The tape — 5 Aug 2026

37 of 44 names advanced today; 7 fell. 35 screen as buys, led by Broadcom, SAP, Amazon. The book's average reading is 73/100.

Your holdings today

• AMD AMD KEEP++7.00% · CHF 6,283
• NVIDIA NVDA ADD+2.56% · CHF 3,424
• Adobe ADBE ADD+2.45% · CHF 832
• Apple AAPL KEEP+1.96% · CHF 2,999
• Logitech LOGN.SW ADD+1.83% · CHF 2,172
• Tesla TSLA KEEP+1.64% · CHF 2,115
• ASML ASML.AS KEEP+-1.42% · CHF 3,971
• Microsoft MSFT ADD+1.06% · CHF 2,388

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Software (IGV) leading at +7.6% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,737+1.79%+2.6%▲ above 200d
• Nasdaq Comp.26,585+2.59%+1.8%▲ above 200d
• VIX (fear)16.50+4.04%+6.0%▼ below 200d
• US 10y yield4.63-1.26%+3.3%▲ above 200d
• Tech (XLK)186.90+4.98%+1.8%▲ above 200d
• Semis (SMH)575.71+5.55%-4.7%▲ above 200d
• Software (IGV)102.00+4.70%+7.6%▲ above 200d

Signal shifts since yesterday

• Palantir PLTRACCUMULATE → BUY
• TSMC (ADR) TSMACCUMULATE → BUY
• Intel INTCHOLD → ACCUMULATE
• Arm Holdings ARMHOLD → ACCUMULATE
• Divio Technologies DIVIO-B.STHOLD → ACCUMULATE
• Apple AAPLACCUMULATE → HOLD

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY96

   uptrend (above rising 50/200-day); RSI 59; +11.8% 1-mo; analysts: strong buy, +26% to target

   tren 100mome 96anal 95posi 85
   $418.16

   +6.61%
2. 02
   SAP SAP.DE EUBUY95

   below 200-day; RSI 69; +16.2% 1-mo; analysts: strong buy, +22% to target

   tren 33mome 96anal 94posi 40
   €164.64

   +5.59%
3. 03
   Amazon AMZN USBUY93

   uptrend (above rising 50/200-day); RSI 61; +13.6% 1-mo; analysts: strong buy, +17% to target

   tren 100mome 96anal 91posi 55
   $277.42

   -2.32%
4. 04
   ServiceNow NOW USBUY93

   below 200-day; RSI 63; +9.5% 1-mo; analysts: strong buy, +19% to target

   tren 33mome 95anal 92posi 40
   $118.14

   +3.46%
5. 05
   Salesforce CRM USBUY92

   below 200-day; RSI 66; +15.3% 1-mo; analysts: buy, +27% to target

   tren 33mome 96anal 90posi 60
   $190.99

   +2.71%
6. 06
   Capgemini CAP.PA EUBUY92

   below 200-day; RSI 68; +17.1% 1-mo; analysts: buy, +30% to target

   tren 33mome 96anal 89posi 40
   €107.20

   +5.10%
7. 07
   Adyen ADYEN.AS EUBUY91

   below 200-day; RSI 62; +6.2% 1-mo; analysts: buy, +46% to target

   tren 33mome 90anal 92posi 40
   €908.20

   +2.60%
8. 08
   NVIDIA NVDA USBUY90

   uptrend (above rising 50/200-day); RSI 50; +8.4% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 82anal 96posi 85
   $211.94

   +2.56%
9. 09
   Palantir PLTR USBUY89

   above 200-day, mixed short term; RSI 69; +22.7% 1-mo; analysts: buy, +16% to target

