The tape — 21 Sep 2026

21 of 44 names advanced today; 23 fell. 40 screen as buys, led by Micron, Broadcom, NVIDIA. The book's average reading is 79/100.

Your holdings today

• AMD AMD ADD+2.70% · CHF 6,915
• Adobe ADBE KEEP+-1.48% · CHF 820
• NVIDIA NVDA ADD+1.34% · CHF 3,661
• ASML ASML.AS ADD+1.26% · CHF 3,957
• Microsoft MSFT ADD-0.80% · CHF 2,440
• Tesla TSLA KEEP+-0.53% · CHF 2,400
• Apple AAPL KEEP+-0.26% · CHF 3,322
• Logitech LOGN.SW KEEP+-0.17% · CHF 2,058

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (calm); Tech (XLK) leading at +3.2% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,650+0.17%-0.7%▲ above 200d
• Nasdaq Comp.26,523+0.39%+0.7%▲ above 200d
• VIX (fear)14.81-4.08%-7.5%▼ below 200d
• US 10y yield5.00+1.03%+7.4%▲ above 200d
• Tech (XLK)189.60+0.82%+3.2%▲ above 200d
• Semis (SMH)573.00+2.21%+2.2%▲ above 200d
• Software (IGV)104.35-1.35%+1.5%▲ above 200d

Signal shifts since yesterday

• Arm Holdings ARMBUY → ACCUMULATE
• CD Projekt 7CD.FREDUCE → HOLD

What to own now — the ranked book

1. 01
   Micron MU USBUY95

   uptrend (above rising 50/200-day); RSI 61; +8.4% 1-mo; analysts: strong buy, +49% to target

   tren 100mome 94anal 95posi 85
   $1,016

   +3.92%
2. 02
   Broadcom AVGO USBUY94

   below 200-day; RSI 43; -1.3% 1-mo; analysts: strong buy, +49% to target

   tren 33mome 34anal 96posi 40
   $357.61

   +2.97%
3. 03
   NVIDIA NVDA USBUY94

   uptrend (above rising 50/200-day); RSI 55; +2.2% 1-mo; analysts: strong buy, +47% to target

   tren 100mome 50anal 95posi 85
   $222.27

   +1.34%
4. 04
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 60; +5.5% 1-mo; analysts: strong buy, +27% to target

   tren 100mome 89anal 94posi 85
   $434.67

   +1.02%
5. 05
   Alphabet GOOGL USBUY94

   uptrend (above rising 50/200-day); RSI 52; +1.4% 1-mo; analysts: strong buy, +22% to target

   tren 100mome 71anal 94posi 85
   $349.54

   +0.64%
6. 06
   Amazon AMZN USBUY94

   above 200-day, mixed short term; RSI 36; -4.6% 1-mo; analysts: strong buy, +29% to target

   tren 67mome 30anal 95posi 85
   $253.71

   +1.00%
7. 07
   ASML (ADR) ASML USBUY92

   above 200-day, mixed short term; RSI 48; -4.1% 1-mo; analysts: strong buy, +27% to target

   tren 67mome 40anal 94posi 85
   $1,680

   +3.08%
8. 08
   ASML ASML.AS EUBUY92

   above 200-day, mixed short term; RSI 37; -9.4% 1-mo; analysts: strong buy, +46% to target

   tren 67mome 22anal 94posi 85
   €1,396

   +1.26%
9. 09
   Snowflake SNOW USBUY91

   uptrend (above rising 50/200-day); RSI 52; +2.3% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 50anal 92posi 85
   $332.43

   -1.76%
10. 10
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; RSI 47; -4.6% 1-mo; analysts: strong buy, +54% to target

    tren 67mome 40anal 92posi 85
    CHF 335.20

    +3.78%
11. 11
    Infineon IFX.DE EUBUY91

    above 200-day, mixed short term; RSI 45; -3.9% 1-mo; analysts: buy, +57% to target

    tren 67mome 53anal 92posi 60
    €55.00

    +1.23%
12. 12
    Oracle ORCL USBUY90

    below 200-day; RSI 48; +2.6% 1-mo; analysts: buy, +61% to target

    tren 33mome 50anal 91posi 40
    $147.61

    -1.98%
13. 13
    Microsoft MSFT USBUY89

    uptrend (above rising 50/200-day); RSI 39; +2.0% 1-mo; analysts: strong buy, +16% to target

