The tape — 3 Sep 2026

17 of 44 names advanced today; 27 fell. 39 screen as buys, led by Nokia, Intel, NVIDIA. The book's average reading is 80/100.

Your holdings today

• NVIDIA NVDA ADD+3.21% · CHF 3,635
• Adobe ADBE KEEP-2.20% · CHF 906
• ASML ASML.AS ADD-1.13% · CHF 4,047
• Microsoft MSFT ADD-0.84% · CHF 2,414
• AMD AMD ADD-0.55% · CHF 5,552
• Tesla TSLA KEEP++0.26% · CHF 2,313
• Apple AAPL KEEP+-0.05% · CHF 3,158
• Logitech LOGN.SW KEEP+-0.03% · CHF 1,978

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Software (IGV) leading at +1.4% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,667+0.46%-0.9%▲ above 200d
• Nasdaq Comp.26,218+0.45%-1.4%▲ above 200d
• VIX (fear)15.20-6.98%-7.9%▼ below 200d
• US 10y yield4.80+0.00%+3.7%▲ above 200d
• Tech (XLK)183.60-0.02%-1.8%▲ above 200d
• Semis (SMH)550.48+0.96%-4.4%▲ above 200d
• Software (IGV)103.42-2.60%+1.4%▲ above 200d

Signal shifts since yesterday

• Palo Alto Networks PANWACCUMULATE → BUY
• ams-OSRAM AMS.SWREDUCE → HOLD
• Divio Technologies DIVIO-B.STHOLD → REDUCE

What to own now — the ranked book

1. 01
   Nokia NOKIA.HE EUBUY99

   above 200-day, mixed short term; RSI 36; -0.8% 1-mo; analysts: none, +24% to target

   tren 67mome 58anal 100posi 60
   €8.56

   -0.23%
2. 02
   Intel INTC USBUY98

   above 200-day, mixed short term; oversold (RSI 24); -10.7% 1-mo; analysts: none, +28% to target

   tren 67mome 16anal 100posi 85
   $90.05

   +1.21%
3. 03
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 49; +5.9% 1-mo; analysts: strong buy, +45% to target

   tren 100mome 55anal 96posi 85
   $224.41

   +3.21%
4. 04
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 51; +7.1% 1-mo; analysts: strong buy, +58% to target

   tren 100mome 80anal 95posi 85
   $956.08

   +2.43%
5. 05
   Meta Platforms META USBUY94

   downtrend (below 50/200-day); RSI 49; +0.8% 1-mo; analysts: strong buy, +27% to target

   tren 0mome 70anal 95posi 40
   $592.85

   +2.47%
6. 06
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 40; -8.1% 1-mo; analysts: strong buy, +29% to target

   tren 100mome 24anal 95posi 85
   $254.98

   +0.02%
7. 07
   Broadcom AVGO USBUY93

   below 200-day; oversold (RSI 24); -12.2% 1-mo; analysts: strong buy, +43% to target

   tren 33mome 16anal 95posi 60
   $367.24

   -0.66%
8. 08
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 39; -10.7% 1-mo; analysts: strong buy, +27% to target

   tren 67mome 21anal 95posi 85
   $337.12

   +0.63%
9. 09
   TSMC (ADR) TSM USBUY92

   above 200-day, mixed short term; RSI 40; -0.4% 1-mo; analysts: strong buy, +33% to target

   tren 67mome 36anal 94posi 85
   $415.50

   +0.36%
10. 10
    ASML ASML.AS EUBUY92

    above 200-day, mixed short term; oversold (RSI 31); +1.1% 1-mo; analysts: strong buy, +42% to target

    tren 67mome 32anal 94posi 85
    €1,435

    -1.13%
11. 11
    ASML (ADR) ASML USBUY92

    above 200-day, mixed short term; oversold (RSI 24); -1.7% 1-mo; analysts: strong buy, +27% to target

    tren 67mome 28anal 94posi 85
    $1,682

    +1.03%
12. 12
    AMD AMD USBUY91

    above 200-day, mixed short term; RSI 42; -11.9% 1-mo; analysts: strong buy, +34% to target

    tren 67mome 21anal 93posi 85
    $457.06

    -0.55%
13. 13
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; oversold (RSI 30); -6.4% 1-mo; analysts: strong buy, +59% to target

    tren 67mome 21anal 92posi 85
    CHF 326.20

    -1.75%
14. 14
    Adyen ADYEN.AS EUBUY90

    below 200-day; RSI 64; +10.9% 1-mo; analysts: buy, +39% to target

    tren 33mome 74anal 91posi 40
    €1,007

    -3.88%
15. 15
    Infineon IFX.DE EUBUY90

    above 200-day, mixed short term; oversold (RSI 26); -9.6% 1-mo; analysts: buy, +55% to target

    tren 67mome 39anal 91posi 60
    €55.54

    -1.33%
16. 16
    Oracle ORCL USBUY90

    below 200-day; RSI 39; +0.0% 1-mo; analysts: buy, +66% to target

    tren 33mome 37anal 91posi 25
    $145.75

    +3.13%
17. 17
    Microsoft MSFT USBUY88

    uptrend (above rising 50/200-day); RSI 50; +0.8% 1-mo; analysts: strong buy, +15% to target

    tren 100mome 48anal 90posi 85
    $496.82

    -0.84%
18. 18
    SAP (ADR) SAP USBUY88

    above 200-day, mixed short term; RSI 51; +7.3% 1-mo; analysts: buy, +18% to target

    tren 67mome 57anal 89posi 60
    $209.69

    -1.11%
19. 19
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 52; -0.6% 1-mo; analysts: buy, +32% to target

    tren 33mome 46anal 89posi 40
    €106.60

    -0.61%
20. 20
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; oversold (RSI 29); -6.5% 1-mo; analysts: buy, +58% to target

    tren 67mome 43anal 88posi 60
    €42.31

    -1.65%
21. 21
    Xiaomi 1810.HK HKBUY86

    below 200-day; RSI 61; -0.7% 1-mo; analysts: buy, +33% to target

    tren 33mome 58anal 87posi 40
    27.46

    -2.14%
22. 22
    SAP SAP.DE EUBUY86

    above 200-day, mixed short term; RSI 60; +11.9% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 74anal 87posi 60
    €184.26

