The tape — 28 Aug 2026

24 of 44 names advanced today; 19 fell. 39 screen as buys, led by NVIDIA, Micron, Amazon. The book's average reading is 77/100.

Your holdings today

• NVIDIA NVDA ADD+8.74% · CHF 3,670
• Adobe ADBE KEEP+5.73% · CHF 931
• Tesla TSLA KEEP++2.60% · CHF 2,285
• Microsoft MSFT ADD+1.75% · CHF 2,439
• Logitech LOGN.SW KEEP+-0.93% · CHF 1,980
• AMD AMD ADD-0.89% · CHF 5,756
• Apple AAPL KEEP++0.36% · CHF 3,039
• ASML ASML.AS ADD-0.23% · CHF 4,212

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (calm); Software (IGV) leading at +19.4% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,731+0.72%+5.7%▲ above 200d
• Nasdaq Comp.26,541+1.57%+8.6%▲ above 200d
• VIX (fear)14.51-4.60%-29.8%▼ below 200d
• US 10y yield4.67+0.17%+1.1%▲ above 200d
• Tech (XLK)188.61+3.16%+13.2%▲ above 200d
• Semis (SMH)573.00+3.10%+13.6%▲ above 200d
• Software (IGV)110.32+7.74%+19.4%▲ above 200d

Signal shifts since yesterday

• Palantir PLTRBUY → ACCUMULATE
• Snowflake SNOWBUY → ACCUMULATE
• Tesla TSLABUY → ACCUMULATE
• Salesforce CRMBUY → ACCUMULATE
• Palo Alto Networks PANWBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STACCUMULATE → HOLD
• CD Projekt 7CD.FREDUCE → SELL

What to own now — the ranked book

1. 01
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 54; +20.0% 1-mo; analysts: strong buy, +34% to target

   tren 100mome 62anal 96posi 85
   $227.98

   +8.74%
2. 02
   Micron MU USBUY95

   above 200-day, mixed short term; RSI 58; +26.6% 1-mo; analysts: strong buy, +62% to target

   tren 67mome 96anal 95posi 85
   $935.39

   -0.32%
3. 03
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); oversold (RSI 30); +13.1% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 46anal 95posi 85
   $256.26

   -1.54%
4. 04
   Meta Platforms META USBUY94

   downtrend (below 50/200-day); RSI 42; -2.5% 1-mo; analysts: strong buy, +32% to target

   tren 0mome 55anal 95posi 40
   $571.10

   -0.87%
5. 05
   Broadcom AVGO USBUY93

   above 200-day, mixed short term; oversold (RSI 23); +0.3% 1-mo; analysts: strong buy, +42% to target

   tren 67mome 31anal 95posi 60
   $371.54

   +4.49%
6. 06
   TSMC (ADR) TSM USBUY93

   uptrend (above rising 50/200-day); RSI 55; +14.0% 1-mo; analysts: strong buy, +30% to target

   tren 100mome 84anal 94posi 85
   $427.30

   +2.30%
7. 07
   ASML (ADR) ASML USBUY93

   above 200-day, mixed short term; RSI 49; +11.9% 1-mo; analysts: strong buy, +24% to target

   tren 67mome 62anal 94posi 85
   $1,735

   -0.61%
8. 08
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; oversold (RSI 34); +1.2% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 32anal 95posi 85
   $340.65

