The tape — 7 Aug 2026

22 of 44 names advanced today; 21 fell. 41 screen as buys, led by NVIDIA, Amazon, ServiceNow. The book's average reading is 77/100.

Your holdings today

• Microsoft MSFT ADD+2.54% · CHF 2,435
• Logitech LOGN.SW KEEP+-2.35% · CHF 2,122
• AMD AMD ADD+1.50% · CHF 5,959
• Tesla TSLA KEEP+-0.63% · CHF 2,076
• ASML ASML.AS ADD-0.46% · CHF 4,114
• Apple AAPL KEEP++0.45% · CHF 3,044
• Adobe ADBE KEEP++0.35% · CHF 845
• NVIDIA NVDA ADD-0.10% · CHF 3,556

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Software (IGV) leading at +7.5% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,710-0.18%+3.0%▲ above 200d
• Nasdaq Comp.26,348-0.06%+1.8%▲ above 200d
• VIX (fear)15.15-4.17%-10.4%▼ below 200d
• US 10y yield4.67+1.15%+2.2%▲ above 200d
• Tech (XLK)185.33-0.31%+2.2%▲ above 200d
• Semis (SMH)571.48+0.31%-3.6%▲ above 200d
• Software (IGV)99.42-1.87%+7.5%▲ above 200d

Signal shifts since yesterday

• Occidental OXYBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STREDUCE → ACCUMULATE
• ams-OSRAM AMS.SWREDUCE → HOLD

What to own now — the ranked book

1. 01
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 63; +7.3% 1-mo; analysts: strong buy, +38% to target

   tren 100mome 92anal 96posi 85
   $218.99

   -0.10%
2. 02
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 63; +11.8% 1-mo; analysts: strong buy, +19% to target

   tren 100mome 96anal 93posi 85
   $272.26

   -0.14%
3. 03
   ServiceNow NOW USBUY93

   below 200-day; RSI 63; +8.9% 1-mo; analysts: strong buy, +20% to target

   tren 33mome 94anal 92posi 40
   $117.35

   +0.11%
4. 04
   Adyen ADYEN.AS EUBUY92

   below 200-day; RSI 64; +8.7% 1-mo; analysts: buy, +41% to target

   tren 33mome 94anal 92posi 40
   €943.80

   +0.58%
5. 05
   Broadcom AVGO USBUY91

   uptrend (above rising 50/200-day); overbought (RSI 74); +8.2% 1-mo; analysts: strong buy, +26% to target

   tren 100mome 79anal 95posi 85
   $420.57

   +0.55%
6. 06
   Salesforce CRM USBUY91

   below 200-day; RSI 60; +12.1% 1-mo; analysts: buy, +29% to target

   tren 33mome 96anal 90posi 40
   $186.77

   -3.22%
7. 07
   Capgemini CAP.PA EUBUY90

   below 200-day; RSI 70; +17.5% 1-mo; analysts: buy, +28% to target

   tren 33mome 96anal 89posi 40
   €109.00

   +1.49%
8. 08
   SAP SAP.DE EUBUY90

   below 200-day; overbought (RSI 75); +20.8% 1-mo; analysts: strong buy, +19% to target

   tren 33mome 82anal 93posi 40
   €169.26

   +1.12%
9. 09
   Palantir PLTR USBUY90

   above 200-day, mixed short term; RSI 65; +17.9% 1-mo; analysts: buy, +21% to target

   tren 67mome 96anal 88posi 60
   $155.92

   -1.58%
10. 10
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); RSI 64; +2.1% 1-mo; analysts: buy, +72% to target

    tren 0mome 84anal 92posi 25
    $143.47

    -0.64%
11. 11
    TSMC (ADR) TSM USBUY89

    above 200-day, mixed short term; RSI 58; -4.3% 1-mo; analysts: strong buy, +29% to target

