EUBUY85

   above 200-day, mixed short term; RSI 39; -17.5% 1-mo; analysts: buy, +22% to target

   tren 67mome 21anal 86posi 85
   €57.25

   +4.26%
7. 07
   Occidental OXY USBUY79

   uptrend (above rising 50/200-day); overbought (RSI 83); +10.6% 1-mo; analysts: buy, +12% to target

   tren 100mome 82anal 71posi 85
   $57.50

   +1.77%
8. 08
   VAT Group VACN.SW CHBUY76

   above 200-day, mixed short term; RSI 41; -3.8% 1-mo; analysts: buy, +5% to target

   tren 67mome 31anal 66posi 85
   CHF 643.20

   -8.17%
9. 09
   Lufthansa LHA.DE EUBUY75

   uptrend (above rising 50/200-day); oversold (RSI 32); -2.0% 1-mo; analysts: hold, +11% to target

   tren 100mome 27anal 63posi 85
   €8.95

   +1.24%
10. 10
    Intel INTC USBUY74

    above 200-day, mixed short term; oversold (RSI 31); -27.2% 1-mo; analysts: hold, +6% to target

    tren 67mome 16anal 62posi 85
    $102.62

    -2.68%
11. 11
    Snowflake SNOW USACCUMULATE69

    uptrend (above rising 50/200-day); RSI 57; +18.2% 1-mo; analysts: strong buy, +11% to target

    tren 100mome 74anal 84posi 55
    $267.80

    -1.45%
12. 12
    Arm Holdings ARM USACCUMULATE65

    above 200-day, mixed short term; oversold (RSI 35); -30.5% 1-mo; analysts: buy, +7% to target

    tren 67mome 16anal 72posi 60
    $283.40

    -2.18%
13. 13
    Nokia NOKIA.HE EUACCUMULATE65

    above 200-day, mixed short term; oversold (RSI 33); -23.6% 1-mo; analysts: hold, +15% to target

    tren 67mome 16anal 72posi 60
    €9.39

    +5.25%
14. 14
    Logitech LOGN.SW CHACCUMULATE65

    above 200-day, mixed short term; overbought (RSI 74); -2.4% 1-mo; analysts: buy, +9% to target

    tren 67mome 63anal 71posi 60
    CHF 84.46

    +2.25%
15. 15
    ams-OSRAM AMS.SW CHACCUMULATE65

    above 200-day, mixed short term; RSI 53; -12.7% 1-mo; analysts: hold, -7% to target

    tren 67mome 32anal 40posi 85
    CHF 17.06

    +13.73%
16. 16
    Spotify SPOT USACCUMULATE62

    downtrend (below 50/200-day); RSI 51; +3.2% 1-mo; analysts: buy, +26% to target

    tren 0mome 74anal 91posi 40
    $474.16

    -3.87%
17. 17
    Temenos TEMN.SW CHHOLD56

    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%
18. 18
    Ericsson ERIC-B.ST EUHOLD56

    below 200-day; oversold (RSI 30); -17.1% 1-mo; analysts: hold, +5% to target

    tren 33mome 16anal 52posi 60
    92.80

    -1.07%
19. 19
    SAP SAP.DE EUHOLD55

    downtrend (below 50/200-day); RSI 41; +3.2% 1-mo; analysts: strong buy, +49% to target

    tren 0mome 64anal 94posi 25
    €136.42

    -1.33%
20. 20
    Adyen ADYEN.AS EUHOLD54

    downtrend (below 50/200-day); RSI 42; -6.1% 1-mo; analysts: strong buy, +65% to target

    tren 0mome 27anal 92posi 25
    €820.60

    -0.07%
21. 21
    SAP (ADR) SAP USHOLD53

    downtrend (below 50/200-day); RSI 38; -0.5% 1-mo; analysts: buy, +65% to target

    tren 0mome 36anal 90posi 25
    $148.75

    -3.62%
22. 22
    Capgemini CAP.PA EUHOLD53

    downtrend (below 50/200-day); RSI 48; +2.5% 1-mo; analysts: buy, +60% to target

    tren 0mome 73anal 89posi 25
    €90.02

    -1.70%
23. 23
    Xiaomi 1810.HK HKHOLD52

    downtrend (below 50/200-day); overbought (RSI 73); +12.5% 1-mo; analysts: buy, +48% to target

    tren 0mome 82anal 87posi 25
    26.68

    -2.70%
24. 24
    Dassault Systèmes DSY.PA EUHOLD47

    downtrend (below 50/200-day); RSI 43; +5.2% 1-mo; analysts: hold, +27% to target

    tren 0mome 67anal 76posi 25
    €17.92

    -1.27%
25. 25
    CD Projekt 7CD.F EUSELL25

    downtrend (below 50/200-day); RSI 58; -1.7% 1-mo; analysts: none

    tren 0mome 78posi 25
    €53.02

    -1.49%
26. 26
    Divio Technologies DIVIO-B.ST EUSELL24

    downtrend (below 50/200-day); RSI 39; -22.5% 1-mo; analysts: none

    tren 0mome 21posi 25
    0.05

    +0.00%

Today's movers — the market

IPO radar

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