The tape — 21 Aug 2026

15 of 44 names advanced today; 29 fell. 41 screen as buys, led by Capgemini, NVIDIA, Amazon. The book's average reading is 80/100.

Your holdings today

• ASML ASML.AS ADD-2.22% · CHF 4,231
• Apple AAPL KEEP+-1.75% · CHF 2,987
• Tesla TSLA ADD-1.71% · CHF 2,208
• Microsoft MSFT ADD-0.65% · CHF 2,309
• AMD AMD ADD+0.65% · CHF 5,631
• NVIDIA NVDA ADD-0.33% · CHF 3,468
• Adobe ADBE KEEP-0.09% · CHF 871
• Logitech LOGN.SW KEEP+-0.02% · CHF 2,008

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Software (IGV) leading at +14.5% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,641-0.87%+1.9%▲ above 200d
• Nasdaq Comp.26,067-1.00%+1.5%▲ above 200d
• VIX (fear)16.01+7.52%-3.8%▼ below 200d
• US 10y yield4.70+0.92%+0.8%▲ above 200d
• Tech (XLK)183.10-0.29%+1.6%▲ above 200d
• Semis (SMH)562.65+0.31%-4.1%▲ above 200d
• Software (IGV)101.91-0.88%+14.5%▲ above 200d

Signal shifts since yesterday

• Divio Technologies DIVIO-B.STSELL → BUY
• Palo Alto Networks PANWACCUMULATE → BUY
• Snowflake SNOWACCUMULATE → BUY

What to own now — the ranked book

1. 01
   Capgemini CAP.PA EUBUY99

   below 200-day; RSI 68; +22.6% 1-mo; analysts: none, +27% to target

   tren 33mome 74anal 100posi 60
   €110.35

   +2.84%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 67; +2.3% 1-mo; analysts: strong buy, +40% to target

   tren 100mome 84anal 96posi 85
   $216.85

   -0.33%
3. 03
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 41; +6.2% 1-mo; analysts: strong buy, +26% to target

   tren 100mome 46anal 95posi 85
   $260.11

   -2.16%
4. 04
   Micron MU USBUY94

   uptrend (above rising 50/200-day); overbought (RSI 71); +1.5% 1-mo; analysts: strong buy, +56% to target

   tren 100mome 69anal 94posi 85
   $974.33

   +3.97%
5. 05
   ASML (ADR) ASML USBUY93

   above 200-day, mixed short term; RSI 63; -2.9% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 77anal 94posi 85
   $1,750

   -0.08%
6. 06
   TSMC (ADR) TSM USBUY93

   above 200-day, mixed short term; RSI 59; -1.2% 1-mo; analysts: strong buy, +33% to target

   tren 67mome 79anal 94posi 85
   $416.00

   +0.95%
7. 07
   ASML ASML.AS EUBUY93

   above 200-day, mixed short term; RSI 58; -5.4% 1-mo; analysts: strong buy, +33% to target

   tren 67mome 73anal 94posi 85
   €1,508

   -2.22%
8. 08
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 39; -0.4% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 36anal 95posi 85
   $340.67

   -1.17%
9. 09
   Broadcom AVGO USBUY93

   below 200-day; RSI 38; -8.3% 1-mo; analysts: strong buy, +45% to target

   tren 33mome 24anal 95posi 60
   $364.03

   +0.43%
10. 10
    Meta Platforms META USBUY93

    downtrend (below 50/200-day); RSI 46; -13.0% 1-mo; analysts: strong buy, +38% to target

    tren 0mome 32anal 95posi 25
    $545.83

    -0.04%
11. 11
    Microsoft MSFT USBUY92

    above 200-day, mixed short term; RSI 59; +23.3% 1-mo; analysts: strong buy, +18% to target

    tren 67mome 74anal 93posi 85
    $481.15

    -0.65%
12. 12
    Comet Holding COTN.SW CHBUY92

    above 200-day, mixed short term; RSI 55; -5.1% 1-mo; analysts: strong buy, +43% to target

