The tape — 2 Sep 2026

9 of 44 names advanced today; 35 fell. 39 screen as buys, led by TSMC (ADR), Intel, NVIDIA. The book's average reading is 79/100.

Your holdings today

• Tesla TSLA KEEP+-3.22% · CHF 2,317
• ASML ASML.AS ADD-2.85% · CHF 4,097
• Apple AAPL KEEP++2.61% · CHF 3,173
• AMD AMD ADD-2.36% · CHF 5,606
• Adobe ADBE KEEP-2.29% · CHF 931
• NVIDIA NVDA ADD-1.51% · CHF 3,536
• Microsoft MSFT ADD-1.24% · CHF 2,445
• Logitech LOGN.SW KEEP+-0.33% · CHF 1,978

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Software (IGV) leading at +9.0% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,631-0.71%+0.4%▲ above 200d
• Nasdaq Comp.26,100-1.03%+0.7%▲ above 200d
• VIX (fear)16.34+9.52%+3.0%▼ below 200d
• US 10y yield4.80+0.80%+2.3%▲ above 200d
• Tech (XLK)183.64-1.53%+3.1%▲ above 200d
• Semis (SMH)545.22-2.05%-0.0%▲ above 200d
• Software (IGV)106.18-3.46%+9.0%▲ above 200d

Signal shifts since yesterday

• Palantir PLTRACCUMULATE → BUY
• Snowflake SNOWACCUMULATE → BUY
• ServiceNow NOWACCUMULATE → BUY
• Salesforce CRMACCUMULATE → BUY

What to own now — the ranked book

1. 01
   TSMC (ADR) TSM USBUY98

   above 200-day, mixed short term; RSI 40; +1.9% 1-mo; analysts: none, +34% to target

   tren 67mome 39anal 100posi 85
   $414.00

   -0.32%
2. 02
   Intel INTC USBUY98

   above 200-day, mixed short term; oversold (RSI 31); -2.2% 1-mo; analysts: none, +29% to target

   tren 67mome 27anal 100posi 85
   $88.97

   -0.60%
3. 03
   NVIDIA NVDA USBUY94

   uptrend (above rising 50/200-day); RSI 45; +5.2% 1-mo; analysts: strong buy, +49% to target

   tren 100mome 44anal 96posi 85
   $217.44

   -1.51%
4. 04
   Micron MU USBUY94

   above 200-day, mixed short term; RSI 53; +12.5% 1-mo; analysts: strong buy, +62% to target

   tren 67mome 84anal 95posi 85
   $933.44

   -2.64%
5. 05
   Meta Platforms META USBUY94

   downtrend (below 50/200-day); RSI 50; -2.0% 1-mo; analysts: strong buy, +30% to target

   tren 0mome 66anal 95posi 40
   $578.54

   +1.08%
6. 06
   Amazon AMZN USBUY93

   uptrend (above rising 50/200-day); RSI 38; -10.2% 1-mo; analysts: strong buy, +29% to target

   tren 100mome 21anal 95posi 85
   $254.92

   -1.87%
7. 07
   Broadcom AVGO USBUY93

   above 200-day, mixed short term; oversold (RSI 26); -5.7% 1-mo; analysts: strong buy, +42% to target

   tren 67mome 22anal 95posi 60
   $369.68

   -0.18%
8. 08
   Alphabet GOOGL USBUY93

   below 200-day; RSI 40; -10.3% 1-mo; analysts: strong buy, +28% to target

   tren 33mome 21anal 95posi 85
   $335.02

   -1.28%
9. 09
   ASML (ADR) ASML USBUY92

   above 200-day, mixed short term; oversold (RSI 28); +1.4% 1-mo; analysts: strong buy, +29% to target

   tren 67mome 33anal 94posi 85
   $1,665

   -1.82%
10. 10
    ASML ASML.AS EUBUY92

    above 200-day, mixed short term; oversold (RSI 35); +1.2% 1-mo; analysts: strong buy, +39% to target

    tren 67mome 32anal 94posi 85
    €1,452

    -2.85%
11. 11
    AMD AMD USBUY91

    above 200-day, mixed short term; RSI 43; -5.2% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 29anal 93posi 85
    $459.61

