The tape — 3 Aug 2026

26 of 44 names advanced today; 17 fell. 33 screen as buys, led by Amazon, SAP (ADR), Salesforce. The book's average reading is 69/100.

Your holdings today

• Apple AAPL KEEP+-7.35% · CHF 2,995
• Microsoft MSFT ADD+3.02% · CHF 2,253
• NVIDIA NVDA ADD+2.93% · CHF 3,244
• Logitech LOGN.SW ADD+2.85% · CHF 2,110
• ASML ASML.AS KEEP+-1.95% · CHF 3,931
• AMD AMD KEEP+-1.90% · CHF 5,771
• Adobe ADBE ADD+1.01% · CHF 809
• Tesla TSLA KEEP+0.76% · CHF 2,012

Market context

Risk-on Risk-on — 4/5 equity gauges above their 200-day line; VIX 16 (subdued); Software (IGV) leading at +1.3% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,490+0.70%+0.1%▲ above 200d
• Nasdaq Comp.25,374+1.00%-2.6%▲ above 200d
• VIX (fear)15.98-0.06%-1.1%▼ below 200d
• US 10y yield4.74+1.76%+6.0%▲ above 200d
• Tech (XLK)175.35-0.22%-5.5%▲ above 200d
• Semis (SMH)540.53+0.30%-12.9%▲ above 200d
• Software (IGV)94.58+1.36%+1.3%▼ below 200d

Signal shifts since yesterday

• Divio Technologies DIVIO-B.STHOLD → SELL

What to own now — the ranked book

1. 01
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 64; +12.4% 1-mo; analysts: strong buy, +19% to target

   tren 100mome 96anal 93posi 55
   $271.58

   +15.32%
2. 02
   SAP (ADR) SAP USBUY93

   below 200-day; RSI 66; +15.4% 1-mo; analysts: buy, +32% to target

   tren 33mome 96anal 92posi 40
   $183.62

   +1.51%
3. 03
   Salesforce CRM USBUY92

   below 200-day; RSI 59; +12.7% 1-mo; analysts: buy, +31% to target

   tren 33mome 96anal 90posi 40
   $184.02

   +1.83%
4. 04
   Xiaomi 1810.HK HKBUY91

   below 200-day; RSI 57; +21.8% 1-mo; analysts: buy, +42% to target

   tren 33mome 96anal 88posi 40
   27.96

   -2.85%
5. 05
   Adyen ADYEN.AS EUBUY91

   below 200-day; RSI 66; +6.5% 1-mo; analysts: buy, +45% to target

   tren 33mome 91anal 92posi 40
   €918.60

   +4.76%
6. 06
   Spotify SPOT USBUY90

   below 200-day; RSI 57; +5.8% 1-mo; analysts: buy, +21% to target

   tren 33mome 90anal 91posi 40
   $499.94

   -4.34%
7. 07
   Microsoft MSFT USBUY89

   above 200-day, mixed short term; overbought (RSI 75); +20.9% 1-mo; analysts: strong buy, +21% to target

   tren 67mome 82anal 95posi 85
   $464.72

   +3.02%
8. 08
   SAP SAP.DE EUBUY88

   below 200-day; overbought (RSI 74); +18.4% 1-mo; analysts: strong buy, +22% to target

   tren 33mome 82anal 94posi 40
   €165.40

   +4.90%
9. 09
   Broadcom AVGO USBUY87

   above 200-day, mixed short term; RSI 52; +5.4% 1-mo; analysts: strong buy, +36% to target

   tren 67mome 77anal 95posi 60
   $389.28

   +0.37%
10. 10
    ServiceNow NOW USBUY86

    below 200-day; RSI 50; +5.1% 1-mo; analysts: strong buy, +26% to target

    tren 33mome 77anal 93posi 40
    $111.23

    +1.05%
11. 11
    Capgemini CAP.PA EUBUY85

    below 200-day; overbought (RSI 71); +17.6% 1-mo; analysts: buy, +29% to target

    tren 33mome 82anal 89posi 40
    €108.05

    +5.41%
12. 12
    Snowflake SNOW USBUY84

    uptrend (above rising 50/200-day); RSI 67; +12.3% 1-mo; analysts: strong buy, +3% to target