    tren 67mome 73anal 92posi 85
    CHF 351.20

    -4.98%
13. 13
    AMD AMD USBUY91

    above 200-day, mixed short term; RSI 48; -15.0% 1-mo; analysts: strong buy, +31% to target

    tren 67mome 32anal 93posi 85
    $469.46

    +0.65%
14. 14
    Oracle ORCL USBUY91

    downtrend (below 50/200-day); RSI 60; +12.9% 1-mo; analysts: buy, +73% to target

    tren 0mome 96anal 91posi 25
    $142.07

    -1.21%
15. 15
    Adyen ADYEN.AS EUBUY91

    below 200-day; overbought (RSI 76); +28.5% 1-mo; analysts: buy, +31% to target

    tren 33mome 82anal 91posi 60
    €1,055

    +0.04%
16. 16
    Infineon IFX.DE EUBUY89

    above 200-day, mixed short term; RSI 39; -18.6% 1-mo; analysts: buy, +57% to target

    tren 67mome 21anal 91posi 60
    €54.98

    -3.95%
17. 17
    Salesforce CRM USBUY88

    above 200-day, mixed short term; RSI 67; +26.0% 1-mo; analysts: buy, +18% to target

    tren 67mome 96anal 88posi 60
    $205.43

    -0.32%
18. 18
    Spotify SPOT USBUY87

    above 200-day, mixed short term; RSI 59; +12.4% 1-mo; analysts: buy, +16% to target

    tren 67mome 96anal 87posi 60
    $533.13

    -0.04%
19. 19
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 57; +6.8% 1-mo; analysts: buy, +28% to target

    tren 33mome 91anal 87posi 40
    28.98

    +4.39%
20. 20
    STMicroelectronics STMPA.PA EUBUY86

    above 200-day, mixed short term; RSI 44; -23.3% 1-mo; analysts: buy, +46% to target

    tren 67mome 44anal 87posi 60
    €43.89

    -3.13%
21. 21
    SAP SAP.DE EUBUY85

    above 200-day, mixed short term; overbought (RSI 86); +36.3% 1-mo; analysts: strong buy, +10% to target

    tren 67mome 82anal 85posi 60
    €185.90

    +1.86%
22. 22
    Netflix NFLX USBUY85

    below 200-day; overbought (RSI 73); +16.9% 1-mo; analysts: buy, +17% to target

    tren 33mome 82anal 85posi 40
    $80.14

    -0.10%
23. 23
    ServiceNow NOW USBUY83

    above 200-day, mixed short term; overbought (RSI 71); +35.9% 1-mo; analysts: strong buy, +10% to target

    tren 67mome 82anal 83posi 60
    $129.75

    +2.00%
24. 24
    SAP (ADR) SAP USBUY80

    above 200-day, mixed short term; overbought (RSI 85); +45.9% 1-mo; analysts: none, +12% to target

    tren 67mome 82anal 80posi 60
    $217.09

    +0.69%
25. 25
    Arm Holdings ARM USBUY80

    above 200-day, mixed short term; RSI 55; -11.5% 1-mo; analysts: buy, +14% to target

    tren 67mome 54anal 80posi 60
    $250.72

    +0.55%
26. 26
    Palantir PLTR USBUY78

    above 200-day, mixed short term; overbought (RSI 78); +39.6% 1-mo; analysts: buy, +10% to target

    tren 67mome 82anal 78posi 85
    $173.96

    -0.70%
27. 27
    VAT Group VACN.SW CHBUY78

    above 200-day, mixed short term; RSI 52; -13.1% 1-mo; analysts: buy, +16% to target

    tren 67mome 54anal 78posi 85
    CHF 608.40

    -0.98%
28. 28
    Intel INTC USBUY77

    above 200-day, mixed short term; RSI 52; -10.2% 1-mo; analysts: hold, +25% to target