    tren 67mome 75anal 94posi 85
    $418.20

    +1.01%
12. 12
    SAP (ADR) SAP USBUY89

    below 200-day; overbought (RSI 77); +26.7% 1-mo; analysts: buy, +22% to target

    tren 33mome 82anal 92posi 60
    $199.46

    +1.08%
13. 13
    Alphabet GOOGL USBUY87

    uptrend (above rising 50/200-day); RSI 54; -1.2% 1-mo; analysts: strong buy, +20% to target

    tren 100mome 67anal 94posi 85
    $357.75

    -1.29%
14. 14
    Microsoft MSFT USBUY86

    above 200-day, mixed short term; overbought (RSI 82); +30.4% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 87posi 85
    $499.86

    +2.54%
15. 15
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); RSI 69; -2.5% 1-mo; analysts: buy, +28% to target

    tren 0mome 77anal 89posi 25
    $73.69

    -0.69%
16. 16
    CD Projekt 7CD.F EUBUY85

    below 200-day; RSI 63; +3.8% 1-mo; analysts: none

    tren 33mome 87posi 40
    €57.30

    -2.72%
17. 17
    Micron MU USBUY85

    above 200-day, mixed short term; RSI 52; -7.1% 1-mo; analysts: strong buy, +71% to target

    tren 67mome 58anal 94posi 85
    $881.47

    -1.31%
18. 18
    Comet Holding COTN.SW CHBUY85

    above 200-day, mixed short term; RSI 46; -4.8% 1-mo; analysts: strong buy, +35% to target

    tren 67mome 62anal 92posi 85
    CHF 367.40

    -0.92%
19. 19
    ASML (ADR) ASML USBUY81

    above 200-day, mixed short term; RSI 46; -3.6% 1-mo; analysts: strong buy, +27% to target

    tren 67mome 41anal 94posi 85
    $1,704

    +1.56%
20. 20
    Xiaomi 1810.HK HKBUY80

    below 200-day; RSI 47; +8.1% 1-mo; analysts: buy, +45% to target

    tren 33mome 59anal 88posi 25
    27.02

    +0.60%
21. 21
    AMD AMD USBUY79

    above 200-day, mixed short term; RSI 49; -5.4% 1-mo; analysts: strong buy, +24% to target

    tren 67mome 38anal 93posi 85
    $489.28

    +1.50%
22. 22
    Spotify SPOT USBUY79

    downtrend (below 50/200-day); RSI 49; -2.1% 1-mo; analysts: buy, +27% to target

    tren 0mome 43anal 91posi 40
    $475.07

    -1.48%
23. 23
    Meta Platforms META USBUY78

    downtrend (below 50/200-day); oversold (RSI 33); -2.2% 1-mo; analysts: strong buy, +28% to target

    tren 0mome 27anal 95posi 40
    $589.90

    +0.19%
24. 24
    ASML ASML.AS EUBUY76

    above 200-day, mixed short term; RSI 43; -10.0% 1-mo; analysts: strong buy, +36% to target

    tren 67mome 22anal 94posi 85
    €1,466

    -0.46%
25. 25
    Infineon IFX.DE EUBUY74

    above 200-day, mixed short term; RSI 40; -22.2% 1-mo; analysts: buy, +42% to target

    tren 67mome 21anal 91posi 60
    €60.08

    -5.71%
26. 26
    Temenos TEMN.SW CHBUY73

    below 200-day; RSI 49; -2.1% 1-mo; analysts: buy, +17% to target

    tren 33mome 66anal 75posi 60
    CHF 69.05

    -0.43%
27. 27
    Logitech LOGN.SW CHACCUMULATE72

    above 200-day, mixed short term; RSI 59; +9.0% 1-mo; analysts: buy, +5% to target

    tren 67mome 95anal 64posi 60
    CHF 84.86

    -2.35%
28. 28
    Dassault Systèmes DSY.PA EUACCUMULATE72

    above 200-day, mixed short term; overbought (RSI 73); +16.1% 1-mo; analysts: buy, +10% to target

