The tape — 12 Aug 2026

25 of 44 names advanced today; 19 fell. 41 screen as buys, led by CD Projekt, Amazon, Broadcom. The book's average reading is 77/100.

Your holdings today

• Adobe ADBE KEEP+-3.39% · CHF 856
• ASML ASML.AS ADD+1.90% · CHF 4,451
• Apple AAPL KEEP+-1.09% · CHF 2,971
• AMD AMD ADD+1.01% · CHF 5,777
• Tesla TSLA KEEP++0.58% · CHF 2,162
• Microsoft MSFT ADD-0.44% · CHF 2,454
• Logitech LOGN.SW KEEP+-0.14% · CHF 2,113
• NVIDIA NVDA ADD-0.02% · CHF 3,532

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Software (IGV) leading at +12.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,728-0.32%+2.8%▲ above 200d
• Nasdaq Comp.26,445-0.60%+2.2%▲ above 200d
• VIX (fear)15.38+0.65%-6.8%▼ below 200d
• US 10y yield4.68-0.32%+1.6%▲ above 200d
• Tech (XLK)186.09-0.12%+2.7%▲ above 200d
• Semis (SMH)572.93+0.62%-2.2%▲ above 200d
• Software (IGV)103.92-1.04%+12.1%▲ above 200d

Signal shifts since yesterday

• Divio Technologies DIVIO-B.STBUY → ACCUMULATE
• ams-OSRAM AMS.SWHOLD → REDUCE

What to own now — the ranked book

1. 01
   CD Projekt 7CD.F EUBUY95

   above 200-day, mixed short term; RSI 69; +12.7% 1-mo; analysts: none

   tren 67mome 96posi 60
   €60.44

   -0.59%
2. 02
   Amazon AMZN USBUY95

   uptrend (above rising 50/200-day); RSI 64; +10.1% 1-mo; analysts: strong buy, +19% to target

   tren 100mome 96anal 95posi 85
   $272.27

   -2.09%
3. 03
   Broadcom AVGO USBUY95

   uptrend (above rising 50/200-day); RSI 60; +8.3% 1-mo; analysts: strong buy, +27% to target

   tren 100mome 94anal 95posi 85
   $416.08

   -1.50%
4. 04
   Oracle ORCL USBUY92

   downtrend (below 50/200-day); RSI 66; +10.6% 1-mo; analysts: buy, +70% to target

   tren 0mome 96anal 92posi 25
   $145.48

   -3.69%
5. 05
   NVIDIA NVDA USBUY92

   uptrend (above rising 50/200-day); RSI 54; +6.9% 1-mo; analysts: strong buy, +39% to target

   tren 100mome 79anal 96posi 85
   $217.50

   -0.02%
6. 06
   ASML (ADR) ASML USBUY90

   uptrend (above rising 50/200-day); RSI 50; +4.2% 1-mo; analysts: strong buy, +21% to target

   tren 100mome 75anal 94posi 85
   $1,799

   +3.80%
7. 07
   ASML ASML.AS EUBUY89

   uptrend (above rising 50/200-day); RSI 49; +2.8% 1-mo; analysts: strong buy, +26% to target

   tren 100mome 73anal 94posi 85
   €1,584

   +1.90%
8. 08
   Adyen ADYEN.AS EUBUY88

   below 200-day; overbought (RSI 71); +8.9% 1-mo; analysts: buy, +44% to target

   tren 33mome 80anal 92posi 40
   €918.90

   -1.18%
9. 09
   Salesforce CRM USBUY88

   below 200-day; overbought (RSI 73); +15.3% 1-mo; analysts: buy, +22% to target

   tren 33mome 82anal 90posi 60
   $197.47

   -0.02%
10. 10
    TSMC (ADR) TSM USBUY88

    above 200-day, mixed short term; RSI 50; +0.1% 1-mo; analysts: strong buy, +30% to target

    tren 67mome 69anal 94posi 85
    $422.06

    +0.86%
11. 11
    Alphabet GOOGL USBUY87

    above 200-day, mixed short term; RSI 51; -2.5% 1-mo; analysts: strong buy, +25% to target

    tren 67mome 65anal 94posi 85
    $343.80

    -3.84%
12. 12
    Capgemini CAP.PA EUBUY87

    below 200-day; overbought (RSI 73); +17.2% 1-mo; analysts: buy, +30% to target

    tren 33mome 82anal 89posi 40
    €107.35

    -1.96%
13. 13
    Microsoft MSFT USBUY86

    above 200-day, mixed short term; overbought (RSI 87); +28.9% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 87posi 85
    $503.81

    -0.44%
14. 14
    SAP (ADR) SAP USBUY86

    above 200-day, mixed short term; overbought (RSI 90); +31.1% 1-mo; analysts: buy, +16% to target

    tren 67mome 82anal 87posi 60
    $209.68

    +0.54%
15. 15
    SAP SAP.DE EUBUY85

    above 200-day, mixed short term; overbought (RSI 84); +27.2% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 87posi 60
    €179.04

