The tape — 11 Aug 2026

24 of 44 names advanced today; 20 fell. 41 screen as buys, led by Broadcom, NVIDIA, Amazon. The book's average reading is 77/100.

Your holdings today

• Adobe ADBE KEEP++2.92% · CHF 886
• NVIDIA NVDA ADD-2.86% · CHF 3,530
• AMD AMD ADD-2.86% · CHF 5,714
• Apple AAPL KEEP+-1.62% · CHF 3,001
• ASML ASML.AS ADD+1.52% · CHF 4,314
• Microsoft MSFT ADD+1.21% · CHF 2,463
• Logitech LOGN.SW KEEP+-0.70% · CHF 2,128
• Tesla TSLA KEEP++0.70% · CHF 2,148

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Software (IGV) leading at +13.6% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,753-0.06%+2.3%▲ above 200d
• Nasdaq Comp.26,605-0.32%+1.2%▲ above 200d
• VIX (fear)15.50+0.26%-9.7%▼ below 200d
• US 10y yield4.70+0.84%+2.8%▲ above 200d
• Tech (XLK)186.32-0.88%+0.3%▲ above 200d
• Semis (SMH)569.41-2.28%-6.8%▲ above 200d
• Software (IGV)105.01+2.26%+13.6%▲ above 200d

Signal shifts since yesterday

• STMicroelectronics STMPA.PAACCUMULATE → BUY
• Divio Technologies DIVIO-B.STHOLD → BUY

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY94

   uptrend (above rising 50/200-day); RSI 68; +5.6% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 89anal 95posi 85
   $422.40

   -1.25%
2. 02
   NVIDIA NVDA USBUY93

   uptrend (above rising 50/200-day); RSI 57; +3.1% 1-mo; analysts: strong buy, +39% to target

   tren 100mome 86anal 96posi 85
   $217.55

   -2.86%
3. 03
   Amazon AMZN USBUY93

   uptrend (above rising 50/200-day); RSI 66; +13.3% 1-mo; analysts: strong buy, +17% to target

   tren 100mome 96anal 92posi 55
   $278.09

   +1.32%
4. 04
   Salesforce CRM USBUY91

   below 200-day; RSI 67; +20.9% 1-mo; analysts: buy, +22% to target

   tren 33mome 96anal 90posi 60
   $197.51

   +2.47%
5. 05
   Adyen ADYEN.AS EUBUY89

   below 200-day; overbought (RSI 75); +9.8% 1-mo; analysts: buy, +43% to target

   tren 33mome 82anal 92posi 40
   €929.60

   -0.55%
6. 06
   Oracle ORCL USBUY88

   downtrend (below 50/200-day); overbought (RSI 71); +7.4% 1-mo; analysts: buy, +64% to target

   tren 0mome 78anal 92posi 40
   $151.05

   +2.74%
7. 07
   Alphabet GOOGL USBUY88

   uptrend (above rising 50/200-day); RSI 54; +0.1% 1-mo; analysts: strong buy, +20% to target

   tren 100mome 69anal 94posi 85
   $357.52

   +0.91%
8. 08
   Capgemini CAP.PA EUBUY87

   below 200-day; overbought (RSI 71); +20.2% 1-mo; analysts: buy, +31% to target

   tren 33mome 82anal 89posi 40
   €106.95

   -0.97%
9. 09
   SAP (ADR) SAP USBUY86

   above 200-day, mixed short term; overbought (RSI 84); +32.1% 1-mo; analysts: buy, +16% to target

   tren 67mome 82anal 88posi 60
   $208.55

   +1.16%
10. 10
    TSMC (ADR) TSM USBUY86

    above 200-day, mixed short term; RSI 47; -3.6% 1-mo; analysts: strong buy, +31% to target

    tren 67mome 64anal 94posi 85
    $418.47

    -0.37%
11. 11
    Microsoft MSFT USBUY85

    above 200-day, mixed short term; overbought (RSI 85); +31.4% 1-mo; analysts: strong buy, +11% to target

