The tape — 28 Jul 2026

26 of 44 names advanced today; 18 fell. 29 screen as buys, led by ASML, Snowflake, Palo Alto Networks. The book's average reading is 65/100.

Your holdings today

• Adobe ADBE KEEP+5.62% · CHF 779
• AMD AMD ADD-5.17% · CHF 6,082
• NVIDIA NVDA ADD-4.99% · CHF 3,220
• Microsoft MSFT KEEP+1.94% · CHF 1,913
• Logitech LOGN.SW ADD+1.92% · CHF 2,149
• Tesla TSLA KEEP-1.22% · CHF 2,027
• Apple AAPL ADD+1.17% · CHF 3,312
• ASML ASML.AS ADD-1.03% · CHF 4,368

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 19 (subdued); Software (IGV) leading at +7.3% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,413+0.02%+0.8%▲ above 200d
• Nasdaq Comp.24,932-0.18%-1.7%▲ above 200d
• VIX (fear)18.67+0.48%-1.2%▼ below 200d
• US 10y yield4.64-0.81%+5.7%▲ above 200d
• Tech (XLK)174.30-0.90%-5.6%▲ above 200d
• Semis (SMH)548.55-2.25%-13.9%▲ above 200d
• Software (IGV)90.91+3.33%+7.3%▼ below 200d

Signal shifts since yesterday

• Alphabet GOOGLACCUMULATE → BUY
• Qualcomm QCOMACCUMULATE → BUY
• ServiceNow NOWHOLD → ACCUMULATE
• SAP (ADR) SAPHOLD → ACCUMULATE
• Salesforce CRMHOLD → ACCUMULATE
• Adobe ADBEREDUCE → HOLD

What to own now — the ranked book

1. 01
   ASML ASML.AS EUBUY96

   uptrend (above rising 50/200-day); RSI 44; -1.9% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 34anal 94posi 85
   €1,563

   -1.03%
2. 02
   Snowflake SNOW USBUY88

   uptrend (above rising 50/200-day); RSI 59; +20.2% 1-mo; analysts: strong buy, +9% to target

   tren 100mome 74anal 82posi 55
   $272.92

   +1.81%
3. 03
   Palo Alto Networks PANW USBUY86

   uptrend (above rising 50/200-day); RSI 42; +8.3% 1-mo; analysts: buy, +6% to target

   tren 100mome 49anal 77posi 85
   $317.32

   -2.00%
4. 04
   NVIDIA NVDA USBUY83

   above 200-day, mixed short term; RSI 50; +0.4% 1-mo; analysts: strong buy, +54% to target

   tren 67mome 47anal 96posi 60
   $196.51

   -4.99%
5. 05
   Broadcom AVGO USBUY83

   above 200-day, mixed short term; RSI 55; +1.1% 1-mo; analysts: strong buy, +37% to target

   tren 67mome 83anal 95posi 60
   $383.22

   +0.34%
6. 06
   Alphabet GOOGL USBUY82

   above 200-day, mixed short term; oversold (RSI 31); -5.0% 1-mo; analysts: strong buy, +31% to target

   tren 67mome 23anal 94posi 85
   $326.56

   +2.13%
7. 07
   ASML (ADR) ASML USBUY82

   above 200-day, mixed short term; RSI 41; -10.1% 1-mo; analysts: strong buy, +27% to target

   tren 67mome 21anal 94posi 85
   $1,655

   -5.80%
8. 08
   Micron MU USBUY82

   above 200-day, mixed short term; RSI 46; -25.8% 1-mo; analysts: strong buy, +67% to target

   tren 67mome 32anal 94posi 85
   $900.20

   -2.25%
9. 09
   TSMC (ADR) TSM USBUY82

   above 200-day, mixed short term; oversold (RSI 32); -8.3% 1-mo; analysts: strong buy, +35% to target

   tren 67mome 18anal 94posi 85
   $399.09

   -1.07%
10. 10
    Logitech LOGN.SW CHBUY82

    uptrend (above rising 50/200-day); overbought (RSI 74); +4.9% 1-mo; analysts: buy, +7% to target