   -0.39%
9. 09
   ASML ASML.AS EUBUY93

   above 200-day, mixed short term; RSI 51; +7.9% 1-mo; analysts: strong buy, +34% to target

   tren 67mome 58anal 94posi 85
   €1,498

   -0.23%
10. 10
    AMD AMD USBUY92

    above 200-day, mixed short term; RSI 48; +11.0% 1-mo; analysts: strong buy, +29% to target

    tren 67mome 84anal 93posi 85
    $476.67

    -0.89%
11. 11
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; RSI 40; +3.5% 1-mo; analysts: strong buy, +49% to target

    tren 67mome 42anal 92posi 85
    CHF 344.80

    -1.77%
12. 12
    Adyen ADYEN.AS EUBUY91

    above 200-day, mixed short term; overbought (RSI 76); +20.0% 1-mo; analysts: buy, +30% to target

    tren 67mome 82anal 91posi 60
    €1,071

    -0.70%
13. 13
    Oracle ORCL USBUY91

    below 200-day; RSI 55; +29.0% 1-mo; analysts: buy, +61% to target

    tren 33mome 84anal 91posi 40
    $151.94

    +2.06%
14. 14
    SAP SAP.DE EUBUY90

    above 200-day, mixed short term; RSI 62; +13.0% 1-mo; analysts: strong buy, +15% to target

    tren 67mome 74anal 90posi 60
    €180.02

    -2.93%
15. 15
    Infineon IFX.DE EUBUY89

    above 200-day, mixed short term; oversold (RSI 33); -4.5% 1-mo; analysts: buy, +54% to target

    tren 67mome 24anal 91posi 60
    €55.19

    +0.62%
16. 16
    Spotify SPOT USBUY88

    above 200-day, mixed short term; RSI 61; +0.6% 1-mo; analysts: buy, +16% to target

    tren 67mome 82anal 88posi 60
    $527.25

    -4.14%
17. 17
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 44; +4.7% 1-mo; analysts: buy, +32% to target

    tren 33mome 44anal 89posi 40
    €106.50

    -2.65%
18. 18
    Microsoft MSFT USBUY87

    above 200-day, mixed short term; RSI 54; +29.3% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 62anal 87posi 85
    $505.06

    +1.75%
19. 19
    Xiaomi 1810.HK HKBUY86

    below 200-day; RSI 52; -9.9% 1-mo; analysts: buy, +31% to target

    tren 33mome 54anal 87posi 40
    27.96

    +1.75%
20. 20
    Netflix NFLX USBUY86

    below 200-day; RSI 64; +8.4% 1-mo; analysts: buy, +17% to target

    tren 33mome 94anal 86posi 40
    $79.84

    -1.99%
21. 21
    STMicroelectronics STMPA.PA EUBUY85

    above 200-day, mixed short term; oversold (RSI 34); -4.8% 1-mo; analysts: buy, +52% to target

    tren 67mome 23anal 87posi 60
    €42.32

    -0.55%
22. 22
    SAP (ADR) SAP USBUY82

    above 200-day, mixed short term; RSI 67; +18.9% 1-mo; analysts: buy, +11% to target

    tren 67mome 74anal 82posi 85
    $221.17

    +4.48%
23. 23
    Arm Holdings ARM USBUY78

    above 200-day, mixed short term; oversold (RSI 34); +13.5% 1-mo; analysts: buy, +12% to target

    tren 67mome 68anal 78posi 60
    $255.21

    +1.65%
24. 24
    VAT Group VACN.SW CHBUY77

    above 200-day, mixed short term; RSI 36; +0.8% 1-mo; analysts: buy, +16% to target

    tren 67mome 38anal 78posi 85
    CHF 608.40

    -0.26%
25. 25
    ServiceNow NOW USBUY77

    above 200-day, mixed short term; RSI 65; +19.6% 1-mo; analysts: strong buy, +3% to target

    tren 67mome 96anal 76posi 60
    $138.43

    +10.04%
26. 26
    Intel INTC USBUY76

    above 200-day, mixed short term; RSI 36; +12.5% 1-mo; analysts: hold, +25% to target

    tren 67mome 51anal 77posi 85
    $92.09

    +4.36%
27. 27
    Qualcomm QCOM USBUY73

    below 200-day; RSI 44; +5.8% 1-mo; analysts: hold, +17% to target

    tren 33mome 68anal 74posi 40
    $164.78

    +0.65%
28. 28
    Occidental OXY USBUY73

    uptrend (above rising 50/200-day); RSI 63; +5.6% 1-mo; analysts: buy, +13% to target

