The tape — 1 Sep 2026

23 of 44 names advanced today; 20 fell. 39 screen as buys, led by TSMC (ADR), Intel, NVIDIA. The book's average reading is 78/100.

Your holdings today

• Tesla TSLA KEEP++5.51% · CHF 2,383
• NVIDIA NVDA ADD+1.48% · CHF 3,574
• Microsoft MSFT ADD-1.22% · CHF 2,464
• AMD AMD ADD+1.10% · CHF 5,715
• Apple AAPL KEEP+-0.89% · CHF 3,078
• Logitech LOGN.SW KEEP++0.86% · CHF 1,997
• ASML ASML.AS ADD+0.54% · CHF 4,211
• Adobe ADBE KEEP+0.44% · CHF 948

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (calm); Software (IGV) leading at +16.3% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,686-0.33%+2.6%▲ above 200d
• Nasdaq Comp.26,371-0.12%+3.9%▲ above 200d
• VIX (fear)14.92+3.40%-6.7%▼ below 200d
• US 10y yield4.76+0.81%+0.3%▲ above 200d
• Tech (XLK)186.50+0.44%+6.4%▲ above 200d
• Semis (SMH)556.63+0.64%+3.0%▲ above 200d
• Software (IGV)109.98+0.44%+16.3%▲ above 200d

Signal shifts since yesterday

• Salesforce CRMBUY → ACCUMULATE
• Snowflake SNOWBUY → ACCUMULATE
• Occidental OXYBUY → ACCUMULATE
• ServiceNow NOWBUY → ACCUMULATE
• Tesla TSLABUY → ACCUMULATE
• Divio Technologies DIVIO-B.STACCUMULATE → HOLD

What to own now — the ranked book

1. 01
   TSMC (ADR) TSM USBUY99

   above 200-day, mixed short term; RSI 46; +2.7% 1-mo; analysts: none, +34% to target

   tren 67mome 73anal 100posi 85
   $415.32

   -0.53%
2. 02
   Intel INTC USBUY98

   above 200-day, mixed short term; RSI 38; -0.8% 1-mo; analysts: none, +28% to target

   tren 67mome 35anal 100posi 85
   $89.51

   +0.04%
3. 03
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 53; +10.0% 1-mo; analysts: strong buy, +46% to target

   tren 100mome 61anal 96posi 85
   $220.78

   +1.48%
4. 04
   Micron MU USBUY95

   uptrend (above rising 50/200-day); RSI 62; +16.5% 1-mo; analysts: strong buy, +58% to target

   tren 100mome 96anal 95posi 85
   $958.73

   +2.77%
5. 05
   Meta Platforms META USBUY94

   downtrend (below 50/200-day); RSI 40; +2.8% 1-mo; analysts: strong buy, +32% to target

   tren 0mome 63anal 95posi 40
   $572.34

   -0.98%
6. 06
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 38; -4.3% 1-mo; analysts: strong buy, +26% to target

   tren 100mome 30anal 95posi 85
   $259.77

   -2.50%
7. 07
   Broadcom AVGO USBUY93

   above 200-day, mixed short term; oversold (RSI 26); -4.9% 1-mo; analysts: strong buy, +42% to target

   tren 67mome 23anal 95posi 60
   $370.34

   +0.42%
8. 08
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 44; -4.7% 1-mo; analysts: strong buy, +26% to target

   tren 67mome 29anal 95posi 85
   $339.35

   -2.09%
9. 09
   ASML ASML.AS EUBUY93

   above 200-day, mixed short term; RSI 47; +3.8% 1-mo; analysts: strong buy, +35% to target

   tren 67mome 52anal 94posi 85
   €1,494

   +0.54%
10. 10
    ASML (ADR) ASML USBUY92

    above 200-day, mixed short term; oversold (RSI 34); +4.1% 1-mo; analysts: strong buy, +27% to target