    tren 100mome 74anal 70posi 85
    CHF 85.96

    +1.92%
11. 11
    Comet Holding COTN.SW CHBUY82

    above 200-day, mixed short term; RSI 41; -8.4% 1-mo; analysts: strong buy, +33% to target

    tren 67mome 24anal 92posi 85
    CHF 355.80

    -0.89%
12. 12
    Infineon IFX.DE EUBUY81

    above 200-day, mixed short term; oversold (RSI 31); -21.5% 1-mo; analysts: buy, +35% to target

    tren 67mome 16anal 91posi 85
    €64.41

    -1.65%
13. 13
    AMD AMD USBUY80

    above 200-day, mixed short term; RSI 46; -7.1% 1-mo; analysts: strong buy, +16% to target

    tren 67mome 36anal 88posi 85
    $494.95

    -5.17%
14. 14
    STMicroelectronics STMPA.PA EUBUY79

    above 200-day, mixed short term; oversold (RSI 26); -28.1% 1-mo; analysts: buy, +40% to target

    tren 67mome 16anal 87posi 85
    €46.76

    -2.46%
15. 15
    Apple AAPL USBUY76

    uptrend (above rising 50/200-day); overbought (RSI 72); +22.4% 1-mo; analysts: buy, -5% to target

    tren 100mome 82anal 59posi 55
    $336.91

    +1.17%
16. 16
    Arm Holdings ARM USBUY73

    above 200-day, mixed short term; RSI 39; -23.4% 1-mo; analysts: buy, +13% to target

    tren 67mome 21anal 79posi 60
    $266.33

    +2.43%
17. 17
    Occidental OXY USBUY73

    above 200-day, mixed short term; RSI 62; +7.3% 1-mo; analysts: buy, +17% to target

    tren 67mome 92anal 76posi 85
    $54.93

    -4.14%
18. 18
    Intel INTC USBUY72

    above 200-day, mixed short term; oversold (RSI 32); -31.0% 1-mo; analysts: hold, +26% to target

    tren 67mome 16anal 76posi 85
    $91.67

    -0.70%
19. 19
    Qualcomm QCOM USBUY72

    above 200-day, mixed short term; RSI 37; -17.0% 1-mo; analysts: hold, +30% to target

    tren 67mome 21anal 77posi 60
    $170.04

    +1.84%
20. 20
    Nokia NOKIA.HE EUBUY72

    above 200-day, mixed short term; oversold (RSI 26); -32.5% 1-mo; analysts: hold, +26% to target

    tren 67mome 16anal 77posi 60
    €8.22

    -5.49%
21. 21
    Amazon AMZN USACCUMULATE69

    below 200-day; oversold (RSI 34); +1.9% 1-mo; analysts: strong buy, +35% to target

    tren 33mome 33anal 95posi 60
    $231.39

    -0.31%
22. 22
    VAT Group VACN.SW CHACCUMULATE69

    above 200-day, mixed short term; RSI 42; -7.1% 1-mo; analysts: buy, +10% to target

    tren 67mome 26anal 70posi 85
    CHF 622.40

    -4.33%
23. 23
    ServiceNow NOW USACCUMULATE68

    below 200-day; RSI 44; +17.9% 1-mo; analysts: strong buy, +33% to target

    tren 33mome 51anal 93posi 40
    $105.56

    +6.86%
24. 24
    SAP (ADR) SAP USACCUMULATE67

    below 200-day; RSI 57; +15.5% 1-mo; analysts: buy, +43% to target

    tren 33mome 96anal 92posi 40
    $171.01

    +6.88%
25. 25
    Spotify SPOT USACCUMULATE67

    below 200-day; RSI 50; +12.1% 1-mo; analysts: buy, +21% to target

    tren 33mome 84anal 91posi 40
    $494.72

    +2.50%
26. 26
    Lufthansa LHA.DE EUACCUMULATE66

    above 200-day, mixed short term; oversold (RSI 26); -8.8% 1-mo; analysts: hold, +14% to target

