The tape — 4 Sep 2026

31 of 44 names advanced today; 13 fell. 39 screen as buys, led by Nokia, Intel, NVIDIA. The book's average reading is 79/100.

Your holdings today

• Tesla TSLA KEEP++5.42% · CHF 2,433
• Logitech LOGN.SW KEEP++3.29% · CHF 2,043
• Microsoft MSFT ADD+2.68% · CHF 2,473
• Adobe ADBE KEEP+2.13% · CHF 924
• NVIDIA NVDA ADD+1.80% · CHF 3,692
• Apple AAPL KEEP++1.00% · CHF 3,182
• ASML ASML.AS ADD+0.72% · CHF 4,075
• AMD AMD ADD-0.20% · CHF 5,529

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 14 (calm); Software (IGV) leading at +5.6% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,748+1.06%+0.3%▲ above 200d
• Nasdaq Comp.26,584+1.40%+0.8%▲ above 200d
• VIX (fear)14.32-5.79%-9.4%▼ below 200d
• US 10y yield4.76-0.71%+3.1%▲ above 200d
• Tech (XLK)185.97+1.29%+0.0%▲ above 200d
• Semis (SMH)552.60+0.39%-3.0%▲ above 200d
• Software (IGV)106.95+3.41%+5.6%▲ above 200d

Signal shifts since yesterday

• Salesforce CRMBUY → ACCUMULATE
• ServiceNow NOWBUY → ACCUMULATE
• Snowflake SNOWBUY → ACCUMULATE

What to own now — the ranked book

1. 01
   Nokia NOKIA.HE EUBUY99

   above 200-day, mixed short term; RSI 36; +0.3% 1-mo; analysts: none, +25% to target

   tren 67mome 59anal 100posi 60
   €8.47

   -0.40%
2. 02
   Intel INTC USBUY98

   above 200-day, mixed short term; oversold (RSI 31); -9.3% 1-mo; analysts: none, +25% to target

   tren 67mome 39anal 100posi 85
   $91.67

   +1.80%
3. 03
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 52; +4.2% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 75anal 96posi 85
   $228.45

   +1.80%
4. 04
   Meta Platforms META USBUY94

   below 200-day; RSI 58; +3.7% 1-mo; analysts: strong buy, +24% to target

   tren 33mome 87anal 95posi 40
   $610.68

   +3.01%
5. 05
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 48; +7.3% 1-mo; analysts: strong buy, +58% to target

   tren 100mome 80anal 95posi 85
   $958.16

   +0.22%
6. 06
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 46; -5.0% 1-mo; analysts: strong buy, +27% to target

   tren 100mome 39anal 95posi 85
   $258.90

   +1.54%
7. 07
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 46; -5.5% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 38anal 95posi 85
   $342.48

   +1.59%
8. 08
   Broadcom AVGO USBUY93

   below 200-day; oversold (RSI 28); -14.6% 1-mo; analysts: strong buy, +47% to target

   tren 33mome 16anal 95posi 40
   $357.16

   -2.74%
9. 09
   TSMC (ADR) TSM USBUY92

   above 200-day, mixed short term; RSI 44; +0.7% 1-mo; analysts: strong buy, +32% to target

   tren 67mome 38anal 94posi 85
   $417.01

   +0.36%
10. 10
    ASML (ADR) ASML USBUY92

    above 200-day, mixed short term; oversold (RSI 22); -1.9% 1-mo; analysts: strong buy, +31% to target

    tren 67mome 28anal 94posi 85
    $1,646

    -2.15%
11. 11
    ASML ASML.AS EUBUY92

    above 200-day, mixed short term; oversold (RSI 23); -1.8% 1-mo; analysts: strong buy, +41% to target

    tren 67mome 28anal 94posi 85
    €1,446

    +0.72%
12. 12
    AMD AMD USBUY91

    above 200-day, mixed short term; oversold (RSI 28); -5.4% 1-mo; analysts: strong buy, +35% to target

    tren 67mome 22anal 93posi 85
    $456.16

    -0.20%
13. 13
    Oracle ORCL USBUY91

    below 200-day; RSI 53; +6.7% 1-mo; analysts: buy, +57% to target

    tren 33mome 79anal 91posi 40
    $154.04

    +5.69%
14. 14
    Comet Holding COTN.SW CHBUY90

    above 200-day, mixed short term; oversold (RSI 29); -9.0% 1-mo; analysts: strong buy, +53% to target

    tren 67mome 17anal 92posi 85
    CHF 337.40

    +3.43%
15. 15
    Adyen ADYEN.AS EUBUY90

    below 200-day; RSI 45; +10.7% 1-mo; analysts: buy, +34% to target

    tren 33mome 62anal 91posi 40
    €1,039

    +3.16%
16. 16
    Infineon IFX.DE EUBUY90

    above 200-day, mixed short term; oversold (RSI 29); -12.5% 1-mo; analysts: buy, +54% to target

    tren 67mome 38anal 91posi 60
    €55.77

    +0.41%
17. 17
    SAP SAP.DE EUBUY88

    above 200-day, mixed short term; RSI 57; +8.4% 1-mo; analysts: strong buy, +15% to target

    tren 67mome 71anal 89posi 60
    €181.44

    -1.53%
18. 18
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 63; +4.8% 1-mo; analysts: buy, +30% to target

    tren 33mome 88anal 87posi 40
    28.16

    +2.62%
19. 19
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 48; -2.1% 1-mo; analysts: buy, +34% to target

    tren 33mome 43anal 89posi 40
    €105.10

    -1.41%
20. 20
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; RSI 37; -6.8% 1-mo; analysts: buy, +53% to target

    tren 67mome 49anal 88posi 60
    €43.72

    +3.34%
21. 21
    Qualcomm QCOM USBUY86

    above 200-day, mixed short term; RSI 54; +7.0% 1-mo; analysts: none, +15% to target

    tren 67mome 80anal 86posi 60
    $168.57

    -0.82%
22. 22
    Microsoft MSFT USBUY86

    uptrend (above rising 50/200-day); RSI 59; +4.6% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 65anal 87posi 85
    $510.12