    tren 67mome 82anal 86posi 85
    $506.06

    +1.21%
12. 12
    SAP SAP.DE EUBUY85

    above 200-day, mixed short term; overbought (RSI 80); +30.6% 1-mo; analysts: strong buy, +12% to target

    tren 67mome 82anal 86posi 60
    €179.70

    +0.22%
13. 13
    Netflix NFLX USBUY85

    below 200-day; overbought (RSI 80); +4.0% 1-mo; analysts: buy, +23% to target

    tren 33mome 73anal 89posi 25
    $76.29

    +2.90%
14. 14
    ASML ASML.AS EUBUY85

    above 200-day, mixed short term; RSI 44; -2.1% 1-mo; analysts: strong buy, +30% to target

    tren 67mome 56anal 94posi 85
    €1,537

    +1.52%
15. 15
    Spotify SPOT USBUY85

    below 200-day; RSI 55; +6.7% 1-mo; analysts: buy, +19% to target

    tren 33mome 69anal 90posi 40
    $511.82

    +4.85%
16. 16
    ASML (ADR) ASML USBUY84

    above 200-day, mixed short term; RSI 44; -3.6% 1-mo; analysts: strong buy, +25% to target

    tren 67mome 54anal 94posi 85
    $1,733

    -0.43%
17. 17
    Comet Holding COTN.SW CHBUY83

    above 200-day, mixed short term; RSI 46; -9.9% 1-mo; analysts: strong buy, +40% to target

    tren 67mome 54anal 92posi 85
    CHF 358.40

    +0.17%
18. 18
    ServiceNow NOW USBUY83

    above 200-day, mixed short term; overbought (RSI 72); +18.3% 1-mo; analysts: strong buy, +10% to target

    tren 67mome 82anal 83posi 60
    $127.44

    +2.05%
19. 19
    Micron MU USBUY82

    above 200-day, mixed short term; RSI 41; -12.1% 1-mo; analysts: strong buy, +74% to target

    tren 67mome 44anal 94posi 85
    $861.00

    -1.89%
20. 20
    CD Projekt 7CD.F EUBUY82

    above 200-day, mixed short term; overbought (RSI 72); +12.3% 1-mo; analysts: none

    tren 67mome 82posi 60
    €60.30

    +1.86%
21. 21
    Infineon IFX.DE EUBUY80

    above 200-day, mixed short term; RSI 43; -13.2% 1-mo; analysts: buy, +35% to target

    tren 67mome 44anal 91posi 85
    €62.94

    +0.66%
22. 22
    Xiaomi 1810.HK HKBUY79

    below 200-day; RSI 50; +3.2% 1-mo; analysts: buy, +44% to target

    tren 33mome 51anal 88posi 25
    26.66

    -3.48%
23. 23
    Occidental OXY USBUY78

    uptrend (above rising 50/200-day); RSI 57; +10.9% 1-mo; analysts: buy, +12% to target

    tren 100mome 96anal 72posi 85
    $58.65

    +4.90%
24. 24
    Palantir PLTR USBUY78

    above 200-day, mixed short term; overbought (RSI 73); +38.2% 1-mo; analysts: buy, +8% to target

    tren 67mome 82anal 76posi 85
    $175.23

    +1.87%
25. 25
    Meta Platforms META USBUY76

    downtrend (below 50/200-day); RSI 35; -11.1% 1-mo; analysts: strong buy, +27% to target

    tren 0mome 21anal 95posi 40
    $594.92

    +0.48%
26. 26
    AMD AMD USBUY75

    above 200-day, mixed short term; RSI 38; -15.8% 1-mo; analysts: strong buy, +31% to target

    tren 67mome 21anal 93posi 85
    $469.56

    -2.86%
27. 27
    STMicroelectronics STMPA.PA EUBUY75

    above 200-day, mixed short term; oversold (RSI 31); -22.9% 1-mo; analysts: buy, +36% to target

    tren 67mome 38anal 87posi 85
    €47.78

    -0.05%
28. 28
    Temenos TEMN.SW CHBUY75

    above 200-day, mixed short term; RSI 60; +3.1% 1-mo; analysts: buy, +13% to target