    tren 67mome 37anal 94posi 85
    $1,696

    -0.01%
11. 11
    AMD AMD USBUY92

    above 200-day, mixed short term; RSI 49; -1.1% 1-mo; analysts: strong buy, +30% to target

    tren 67mome 45anal 93posi 85
    $470.72

    +1.10%
12. 12
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; RSI 42; +1.5% 1-mo; analysts: strong buy, +50% to target

    tren 67mome 39anal 92posi 85
    CHF 342.00

    -1.72%
13. 13
    Adyen ADYEN.AS EUBUY91

    above 200-day, mixed short term; overbought (RSI 78); +23.2% 1-mo; analysts: buy, +28% to target

    tren 67mome 82anal 91posi 60
    €1,090

    +1.00%
14. 14
    Oracle ORCL USBUY91

    below 200-day; RSI 54; +14.8% 1-mo; analysts: buy, +64% to target

    tren 33mome 84anal 91posi 40
    $149.12

    -1.15%
15. 15
    Infineon IFX.DE EUBUY90

    above 200-day, mixed short term; oversold (RSI 32); -4.0% 1-mo; analysts: buy, +49% to target

    tren 67mome 47anal 91posi 60
    €57.08

    -0.16%
16. 16
    Capgemini CAP.PA EUBUY88

    below 200-day; RSI 53; +7.3% 1-mo; analysts: buy, +28% to target

    tren 33mome 57anal 89posi 60
    €109.45

    -0.05%
17. 17
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 59; -0.6% 1-mo; analysts: buy, +31% to target

    tren 33mome 80anal 87posi 40
    27.80

    +0.65%
18. 18
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; oversold (RSI 33); -5.0% 1-mo; analysts: buy, +54% to target

    tren 67mome 46anal 88posi 60
    €43.36

    -0.52%
19. 19
    Microsoft MSFT USBUY86

    uptrend (above rising 50/200-day); RSI 52; +9.2% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 60anal 87posi 85
    $507.29

    -1.22%
20. 20
    Spotify SPOT USBUY85

    above 200-day, mixed short term; RSI 63; +8.7% 1-mo; analysts: buy, +13% to target

    tren 67mome 94anal 84posi 60
    $543.62

    -0.71%
21. 21
    Netflix NFLX USBUY84

    below 200-day; RSI 66; +13.0% 1-mo; analysts: buy, +16% to target

    tren 33mome 96anal 84posi 40
    $81.05

    -0.82%
22. 22
    Qualcomm QCOM USBUY84

    above 200-day, mixed short term; RSI 64; +15.5% 1-mo; analysts: none, +13% to target

    tren 67mome 96anal 83posi 60
    $170.48

    +3.83%
23. 23
    Arm Holdings ARM USBUY83

    above 200-day, mixed short term; oversold (RSI 35); +0.9% 1-mo; analysts: buy, +18% to target

    tren 67mome 32anal 84posi 60
    $241.91

    +1.20%
24. 24
    SAP SAP.DE EUBUY82

    above 200-day, mixed short term; RSI 65; +22.7% 1-mo; analysts: strong buy, +9% to target

    tren 67mome 74anal 83posi 85
    €191.32

    +0.76%
25. 25
    SAP (ADR) SAP USBUY82

    above 200-day, mixed short term; RSI 64; +20.3% 1-mo; analysts: buy, +12% to target

    tren 67mome 74anal 83posi 85
    $220.89

    -0.29%
26. 26
    VAT Group VACN.SW CHBUY79

    above 200-day, mixed short term; oversold (RSI 32); -0.4% 1-mo; analysts: buy, +18% to target

    tren 67mome 30anal 80posi 85
    CHF 599.40

    -0.63%
27. 27
    Nokia NOKIA.HE EUBUY74

    above 200-day, mixed short term; RSI 58; +10.5% 1-mo; analysts: hold, +17% to target

