The tape — 29 Jul 2026

23 of 44 names advanced today; 21 fell. 40 screen as buys, led by Broadcom, SAP, Alphabet. The book's average reading is 72/100.

Your holdings today

• ASML ASML.AS ADD-8.52% · CHF 4,002
• AMD AMD ADD-8.15% · CHF 5,589
• Adobe ADBE KEEP++4.81% · CHF 817
• Logitech LOGN.SW ADD+1.23% · CHF 2,176
• Microsoft MSFT ADD+1.09% · CHF 1,934
• Apple AAPL KEEP++0.94% · CHF 3,345
• Tesla TSLA KEEP+-0.58% · CHF 2,016
• NVIDIA NVDA ADD+0.25% · CHF 3,229

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 18 (subdued); Software (IGV) leading at +4.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,429+0.21%+1.0%▲ above 200d
• Nasdaq Comp.24,877-0.22%-1.7%▲ above 200d
• VIX (fear)18.21-2.46%-1.1%▼ below 200d
• US 10y yield4.60-0.80%+5.3%▲ above 200d
• Tech (XLK)171.09-1.84%-5.5%▲ above 200d
• Semis (SMH)529.60-3.45%-13.4%▲ above 200d
• Software (IGV)91.78+0.96%+4.1%▼ below 200d

Signal shifts since yesterday

• SAP SAP.DEHOLD → BUY
• SAP (ADR) SAPACCUMULATE → BUY
• Microsoft MSFTHOLD → BUY
• ServiceNow NOWACCUMULATE → BUY
• Salesforce CRMACCUMULATE → BUY
• Spotify SPOTACCUMULATE → BUY
• Amazon AMZNACCUMULATE → BUY
• Meta Platforms METAHOLD → BUY
• Xiaomi 1810.HKACCUMULATE → BUY
• Capgemini CAP.PAHOLD → BUY
• Adyen ADYEN.ASHOLD → BUY
• Netflix NFLXHOLD → BUY
• Oracle ORCLHOLD → BUY
• Palantir PLTRHOLD → BUY
• Intel INTCBUY → ACCUMULATE
• Nokia NOKIA.HEBUY → ACCUMULATE
• Temenos TEMN.SWHOLD → ACCUMULATE
• Apple AAPLBUY → ACCUMULATE
• Adobe ADBEHOLD → ACCUMULATE
• Qualcomm QCOMBUY → ACCUMULATE
• Tesla TSLAHOLD → ACCUMULATE
• CD Projekt 7CD.FSELL → REDUCE

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY87

   above 200-day, mixed short term; RSI 46; +4.4% 1-mo; analysts: strong buy, +38% to target

   tren 67mome 76anal 95posi 60
   $380.91

   -0.60%
2. 02
   SAP SAP.DE EUBUY84

   below 200-day; RSI 58; +11.9% 1-mo; analysts: strong buy, +33% to target

   tren 33mome 96anal 94posi 40
   €151.28

   +7.90%
3. 03
   Alphabet GOOGL USBUY84

   above 200-day, mixed short term; RSI 37; -1.1% 1-mo; analysts: strong buy, +28% to target

   tren 67mome 35anal 94posi 85
   $333.71

   +2.19%
4. 04
   SAP (ADR) SAP USBUY83

   below 200-day; RSI 67; +15.5% 1-mo; analysts: buy, +36% to target

   tren 33mome 96anal 92posi 40
   $179.17

   +4.77%
5. 05
   NVIDIA NVDA USBUY83

   above 200-day, mixed short term; RSI 44; +2.3% 1-mo; analysts: strong buy, +54% to target

   tren 67mome 40anal 96posi 60
   $197.01

   +0.25%
6. 06
   Microsoft MSFT USBUY83

   downtrend (below 50/200-day); RSI 56; +5.5% 1-mo; analysts: strong buy, +42% to target

   tren 0mome 89anal 95posi 40
   $393.35

   +1.09%
7. 07
   ASML ASML.AS EUBUY82

   above 200-day, mixed short term; RSI 43; -9.4% 1-mo; analysts: strong buy, +40% to target

   tren 67mome 22anal 94posi 85
   €1,430

   -8.52%
8. 08
   Comet Holding COTN.SW CHBUY82

   above 200-day, mixed short term; RSI 46; -12.3% 1-mo; analysts: strong buy, +37% to target