    tren 67mome 54anal 77posi 85
    $92.13

    -0.72%
29. 29
    Qualcomm QCOM USBUY76

    below 200-day; RSI 64; -8.5% 1-mo; analysts: hold, +20% to target

    tren 33mome 68anal 76posi 40
    $160.74

    -0.72%
30. 30
    Tesla TSLA USBUY74

    downtrend (below 50/200-day); overbought (RSI 70); -7.7% 1-mo; analysts: buy, +15% to target

    tren 0mome 55anal 75posi 40
    $345.13

    -1.71%
31. 31
    Nokia NOKIA.HE EUBUY74

    above 200-day, mixed short term; RSI 61; -4.0% 1-mo; analysts: hold, +17% to target

    tren 67mome 75anal 74posi 60
    €8.80

    -1.19%
32. 32
    Divio Technologies DIVIO-B.ST EUBUY74

    downtrend (below 50/200-day); RSI 53; +7.1% 1-mo; analysts: none

    tren 0mome 80posi 25
    0.05

    +4.20%
33. 33
    Palo Alto Networks PANW USBUY73

    uptrend (above rising 50/200-day); RSI 57; +4.3% 1-mo; analysts: buy, +2% to target

    tren 100mome 65anal 73posi 85
    $349.56

    -2.84%
34. 34
    Snowflake SNOW USBUY72

    uptrend (above rising 50/200-day); overbought (RSI 71); +20.0% 1-mo; analysts: buy, +0% to target

    tren 100mome 60anal 72posi 55
    $321.29

    -1.14%
35. 35
    Lufthansa LHA.DE EUACCUMULATE69

    below 200-day; oversold (RSI 20); -12.3% 1-mo; analysts: hold, +23% to target

    tren 33mome 16anal 71posi 40
    €7.85

    -0.10%
36. 36
    Occidental OXY USACCUMULATE69

    uptrend (above rising 50/200-day); RSI 66; +7.0% 1-mo; analysts: buy, +8% to target

    tren 100mome 91anal 68posi 85
    $61.52

    +2.38%
37. 37
    Logitech LOGN.SW CHACCUMULATE68

    below 200-day; RSI 45; -4.9% 1-mo; analysts: buy, +9% to target

    tren 33mome 29anal 69posi 60
    CHF 80.30

    -0.02%
38. 38
    Apple AAPL USACCUMULATE68

    uptrend (above rising 50/200-day); RSI 53; -4.5% 1-mo; analysts: buy, +5% to target

    tren 100mome 40anal 68posi 85
    $311.30

    -1.75%
39. 39
    Temenos TEMN.SW CHACCUMULATE67

    above 200-day, mixed short term; overbought (RSI 75); +8.5% 1-mo; analysts: buy, +9% to target

    tren 67mome 80anal 67posi 60
    CHF 73.10

    -1.48%
40. 40
    Dassault Systèmes DSY.PA EUACCUMULATE64

    above 200-day, mixed short term; RSI 68; +24.1% 1-mo; analysts: buy, +6% to target

    tren 67mome 74anal 64posi 60
    €22.24

    +1.55%
41. 41
    CD Projekt 7CD.F EUACCUMULATE58

    above 200-day, mixed short term; RSI 50; +7.4% 1-mo; analysts: none

    tren 67mome 58posi 60
    €58.66

    -2.20%
42. 42
    Adobe ADBE USHOLD55

    above 200-day, mixed short term; RSI 63; +24.7% 1-mo; analysts: hold, -1% to target

    tren 67mome 96anal 54posi 60
    $272.22

    -0.09%
43. 43
    Ericsson ERIC-B.ST EUHOLD48

    downtrend (below 50/200-day); RSI 61; +4.1% 1-mo; analysts: hold, +0% to target

    tren 0mome 87anal 47posi 60
    96.80

    +0.02%
44. 44
    ams-OSRAM AMS.SW CHREDUCE44

    above 200-day, mixed short term; RSI 60; +4.5% 1-mo; analysts: hold, -4% to target

    tren 67mome 88anal 43posi 85
    CHF 17.83

    -2.52%

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