    -3.48%
23. 23
    Palo Alto Networks PANW USBUY86

    above 200-day, mixed short term; oversold (RSI 32); -10.3% 1-mo; analysts: buy, +17% to target

    tren 67mome 16anal 88posi 85
    $328.48

    -9.28%
24. 24
    Qualcomm QCOM USBUY84

    above 200-day, mixed short term; RSI 58; +4.5% 1-mo; analysts: none, +14% to target

    tren 67mome 88anal 84posi 60
    $169.96

    +2.01%
25. 25
    Arm Holdings ARM USBUY84

    above 200-day, mixed short term; oversold (RSI 25); -16.3% 1-mo; analysts: buy, +22% to target

    tren 67mome 16anal 86posi 60
    $234.86

    +0.02%
26. 26
    Netflix NFLX USBUY82

    below 200-day; RSI 63; +12.5% 1-mo; analysts: buy, +13% to target

    tren 33mome 96anal 82posi 40
    $82.73

    +2.38%
27. 27
    Spotify SPOT USBUY82

    above 200-day, mixed short term; RSI 69; +17.0% 1-mo; analysts: buy, +10% to target

    tren 67mome 96anal 81posi 60
    $559.36

    +2.80%
28. 28
    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%
29. 29
    Palantir PLTR USBUY80

    above 200-day, mixed short term; RSI 41; +4.2% 1-mo; analysts: buy, +13% to target

    tren 67mome 43anal 81posi 85
    $169.46

    -5.81%
30. 30
    Snowflake SNOW USBUY79

    uptrend (above rising 50/200-day); oversold (RSI 33); -3.5% 1-mo; analysts: buy, +8% to target

    tren 100mome 25anal 81posi 85
    $305.84

    -4.37%
31. 31
    ServiceNow NOW USBUY77

    above 200-day, mixed short term; RSI 58; +15.7% 1-mo; analysts: strong buy, +3% to target

    tren 67mome 96anal 77posi 60
    $136.72

    -4.32%
32. 32
    Salesforce CRM USBUY74

    above 200-day, mixed short term; overbought (RSI 82); +34.5% 1-mo; analysts: buy, +5% to target

    tren 67mome 82anal 74posi 85
    $256.93

    -0.46%
33. 33
    Logitech LOGN.SW CHACCUMULATE71

    below 200-day; oversold (RSI 31); -9.0% 1-mo; analysts: buy, +12% to target

    tren 33mome 17anal 72posi 60
    CHF 79.12

    -0.03%
34. 34
    Occidental OXY USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 67; +10.6% 1-mo; analysts: buy, +10% to target

    tren 100mome 74anal 70posi 85
    $60.91

    -0.07%
35. 35
    Lufthansa LHA.DE EUACCUMULATE70

    below 200-day; oversold (RSI 30); -17.3% 1-mo; analysts: hold, +26% to target

    tren 33mome 38anal 71posi 40
    €7.64

    -2.85%
36. 36
    Tesla TSLA USACCUMULATE70

    downtrend (below 50/200-day); RSI 58; +9.1% 1-mo; analysts: buy, +9% to target

    tren 0mome 95anal 69posi 40
    $357.01

    +0.26%
37. 37
    Temenos TEMN.SW CHACCUMULATE69

    above 200-day, mixed short term; RSI 49; +4.3% 1-mo; analysts: buy, +11% to target

    tren 67mome 53anal 70posi 60
    CHF 72.10

    -3.09%
38. 38
    Dassault Systèmes DSY.PA EUACCUMULATE65

    above 200-day, mixed short term; RSI 60; +7.2% 1-mo; analysts: buy, +7% to target

    tren 67mome 69anal 65posi 60
    €22.25

    -2.58%
39. 39
    Apple AAPL USACCUMULATE62

    uptrend (above rising 50/200-day); overbought (RSI 73); +5.0% 1-mo; analysts: buy, -0% to target

    tren 100mome 75anal 62posi 85
    $324.96

    -0.05%
40. 40
    Adobe ADBE USHOLD54

    above 200-day, mixed short term; RSI 56; +8.7% 1-mo; analysts: hold, -2% to target

    tren 67mome 94anal 53posi 60
    $279.79

    -2.20%
41. 41
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 42; -1.5% 1-mo; analysts: hold, -0% to target

    tren 0mome 57anal 47posi 60
    97.06

    +0.60%
42. 42
    ams-OSRAM AMS.SW CHHOLD45

    above 200-day, mixed short term; oversold (RSI 34); +4.9% 1-mo; analysts: hold, -2% to target

    tren 67mome 38anal 45posi 85
    CHF 17.46

    -4.33%
43. 43
    Divio Technologies DIVIO-B.ST EUREDUCE40

    downtrend (below 50/200-day); RSI 52; -2.2% 1-mo; analysts: none

    tren 0mome 43posi 25
    0.05

    +4.74%
44. 44
    CD Projekt 7CD.F EUSELL20

    downtrend (below 50/200-day); oversold (RSI 26); -7.0% 1-mo; analysts: none

    tren 0mome 20posi 40
    €55.08

    +0.66%

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