   tren 67mome 96anal 84posi 85
   $162.66

   +29.45%
10. 10
    Oracle ORCL USBUY88

    downtrend (below 50/200-day); RSI 60; +1.4% 1-mo; analysts: buy, +70% to target

    tren 0mome 83anal 92posi 25
    $145.74

    +2.74%
11. 11
    SAP (ADR) SAP USBUY88

    below 200-day; overbought (RSI 75); +21.8% 1-mo; analysts: buy, +24% to target

    tren 33mome 82anal 92posi 40
    $195.49

    +3.08%
12. 12
    Xiaomi 1810.HK HKBUY86

    below 200-day; RSI 51; +20.0% 1-mo; analysts: buy, +41% to target

    tren 33mome 84anal 88posi 40
    27.72

    -0.86%
13. 13
    Microsoft MSFT USBUY86

    above 200-day, mixed short term; overbought (RSI 81); +27.4% 1-mo; analysts: strong buy, +14% to target

    tren 67mome 82anal 89posi 85
    $492.81

    +1.06%
14. 14
    Occidental OXY USBUY85

    uptrend (above rising 50/200-day); RSI 55; +12.9% 1-mo; analysts: buy, +17% to target

    tren 100mome 96anal 77posi 85
    $55.09

    -0.69%
15. 15
    Alphabet GOOGL USBUY82

    uptrend (above rising 50/200-day); RSI 53; +3.1% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 74anal 87posi 85
    $377.65

    +1.11%
16. 16
    Dassault Systèmes DSY.PA EUBUY82

    above 200-day, mixed short term; RSI 67; +11.1% 1-mo; analysts: buy, +13% to target

    tren 67mome 96anal 72posi 40
    €20.75

    +2.67%
17. 17
    CD Projekt 7CD.F EUBUY80

    above 200-day, mixed short term; overbought (RSI 73); +8.6% 1-mo; analysts: none

    tren 67mome 80posi 60
    €59.38

    +0.34%
18. 18
    Netflix NFLX USBUY79

    downtrend (below 50/200-day); RSI 50; -3.2% 1-mo; analysts: buy, +28% to target

    tren 0mome 64anal 89posi 25
    $73.57

    +0.33%
19. 19
    TSMC (ADR) TSM USBUY79

    above 200-day, mixed short term; RSI 49; -7.7% 1-mo; analysts: strong buy, +29% to target

    tren 67mome 58anal 94posi 85
    $417.17

    +2.72%
20. 20
    Logitech LOGN.SW CHBUY76

    uptrend (above rising 50/200-day); RSI 65; +11.3% 1-mo; analysts: buy, +1% to target

    tren 100mome 96anal 61posi 85
    CHF 86.90

    +1.83%
21. 21
    Adobe ADBE USBUY74

    below 200-day; RSI 64; +18.1% 1-mo; analysts: hold, +5% to target

    tren 33mome 96anal 59posi 60
    $257.49

    +2.45%
22. 22
    Snowflake SNOW USBUY74

    uptrend (above rising 50/200-day); overbought (RSI 77); +20.9% 1-mo; analysts: strong buy, -5% to target

    tren 100mome 82anal 68posi 55
    $316.77

    +3.00%
23. 23
    Spotify SPOT USBUY72

    downtrend (below 50/200-day); RSI 48; -1.0% 1-mo; analysts: buy, +27% to target

    tren 0mome 45anal 91posi 40
    $478.17

    -1.68%
24. 24
    Temenos TEMN.SW CHACCUMULATE72

    below 200-day; RSI 50; -0.4% 1-mo; analysts: buy, +16% to target

    tren 33mome 68anal 74posi 60
    CHF 69.35

    +0.36%
25. 25
    Micron MU USACCUMULATE68

    above 200-day, mixed short term; RSI 49; -9.4% 1-mo; analysts: strong buy, +69% to target

    tren 67mome 32anal 94posi 85
    $892.67

    +7.62%
26. 26
    Meta Platforms META USACCUMULATE67

    downtrend (below 50/200-day); oversold (RSI 26); -2.1% 1-mo; analysts: strong buy, +29% to target

    tren 0mome 27anal 95posi 40
    $587.94

    -0.39%
27. 27
    ASML (ADR) ASML USACCUMULATE67

    above 200-day, mixed short term; RSI 41; -6.2% 1-mo; analysts: strong buy, +25% to target

    tren 67mome 27anal 94posi 85
    $1,712

    +4.22%
28. 28
    AMD AMD USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 48; -6.1% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 37anal 84posi 85
    $518.58

