The tape — 26 Aug 2026

24 of 44 names advanced today; 20 fell. 39 screen as buys, led by NVIDIA, Micron, Amazon. The book's average reading is 79/100.

Your holdings today

• AMD AMD ADD+4.91% · CHF 5,775
• NVIDIA NVDA ADD+2.19% · CHF 3,423
• ASML ASML.AS ADD-1.08% · CHF 4,190
• Logitech LOGN.SW KEEP++0.93% · CHF 1,964
• Microsoft MSFT ADD+0.90% · CHF 2,370
• Adobe ADBE KEEP-0.85% · CHF 880
• Tesla TSLA KEEP++0.37% · CHF 2,251
• Apple AAPL KEEP+-0.14% · CHF 2,988

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Software (IGV) leading at +12.0% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,677+0.32%+3.6%▲ above 200d
• Nasdaq Comp.26,151+0.66%+4.9%▲ above 200d
• VIX (fear)15.45-2.52%-17.2%▼ below 200d
• US 10y yield4.64-1.38%-0.0%▲ above 200d
• Tech (XLK)181.74+0.94%+4.3%▲ above 200d
• Semis (SMH)555.82+1.65%+1.3%▲ above 200d
• Software (IGV)101.85-0.59%+12.0%▲ above 200d

Signal shifts since yesterday

• Occidental OXYACCUMULATE → BUY
• Snowflake SNOWACCUMULATE → BUY
• Tesla TSLABUY → ACCUMULATE
• Logitech LOGN.SWBUY → ACCUMULATE
• CD Projekt 7CD.FHOLD → REDUCE
• ams-OSRAM AMS.SWHOLD → REDUCE
• Divio Technologies DIVIO-B.STHOLD → REDUCE

What to own now — the ranked book

1. 01
   NVIDIA NVDA USBUY94

   uptrend (above rising 50/200-day); RSI 42; +8.4% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 49anal 96posi 85
   $213.05

   +2.19%
2. 02
   Micron MU USBUY94

   above 200-day, mixed short term; RSI 55; +3.6% 1-mo; analysts: strong buy, +62% to target

   tren 67mome 86anal 95posi 85
   $932.97

   +2.48%
3. 03
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 36; +12.8% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 51anal 95posi 85
   $261.06

   -0.39%
4. 04
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; oversold (RSI 32); +6.2% 1-mo; analysts: strong buy, +23% to target

   tren 67mome 40anal 95posi 85
   $346.96

   -0.32%
5. 05
   ASML (ADR) ASML USBUY93

   above 200-day, mixed short term; RSI 58; +5.4% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 67anal 94posi 85
   $1,744

   +0.23%
6. 06
   Broadcom AVGO USBUY93

   below 200-day; oversold (RSI 18); -6.9% 1-mo; analysts: strong buy, +48% to target

   tren 33mome 20anal 95posi 40
   $356.74

   -0.56%
7. 07
   Meta Platforms META USBUY93

   downtrend (below 50/200-day); RSI 43; -4.0% 1-mo; analysts: strong buy, +32% to target

   tren 0mome 30anal 95posi 40
   $570.05

   +1.97%
8. 08
   TSMC (ADR) TSM USBUY93

   above 200-day, mixed short term; RSI 52; +4.6% 1-mo; analysts: strong buy, +33% to target

   tren 67mome 53anal 94posi 85
   $417.41

   +1.78%
9. 09
   ASML ASML.AS EUBUY92

   above 200-day, mixed short term; RSI 52; -4.7% 1-mo; analysts: strong buy, +34% to target

   tren 67mome 39anal 94posi 85
   €1,490

   -1.08%
10. 10
    AMD AMD USBUY92

    above 200-day, mixed short term; RSI 49; -3.2% 1-mo; analysts: strong buy, +28% to target

    tren 67mome 42anal 93posi 85
    $479.18

    +4.91%
11. 11
    Adyen ADYEN.AS EUBUY91

    above 200-day, mixed short term; overbought (RSI 75); +34.7% 1-mo; analysts: buy, +29% to target

    tren 67mome 82anal 91posi 60
    €1,079

    +0.43%
12. 12
    Oracle ORCL USBUY91

    below 200-day; RSI 50; +20.7% 1-mo; analysts: buy, +70% to target

    tren 33mome 84anal 91posi 25
    $144.76

    +1.62%
13. 13
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; oversold (RSI 32); -4.8% 1-mo; analysts: strong buy, +48% to target