    -0.92%
16. 16
    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%
17. 17
    Comet Holding COTN.SW CHBUY84

    above 200-day, mixed short term; RSI 49; -6.8% 1-mo; analysts: strong buy, +37% to target

    tren 67mome 59anal 92posi 85
    CHF 365.20

    +1.78%
18. 18
    Netflix NFLX USBUY84

    downtrend (below 50/200-day); overbought (RSI 72); +1.3% 1-mo; analysts: buy, +26% to target

    tren 0mome 69anal 89posi 25
    $74.79

    -1.97%
19. 19
    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%
20. 20
    Micron MU USBUY82

    above 200-day, mixed short term; RSI 42; -7.3% 1-mo; analysts: strong buy, +73% to target

    tren 67mome 48anal 94posi 85
    $868.52

    +0.87%
21. 21
    Infineon IFX.DE EUBUY80

    above 200-day, mixed short term; RSI 42; -7.9% 1-mo; analysts: buy, +31% to target

    tren 67mome 47anal 91posi 85
    €64.82

    +3.13%
22. 22
    Palantir PLTR USBUY78

    above 200-day, mixed short term; overbought (RSI 73); +38.2% 1-mo; analysts: buy, +9% to target

    tren 67mome 82anal 77posi 85
    $175.23

    +1.87%
23. 23
    Xiaomi 1810.HK HKBUY78

    below 200-day; RSI 47; +1.2% 1-mo; analysts: buy, +46% to target

    tren 33mome 48anal 88posi 25
    26.36

    -1.13%
24. 24
    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%
25. 25
    AMD AMD USBUY75

    above 200-day, mixed short term; RSI 37; -11.2% 1-mo; analysts: strong buy, +29% to target

    tren 67mome 21anal 93posi 85
    $474.32

    +1.01%
26. 26
    STMicroelectronics STMPA.PA EUBUY75

    above 200-day, mixed short term; oversold (RSI 30); -21.3% 1-mo; analysts: buy, +34% to target

    tren 67mome 38anal 87posi 85
    €48.47

    +1.49%
27. 27
    Occidental OXY USBUY74

    uptrend (above rising 50/200-day); RSI 55; +7.8% 1-mo; analysts: buy, +12% to target

    tren 100mome 81anal 72posi 85
    $59.06

    +0.70%
28. 28
    Temenos TEMN.SW CHBUY74

    above 200-day, mixed short term; RSI 64; +3.1% 1-mo; analysts: buy, +11% to target

    tren 67mome 86anal 70posi 60
    CHF 72.35

    +1.12%
29. 29
    Dassault Systèmes DSY.PA EUACCUMULATE70

    above 200-day, mixed short term; overbought (RSI 80); +16.5% 1-mo; analysts: buy, +8% to target

    tren 67mome 82anal 66posi 60
    €21.74

    -1.63%
30. 30
    Intel INTC USACCUMULATE70

    above 200-day, mixed short term; RSI 45; -5.2% 1-mo; analysts: hold, +17% to target

    tren 67mome 61anal 73posi 85
    $97.71

    +0.19%
31. 31
    Qualcomm QCOM USACCUMULATE69

    below 200-day; RSI 41; -11.6% 1-mo; analysts: hold, +20% to target

    tren 33mome 44anal 77posi 40
    $162.68

    +0.31%
32. 32
    Divio Technologies DIVIO-B.ST EUACCUMULATE69

    downtrend (below 50/200-day); RSI 54; +0.7% 1-mo; analysts: none

    tren 0mome 70posi 25
    0.05

    -12.22%
33. 33
    Tesla TSLA USACCUMULATE68

    downtrend (below 50/200-day); oversold (RSI 34); -15.7% 1-mo; analysts: buy, +19% to target

    tren 0mome 38anal 79posi 40
    $332.81

    +0.58%
34. 34
    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%
35. 35
    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%
36. 36
    Nokia NOKIA.HE EUACCUMULATE68

    above 200-day, mixed short term; RSI 47; -15.7% 1-mo; analysts: hold, +16% to target

    tren 67mome 54anal 72posi 60
    €8.90

    +8.29%
37. 37
    Arm Holdings ARM USACCUMULATE67

    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%
38. 38
    VAT Group VACN.SW CHACCUMULATE67

    above 200-day, mixed short term; RSI 48; -8.0% 1-mo; analysts: buy, +9% to target

    tren 67mome 57anal 70posi 85
    CHF 642.40

    +1.81%
39. 39
    Logitech LOGN.SW CHACCUMULATE63

    uptrend (above rising 50/200-day); RSI 50; +3.2% 1-mo; analysts: buy, +8% to target

    tren 100mome 51anal 67posi 60
    CHF 84.52

    -0.14%
40. 40
    Adobe ADBE USACCUMULATE63

    below 200-day; overbought (RSI 71); +14.4% 1-mo; analysts: hold, +2% to target

    tren 33mome 82anal 56posi 60
    $263.71

    -3.39%
41. 41
    Apple AAPL USACCUMULATE60

    above 200-day, mixed short term; RSI 36; -3.9% 1-mo; analysts: buy, +6% to target

    tren 67mome 31anal 69posi 85
    $304.91

    -1.09%
42. 42
    Lufthansa LHA.DE EUHOLD57

    below 200-day; RSI 41; -8.9% 1-mo; analysts: hold, +17% to target

    tren 33mome 23anal 68posi 60
    €8.30

    +0.78%
43. 43
    Ericsson ERIC-B.ST EUHOLD51

    below 200-day; RSI 62; -13.1% 1-mo; analysts: hold, -1% to target

    tren 33mome 66anal 46posi 60
    98.00

    +1.87%
44. 44
    ams-OSRAM AMS.SW CHREDUCE44

    uptrend (above rising 50/200-day); overbought (RSI 71); +7.0% 1-mo; analysts: hold, -17% to target

    tren 100mome 78anal 33posi 85
    CHF 20.66

    +7.66%

Today's movers — the market

IPO radar

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• Ams-OSRAM (SWX:AMS) Stock Valuation Check After Recent Share Price Rebound
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