    tren 67mome 82anal 68posi 60
    €21.39

    +0.38%
29. 29
    Snowflake SNOW USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 80); +21.7% 1-mo; analysts: strong buy, -5% to target

    tren 100mome 82anal 68posi 55
    $318.00

    +0.37%
30. 30
    Occidental OXY USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 54; +4.6% 1-mo; analysts: buy, +15% to target

    tren 100mome 53anal 75posi 85
    $56.04

    +4.14%
31. 31
    Palo Alto Networks PANW USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 50; +12.1% 1-mo; analysts: buy, -6% to target

    tren 100mome 84anal 65posi 55
    $359.49

    -0.87%
32. 32
    STMicroelectronics STMPA.PA EUACCUMULATE70

    above 200-day, mixed short term; oversold (RSI 29); -27.1% 1-mo; analysts: buy, +41% to target

    tren 67mome 16anal 87posi 60
    €46.17

    -1.55%
33. 33
    Nokia NOKIA.HE EUACCUMULATE68

    above 200-day, mixed short term; RSI 42; -19.1% 1-mo; analysts: hold, +25% to target

    tren 67mome 44anal 77posi 60
    €8.27

    -0.72%
34. 34
    Arm Holdings ARM USACCUMULATE68

    above 200-day, mixed short term; RSI 55; -4.5% 1-mo; analysts: buy, +0% to target

    tren 67mome 74anal 67posi 60
    $286.68

    +4.41%
35. 35
    Qualcomm QCOM USACCUMULATE68

    below 200-day; RSI 41; -14.0% 1-mo; analysts: hold, +21% to target

    tren 33mome 44anal 76posi 40
    $160.39

    +1.82%
36. 36
    Intel INTC USACCUMULATE68

    above 200-day, mixed short term; RSI 54; -9.5% 1-mo; analysts: hold, +15% to target

    tren 67mome 55anal 72posi 85
    $99.81

    -1.24%
37. 37
    Adobe ADBE USACCUMULATE67

    below 200-day; RSI 61; +17.8% 1-mo; analysts: hold, +4% to target

    tren 33mome 96anal 58posi 60
    $260.24

    +0.35%
38. 38
    Tesla TSLA USACCUMULATE64

    downtrend (below 50/200-day); oversold (RSI 28); -18.9% 1-mo; analysts: buy, +25% to target

    tren 0mome 16anal 80posi 25
    $319.53

    -0.63%
39. 39
    VAT Group VACN.SW CHACCUMULATE62

    above 200-day, mixed short term; RSI 38; -4.5% 1-mo; analysts: buy, +11% to target

    tren 67mome 30anal 72posi 85
    CHF 630.20

    +0.61%
40. 40
    Apple AAPL USACCUMULATE59

    uptrend (above rising 50/200-day); RSI 36; -0.3% 1-mo; analysts: buy, +3% to target

    tren 100mome 36anal 66posi 85
    $312.41

    +0.45%
41. 41
    Divio Technologies DIVIO-B.ST EUACCUMULATE58

    downtrend (below 50/200-day); RSI 46; -6.2% 1-mo; analysts: none

    tren 0mome 60posi 25
    0.05

    +0.00%
42. 42
    ams-OSRAM AMS.SW CHHOLD55

    above 200-day, mixed short term; RSI 64; -0.8% 1-mo; analysts: hold, -3% to target

    tren 67mome 80anal 47posi 85
    CHF 17.61

    -5.02%
43. 43
    Lufthansa LHA.DE EUHOLD53

    above 200-day, mixed short term; RSI 42; -14.0% 1-mo; analysts: hold, +12% to target

    tren 67mome 21anal 64posi 85
    €8.68

    +2.31%
44. 44
    Ericsson ERIC-B.ST EUHOLD51

    below 200-day; RSI 53; -8.1% 1-mo; analysts: none, -0% to target

    tren 33mome 57anal 50posi 60
    96.96

    +0.64%

Today's movers — the market

IPO radar

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