The tape — 17 Aug 2026

19 of 44 names advanced today; 25 fell. 40 screen as buys, led by Capgemini, NVIDIA, Amazon. The book's average reading is 80/100.

Your holdings today

• AMD AMD ADD+6.50% · CHF 6,257
• Adobe ADBE KEEP-2.39% · CHF 856
• ASML ASML.AS ADD-1.85% · CHF 4,455
• Tesla TSLA ADD+0.68% · CHF 2,220
• Logitech LOGN.SW KEEP+-0.62% · CHF 2,094
• Microsoft MSFT ADD-0.30% · CHF 2,410
• Apple AAPL KEEP++0.22% · CHF 2,977
• NVIDIA NVDA ADD-0.06% · CHF 3,652

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 14 (calm); Software (IGV) leading at +11.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,786-0.17%+3.3%▲ above 200d
• Nasdaq Comp.26,729-0.28%+3.3%▲ above 200d
• VIX (fear)14.25-2.60%-14.8%▼ below 200d
• US 10y yield4.70+1.19%+2.8%▲ above 200d
• Tech (XLK)190.01-0.40%+7.0%▲ above 200d
• Semis (SMH)587.82-0.22%+3.3%▲ above 200d
• Software (IGV)104.08-2.07%+11.1%▲ above 200d

What to own now — the ranked book

1. 01
   Capgemini CAP.PA EUBUY99

   below 200-day; overbought (RSI 74); +16.6% 1-mo; analysts: none, +29% to target

   tren 33mome 82anal 100posi 40
   €108.30

   +2.17%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); overbought (RSI 75); +8.6% 1-mo; analysts: strong buy, +34% to target

   tren 100mome 80anal 96posi 85
   $225.16

   -0.06%
3. 03
   Amazon AMZN USBUY95

   uptrend (above rising 50/200-day); RSI 66; +5.1% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 89anal 95posi 85
   $262.65

   -0.94%
4. 04
   Broadcom AVGO USBUY95

   uptrend (above rising 50/200-day); RSI 54; +5.0% 1-mo; analysts: strong buy, +34% to target

   tren 100mome 76anal 95posi 60
   $392.99

   -5.94%
5. 05
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 56; +13.9% 1-mo; analysts: strong buy, +55% to target

   tren 100mome 96anal 94posi 85
   $971.66

   +2.30%
6. 06
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 65; +4.1% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 87anal 94posi 85
   $426.35

   -0.96%
7. 07
   Meta Platforms META USBUY93

   downtrend (below 50/200-day); RSI 49; -11.2% 1-mo; analysts: strong buy, +28% to target

   tren 0mome 54anal 95posi 40
   $589.85

   -0.86%
8. 08
   ASML ASML.AS EUBUY93

   uptrend (above rising 50/200-day); RSI 52; +1.9% 1-mo; analysts: strong buy, +27% to target

   tren 100mome 72anal 94posi 85
   €1,580

   -1.85%
9. 09
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 60; -2.4% 1-mo; analysts: strong buy, +24% to target

   tren 67mome 55anal 94posi 85
   $345.90

   -0.13%
10. 10
    Comet Holding COTN.SW CHBUY92

    uptrend (above rising 50/200-day); RSI 60; +1.3% 1-mo; analysts: strong buy, +30% to target

    tren 100mome 83anal 92posi 85
    CHF 384.60

    +0.47%
11. 11
    ASML (ADR) ASML USBUY92

    uptrend (above rising 50/200-day); RSI 68; +3.3% 1-mo; analysts: strong buy, +18% to target

    tren 100mome 86anal 92posi 85
    $1,844

    -0.21%
12. 12
    SAP (ADR) SAP USBUY92

    above 200-day, mixed short term; overbought (RSI 80); +28.7% 1-mo; analysts: none, +17% to target

    tren 67mome 82anal 92posi 60
    $207.97

    -0.63%
13. 13
    AMD AMD USBUY91

    uptrend (above rising 50/200-day); RSI 53; +2.7% 1-mo; analysts: strong buy, +19% to target

    tren 100mome 73anal 92posi 85
    $514.39

    +6.50%
14. 14
    Adyen ADYEN.AS EUBUY91

    below 200-day; overbought (RSI 86); +21.7% 1-mo; analysts: buy, +30% to target

    tren 33mome 82anal 91posi 60
    €1,062

    +0.23%
15. 15
    Oracle ORCL USBUY91

    downtrend (below 50/200-day); overbought (RSI 75); +21.2% 1-mo; analysts: buy, +64% to target