    +2.68%
23. 23
    Palo Alto Networks PANW USBUY85

    above 200-day, mixed short term; RSI 36; -8.5% 1-mo; analysts: buy, +16% to target

    tren 67mome 24anal 86posi 85
    $331.94

    +1.05%
24. 24
    SAP (ADR) SAP USBUY84

    above 200-day, mixed short term; RSI 60; +10.0% 1-mo; analysts: buy, +14% to target

    tren 67mome 73anal 85posi 60
    $217.03

    +3.50%
25. 25
    Netflix NFLX USBUY82

    below 200-day; RSI 63; +11.4% 1-mo; analysts: buy, +13% to target

    tren 33mome 96anal 82posi 40
    $82.67

    -0.07%
26. 26
    Arm Holdings ARM USBUY82

    above 200-day, mixed short term; oversold (RSI 30); -11.7% 1-mo; analysts: buy, +18% to target

    tren 67mome 16anal 84posi 60
    $242.59

    +3.29%
27. 27
    Spotify SPOT USBUY82

    above 200-day, mixed short term; RSI 66; +16.1% 1-mo; analysts: buy, +10% to target

    tren 67mome 96anal 81posi 60
    $560.11

    +0.13%
28. 28
    VAT Group VACN.SW CHBUY78

    above 200-day, mixed short term; oversold (RSI 29); -3.0% 1-mo; analysts: buy, +17% to target

    tren 67mome 26anal 79posi 85
    CHF 607.40

    +4.04%
29. 29
    Palantir PLTR USBUY73

    above 200-day, mixed short term; RSI 57; +15.2% 1-mo; analysts: buy, +5% to target

    tren 67mome 74anal 73posi 85
    $182.53

    +7.71%
30. 30
    Salesforce CRM USACCUMULATE71

    above 200-day, mixed short term; overbought (RSI 88); +37.0% 1-mo; analysts: buy, +2% to target

    tren 67mome 82anal 71posi 55
    $264.43

    +2.92%
31. 31
    ServiceNow NOW USACCUMULATE71

    above 200-day, mixed short term; RSI 67; +24.2% 1-mo; analysts: strong buy, -3% to target

    tren 67mome 96anal 70posi 85
    $145.59

    +6.49%
32. 32
    Occidental OXY USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 62; +12.6% 1-mo; analysts: buy, +10% to target

    tren 100mome 74anal 70posi 85
    $60.61

    -0.49%
33. 33
    Lufthansa LHA.DE EUACCUMULATE70

    below 200-day; oversold (RSI 30); -10.2% 1-mo; analysts: hold, +27% to target

    tren 33mome 38anal 71posi 40
    €7.61

    -0.31%
34. 34
    Logitech LOGN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 43; -3.7% 1-mo; analysts: buy, +8% to target

    tren 100mome 53anal 68posi 60
    CHF 81.72

    +3.29%
35. 35
    Temenos TEMN.SW CHACCUMULATE68

    above 200-day, mixed short term; RSI 43; +5.6% 1-mo; analysts: buy, +10% to target

    tren 67mome 45anal 68posi 60
    CHF 72.95

    +0.62%
36. 36
    Snowflake SNOW USACCUMULATE66

    uptrend (above rising 50/200-day); RSI 60; +12.5% 1-mo; analysts: buy, -7% to target

    tren 100mome 74anal 65posi 55
    $356.47

    +16.55%
37. 37
    Dassault Systèmes DSY.PA EUACCUMULATE65

    above 200-day, mixed short term; RSI 65; +3.8% 1-mo; analysts: buy, +7% to target

    tren 67mome 64anal 65posi 60
    €22.13

    -0.54%
38. 38
    Tesla TSLA USACCUMULATE64

    below 200-day; RSI 63; +17.0% 1-mo; analysts: buy, +4% to target

    tren 33mome 96anal 63posi 60
    $376.37

    +5.42%
39. 39
    Apple AAPL USACCUMULATE62

    uptrend (above rising 50/200-day); overbought (RSI 75); +5.5% 1-mo; analysts: buy, -1% to target

    tren 100mome 75anal 61posi 85
    $328.21

    +1.00%
40. 40
    Adobe ADBE USHOLD51

    above 200-day, mixed short term; RSI 65; +10.2% 1-mo; analysts: hold, -4% to target

    tren 67mome 74anal 50posi 60
    $285.75

    +2.13%
41. 41
    ams-OSRAM AMS.SW CHHOLD48

    above 200-day, mixed short term; oversold (RSI 33); -1.6% 1-mo; analysts: hold, +1% to target

    tren 67mome 28anal 48posi 85
    CHF 16.93

    -3.04%
42. 42
    Ericsson ERIC-B.ST EUHOLD47

    downtrend (below 50/200-day); RSI 45; +0.7% 1-mo; analysts: hold, -0% to target

    tren 0mome 70anal 47posi 60
    97.04

    +0.41%
43. 43
    Divio Technologies DIVIO-B.ST EUREDUCE41

    downtrend (below 50/200-day); RSI 53; -1.8% 1-mo; analysts: none

    tren 0mome 44posi 25
    0.05

    +5.14%
44. 44
    CD Projekt 7CD.F EUSELL20

    downtrend (below 50/200-day); oversold (RSI 25); -7.1% 1-mo; analysts: none

    tren 0mome 20posi 40
    €54.70

    -1.58%

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