The tape — 22 Sep 2026

33 of 44 names advanced today; 11 fell. 37 screen as buys, led by Broadcom, NVIDIA, Micron. The book's average reading is 77/100.

Your holdings today

• AMD AMD ADD+9.95% · CHF 7,578
• Tesla TSLA KEEP++3.03% · CHF 2,464
• NVIDIA NVDA ADD+2.30% · CHF 3,733
• ASML ASML.AS ADD+1.97% · CHF 4,082
• Microsoft MSFT ADD+1.59% · CHF 2,470
• Logitech LOGN.SW KEEP+-1.49% · CHF 2,076
• Apple AAPL KEEP++0.85% · CHF 3,339
• Adobe ADBE KEEP++0.24% · CHF 819

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (calm); Tech (XLK) leading at +6.4% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,765+1.49%+1.6%▲ above 200d
• Nasdaq Comp.27,122+2.26%+4.0%▲ above 200d
• VIX (fear)14.87+0.41%-1.7%▼ below 200d
• US 10y yield4.96-0.70%+5.7%▲ above 200d
• Tech (XLK)194.85+2.77%+6.4%▲ above 200d
• Semis (SMH)596.03+4.02%+5.9%▲ above 200d
• Software (IGV)107.13+2.66%+5.1%▲ above 200d

Signal shifts since yesterday

• CD Projekt 7CD.FHOLD → ACCUMULATE
• Qualcomm QCOMACCUMULATE → HOLD
• Arm Holdings ARMACCUMULATE → HOLD
• Intel INTCACCUMULATE → HOLD
• Ericsson ERIC-B.STREDUCE → HOLD
• Nokia NOKIA.HEACCUMULATE → REDUCE

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY95

   below 200-day; RSI 45; -0.4% 1-mo; analysts: strong buy, +47% to target

   tren 33mome 68anal 96posi 60
   $362.66

   +1.41%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 56; +4.9% 1-mo; analysts: strong buy, +44% to target

   tren 100mome 66anal 96posi 85
   $227.38

   +2.30%
3. 03
   Micron MU USBUY95

   uptrend (above rising 50/200-day); RSI 61; +7.1% 1-mo; analysts: strong buy, +45% to target

   tren 100mome 92anal 95posi 85
   $1,044

   +2.77%
4. 04
   Alphabet GOOGL USBUY94

   uptrend (above rising 50/200-day); RSI 63; +4.2% 1-mo; analysts: strong buy, +21% to target

   tren 100mome 87anal 94posi 85
   $354.97

   +1.55%
5. 05
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 66; +7.0% 1-mo; analysts: strong buy, +24% to target

   tren 100mome 92anal 94posi 85
   $445.14

   +2.41%
6. 06
   Amazon AMZN USBUY94

   uptrend (above rising 50/200-day); RSI 49; -0.6% 1-mo; analysts: strong buy, +27% to target

   tren 100mome 46anal 95posi 85
   $258.45

   +1.87%
7. 07
   ASML (ADR) ASML USBUY93

   above 200-day, mixed short term; RSI 51; -2.2% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 66anal 94posi 85
   $1,711

   +1.87%
8. 08
   ASML ASML.AS EUBUY92

   above 200-day, mixed short term; RSI 49; -3.9% 1-mo; analysts: strong buy, +41% to target

   tren 67mome 41anal 94posi 85
   €1,446

   +1.97%
9. 09
   Snowflake SNOW USBUY92

   uptrend (above rising 50/200-day); RSI 53; +5.6% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 55anal 92posi 55
   $339.39