    tren 0mome 82anal 91posi 40
    $150.52

    -3.65%
16. 16
    Spotify SPOT USBUY91

    below 200-day; RSI 58; +5.7% 1-mo; analysts: buy, +19% to target

    tren 33mome 89anal 91posi 40
    $512.82

    +2.93%
17. 17
    Infineon IFX.DE EUBUY90

    above 200-day, mixed short term; RSI 45; -8.3% 1-mo; analysts: buy, +39% to target

    tren 67mome 57anal 91posi 60
    €61.73

    -1.23%
18. 18
    Salesforce CRM USBUY90

    below 200-day; RSI 66; +13.6% 1-mo; analysts: buy, +24% to target

    tren 33mome 96anal 90posi 60
    $196.21

    -2.56%
19. 19
    Microsoft MSFT USBUY89

    above 200-day, mixed short term; overbought (RSI 85); +23.5% 1-mo; analysts: strong buy, +15% to target

    tren 67mome 82anal 90posi 85
    $495.40

    -0.30%
20. 20
    Netflix NFLX USBUY89

    below 200-day; overbought (RSI 73); +5.1% 1-mo; analysts: buy, +20% to target

    tren 33mome 75anal 89posi 40
    $78.16

    -0.10%
21. 21
    SAP SAP.DE EUBUY87

    above 200-day, mixed short term; overbought (RSI 82); +31.5% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 87posi 60
    €180.14

    +2.71%
22. 22
    Xiaomi 1810.HK HKBUY86

    below 200-day; RSI 35; -3.1% 1-mo; analysts: buy, +46% to target

    tren 33mome 32anal 88posi 25
    26.04

    +1.64%
23. 23
    STMicroelectronics STMPA.PA EUBUY86

    above 200-day, mixed short term; RSI 50; -20.8% 1-mo; analysts: buy, +39% to target

    tren 67mome 54anal 87posi 85
    €46.65

    -2.12%
24. 24
    ServiceNow NOW USBUY86

    above 200-day, mixed short term; overbought (RSI 71); +19.2% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 86posi 60
    $124.00

    -2.55%
25. 25
    CD Projekt 7CD.F EUBUY81

    above 200-day, mixed short term; overbought (RSI 81); +14.6% 1-mo; analysts: none

    tren 67mome 82posi 85
    €61.72

    +0.10%
26. 26
    Palantir PLTR USBUY78

    above 200-day, mixed short term; overbought (RSI 73); +29.5% 1-mo; analysts: buy, +10% to target

    tren 67mome 82anal 78posi 85
    $174.04

    -2.78%
27. 27
    Tesla TSLA USBUY75

    downtrend (below 50/200-day); overbought (RSI 70); -12.5% 1-mo; analysts: buy, +16% to target

    tren 0mome 52anal 76posi 40
    $342.27

    +0.68%
28. 28
    Occidental OXY USBUY74

    uptrend (above rising 50/200-day); RSI 61; +8.8% 1-mo; analysts: buy, +13% to target

    tren 100mome 94anal 73posi 85
    $58.36

    +1.14%
29. 29
    Qualcomm QCOM USBUY73

    below 200-day; RSI 47; -2.8% 1-mo; analysts: hold, +16% to target

    tren 33mome 65anal 73posi 40
    $165.79

    +0.61%
30. 30
    Dassault Systèmes DSY.PA EUACCUMULATE72

    above 200-day, mixed short term; RSI 65; +17.5% 1-mo; analysts: none, +8% to target

    tren 67mome 96anal 71posi 60
    €21.68

    +3.63%
31. 31
    Arm Holdings ARM USACCUMULATE70

    above 200-day, mixed short term; RSI 54; +6.7% 1-mo; analysts: buy, +3% to target

    tren 67mome 79anal 70posi 60
    $279.44

    +0.28%
32. 32
    Intel INTC USACCUMULATE70

    above 200-day, mixed short term; RSI 61; +5.7% 1-mo; analysts: hold, +12% to target

    tren 67mome 90anal 69posi 85
    $102.50

    -1.97%
33. 33
    VAT Group VACN.SW CHACCUMULATE69

    above 200-day, mixed short term; RSI 58; -6.6% 1-mo; analysts: buy, +8% to target