    +7.00%
29. 29
    Comet Holding COTN.SW CHACCUMULATE65

    above 200-day, mixed short term; RSI 37; -7.6% 1-mo; analysts: strong buy, +37% to target

    tren 67mome 25anal 92posi 85
    CHF 348.60

    +3.44%
30. 30
    ASML ASML.AS EUACCUMULATE64

    above 200-day, mixed short term; RSI 39; -10.0% 1-mo; analysts: strong buy, +41% to target

    tren 67mome 21anal 94posi 85
    €1,420

    -1.42%
31. 31
    Intel INTC USACCUMULATE64

    above 200-day, mixed short term; RSI 48; -17.5% 1-mo; analysts: hold, +14% to target

    tren 67mome 54anal 71posi 85
    $100.86

    +10.84%
32. 32
    Palo Alto Networks PANW USACCUMULATE63

    uptrend (above rising 50/200-day); RSI 56; +2.5% 1-mo; analysts: buy, -8% to target

    tren 100mome 62anal 63posi 55
    $366.34

    +5.53%
33. 33
    Arm Holdings ARM USACCUMULATE63

    above 200-day, mixed short term; RSI 51; -12.9% 1-mo; analysts: buy, +2% to target

    tren 67mome 54anal 69posi 60
    $280.56

    +17.36%
34. 34
    Divio Technologies DIVIO-B.ST EUACCUMULATE62

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

    tren 0mome 63posi 25
    0.05

    +2.65%
35. 35
    Infineon IFX.DE EUACCUMULATE62

    above 200-day, mixed short term; RSI 38; -19.5% 1-mo; analysts: buy, +41% to target

    tren 67mome 21anal 91posi 60
    €61.47

    +3.36%
36. 36
    STMicroelectronics STMPA.PA EUHOLD58

    above 200-day, mixed short term; oversold (RSI 23); -26.7% 1-mo; analysts: buy, +44% to target

    tren 67mome 16anal 87posi 60
    €45.27

    -0.78%
37. 37
    Apple AAPL USHOLD55

    above 200-day, mixed short term; RSI 39; -1.0% 1-mo; analysts: buy, +5% to target

    tren 67mome 35anal 69posi 85
    $309.38

    +1.96%
38. 38
    Qualcomm QCOM USHOLD54

    below 200-day; RSI 38; -12.8% 1-mo; analysts: hold, +21% to target

    tren 33mome 21anal 76posi 40
    $162.67

    +7.32%
39. 39
    Tesla TSLA USHOLD53

    downtrend (below 50/200-day); oversold (RSI 27); -22.0% 1-mo; analysts: buy, +22% to target

    tren 0mome 16anal 80posi 40
    $327.35

    +1.64%
40. 40
    VAT Group VACN.SW CHHOLD51

    above 200-day, mixed short term; RSI 36; -9.6% 1-mo; analysts: buy, +11% to target

    tren 67mome 22anal 72posi 85
    CHF 626.40

    +3.13%
41. 41
    Ericsson ERIC-B.ST EUHOLD51

    below 200-day; RSI 49; -7.8% 1-mo; analysts: none, -1% to target

    tren 33mome 57anal 47posi 60
    98.20

    +2.08%
42. 42
    Nokia NOKIA.HE EUHOLD50

    above 200-day, mixed short term; oversold (RSI 35); -21.8% 1-mo; analysts: hold, +18% to target

    tren 67mome 16anal 75posi 60
    €8.74

    +7.90%
43. 43
    Lufthansa LHA.DE EUHOLD49

    uptrend (above rising 50/200-day); RSI 53; -7.5% 1-mo; analysts: hold, +7% to target

    tren 100mome 35anal 59posi 85
    €9.24

    +2.12%
44. 44
    ams-OSRAM AMS.SW CHREDUCE34

    above 200-day, mixed short term; RSI 37; -17.0% 1-mo; analysts: hold, -4% to target

    tren 67mome 21anal 43posi 85
    CHF 16.65

    +4.39%

Today's movers — the market

IPO radar

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