    tren 67mome 86anal 71posi 60
    CHF 71.45

    -0.90%
29. 29
    Divio Technologies DIVIO-B.ST EUBUY72

    downtrend (below 50/200-day); RSI 58; -4.7% 1-mo; analysts: none

    tren 0mome 74posi 25
    0.06

    +2.93%
30. 30
    Dassault Systèmes DSY.PA EUACCUMULATE69

    above 200-day, mixed short term; overbought (RSI 81); +20.5% 1-mo; analysts: buy, +7% to target

    tren 67mome 82anal 65posi 60
    €21.98

    -0.45%
31. 31
    Tesla TSLA USACCUMULATE69

    downtrend (below 50/200-day); oversold (RSI 31); -18.9% 1-mo; analysts: buy, +20% to target

    tren 0mome 38anal 79posi 40
    $330.88

    +0.70%
32. 32
    Qualcomm QCOM USACCUMULATE69

    below 200-day; RSI 42; -14.3% 1-mo; analysts: hold, +20% to target

    tren 33mome 44anal 77posi 40
    $162.17

    -3.39%
33. 33
    Palo Alto Networks PANW USACCUMULATE68

    uptrend (above rising 50/200-day); RSI 68; +18.1% 1-mo; analysts: buy, -12% to target

    tren 100mome 96anal 59posi 55
    $385.04

    +5.82%
34. 34
    Snowflake SNOW USACCUMULATE68

    uptrend (above rising 50/200-day); overbought (RSI 85); +28.0% 1-mo; analysts: buy, -9% to target

    tren 100mome 82anal 63posi 55
    $334.70

    +1.27%
35. 35
    Logitech LOGN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 49; +1.8% 1-mo; analysts: buy, +7% to target

    tren 100mome 72anal 66posi 60
    CHF 85.10

    -0.70%
36. 36
    Intel INTC USACCUMULATE67

    above 200-day, mixed short term; RSI 42; -11.2% 1-mo; analysts: hold, +18% to target

    tren 67mome 44anal 75posi 85
    $97.52

    -4.06%
37. 37
    Nokia NOKIA.HE EUACCUMULATE67

    above 200-day, mixed short term; oversold (RSI 30); -26.6% 1-mo; analysts: hold, +29% to target

    tren 67mome 38anal 77posi 60
    €7.99

    -0.57%
38. 38
    VAT Group VACN.SW CHACCUMULATE66

    above 200-day, mixed short term; RSI 45; -7.2% 1-mo; analysts: buy, +12% to target

    tren 67mome 48anal 72posi 85
    CHF 627.60

    +0.26%
39. 39
    Arm Holdings ARM USACCUMULATE66

    above 200-day, mixed short term; RSI 44; -17.2% 1-mo; analysts: buy, +7% to target

    tren 67mome 44anal 74posi 60
    $267.85

    -5.21%
40. 40
    Adobe ADBE USACCUMULATE60

    below 200-day; overbought (RSI 71); +22.1% 1-mo; analysts: hold, -1% to target

    tren 33mome 82anal 53posi 60
    $272.96

    +2.92%
41. 41
    Apple AAPL USACCUMULATE60

    above 200-day, mixed short term; RSI 37; -2.2% 1-mo; analysts: buy, +5% to target

    tren 67mome 33anal 68posi 85
    $308.26

    -1.62%
42. 42
    Lufthansa LHA.DE EUHOLD57

    below 200-day; RSI 38; -13.3% 1-mo; analysts: hold, +17% to target

    tren 33mome 21anal 69posi 60
    €8.25

    -0.60%
43. 43
    Ericsson ERIC-B.ST EUHOLD53

    below 200-day; RSI 56; -13.7% 1-mo; analysts: hold, +2% to target

    tren 33mome 66anal 49posi 60
    95.14

    -0.50%
44. 44
    ams-OSRAM AMS.SW CHHOLD52

    uptrend (above rising 50/200-day); RSI 57; -4.0% 1-mo; analysts: hold, -6% to target

    tren 100mome 75anal 44posi 85
    CHF 18.12

    +1.74%

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