The tape — 31 Jul 2026

16 of 34 names advanced today; 17 fell. 24 screen as buys, led by CD Projekt, SAP (ADR), Adyen. The book's average reading is 68/100.

Your holdings today

• MSFT MSFT ADD+15.51% · CHF 2,182
• AMD AMD KEEP++13.00% · CHF 5,871
• Adobe ADBE ADD-5.90% · CHF 800
• TSLA TSLA KEEP+3.53% · CHF 1,992
• NVDA NVDA KEEP++2.65% · CHF 3,145
• ASML ASML.AS KEEP+-1.89% · CHF 3,795
• AAPL AAPL ADD-1.41% · CHF 3,226
• Logitech LOGN.SW KEEP++0.02% · CHF 2,196

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 17 (subdued); Software (IGV) leading at +3.0% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,438+1.66%-0.8%▲ above 200d
• Nasdaq Comp.25,122+2.78%-4.2%▲ above 200d
• VIX (fear)17.09-17.28%+3.9%▼ below 200d
• US 10y yield4.66+0.89%+5.5%▲ above 200d
• Tech (XLK)175.73+5.50%-7.8%▲ above 200d
• Semis (SMH)538.90+6.88%-17.8%▲ above 200d
• Software (IGV)93.31+1.02%+3.0%▼ below 200d

Signal shifts since yesterday

• Logitech LOGN.SWBUY → ACCUMULATE
• Palo Alto Networks PANWHOLD → ACCUMULATE

What to own now — the ranked book

1. 01
   CD Projekt 7CD.F EUBUY95

   below 200-day; RSI 66; +12.2% 1-mo; analysts: none

   tren 33mome 96posi 60
   €57.68

   +6.38%
2. 02
   SAP (ADR) SAP USBUY93

   below 200-day; RSI 66; +17.4% 1-mo; analysts: buy, +34% to target

   tren 33mome 96anal 92posi 40
   $180.88

   -2.75%
3. 03
   Adyen ADYEN.AS EUBUY92

   below 200-day; RSI 59; +7.4% 1-mo; analysts: strong buy, +52% to target

   tren 33mome 92anal 92posi 25
   €881.00

   -1.37%
4. 04
   Spotify SPOT USBUY90

   below 200-day; RSI 69; +13.8% 1-mo; analysts: buy, +16% to target

   tren 33mome 96anal 87posi 40
   $522.61

   -0.27%
5. 05
   ServiceNow NOW USBUY89

   below 200-day; RSI 52; +10.9% 1-mo; analysts: strong buy, +27% to target

   tren 33mome 84anal 93posi 40
   $110.07

   -4.92%
6. 06
   SAP SAP.DE EUBUY88

   below 200-day; overbought (RSI 73); +20.9% 1-mo; analysts: strong buy, +24% to target

   tren 33mome 82anal 94posi 40
   €162.04

   +1.76%
7. 07
   Capgemini CAP.PA EUBUY85

   below 200-day; overbought (RSI 75); +21.8% 1-mo; analysts: buy, +34% to target

   tren 33mome 82anal 89posi 40
   €107.10

   +5.31%
8. 08
   Xiaomi 1810.HK HKBUY84

   below 200-day; overbought (RSI 73); +43.4% 1-mo; analysts: buy, +28% to target

   tren 33mome 82anal 87posi 40
   31.04

   -2.63%
9. 09
   Occidental OXY USBUY84

   uptrend (above rising 50/200-day); RSI 62; +15.2% 1-mo; analysts: buy, +15% to target

   tren 100mome 96anal 75posi 85
   $55.95

   -0.14%
10. 10
    Netflix NFLX USBUY82

    downtrend (below 50/200-day); RSI 49; +2.5% 1-mo; analysts: buy, +29% to target

    tren 0mome 73anal 89posi 25
    $73.17

    -0.62%
11. 11
    Adobe ADBE USBUY77

    below 200-day; RSI 60; +20.9% 1-mo; analysts: hold, +9% to target

    tren 33mome 96anal 63posi 40
    $247.90

    -5.90%
12. 12
    Snowflake SNOW USBUY77

    uptrend (above rising 50/200-day); overbought (RSI 75); +17.1% 1-mo; analysts: strong buy, +0% to target

    tren 100mome 82anal 73posi 55
    $298.10

    +5.37%
13. 13
    Dassault Systèmes DSY.PA EUBUY75

    above 200-day, mixed short term; overbought (RSI 77); +17.9% 1-mo; analysts: buy, +12% to target

    tren 67mome 82anal 70posi 60
    €21.01

    +0.00%
14. 14
    Oracle ORCL USACCUMULATE71

    downtrend (below 50/200-day); RSI 40; -13.0% 1-mo; analysts: buy, +95% to target

    tren 0mome 44anal 92posi 25
    $127.56

    +8.34%
15. 15
    Logitech LOGN.SW CHACCUMULATE70

    uptrend (above rising 50/200-day); overbought (RSI 72); +15.9% 1-mo; analysts: buy, +1% to target

    tren 100mome 82anal 60posi 85
    CHF 87.82

    +0.02%
16. 16
    Palantir PLTR USACCUMULATE68

    downtrend (below 50/200-day); RSI 45; +4.8% 1-mo; analysts: buy, +49% to target

    tren 0mome 44anal 87posi 40
    $122.26

    -0.60%
17. 17
    Temenos TEMN.SW CHACCUMULATE66

    below 200-day; RSI 47; +3.6% 1-mo; analysts: buy, +18% to target

    tren 33mome 52anal 76posi 60
    CHF 68.45

    +2.78%
18. 18
    ASML (ADR) ASML USACCUMULATE63

    above 200-day, mixed short term; RSI 39; -17.0% 1-mo; analysts: strong buy, +30% to target

    tren 67mome 21anal 94posi 85
    $1,651

    +6.50%
19. 19
    Micron MU USACCUMULATE63

    above 200-day, mixed short term; RSI 43; -24.2% 1-mo; analysts: strong buy, +72% to target

    tren 67mome 21anal 94posi 85
    $874.66

    +18.36%
20. 20
    TSMC (ADR) TSM USACCUMULATE63

    above 200-day, mixed short term; RSI 39; -15.5% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 21anal 94posi 85
    $403.31