    tren 67mome 17anal 65posi 85
    €8.76

    +3.60%
27. 27
    Salesforce CRM USACCUMULATE66

    below 200-day; RSI 53; +15.6% 1-mo; analysts: buy, +39% to target

    tren 33mome 84anal 90posi 40
    $173.60

    +6.07%
28. 28
    Xiaomi 1810.HK HKACCUMULATE64

    below 200-day; overbought (RSI 76); +28.6% 1-mo; analysts: buy, +38% to target

    tren 33mome 82anal 87posi 40
    28.68

    +7.34%
29. 29
    Dassault Systèmes DSY.PA EUACCUMULATE58

    below 200-day; RSI 64; +13.0% 1-mo; analysts: buy, +18% to target

    tren 33mome 96anal 76posi 40
    €19.88

    +7.90%
30. 30
    Microsoft MSFT USHOLD55

    downtrend (below 50/200-day); RSI 50; +10.3% 1-mo; analysts: strong buy, +43% to target

    tren 0mome 84anal 95posi 40
    $389.10

    +1.94%
31. 31
    Meta Platforms META USHOLD55

    downtrend (below 50/200-day); RSI 45; +9.4% 1-mo; analysts: strong buy, +39% to target

    tren 0mome 51anal 95posi 40
    $593.87

    -0.22%
32. 32
    SAP SAP.DE EUHOLD54

    downtrend (below 50/200-day); RSI 50; +6.0% 1-mo; analysts: strong buy, +44% to target

    tren 0mome 78anal 94posi 25
    €140.20

    +9.26%
33. 33
    Adobe ADBE USHOLD53

    below 200-day; RSI 59; +22.9% 1-mo; analysts: hold, +13% to target

    tren 33mome 96anal 68posi 40
    $237.75

    +5.62%
34. 34
    Adyen ADYEN.AS EUHOLD53

    downtrend (below 50/200-day); oversold (RSI 33); -2.5% 1-mo; analysts: strong buy, +68% to target

    tren 0mome 27anal 92posi 25
    €801.00

    +0.70%
35. 35
    ams-OSRAM AMS.SW CHHOLD53

    above 200-day, mixed short term; RSI 37; -9.8% 1-mo; analysts: hold, -4% to target

    tren 67mome 22anal 43posi 85
    CHF 16.65

    +0.97%
36. 36
    Oracle ORCL USHOLD53

    downtrend (below 50/200-day); oversold (RSI 33); -21.4% 1-mo; analysts: buy, +107% to target

    tren 0mome 38anal 92posi 25
    $119.90

    +4.27%
37. 37
    Netflix NFLX USHOLD52

    downtrend (below 50/200-day); oversold (RSI 30); -0.7% 1-mo; analysts: buy, +35% to target

    tren 0mome 52anal 89posi 25
    $70.40

    +0.44%
38. 38
    Capgemini CAP.PA EUHOLD51

    downtrend (below 50/200-day); RSI 44; +1.6% 1-mo; analysts: buy, +60% to target

    tren 0mome 61anal 89posi 25
    €89.88

    +4.44%
39. 39
    Palantir PLTR USHOLD51

    downtrend (below 50/200-day); RSI 46; +22.6% 1-mo; analysts: buy, +39% to target

    tren 0mome 62anal 87posi 40
    $131.53

    +7.00%
40. 40
    Tesla TSLA USHOLD46

    downtrend (below 50/200-day); oversold (RSI 17); -17.6% 1-mo; analysts: buy, +30% to target

    tren 0mome 16anal 80posi 25
    $309.22

    -1.22%
41. 41
    Temenos TEMN.SW CHHOLD45

    downtrend (below 50/200-day); oversold (RSI 21); -4.6% 1-mo; analysts: buy, +33% to target

    tren 0mome 24anal 78posi 25
    CHF 61.80

    +0.82%
42. 42
    Ericsson ERIC-B.ST EUHOLD45

    below 200-day; oversold (RSI 29); -15.6% 1-mo; analysts: hold, +6% to target

    tren 33mome 16anal 53posi 60
    91.52

    +0.02%
43. 43
    CD Projekt 7CD.F EUSELL2

    downtrend (below 50/200-day); RSI 36; -0.1% 1-mo; analysts: none

    tren 0mome 59posi 25
    €52.68

    +0.27%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL2

    downtrend (below 50/200-day); RSI 43; -12.7% 1-mo; analysts: none

    tren 0mome 21posi 25
    0.05

    -11.78%

Today's movers — the market

IPO radar

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