    -2.36%
12. 12
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; RSI 38; +1.7% 1-mo; analysts: strong buy, +55% to target

    tren 67mome 39anal 92posi 85
    CHF 332.00

    -2.92%
13. 13
    Adyen ADYEN.AS EUBUY91

    above 200-day, mixed short term; RSI 68; +19.4% 1-mo; analysts: buy, +33% to target

    tren 67mome 74anal 91posi 60
    €1,047

    -3.94%
14. 14
    Oracle ORCL USBUY90

    below 200-day; RSI 37; -0.4% 1-mo; analysts: buy, +73% to target

    tren 33mome 58anal 91posi 25
    $141.32

    -5.23%
15. 15
    Qualcomm QCOM USBUY90

    below 200-day; RSI 56; +9.9% 1-mo; analysts: none, +16% to target

    tren 33mome 96anal 90posi 40
    $166.61

    -2.27%
16. 16
    Infineon IFX.DE EUBUY90

    above 200-day, mixed short term; oversold (RSI 29); -8.7% 1-mo; analysts: buy, +51% to target

    tren 67mome 40anal 91posi 60
    €56.29

    -1.38%
17. 17
    Microsoft MSFT USBUY88

    uptrend (above rising 50/200-day); RSI 56; +2.7% 1-mo; analysts: strong buy, +14% to target

    tren 100mome 63anal 88posi 85
    $501.02

    -1.24%
18. 18
    Capgemini CAP.PA EUBUY88

    below 200-day; RSI 46; +4.6% 1-mo; analysts: buy, +31% to target

    tren 33mome 53anal 89posi 40
    €107.25

    -2.01%
19. 19
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 64; +0.1% 1-mo; analysts: buy, +30% to target

    tren 33mome 81anal 87posi 40
    28.00

    +1.60%
20. 20
    SAP (ADR) SAP USBUY87

    above 200-day, mixed short term; RSI 59; +11.8% 1-mo; analysts: buy, +17% to target

    tren 67mome 74anal 87posi 60
    $212.04

    -4.01%
21. 21
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; oversold (RSI 32); -5.8% 1-mo; analysts: buy, +55% to target

    tren 67mome 44anal 88posi 60
    €43.01

    -0.80%
22. 22
    Netflix NFLX USBUY85

    below 200-day; RSI 67; +10.2% 1-mo; analysts: buy, +16% to target

    tren 33mome 96anal 84posi 40
    $80.81

    -0.30%
23. 23
    Arm Holdings ARM USBUY84

    above 200-day, mixed short term; oversold (RSI 30); -1.8% 1-mo; analysts: buy, +22% to target

    tren 67mome 28anal 86posi 60
    $234.82

    -2.93%
24. 24
    Spotify SPOT USBUY84

    above 200-day, mixed short term; RSI 68; +11.9% 1-mo; analysts: buy, +12% to target

    tren 67mome 96anal 84posi 60
    $544.15

    +0.10%
25. 25
    SAP SAP.DE EUBUY83

    above 200-day, mixed short term; RSI 63; +21.1% 1-mo; analysts: strong buy, +9% to target

    tren 67mome 74anal 83posi 85
    €190.90

    -0.22%
26. 26
    VAT Group VACN.SW CHBUY81

    above 200-day, mixed short term; oversold (RSI 17); -3.9% 1-mo; analysts: buy, +21% to target

    tren 67mome 25anal 82posi 85
    CHF 583.80

    -2.60%
27. 27
    Nokia NOKIA.HE EUBUY75

    above 200-day, mixed short term; RSI 45; +7.7% 1-mo; analysts: hold, +18% to target

    tren 67mome 70anal 75posi 60
    €8.72

    -0.09%
28. 28
    Palantir PLTR USBUY74

    above 200-day, mixed short term; RSI 58; +43.2% 1-mo; analysts: buy, +7% to target