    tren 67mome 23anal 92posi 85
    CHF 338.60

    -0.47%
14. 14
    Microsoft MSFT USBUY90

    above 200-day, mixed short term; RSI 53; +26.4% 1-mo; analysts: strong buy, +16% to target

    tren 67mome 62anal 90posi 85
    $491.71

    +0.90%
15. 15
    Infineon IFX.DE EUBUY89

    above 200-day, mixed short term; oversold (RSI 24); -15.9% 1-mo; analysts: buy, +59% to target

    tren 67mome 16anal 91posi 60
    €54.16

    -3.23%
16. 16
    Capgemini CAP.PA EUBUY89

    below 200-day; RSI 60; +23.9% 1-mo; analysts: buy, +26% to target

    tren 33mome 96anal 89posi 60
    €111.40

    +0.22%
17. 17
    Salesforce CRM USBUY88

    above 200-day, mixed short term; RSI 60; +18.5% 1-mo; analysts: buy, +19% to target

    tren 67mome 96anal 88posi 60
    $205.69

    -1.61%
18. 18
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 61; -2.1% 1-mo; analysts: buy, +28% to target

    tren 33mome 78anal 87posi 40
    28.64

    +3.17%
19. 19
    ServiceNow NOW USBUY86

    above 200-day, mixed short term; RSI 62; +20.3% 1-mo; analysts: strong buy, +12% to target

    tren 67mome 96anal 86posi 60
    $127.00

    -0.82%
20. 20
    STMicroelectronics STMPA.PA EUBUY85

    above 200-day, mixed short term; oversold (RSI 34); -9.7% 1-mo; analysts: buy, +53% to target

    tren 67mome 16anal 87posi 60
    €42.22

    -2.00%
21. 21
    SAP SAP.DE EUBUY85

    above 200-day, mixed short term; overbought (RSI 79); +33.5% 1-mo; analysts: strong buy, +10% to target

    tren 67mome 82anal 85posi 60
    €187.20

    -0.49%
22. 22
    SAP (ADR) SAP USBUY84

    above 200-day, mixed short term; overbought (RSI 76); +26.9% 1-mo; analysts: buy, +13% to target

    tren 67mome 82anal 85posi 60
    $216.93

    -0.79%
23. 23
    Spotify SPOT USBUY83

    above 200-day, mixed short term; overbought (RSI 71); +11.7% 1-mo; analysts: buy, +11% to target

    tren 67mome 82anal 83posi 60
    $552.57

    +2.74%
24. 24
    Arm Holdings ARM USBUY82

    above 200-day, mixed short term; oversold (RSI 31); -9.3% 1-mo; analysts: buy, +18% to target

    tren 67mome 17anal 84posi 60
    $241.56

    +1.16%
25. 25
    Netflix NFLX USBUY82

    below 200-day; overbought (RSI 71); +16.8% 1-mo; analysts: buy, +14% to target

    tren 33mome 82anal 82posi 40
    $82.23

    +2.77%
26. 26
    Palantir PLTR USBUY79

    above 200-day, mixed short term; RSI 62; +31.3% 1-mo; analysts: buy, +11% to target

    tren 67mome 74anal 79posi 85
    $172.73

    -1.80%
27. 27
    VAT Group VACN.SW CHBUY78

    above 200-day, mixed short term; RSI 37; -7.3% 1-mo; analysts: buy, +17% to target

    tren 67mome 26anal 79posi 85
    CHF 603.40

    -0.20%
28. 28
    Palo Alto Networks PANW USBUY76

    uptrend (above rising 50/200-day); RSI 40; +7.1% 1-mo; analysts: buy, +6% to target

    tren 100mome 47anal 77posi 85
    $339.90

    -3.13%
29. 29
    Qualcomm QCOM USBUY76

    below 200-day; RSI 55; -5.6% 1-mo; analysts: hold, +20% to target

    tren 33mome 61anal 76posi 40
    $160.56

    +1.28%
30. 30
    Intel INTC USBUY76

    above 200-day, mixed short term; oversold (RSI 30); -4.6% 1-mo; analysts: hold, +31% to target

    tren 67mome 24anal 77posi 60
    $87.48

    +0.25%
31. 31
    Occidental OXY USBUY74

    uptrend (above rising 50/200-day); RSI 67; +6.3% 1-mo; analysts: buy, +14% to target

    tren 100mome 91anal 74posi 85
    $58.41

    -2.83%
32. 32
    Snowflake SNOW USBUY74

    uptrend (above rising 50/200-day); RSI 50; +16.2% 1-mo; analysts: buy, +1% to target