   tren 67mome 32anal 92posi 85
   CHF 344.80

   -3.09%
9. 09
   ServiceNow NOW USBUY82

   below 200-day; RSI 53; +12.5% 1-mo; analysts: strong buy, +27% to target

   tren 33mome 84anal 93posi 40
   $110.62

   +4.79%
10. 10
    Micron MU USBUY82

    above 200-day, mixed short term; RSI 40; -27.5% 1-mo; analysts: strong buy, +84% to target

    tren 67mome 21anal 94posi 85
    $820.53

    -8.85%
11. 11
    Salesforce CRM USBUY82

    below 200-day; RSI 61; +14.6% 1-mo; analysts: buy, +33% to target

    tren 33mome 96anal 90posi 40
    $181.50

    +4.55%
12. 12
    ASML (ADR) ASML USBUY82

    above 200-day, mixed short term; oversold (RSI 34); -11.8% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 16anal 94posi 85
    $1,583

    -4.37%
13. 13
    TSMC (ADR) TSM USBUY81

    above 200-day, mixed short term; oversold (RSI 27); -9.3% 1-mo; analysts: strong buy, +38% to target

    tren 67mome 17anal 94posi 85
    $392.31

    -1.70%
14. 14
    AMD AMD USBUY81

    above 200-day, mixed short term; RSI 39; -12.8% 1-mo; analysts: strong buy, +27% to target

    tren 67mome 21anal 93posi 85
    $454.62

    -8.15%
15. 15
    Spotify SPOT USBUY81

    below 200-day; RSI 62; +11.2% 1-mo; analysts: buy, +17% to target

    tren 33mome 96anal 88posi 40
    $511.56

    +3.40%
16. 16
    Amazon AMZN USBUY80

    below 200-day; RSI 36; -0.8% 1-mo; analysts: strong buy, +36% to target

    tren 33mome 35anal 95posi 60
    $230.86

    -0.23%
17. 17
    Snowflake SNOW USBUY79

    uptrend (above rising 50/200-day); RSI 58; +8.6% 1-mo; analysts: strong buy, +10% to target

    tren 100mome 71anal 83posi 55
    $270.36

    -0.94%
18. 18
    Meta Platforms META USBUY78

    downtrend (below 50/200-day); RSI 47; +7.8% 1-mo; analysts: strong buy, +39% to target

    tren 0mome 58anal 95posi 40
    $593.41

    -0.08%
19. 19
    Xiaomi 1810.HK HKBUY78

    below 200-day; overbought (RSI 72); +36.6% 1-mo; analysts: buy, +35% to target

    tren 33mome 82anal 87posi 40
    29.26

    +2.02%
20. 20
    Capgemini CAP.PA EUBUY77

    below 200-day; RSI 52; +6.1% 1-mo; analysts: buy, +51% to target

    tren 33mome 78anal 89posi 25
    €95.12

    +5.83%
21. 21
    Occidental OXY USBUY76

    above 200-day, mixed short term; RSI 51; +7.9% 1-mo; analysts: buy, +20% to target

    tren 67mome 81anal 79posi 60
    $53.93

    -1.82%
22. 22
    Infineon IFX.DE EUBUY76

    above 200-day, mixed short term; oversold (RSI 35); -21.5% 1-mo; analysts: buy, +41% to target

    tren 67mome 16anal 91posi 60
    €61.49

    -4.53%
23. 23
    Palo Alto Networks PANW USBUY76

    uptrend (above rising 50/200-day); RSI 49; +4.9% 1-mo; analysts: buy, +6% to target

    tren 100mome 54anal 77posi 85
    $319.00

    +0.53%
24. 24
    Adyen ADYEN.AS EUBUY74

    downtrend (below 50/200-day); RSI 45; +1.3% 1-mo; analysts: strong buy, +61% to target

    tren 0mome 48anal 92posi 25
    €835.80

    +4.34%
25. 25
    Logitech LOGN.SW CHBUY74

    uptrend (above rising 50/200-day); overbought (RSI 76); +10.5% 1-mo; analysts: buy, +6% to target

    tren 100mome 82anal 69posi 85
    CHF 87.02

    +1.23%
26. 26
    STMicroelectronics STMPA.PA EUBUY74

    above 200-day, mixed short term; oversold (RSI 29); -26.7% 1-mo; analysts: buy, +44% to target

    tren 67mome 16anal 87posi 60
    €45.88

    -1.88%
27. 27
    Arm Holdings ARM USBUY73

    above 200-day, mixed short term; oversold (RSI 34); -26.8% 1-mo; analysts: buy, +24% to target