    tren 67mome 74anal 74posi 85
    $179.92

    -3.47%
29. 29
    Snowflake SNOW USBUY74

    uptrend (above rising 50/200-day); RSI 42; +4.0% 1-mo; analysts: buy, +3% to target

    tren 100mome 42anal 75posi 85
    $319.80

    -3.51%
30. 30
    ServiceNow NOW USBUY74

    above 200-day, mixed short term; RSI 66; +25.1% 1-mo; analysts: strong buy, -0% to target

    tren 67mome 96anal 73posi 60
    $142.90

    -3.44%
31. 31
    Salesforce CRM USBUY73

    above 200-day, mixed short term; overbought (RSI 84); +38.8% 1-mo; analysts: buy, +3% to target

    tren 67mome 82anal 72posi 55
    $258.11

    +0.22%
32. 32
    Logitech LOGN.SW CHACCUMULATE71

    below 200-day; RSI 40; -7.3% 1-mo; analysts: buy, +13% to target

    tren 33mome 26anal 73posi 60
    CHF 79.14

    -0.33%
33. 33
    Palo Alto Networks PANW USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 43; +4.3% 1-mo; analysts: buy, +1% to target

    tren 100mome 43anal 71posi 85
    $362.09

    -5.24%
34. 34
    Lufthansa LHA.DE EUACCUMULATE70

    below 200-day; RSI 35; -13.0% 1-mo; analysts: hold, +23% to target

    tren 33mome 44anal 71posi 40
    €7.86

    -1.65%
35. 35
    Tesla TSLA USACCUMULATE70

    downtrend (below 50/200-day); RSI 62; +10.6% 1-mo; analysts: buy, +10% to target

    tren 0mome 96anal 69posi 40
    $356.09

    -3.22%
36. 36
    Temenos TEMN.SW CHACCUMULATE70

    above 200-day, mixed short term; RSI 49; +4.3% 1-mo; analysts: buy, +12% to target

    tren 67mome 53anal 70posi 60
    CHF 72.10

    -3.09%
37. 37
    Occidental OXY USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 61; +9.9% 1-mo; analysts: buy, +10% to target

    tren 100mome 73anal 70posi 85
    $60.95

    +1.28%
38. 38
    Apple AAPL USACCUMULATE62

    uptrend (above rising 50/200-day); overbought (RSI 75); +7.2% 1-mo; analysts: buy, -0% to target

    tren 100mome 78anal 62posi 85
    $325.13

    +2.61%
39. 39
    Dassault Systèmes DSY.PA EUACCUMULATE62

    above 200-day, mixed short term; RSI 58; +13.9% 1-mo; analysts: buy, +3% to target

    tren 67mome 96anal 62posi 60
    €22.84

    -1.08%
40. 40
    Adobe ADBE USHOLD50

    above 200-day, mixed short term; RSI 67; +13.8% 1-mo; analysts: hold, -5% to target

    tren 67mome 96anal 49posi 60
    $286.08

    -2.29%
41. 41
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 45; +0.9% 1-mo; analysts: hold, -0% to target

    tren 0mome 60anal 47posi 60
    97.08

    +0.37%
42. 42
    Divio Technologies DIVIO-B.ST EUHOLD46

    downtrend (below 50/200-day); oversold (RSI 30); -2.6% 1-mo; analysts: none

    tren 0mome 49posi 25
    0.05

    +2.31%
43. 43
    ams-OSRAM AMS.SW CHREDUCE41

    uptrend (above rising 50/200-day); RSI 44; +14.4% 1-mo; analysts: hold, -6% to target

    tren 100mome 51anal 41posi 85
    CHF 18.25

    +0.50%
44. 44
    CD Projekt 7CD.F EUSELL19

    downtrend (below 50/200-day); oversold (RSI 25); -7.6% 1-mo; analysts: none

    tren 0mome 19posi 40
    €54.68

    -0.62%

Today's movers — the market

IPO radar

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