    tren 100mome 96anal 76posi 55
    $293.28

    -1.62%
13. 13
    Occidental OXY USBUY83

    uptrend (above rising 50/200-day); RSI 59; +19.0% 1-mo; analysts: buy, +13% to target

    tren 100mome 96anal 72posi 85
    $57.07

    +2.00%
14. 14
    Alphabet GOOGL USBUY82

    above 200-day, mixed short term; RSI 51; -1.4% 1-mo; analysts: strong buy, +20% to target

    tren 67mome 67anal 94posi 85
    $356.13

    +6.73%
15. 15
    CD Projekt 7CD.F EUBUY78

    above 200-day, mixed short term; overbought (RSI 71); +7.2% 1-mo; analysts: none

    tren 67mome 78posi 60
    €58.60

    +0.00%
16. 16
    Logitech LOGN.SW CHBUY77

    above 200-day, mixed short term; RSI 57; +9.1% 1-mo; analysts: buy, +4% to target

    tren 67mome 95anal 64posi 60
    CHF 84.42

    +2.85%
17. 17
    Adobe ADBE USBUY76

    below 200-day; RSI 58; +18.7% 1-mo; analysts: hold, +8% to target

    tren 33mome 96anal 62posi 40
    $250.41

    +1.01%
18. 18
    Oracle ORCL USBUY76

    downtrend (below 50/200-day); RSI 49; -8.9% 1-mo; analysts: buy, +91% to target

    tren 0mome 56anal 92posi 25
    $129.87

    +1.81%
19. 19
    NVIDIA NVDA USBUY76

    above 200-day, mixed short term; RSI 48; +1.6% 1-mo; analysts: strong buy, +51% to target

    tren 67mome 49anal 96posi 60
    $200.75

    +2.93%
20. 20
    Dassault Systèmes DSY.PA EUBUY74

    above 200-day, mixed short term; overbought (RSI 72); +15.1% 1-mo; analysts: buy, +10% to target

    tren 67mome 82anal 69posi 60
    €21.28

    +6.13%
21. 21
    Netflix NFLX USBUY74

    downtrend (below 50/200-day); RSI 43; -3.3% 1-mo; analysts: buy, +32% to target

    tren 0mome 54anal 89posi 25
    $71.71

    -2.00%
22. 22
    Temenos TEMN.SW CHACCUMULATE72

    below 200-day; RSI 49; -1.1% 1-mo; analysts: buy, +17% to target

    tren 33mome 67anal 75posi 60
    CHF 68.80

    +2.76%
23. 23
    Palantir PLTR USACCUMULATE64

    downtrend (below 50/200-day); RSI 41; -2.1% 1-mo; analysts: buy, +48% to target

    tren 0mome 33anal 87posi 40
    $123.06

    +0.65%
24. 24
    TSMC (ADR) TSM USACCUMULATE64

    above 200-day, mixed short term; RSI 43; -9.0% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 23anal 94posi 85
    $404.25

    +0.23%
25. 25
    ASML (ADR) ASML USACCUMULATE63

    above 200-day, mixed short term; RSI 42; -11.6% 1-mo; analysts: strong buy, +31% to target

    tren 67mome 21anal 94posi 85
    $1,629

    -1.36%
26. 26
    ASML ASML.AS EUACCUMULATE63

    above 200-day, mixed short term; RSI 36; -14.0% 1-mo; analysts: strong buy, +42% to target

    tren 67mome 21anal 94posi 85
    €1,406

    -1.95%
27. 27
    Micron MU USACCUMULATE63

    above 200-day, mixed short term; RSI 43; -20.3% 1-mo; analysts: strong buy, +85% to target

    tren 67mome 21anal 94posi 85
    $823.03

    -5.90%
28. 28
    Apple AAPL USACCUMULATE63

    above 200-day, mixed short term; RSI 45; +4.9% 1-mo; analysts: buy, +5% to target

