The tape — 30 Jul 2026

20 of 44 names advanced today; 23 fell. 32 screen as buys, led by ServiceNow, SAP (ADR), Salesforce. The book's average reading is 68/100.

Your holdings today

• Adobe ADBE ADD+5.72% · CHF 857
• AMD AMD KEEP+-5.51% · CHF 5,242
• NVIDIA NVDA KEEP+-3.55% · CHF 3,092
• Tesla TSLA KEEP-2.97% · CHF 1,942
• ASML ASML.AS KEEP+-2.90% · CHF 3,886
• Logitech LOGN.SW ADD+0.90% · CHF 2,195
• Microsoft MSFT ADD-0.71% · CHF 1,906
• Apple AAPL ADD-0.56% · CHF 3,302

Market context

Neutral Neutral — 4/5 equity gauges above their 200-day line; VIX 21 (elevated); Software (IGV) leading at +2.8% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,316-1.52%-1.7%▲ above 200d
• Nasdaq Comp.24,443-1.74%-5.3%▲ above 200d
• VIX (fear)20.66+13.45%+17.1%▲ above 200d
• US 10y yield4.62+0.39%+5.7%▲ above 200d
• Tech (XLK)166.57-2.64%-10.2%▲ above 200d
• Semis (SMH)504.22-4.79%-20.2%▲ above 200d
• Software (IGV)92.37+0.64%+2.8%▼ below 200d

Signal shifts since yesterday

• Dassault Systèmes DSY.PAACCUMULATE → BUY
• Apple AAPLACCUMULATE → BUY
• CD Projekt 7CD.FREDUCE → BUY
• Adobe ADBEACCUMULATE → BUY
• Broadcom AVGOBUY → ACCUMULATE
• Palantir PLTRBUY → ACCUMULATE
• NVIDIA NVDABUY → ACCUMULATE
• Oracle ORCLBUY → ACCUMULATE
• Alphabet GOOGLBUY → ACCUMULATE
• Comet Holding COTN.SWBUY → ACCUMULATE
• Amazon AMZNBUY → ACCUMULATE
• ASML ASML.ASBUY → ACCUMULATE
• ASML (ADR) ASMLBUY → ACCUMULATE
• Micron MUBUY → ACCUMULATE
• TSMC (ADR) TSMBUY → ACCUMULATE
• AMD AMDBUY → ACCUMULATE
• Infineon IFX.DEBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STSELL → HOLD
• Palo Alto Networks PANWBUY → HOLD
• STMicroelectronics STMPA.PABUY → HOLD
• Arm Holdings ARMBUY → HOLD
• VAT Group VACN.SWACCUMULATE → HOLD
• Tesla TSLAACCUMULATE → HOLD
• Lufthansa LHA.DEACCUMULATE → HOLD
• Intel INTCACCUMULATE → HOLD
• Nokia NOKIA.HEACCUMULATE → HOLD
• Qualcomm QCOMACCUMULATE → HOLD
• ams-OSRAM AMS.SWHOLD → REDUCE
• Ericsson ERIC-B.STHOLD → REDUCE

What to own now — the ranked book

1. 01
   ServiceNow NOW USBUY94

   below 200-day; RSI 57; +15.8% 1-mo; analysts: strong buy, +21% to target

   tren 33mome 96anal 93posi 40
   $115.76

   +4.65%
2. 02
   SAP (ADR) SAP USBUY93

   below 200-day; RSI 70; +20.1% 1-mo; analysts: buy, +31% to target

   tren 33mome 96anal 92posi 40
   $185.99

   +3.81%
3. 03
   Salesforce CRM USBUY92

   below 200-day; RSI 68; +19.3% 1-mo; analysts: buy, +28% to target

   tren 33mome 96anal 90posi 40
   $188.38

   +3.79%
4. 04
   Adyen ADYEN.AS EUBUY92

   below 200-day; RSI 62; +7.7% 1-mo; analysts: strong buy, +50% to target

   tren 33mome 93anal 92posi 25
   €893.20

   +6.87%
5. 05
   Capgemini CAP.PA EUBUY91

   below 200-day; RSI 67; +12.3% 1-mo; analysts: buy, +41% to target

   tren 33mome 96anal 89posi 40
   €101.70

   +6.92%
6. 06
   Spotify SPOT USBUY90

   below 200-day; RSI 66; +13.4% 1-mo; analysts: buy, +15% to target

   tren 33mome 96anal 86posi 40
   $524.01

   +2.43%
7. 07
   SAP SAP.DE EUBUY88

   below 200-day; overbought (RSI 71); +16.5% 1-mo; analysts: strong buy, +27% to target