    tren 100mome 39anal 91posi 85
    $493.78

    -0.80%
14. 14
    Spotify SPOT USBUY89

    above 200-day, mixed short term; RSI 37; -4.5% 1-mo; analysts: buy, +19% to target

    tren 67mome 30anal 91posi 40
    $509.45

    -3.67%
15. 15
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 20); -16.6% 1-mo; analysts: buy, +58% to target

    tren 0mome 16anal 91posi 25
    €879.10

    -3.89%
16. 16
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 38; -2.9% 1-mo; analysts: buy, +20% to target

    tren 100mome 32anal 90posi 60
    $209.45

    -1.97%
17. 17
    Meta Platforms META USBUY88

    above 200-day, mixed short term; overbought (RSI 78); +21.9% 1-mo; analysts: strong buy, +13% to target

    tren 67mome 82anal 88posi 85
    $665.75

    -2.43%
18. 18
    Xiaomi 1810.HK HKBUY87

    below 200-day; RSI 49; -5.4% 1-mo; analysts: buy, +33% to target

    tren 33mome 38anal 89posi 40
    27.46

    +4.02%
19. 19
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; RSI 46; -6.0% 1-mo; analysts: buy, +58% to target

    tren 67mome 60anal 88posi 60
    €42.60

    +1.96%
20. 20
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 44; -1.5% 1-mo; analysts: buy, +33% to target

    tren 33mome 34anal 89posi 40
    €105.65

    -2.81%
21. 21
    Salesforce CRM USBUY87

    uptrend (above rising 50/200-day); RSI 37; +15.4% 1-mo; analysts: buy, +19% to target

    tren 100mome 51anal 88posi 85
    $237.92

    -2.03%
22. 22
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); oversold (RSI 28); -10.5% 1-mo; analysts: buy, +30% to target

    tren 0mome 16anal 88posi 25
    $71.79

    -4.67%
23. 23
    SAP SAP.DE EUBUY85

    uptrend (above rising 50/200-day); RSI 45; +2.2% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 50anal 86posi 60
    €186.56

    -0.28%
24. 24
    AMD AMD USBUY83

    uptrend (above rising 50/200-day); overbought (RSI 73); +20.0% 1-mo; analysts: strong buy, +10% to target

    tren 100mome 82anal 83posi 55
    $559.82

    +2.70%
25. 25
    ServiceNow NOW USBUY79

    uptrend (above rising 50/200-day); RSI 42; +6.5% 1-mo; analysts: strong buy, +6% to target

    tren 100mome 46anal 80posi 60
    $135.47

    -2.17%
26. 26
    Palo Alto Networks PANW USBUY78

    uptrend (above rising 50/200-day); RSI 47; +1.1% 1-mo; analysts: buy, +9% to target

    tren 100mome 71anal 78posi 85
    $363.58

    -3.06%
27. 27
    Palantir PLTR USBUY78

    uptrend (above rising 50/200-day); RSI 43; +1.4% 1-mo; analysts: buy, +11% to target

    tren 100mome 39anal 79posi 85
    $177.64

    +0.79%
28. 28
    VAT Group VACN.SW CHBUY77

    above 200-day, mixed short term; RSI 52; +0.6% 1-mo; analysts: buy, +16% to target

    tren 67mome 47anal 78posi 85
    CHF 612.20

    +4.44%
29. 29
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); oversold (RSI 25); -9.7% 1-mo; analysts: buy, +22% to target

    tren 0mome 16anal 78posi 40
    CHF 67.00

    -1.33%
30. 30
    Occidental OXY USBUY75

    uptrend (above rising 50/200-day); RSI 49; -2.1% 1-mo; analysts: buy, +16% to target

    tren 100mome 43anal 76posi 85
    $58.84

    -0.76%
31. 31
    Arm Holdings ARM USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 65; +10.5% 1-mo; analysts: buy, +5% to target

    tren 100mome 96anal 70posi 60
    $275.61

    +4.04%
32. 32
    Nokia NOKIA.HE EUACCUMULATE71

    uptrend (above rising 50/200-day); RSI 55; +5.9% 1-mo; analysts: buy, +13% to target

    tren 100mome 78anal 71posi 60
    €9.43

    +6.72%
33. 33
    Lufthansa LHA.DE EUACCUMULATE70

    downtrend (below 50/200-day); oversold (RSI 31); -3.3% 1-mo; analysts: hold, +26% to target

    tren 0mome 48anal 71posi 40
    €7.60

    +0.66%
34. 34
    Logitech LOGN.SW CHACCUMULATE70

    uptrend (above rising 50/200-day); RSI 62; +2.5% 1-mo; analysts: buy, +10% to target