    tren 67mome 54anal 69posi 85
    $308.91

    -7.35%
29. 29
    AMD AMD USACCUMULATE62

    above 200-day, mixed short term; RSI 41; -12.0% 1-mo; analysts: strong buy, +22% to target

    tren 67mome 21anal 93posi 85
    $476.15

    -1.90%
30. 30
    Infineon IFX.DE EUACCUMULATE61

    above 200-day, mixed short term; RSI 36; -20.6% 1-mo; analysts: buy, +41% to target

    tren 67mome 21anal 91posi 60
    €61.47

    -0.32%
31. 31
    Meta Platforms META USACCUMULATE61

    downtrend (below 50/200-day); oversold (RSI 23); -9.2% 1-mo; analysts: strong buy, +38% to target

    tren 0mome 17anal 95posi 25
    $556.71

    +3.28%
32. 32
    Comet Holding COTN.SW CHACCUMULATE60

    above 200-day, mixed short term; oversold (RSI 31); -14.7% 1-mo; analysts: strong buy, +43% to target

    tren 67mome 16anal 92posi 85
    CHF 334.40

    +2.45%
33. 33
    Palo Alto Networks PANW USACCUMULATE58

    uptrend (above rising 50/200-day); RSI 51; -5.7% 1-mo; analysts: buy, +1% to target

    tren 100mome 38anal 72posi 85
    $331.83

    +1.89%
34. 34
    STMicroelectronics STMPA.PA EUHOLD57

    above 200-day, mixed short term; oversold (RSI 24); -28.2% 1-mo; analysts: buy, +44% to target

    tren 67mome 16anal 87posi 60
    €45.10

    -1.26%
35. 35
    Arm Holdings ARM USHOLD56

    above 200-day, mixed short term; oversold (RSI 32); -29.0% 1-mo; analysts: buy, +20% to target

    tren 67mome 16anal 86posi 60
    $239.69

    -0.77%
36. 36
    Intel INTC USHOLD53

    above 200-day, mixed short term; RSI 39; -29.0% 1-mo; analysts: hold, +28% to target

    tren 67mome 21anal 77posi 85
    $90.20

    -1.02%
37. 37
    Tesla TSLA USHOLD52

    downtrend (below 50/200-day); oversold (RSI 18); -26.8% 1-mo; analysts: buy, +28% to target

    tren 0mome 16anal 80posi 25
    $311.21

    +0.76%
38. 38
    VAT Group VACN.SW CHHOLD51

    above 200-day, mixed short term; oversold (RSI 28); -16.0% 1-mo; analysts: buy, +16% to target

    tren 67mome 16anal 77posi 85
    CHF 595.60

    -1.06%
39. 39
    Nokia NOKIA.HE EUHOLD50

    below 200-day; oversold (RSI 21); -30.4% 1-mo; analysts: hold, +33% to target

    tren 33mome 16anal 77posi 60
    €7.77

    -2.31%
40. 40
    Qualcomm QCOM USHOLD50

    below 200-day; oversold (RSI 17); -18.9% 1-mo; analysts: hold, +33% to target

    tren 33mome 16anal 76posi 40
    $147.61

    -2.63%
41. 41
    Ericsson ERIC-B.ST EUHOLD50

    below 200-day; RSI 41; -10.4% 1-mo; analysts: none, +2% to target

    tren 33mome 44anal 54posi 60
    95.34

    +1.62%
42. 42
    Lufthansa LHA.DE EUHOLD50

    uptrend (above rising 50/200-day); RSI 51; -7.9% 1-mo; analysts: hold, +8% to target

    tren 100mome 35anal 60posi 85
    €9.19

    +1.65%
43. 43
    ams-OSRAM AMS.SW CHREDUCE33

    above 200-day, mixed short term; oversold (RSI 34); -19.7% 1-mo; analysts: hold, -1% to target

    tren 67mome 16anal 46posi 85
    CHF 16.10

    +0.94%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL21

    downtrend (below 50/200-day); RSI 42; -17.4% 1-mo; analysts: none

    tren 0mome 21posi 25
    0.05

    -8.06%

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