   tren 33mome 82anal 94posi 40
   €159.24

   +5.26%
8. 08
   Microsoft MSFT USBUY87

   downtrend (below 50/200-day); RSI 54; +6.0% 1-mo; analysts: strong buy, +42% to target

   tren 0mome 78anal 95posi 40
   $390.54

   -0.71%
9. 09
   Xiaomi 1810.HK HKBUY84

   below 200-day; overbought (RSI 80); +45.8% 1-mo; analysts: buy, +24% to target

   tren 33mome 82anal 87posi 40
   31.88

   +8.95%
10. 10
    Occidental OXY USBUY84

    uptrend (above rising 50/200-day); RSI 64; +14.1% 1-mo; analysts: buy, +15% to target

    tren 100mome 96anal 75posi 85
    $56.03

    +3.89%
11. 11
    Snowflake SNOW USBUY76

    uptrend (above rising 50/200-day); RSI 62; +12.4% 1-mo; analysts: strong buy, +5% to target

    tren 100mome 74anal 78posi 55
    $282.90

    +4.64%
12. 12
    Netflix NFLX USBUY76

    downtrend (below 50/200-day); RSI 45; -0.2% 1-mo; analysts: buy, +28% to target

    tren 0mome 59anal 89posi 25
    $73.63

    +1.71%
13. 13
    Dassault Systèmes DSY.PA EUBUY75

    above 200-day, mixed short term; overbought (RSI 78); +16.2% 1-mo; analysts: buy, +12% to target

    tren 67mome 82anal 70posi 60
    €21.01

    +2.94%
14. 14
    Apple AAPL USBUY75

    uptrend (above rising 50/200-day); RSI 69; +20.0% 1-mo; analysts: buy, -5% to target

    tren 100mome 96anal 59posi 55
    $338.19

    -0.56%
15. 15
    CD Projekt 7CD.F EUBUY74

    below 200-day; RSI 49; +3.8% 1-mo; analysts: none

    tren 33mome 75posi 40
    €54.22

    +1.27%
16. 16
    Logitech LOGN.SW CHBUY73

    uptrend (above rising 50/200-day); overbought (RSI 77); +10.3% 1-mo; analysts: buy, +4% to target

    tren 100mome 82anal 67posi 85
    CHF 87.80

    +0.90%
17. 17
    Adobe ADBE USBUY73

    below 200-day; RSI 68; +27.6% 1-mo; analysts: hold, +2% to target

    tren 33mome 96anal 57posi 60
    $263.43

    +5.72%
18. 18
    Meta Platforms META USBUY72

    downtrend (below 50/200-day); RSI 37; +4.1% 1-mo; analysts: strong buy, +41% to target

    tren 0mome 43anal 95posi 40
    $585.61

    -1.31%
19. 19
    Broadcom AVGO USACCUMULATE70

    above 200-day, mixed short term; RSI 35; -0.6% 1-mo; analysts: strong buy, +42% to target

    tren 67mome 36anal 95posi 60
    $370.32

    -2.78%
20. 20
    Palantir PLTR USACCUMULATE69

    downtrend (below 50/200-day); RSI 43; +6.3% 1-mo; analysts: buy, +48% to target

    tren 0mome 46anal 87posi 40
    $123.00

    -0.43%
21. 21
    NVIDIA NVDA USACCUMULATE69

    below 200-day; RSI 40; -2.5% 1-mo; analysts: strong buy, +59% to target

    tren 33mome 33anal 96posi 60
    $190.01

    -3.55%
22. 22
    Oracle ORCL USACCUMULATE68

    downtrend (below 50/200-day); oversold (RSI 28); -20.3% 1-mo; analysts: buy, +111% to target

    tren 0mome 38anal 92posi 25
    $117.74

    -1.85%
23. 23
    Alphabet GOOGL USACCUMULATE67

    above 200-day, mixed short term; RSI 40; -4.8% 1-mo; analysts: strong buy, +27% to target

    tren 67mome 29anal 94posi 85
    $336.71

    +0.90%
24. 24
    Comet Holding COTN.SW CHACCUMULATE67

    above 200-day, mixed short term; RSI 45; -15.4% 1-mo; analysts: strong buy, +42% to target

    tren 67mome 32anal 92posi 85
    CHF 333.00

    -3.42%
25. 25
    Amazon AMZN USACCUMULATE64

    below 200-day; oversold (RSI 27); -5.6% 1-mo; analysts: strong buy, +38% to target