    tren 67mome 16anal 86posi 60
    $244.74

    -8.11%
28. 28
    Netflix NFLX USBUY72

    downtrend (below 50/200-day); RSI 40; -1.9% 1-mo; analysts: buy, +30% to target

    tren 0mome 56anal 89posi 25
    $72.39

    +2.83%
29. 29
    Oracle ORCL USBUY72

    downtrend (below 50/200-day); oversold (RSI 34); -19.2% 1-mo; analysts: buy, +107% to target

    tren 0mome 38anal 92posi 25
    $119.96

    +0.05%
30. 30
    Palantir PLTR USBUY72

    downtrend (below 50/200-day); RSI 41; +9.4% 1-mo; analysts: buy, +47% to target

    tren 0mome 51anal 87posi 40
    $123.53

    -6.08%
31. 31
    Dassault Systèmes DSY.PA EUACCUMULATE70

    below 200-day; RSI 66; +13.8% 1-mo; analysts: buy, +15% to target

    tren 33mome 96anal 73posi 40
    €20.41

    +2.67%
32. 32
    Intel INTC USACCUMULATE69

    above 200-day, mixed short term; oversold (RSI 30); -32.7% 1-mo; analysts: hold, +34% to target

    tren 67mome 16anal 77posi 85
    $86.30

    -5.86%
33. 33
    VAT Group VACN.SW CHACCUMULATE67

    above 200-day, mixed short term; RSI 42; -7.1% 1-mo; analysts: buy, +11% to target

    tren 67mome 26anal 72posi 85
    CHF 622.40

    -4.33%
34. 34
    Nokia NOKIA.HE EUACCUMULATE66

    above 200-day, mixed short term; oversold (RSI 27); -30.4% 1-mo; analysts: hold, +30% to target

    tren 67mome 16anal 77posi 60
    €7.93

    -3.55%
35. 35
    Temenos TEMN.SW CHACCUMULATE64

    downtrend (below 50/200-day); oversold (RSI 34); +0.5% 1-mo; analysts: buy, +25% to target

    tren 0mome 31anal 78posi 40
    CHF 65.15

    +5.42%
36. 36
    Apple AAPL USACCUMULATE63

    uptrend (above rising 50/200-day); overbought (RSI 72); +19.8% 1-mo; analysts: buy, -6% to target

    tren 100mome 82anal 59posi 55
    $340.08

    +0.94%
37. 37
    Adobe ADBE USACCUMULATE63

    below 200-day; RSI 64; +22.9% 1-mo; analysts: hold, +8% to target

    tren 33mome 96anal 63posi 40
    $249.18

    +4.81%
38. 38
    Qualcomm QCOM USACCUMULATE62

    below 200-day; oversold (RSI 27); -14.0% 1-mo; analysts: hold, +35% to target

    tren 33mome 16anal 77posi 40
    $162.88

    -4.21%
39. 39
    Lufthansa LHA.DE EUACCUMULATE62

    uptrend (above rising 50/200-day); oversold (RSI 33); -8.9% 1-mo; analysts: hold, +11% to target

    tren 100mome 17anal 63posi 85
    €8.93

    +1.94%
40. 40
    Tesla TSLA USACCUMULATE61

    downtrend (below 50/200-day); oversold (RSI 18); -19.0% 1-mo; analysts: buy, +30% to target

    tren 0mome 16anal 80posi 25
    $307.44

    -0.58%
41. 41
    ams-OSRAM AMS.SW CHHOLD50

    above 200-day, mixed short term; RSI 40; -7.8% 1-mo; analysts: hold, -0% to target

    tren 67mome 25anal 47posi 85
    CHF 16.05

    -3.60%
42. 42
    Ericsson ERIC-B.ST EUHOLD47

    below 200-day; oversold (RSI 33); -12.5% 1-mo; analysts: hold, +4% to target

    tren 33mome 16anal 51posi 60
    93.36

    +2.01%
43. 43
    CD Projekt 7CD.F EUREDUCE38

    downtrend (below 50/200-day); RSI 41; +4.2% 1-mo; analysts: none

    tren 0mome 65posi 25
    €53.54

    +1.63%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL23

    downtrend (below 50/200-day); RSI 46; -13.8% 1-mo; analysts: none

    tren 0mome 32posi 25
    0.05

    +2.29%

Today's movers — the market

IPO radar

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