    tren 67mome 96anal 74posi 60
    €8.79

    -2.98%
28. 28
    Salesforce CRM USACCUMULATE71

    above 200-day, mixed short term; overbought (RSI 81); +40.0% 1-mo; analysts: buy, +2% to target

    tren 67mome 82anal 71posi 55
    $257.54

    +0.60%
29. 29
    Palantir PLTR USACCUMULATE71

    above 200-day, mixed short term; RSI 61; +51.5% 1-mo; analysts: buy, +3% to target

    tren 67mome 96anal 71posi 85
    $186.38

    +0.05%
30. 30
    Snowflake SNOW USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 48; +13.0% 1-mo; analysts: buy, -1% to target

    tren 100mome 62anal 71posi 55
    $331.43

    +1.05%
31. 31
    Occidental OXY USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 55; +5.4% 1-mo; analysts: buy, +11% to target

    tren 100mome 67anal 71posi 85
    $60.18

    +1.83%
32. 32
    ServiceNow NOW USACCUMULATE70

    above 200-day, mixed short term; RSI 69; +33.0% 1-mo; analysts: strong buy, -4% to target

    tren 67mome 96anal 70posi 85
    $147.99

    +2.27%
33. 33
    Lufthansa LHA.DE EUACCUMULATE70

    below 200-day; RSI 37; -11.7% 1-mo; analysts: hold, +21% to target

    tren 33mome 44anal 71posi 40
    €7.99

    -0.15%
34. 34
    Logitech LOGN.SW CHACCUMULATE70

    below 200-day; oversold (RSI 34); -2.8% 1-mo; analysts: buy, +11% to target

    tren 33mome 26anal 71posi 60
    CHF 79.88

    +0.86%
35. 35
    Tesla TSLA USACCUMULATE66

    below 200-day; RSI 65; +18.2% 1-mo; analysts: buy, +6% to target

    tren 33mome 96anal 66posi 60
    $367.95

    +5.51%
36. 36
    Temenos TEMN.SW CHACCUMULATE66

    above 200-day, mixed short term; RSI 66; +11.9% 1-mo; analysts: buy, +6% to target

    tren 67mome 96anal 65posi 85
    CHF 75.45

    -1.18%
37. 37
    Palo Alto Networks PANW USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 49; +15.2% 1-mo; analysts: buy, -5% to target

    tren 100mome 62anal 65posi 55
    $382.13

    +2.84%
38. 38
    Apple AAPL USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 65; +2.6% 1-mo; analysts: buy, +2% to target

    tren 100mome 85anal 65posi 85
    $316.85

    -0.89%
39. 39
    Dassault Systèmes DSY.PA EUACCUMULATE61

    above 200-day, mixed short term; RSI 62; +14.3% 1-mo; analysts: buy, +2% to target

    tren 67mome 96anal 60posi 60
    €23.09

    +0.09%
40. 40
    Adobe ADBE USHOLD48

    above 200-day, mixed short term; RSI 69; +16.9% 1-mo; analysts: hold, -8% to target

    tren 67mome 96anal 47posi 85
    $292.79

    +0.44%
41. 41
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 58; +4.1% 1-mo; analysts: hold, -1% to target

    tren 0mome 87anal 46posi 60
    97.64

    +0.91%
42. 42
    Divio Technologies DIVIO-B.ST EUHOLD45

    downtrend (below 50/200-day); oversold (RSI 29); -2.9% 1-mo; analysts: none

    tren 0mome 49posi 25
    0.05

    +1.92%
43. 43
    ams-OSRAM AMS.SW CHREDUCE42

    uptrend (above rising 50/200-day); RSI 52; +15.2% 1-mo; analysts: hold, -6% to target

    tren 100mome 62anal 41posi 85
    CHF 18.16

    +0.00%
44. 44
    CD Projekt 7CD.F EUSELL19

    downtrend (below 50/200-day); oversold (RSI 25); -7.9% 1-mo; analysts: none

    tren 0mome 19posi 40
    €53.98

    -1.68%

Today's movers — the market

IPO radar

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