    tren 100mome 85anal 70posi 60
    CHF 82.34

    -0.17%
35. 35
    Dassault Systèmes DSY.PA EUACCUMULATE70

    uptrend (above rising 50/200-day); oversold (RSI 30); -4.6% 1-mo; analysts: buy, +13% to target

    tren 100mome 24anal 71posi 40
    €20.90

    -0.52%
36. 36
    Tesla TSLA USACCUMULATE69

    below 200-day; RSI 57; +3.7% 1-mo; analysts: buy, +9% to target

    tren 33mome 87anal 69posi 40
    $364.27

    -0.53%
37. 37
    Qualcomm QCOM USACCUMULATE66

    above 200-day, mixed short term; RSI 62; +9.8% 1-mo; analysts: hold, +9% to target

    tren 67mome 96anal 66posi 60
    $177.72

    -5.82%
38. 38
    Intel INTC USACCUMULATE66

    uptrend (above rising 50/200-day); overbought (RSI 72); +17.0% 1-mo; analysts: buy, +7% to target

    tren 100mome 82anal 65posi 85
    $108.60

    -0.18%
39. 39
    Adobe ADBE USACCUMULATE64

    downtrend (below 50/200-day); oversold (RSI 28); -8.6% 1-mo; analysts: hold, +12% to target

    tren 0mome 18anal 65posi 40
    $248.92

    -1.48%
40. 40
    Apple AAPL USACCUMULATE60

    uptrend (above rising 50/200-day); RSI 65; +6.1% 1-mo; analysts: buy, -2% to target

    tren 100mome 90anal 60posi 55
    $336.13

    -0.26%
41. 41
    CD Projekt 7CD.F EUHOLD56

    downtrend (below 50/200-day); RSI 50; -6.2% 1-mo; analysts: none

    tren 0mome 60posi 40
    €55.00

    -0.43%
42. 42
    ams-OSRAM AMS.SW CHHOLD52

    above 200-day, mixed short term; RSI 38; -10.2% 1-mo; analysts: hold, +6% to target

    tren 67mome 21anal 53posi 85
    CHF 16.43

    +3.07%
43. 43
    Ericsson ERIC-B.ST EUREDUCE43

    below 200-day; overbought (RSI 77); +3.3% 1-mo; analysts: none, -3% to target

    tren 33mome 72anal 42posi 60
    100.00

    +1.05%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL23

    downtrend (below 50/200-day); RSI 39; -8.4% 1-mo; analysts: none

    tren 0mome 24posi 25
    0.05

    +2.88%

Today's movers — the market

IPO radar

On the wire

• Semtech Enables 50G Optical Transition for AI-Driven 5G-Advanced
  NOKIA.HE · Mon, 21 Sep 2026
• NOK Stock Rises Overnight: Nokia’s EURO STOXX 50 Index Return On Monday Adds To AI-Fueled Momentum
  NOKIA.HE · Mon, 21 Sep 2026
• Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026?
  QCOM · Sun, 20 Sep 2026
• MediaTek Is Stepping Up Competition Against Qualcomm With a New 2-Nanometer Chip. What This Means for QCOM Stock.
  QCOM · Sat, 19 Sep 2026
• Netflix Content Chief Shrugs Off YouTube Threat: ‘Young People Only Watch Short Things’ Isn’t True
  NFLX · Sat, 19 Sep 2026
• Netflix Has $27 Billion Left to Buy Back Its Own Stock -- About 8% of the Whole Company
  NFLX · Sat, 19 Sep 2026
• VAT Group AG (VACNY) (H1 2026) Earnings Call Highlights: Record Order Intake and Strategic Expansion
  VACN.SW · Fri, 24 Jul 2026
• VAT Group AG (VTX:VACN) Will Pay A CHF07.00 Dividend In Three Days
  VACN.SW · Sun, 26 Apr 2026
• Better Artificial Intelligence Stock: Arm Holdings vs. ASML
  ARM · Mon, 21 Sep 2026
• Better Artificial Intelligence Stock: Arm Holdings vs. SK Hynix
  ARM · Sun, 20 Sep 2026
• Xiaomi begins delivering an SUV U.S. buyers cannot legally get
  1810.HK · Mon, 14 Sep 2026
• Huawei and Xiaomi Take on Apple Before Its Foldable iPhone Launch. What This Means for AAPL Stock.
  1810.HK · Wed, 09 Sep 2026