    tren 67mome 71anal 69posi 85
    CHF 645.40

    -1.01%
34. 34
    Lufthansa LHA.DE EUACCUMULATE68

    below 200-day; RSI 36; -11.4% 1-mo; analysts: hold, +19% to target

    tren 33mome 21anal 70posi 60
    €8.13

    -0.76%
35. 35
    Logitech LOGN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 42; +3.4% 1-mo; analysts: buy, +9% to target

    tren 100mome 42anal 68posi 60
    CHF 83.78

    -0.62%
36. 36
    Apple AAPL USACCUMULATE67

    above 200-day, mixed short term; oversold (RSI 26); -8.2% 1-mo; analysts: buy, +5% to target

    tren 67mome 18anal 68posi 85
    $305.93

    +0.22%
37. 37
    Temenos TEMN.SW CHACCUMULATE67

    above 200-day, mixed short term; overbought (RSI 89); +7.3% 1-mo; analysts: buy, +8% to target

    tren 67mome 78anal 66posi 85
    CHF 74.60

    +1.84%
38. 38
    Snowflake SNOW USACCUMULATE66

    uptrend (above rising 50/200-day); overbought (RSI 80); +21.8% 1-mo; analysts: buy, -7% to target

    tren 100mome 82anal 66posi 55
    $328.92

    -2.51%
39. 39
    Nokia NOKIA.HE EUACCUMULATE65

    above 200-day, mixed short term; overbought (RSI 72); +4.3% 1-mo; analysts: hold, +8% to target

    tren 67mome 74anal 65posi 60
    €9.55

    +3.47%
40. 40
    Palo Alto Networks PANW USACCUMULATE61

    uptrend (above rising 50/200-day); overbought (RSI 79); +8.6% 1-mo; analysts: buy, -10% to target

    tren 100mome 80anal 61posi 55
    $384.27

    -2.96%
41. 41
    Divio Technologies DIVIO-B.ST EUHOLD58

    downtrend (below 50/200-day); RSI 53; -4.6% 1-mo; analysts: none

    tren 0mome 62posi 25
    0.05

    +4.21%
42. 42
    Adobe ADBE USHOLD57

    below 200-day; RSI 63; +12.2% 1-mo; analysts: hold, +2% to target

    tren 33mome 96anal 56posi 60
    $264.02

    -2.39%
43. 43
    Ericsson ERIC-B.ST EUHOLD47

    below 200-day; RSI 62; +2.2% 1-mo; analysts: hold, -1% to target

    tren 33mome 84anal 46posi 60
    97.92

    +0.31%
44. 44
    ams-OSRAM AMS.SW CHREDUCE42

    uptrend (above rising 50/200-day); RSI 66; +3.9% 1-mo; analysts: hold, -9% to target

    tren 100mome 87anal 41posi 85
    CHF 18.93

    -3.32%

Today's movers — the market

IPO radar

On the wire

• Michael Burry Says ‘You Could Have Heard It First’ — As Big Tech’s $3T AI Spending Risk Comes Into Focus
  AMD · Mon, 17 Aug 2026
• AMD (AMD) Stock Trades Up, Here Is Why
  AMD · Mon, 17 Aug 2026
• Michael Burry Says ‘You Could Have Heard It First’ — As Big Tech’s $3T AI Spending Risk Comes Into Focus
  AVGO · Mon, 17 Aug 2026
• AVGO Stock Rebounds After Worst Drop In Two Months: Retail Traders Look Past VMware Worry, Bet On Rebound
  AVGO · Mon, 17 Aug 2026
• As Oracle Deepens Its Partnership with AWS, Here’s How You Should Play ORCL Stock
  ORCL · Sun, 16 Aug 2026
• Nvidia’s Financing Platform Will Support the AI Investment Boom
  ORCL · Sun, 16 Aug 2026
• SOLIZE PARTNERS and Dassault Systèmes Form Partnership to Accelerate Digital Transformation in Manufacturing
  DSY.PA · Mon, 10 Aug 2026
• Silvaco Group Q2 Earnings Call Highlights
  DSY.PA · Fri, 07 Aug 2026
• Nokia (NYSE:NOK) Stock Seems Undervalued During Its 201% Three Year Run
  NOKIA.HE · Sat, 15 Aug 2026
• European Equities Traded in the US as American Depositary Receipts Track Lower in Friday Trading
  NOKIA.HE · Fri, 14 Aug 2026