    tren 33mome 22anal 95posi 60
    $226.65

    -1.82%
26. 26
    ASML ASML.AS EUACCUMULATE63

    above 200-day, mixed short term; RSI 37; -13.9% 1-mo; analysts: strong buy, +44% to target

    tren 67mome 21anal 94posi 85
    €1,388

    -2.90%
27. 27
    ASML (ADR) ASML USACCUMULATE61

    above 200-day, mixed short term; oversold (RSI 27); -17.7% 1-mo; analysts: strong buy, +37% to target

    tren 67mome 16anal 94posi 85
    $1,551

    -2.04%
28. 28
    Temenos TEMN.SW CHACCUMULATE61

    downtrend (below 50/200-day); RSI 44; +0.7% 1-mo; analysts: buy, +22% to target

    tren 0mome 38anal 78posi 40
    CHF 66.60

    +2.23%
29. 29
    Micron MU USACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 31); -35.5% 1-mo; analysts: strong buy, +104% to target

    tren 67mome 16anal 94posi 85
    $739.00

    -9.94%
30. 30
    TSMC (ADR) TSM USACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 23); -17.7% 1-mo; analysts: strong buy, +44% to target

    tren 67mome 16anal 94posi 85
    $374.67

    -4.50%
31. 31
    AMD AMD USACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 29); -20.4% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 16anal 93posi 85
    $429.56

    -5.51%
32. 32
    Infineon IFX.DE EUACCUMULATE59

    above 200-day, mixed short term; oversold (RSI 31); -26.2% 1-mo; analysts: buy, +50% to target

    tren 67mome 16anal 91posi 60
    €57.77

    -6.05%
33. 33
    Divio Technologies DIVIO-B.ST EUHOLD58

    downtrend (below 50/200-day); RSI 47; -6.8% 1-mo; analysts: none

    tren 0mome 59posi 25
    0.06

    +7.09%
34. 34
    Palo Alto Networks PANW USHOLD57

    uptrend (above rising 50/200-day); RSI 37; -5.4% 1-mo; analysts: buy, +7% to target

    tren 100mome 28anal 78posi 85
    $314.15

    -1.52%
35. 35
    STMicroelectronics STMPA.PA EUHOLD57

    above 200-day, mixed short term; oversold (RSI 28); -30.0% 1-mo; analysts: buy, +47% to target

    tren 67mome 16anal 87posi 60
    €44.47

    -3.07%
36. 36
    Arm Holdings ARM USHOLD56

    above 200-day, mixed short term; oversold (RSI 20); -34.5% 1-mo; analysts: buy, +35% to target

    tren 67mome 16anal 86posi 60
    $224.89

    -8.11%
37. 37
    VAT Group VACN.SW CHHOLD53

    above 200-day, mixed short term; oversold (RSI 29); -17.8% 1-mo; analysts: buy, +19% to target

    tren 67mome 16anal 80posi 85
    CHF 580.20

    -3.91%
38. 38
    Tesla TSLA USHOLD52

    downtrend (below 50/200-day); oversold (RSI 9); -27.6% 1-mo; analysts: buy, +34% to target

    tren 0mome 16anal 80posi 25
    $298.32

    -2.97%
39. 39
    Lufthansa LHA.DE EUHOLD51

    uptrend (above rising 50/200-day); RSI 45; -7.7% 1-mo; analysts: hold, +10% to target

    tren 100mome 35anal 62posi 85
    €9.03

    +1.16%
40. 40
    Intel INTC USHOLD51

    above 200-day, mixed short term; oversold (RSI 25); -37.8% 1-mo; analysts: hold, +41% to target

    tren 67mome 16anal 77posi 60
    $81.88

    -5.12%
41. 41
    Nokia NOKIA.HE EUHOLD51

    above 200-day, mixed short term; oversold (RSI 28); -30.2% 1-mo; analysts: hold, +32% to target

    tren 67mome 16anal 77posi 60
    €7.83

    -1.29%
42. 42
    Qualcomm QCOM USHOLD50

    below 200-day; oversold (RSI 18); -17.5% 1-mo; analysts: hold, +42% to target

    tren 33mome 16anal 77posi 40
    $155.68

    -4.42%
43. 43
    ams-OSRAM AMS.SW CHREDUCE38

    above 200-day, mixed short term; RSI 42; -7.7% 1-mo; analysts: hold, -0% to target

    tren 67mome 25anal 47posi 85
    CHF 16.05

    +0.00%
44. 44
    Ericsson ERIC-B.ST EUREDUCE37

    below 200-day; RSI 37; -11.4% 1-mo; analysts: hold, +1% to target

    tren 33mome 21anal 48posi 60
    95.64

    +2.44%

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