    tren 100mome 62anal 74posi 85
    $317.02

    -1.78%
33. 33
    Nokia NOKIA.HE EUBUY73

    above 200-day, mixed short term; RSI 56; +12.2% 1-mo; analysts: hold, +16% to target

    tren 67mome 96anal 73posi 60
    €8.90

    +3.68%
34. 34
    Tesla TSLA USACCUMULATE72

    downtrend (below 50/200-day); RSI 65; +13.3% 1-mo; analysts: buy, +11% to target

    tren 0mome 96anal 71posi 40
    $350.25

    +0.37%
35. 35
    Logitech LOGN.SW CHACCUMULATE71

    below 200-day; oversold (RSI 31); -9.7% 1-mo; analysts: buy, +12% to target

    tren 33mome 16anal 72posi 40
    CHF 78.54

    +0.93%
36. 36
    Lufthansa LHA.DE EUACCUMULATE69

    below 200-day; oversold (RSI 26); -11.1% 1-mo; analysts: hold, +24% to target

    tren 33mome 16anal 71posi 40
    €7.79

    +2.37%
37. 37
    Apple AAPL USACCUMULATE66

    above 200-day, mixed short term; RSI 49; -8.0% 1-mo; analysts: buy, +5% to target

    tren 67mome 34anal 67posi 85
    $309.90

    -0.14%
38. 38
    Temenos TEMN.SW CHACCUMULATE65

    above 200-day, mixed short term; overbought (RSI 77); +21.4% 1-mo; analysts: buy, +6% to target

    tren 67mome 82anal 65posi 85
    CHF 75.00

    +0.81%
39. 39
    Dassault Systèmes DSY.PA EUACCUMULATE63

    above 200-day, mixed short term; RSI 64; +14.0% 1-mo; analysts: buy, +4% to target

    tren 67mome 96anal 62posi 60
    €22.66

    +1.03%
40. 40
    Adobe ADBE USHOLD54

    above 200-day, mixed short term; RSI 59; +15.2% 1-mo; analysts: hold, -1% to target

    tren 67mome 96anal 53posi 60
    $273.92

    -0.85%
41. 41
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 60; +5.0% 1-mo; analysts: hold, -1% to target

    tren 0mome 89anal 46posi 60
    98.06

    +1.39%
42. 42
    CD Projekt 7CD.F EUREDUCE45

    below 200-day; RSI 43; +6.0% 1-mo; analysts: none

    tren 33mome 45posi 40
    €56.74

    -2.00%
43. 43
    ams-OSRAM AMS.SW CHREDUCE43

    uptrend (above rising 50/200-day); RSI 47; +11.4% 1-mo; analysts: hold, -4% to target

    tren 100mome 62anal 43posi 85
    CHF 17.88

    +8.30%
44. 44
    Divio Technologies DIVIO-B.ST EUREDUCE38

    downtrend (below 50/200-day); RSI 46; -3.7% 1-mo; analysts: none

    tren 0mome 41posi 25
    0.05

    -4.44%

Today's movers — the market

IPO radar

On the wire

• ams OSRAM Extends CEO Aldo Kamper's Term Through 2031
  AMS.SW · Thu, 30 Jul 2026
• Ams-OSRAM (SWX:AMS) Stock Valuation Check After Recent Share Price Rebound
  AMS.SW · Mon, 15 Jun 2026
• Why Nvidia rival AMD may see a 40% rip in its stock
  AMD · Tue, 25 Aug 2026
• Attindas Hygiene Partners Announces Plans to Acquire Activ Médical Disposable
  AMD · Wed, 26 Aug 2026
• Notification under Chapter 9, Section 10 of the Finnish Securities Market Act: holdings of FMR LLC in Nokia Corporation decreased below 5%
  NOKIA.HE · Fri, 10 Jul 2026
• Nokia (HLSE:NOKIA) Stock May Be 12% Undervalued On Fresh AI Network News
  NOKIA.HE · Thu, 09 Jul 2026
• Chip Stocks Edge Higher After Monday Rout
  IFX.DE · Tue, 25 Aug 2026
• Infineon and MediaTek partner on automotive AI systems
  IFX.DE · Fri, 07 Aug 2026
• TSLA Competitor? Xiaomi Joins NIO in Race to Build In-House Chips for Self-Driving Cars
  1810.HK · Tue, 25 Aug 2026
• Xiaomi Takes Another Page From Apple
  1810.HK · Mon, 24 Aug 2026