    +7.64%
21. 21
    ASML ASML.AS EUACCUMULATE61

    above 200-day, mixed short term; oversold (RSI 27); -20.9% 1-mo; analysts: strong buy, +46% to target

    tren 67mome 16anal 94posi 85
    €1,362

    -1.89%
22. 22
    Palo Alto Networks PANW USACCUMULATE60

    uptrend (above rising 50/200-day); RSI 50; -4.5% 1-mo; analysts: buy, +3% to target

    tren 100mome 40anal 74posi 85
    $325.68

    +3.67%
23. 23
    Comet Holding COTN.SW CHACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 31); -15.9% 1-mo; analysts: strong buy, +40% to target

    tren 67mome 16anal 92posi 85
    CHF 337.00

    +8.36%
24. 24
    Infineon IFX.DE EUACCUMULATE59

    above 200-day, mixed short term; oversold (RSI 22); -33.3% 1-mo; analysts: buy, +59% to target

    tren 67mome 16anal 91posi 60
    €54.48

    -5.69%
25. 25
    STMicroelectronics STMPA.PA EUHOLD57

    above 200-day, mixed short term; oversold (RSI 16); -33.5% 1-mo; analysts: buy, +52% to target

    tren 67mome 16anal 87posi 60
    €42.90

    -3.55%
26. 26
    Divio Technologies DIVIO-B.ST EUHOLD56

    downtrend (below 50/200-day); RSI 47; -7.7% 1-mo; analysts: none

    tren 0mome 57posi 25
    0.06

    -0.35%
27. 27
    Arm Holdings ARM USHOLD55

    above 200-day, mixed short term; oversold (RSI 28); -31.9% 1-mo; analysts: buy, +18% to target

    tren 67mome 16anal 84posi 60
    $241.54

    +7.40%
28. 28
    Intel INTC USHOLD53

    above 200-day, mixed short term; RSI 36; -34.7% 1-mo; analysts: hold, +26% to target

    tren 67mome 21anal 77posi 85
    $91.13

    +11.30%
29. 29
    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%
30. 30
    Qualcomm QCOM USHOLD50

    below 200-day; oversold (RSI 17); -18.0% 1-mo; analysts: hold, +45% to target

    tren 33mome 16anal 77posi 40
    $151.60

    -2.62%
31. 31
    Nokia NOKIA.HE EUHOLD50

    below 200-day; oversold (RSI 11); -34.6% 1-mo; analysts: hold, +37% to target

    tren 33mome 16anal 77posi 60
    €7.56

    -3.47%
32. 32
    Lufthansa LHA.DE EUHOLD46

    above 200-day, mixed short term; RSI 39; -11.2% 1-mo; analysts: hold, +12% to target

    tren 67mome 21anal 63posi 85
    €8.89

    -1.55%
33. 33
    Ericsson ERIC-B.ST EUREDUCE44

    below 200-day; oversold (RSI 24); -11.0% 1-mo; analysts: hold, +1% to target

    tren 33mome 38anal 48posi 60
    96.24

    +0.63%
34. 34
    ams-OSRAM AMS.SW CHREDUCE41

    above 200-day, mixed short term; RSI 35; -3.4% 1-mo; analysts: hold, +1% to target

    tren 67mome 31anal 48posi 60
    CHF 15.77

    +4.85%

Today's movers — the market

IPO radar

On the wire

• MU, SNDK, WDC, SKHY Stock Jump After-Hours — Memory Chipmakers Soar After Amazon, Apple Management Flag Soaring Costs, Supply Crunch
  MU · Fri, 31 Jul 2026
• AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock
  MU · Thu, 30 Jul 2026
• Intel (INTC) Just Expanded Its Foundry Tool Kit For AI Chip Customers
  INTC · Thu, 30 Jul 2026
• Apple Tops Third-Quarter Estimates; IPad, Services Revenue Falls Short
  INTC · Thu, 30 Jul 2026
• High Growth Tech Stocks in Europe with Promising Potential
  COTN.SW · Thu, 07 May 2026
• Exploring Three High Growth Tech Stocks In Europe
  COTN.SW · Wed, 29 Apr 2026
• CRM Upgraded Its Profit Engine. Quietly
  ORCL · Fri, 31 Jul 2026
• AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock
  ORCL · Thu, 30 Jul 2026
• Cathie Wood Invests $28.7 Million in Two High-Stakes Tech Stocks
  TSM · Thu, 30 Jul 2026
• Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock
  TSM · Thu, 30 Jul 2026
• Update: US Equity Indexes Surge as Microsoft Triggers Rebound in Chipmakers While Inflation Rate Falls in June
  ARM · Thu, 30 Jul 2026
• Arm Stock Rises 4% After Revenue and Profit Forecast Beats
  ARM · Thu, 30 Jul 2026