    tren 100mome 67anal 73posi 85
    $59.17

    +0.94%
29. 29
    Palantir PLTR USACCUMULATE72

    above 200-day, mixed short term; RSI 63; +51.2% 1-mo; analysts: buy, +3% to target

    tren 67mome 96anal 71posi 85
    $185.93

    +4.75%
30. 30
    Snowflake SNOW USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 49; +16.3% 1-mo; analysts: buy, -1% to target

    tren 100mome 62anal 72posi 55
    $329.11

    +4.36%
31. 31
    Tesla TSLA USACCUMULATE70

    downtrend (below 50/200-day); RSI 64; +18.9% 1-mo; analysts: buy, +10% to target

    tren 0mome 96anal 70posi 40
    $354.81

    +2.60%
32. 32
    Nokia NOKIA.HE EUACCUMULATE70

    above 200-day, mixed short term; RSI 64; +20.9% 1-mo; analysts: hold, +13% to target

    tren 67mome 96anal 70posi 60
    €9.14

    +3.56%
33. 33
    Logitech LOGN.SW CHACCUMULATE70

    below 200-day; RSI 36; -9.8% 1-mo; analysts: buy, +11% to target

    tren 33mome 22anal 71posi 60
    CHF 79.20

    -0.93%
34. 34
    Lufthansa LHA.DE EUACCUMULATE69

    below 200-day; oversold (RSI 32); -10.9% 1-mo; analysts: hold, +20% to target

    tren 33mome 16anal 71posi 60
    €8.05

    +0.85%
35. 35
    Salesforce CRM USACCUMULATE67

    above 200-day, mixed short term; overbought (RSI 81); +33.8% 1-mo; analysts: buy, -3% to target

    tren 67mome 82anal 66posi 85
    $252.05

    +22.58%
36. 36
    Palo Alto Networks PANW USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 56; +21.9% 1-mo; analysts: buy, -5% to target

    tren 100mome 74anal 65posi 55
    $382.85

    +12.83%
37. 37
    Apple AAPL USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 52; -7.0% 1-mo; analysts: buy, +3% to target

    tren 100mome 59anal 65posi 85
    $314.58

    +0.36%
38. 38
    Temenos TEMN.SW CHACCUMULATE64

    above 200-day, mixed short term; overbought (RSI 75); +11.5% 1-mo; analysts: buy, +5% to target

    tren 67mome 82anal 63posi 85
    CHF 76.35

    +1.87%
39. 39
    Dassault Systèmes DSY.PA EUACCUMULATE63

    above 200-day, mixed short term; RSI 59; +7.3% 1-mo; analysts: buy, +4% to target

    tren 67mome 92anal 63posi 60
    €22.54

    -0.49%
40. 40
    Divio Technologies DIVIO-B.ST EUHOLD55

    downtrend (below 50/200-day); RSI 52; -6.6% 1-mo; analysts: none

    tren 0mome 59posi 25
    0.05

    +0.00%
41. 41
    Adobe ADBE USHOLD49

    above 200-day, mixed short term; RSI 63; +9.8% 1-mo; analysts: hold, -6% to target

    tren 67mome 96anal 48posi 85
    $289.15

    +5.73%
42. 42
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 52; +1.0% 1-mo; analysts: hold, -0% to target

    tren 0mome 70anal 47posi 60
    97.20

    +1.57%
43. 43
    ams-OSRAM AMS.SW CHREDUCE44

    above 200-day, mixed short term; RSI 51; +10.8% 1-mo; analysts: hold, -4% to target

    tren 67mome 62anal 43posi 85
    CHF 17.79

    -0.50%
44. 44
    CD Projekt 7CD.F EUSELL22

    downtrend (below 50/200-day); oversold (RSI 33); -5.5% 1-mo; analysts: none

    tren 0mome 22posi 40
    €54.50

    -2.33%

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