   +2.09%
10. 10
    Infineon IFX.DE EUBUY91

    above 200-day, mixed short term; RSI 49; +0.8% 1-mo; analysts: buy, +55% to target

    tren 67mome 70anal 92posi 60
    €55.86

    +2.68%
11. 11
    Comet Holding COTN.SW CHBUY91

    above 200-day, mixed short term; RSI 51; -1.5% 1-mo; analysts: strong buy, +54% to target

    tren 67mome 44anal 92posi 85
    CHF 335.20

    +0.06%
12. 12
    Oracle ORCL USBUY90

    below 200-day; RSI 50; +4.6% 1-mo; analysts: buy, +60% to target

    tren 33mome 53anal 91posi 40
    $148.56

    +0.64%
13. 13
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 39; -3.6% 1-mo; analysts: buy, +20% to target

    tren 100mome 31anal 90posi 60
    $209.22

    -0.11%
14. 14
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 22); -17.3% 1-mo; analysts: buy, +58% to target

    tren 0mome 16anal 91posi 25
    €879.10

    -3.74%
15. 15
    Microsoft MSFT USBUY88

    uptrend (above rising 50/200-day); RSI 47; +4.3% 1-mo; analysts: strong buy, +15% to target

    tren 100mome 53anal 89posi 85
    $501.61

    +1.59%
16. 16
    Xiaomi 1810.HK HKBUY88

    downtrend (below 50/200-day); RSI 46; -1.5% 1-mo; analysts: buy, +33% to target

    tren 0mome 67anal 89posi 40
    27.40

    -0.65%
17. 17
    STMicroelectronics STMPA.PA EUBUY88

    above 200-day, mixed short term; RSI 52; +1.1% 1-mo; analysts: buy, +55% to target

    tren 67mome 71anal 88posi 60
    €43.46

    +2.39%
18. 18
    Spotify SPOT USBUY87

    uptrend (above rising 50/200-day); RSI 41; -3.1% 1-mo; analysts: buy, +17% to target

    tren 100mome 32anal 89posi 40
    $516.77

    +1.44%
19. 19
    Salesforce CRM USBUY87

    uptrend (above rising 50/200-day); oversold (RSI 35); +15.1% 1-mo; analysts: buy, +19% to target

    tren 100mome 46anal 88posi 85
    $236.42

    -0.63%
20. 20
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 46; -4.7% 1-mo; analysts: buy, +35% to target

    tren 33mome 39anal 89posi 40
    €104.35

    -2.57%
21. 21
    SAP SAP.DE EUBUY87

    uptrend (above rising 50/200-day); RSI 41; -1.4% 1-mo; analysts: strong buy, +14% to target

    tren 100mome 34anal 88posi 60
    €183.12

    -2.60%
22. 22
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); oversold (RSI 33); -8.5% 1-mo; analysts: buy, +27% to target

    tren 0mome 18anal 88posi 25
    $73.36

    +2.19%
23. 23
    ServiceNow NOW USBUY78

    uptrend (above rising 50/200-day); RSI 41; +6.1% 1-mo; analysts: strong buy, +5% to target

    tren 100mome 46anal 79posi 60
    $137.68

    +1.63%
24. 24
    VAT Group VACN.SW CHBUY78

    above 200-day, mixed short term; RSI 53; +1.2% 1-mo; analysts: buy, +16% to target

    tren 67mome 71anal 78posi 85
    CHF 612.20

    +2.89%
25. 25
    Occidental OXY USBUY78

    above 200-day, mixed short term; RSI 37; -6.9% 1-mo; analysts: buy, +19% to target

    tren 67mome 26anal 79posi 85
    $57.25

    -2.70%
26. 26
    Meta Platforms META USBUY77

    above 200-day, mixed short term; overbought (RSI 87); +35.8% 1-mo; analysts: strong buy, +2% to target

    tren 67mome 82anal 77posi 85
    $741.25

    +11.34%
27. 27
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); oversold (RSI 30); -8.5% 1-mo; analysts: buy, +21% to target

    tren 0mome 18anal 78posi 40
    CHF 67.40

    +0.45%
28. 28
    Palo Alto Networks PANW USBUY76

    uptrend (above rising 50/200-day); RSI 46; +6.4% 1-mo; analysts: buy, +6% to target

    tren 100mome 79anal 76posi 85
    $371.76

    +2.25%
29. 29
    Palantir PLTR USBUY75

    uptrend (above rising 50/200-day); RSI 47; +5.2% 1-mo; analysts: buy, +8% to target

    tren 100mome 54anal 75posi 85
    $183.09

    +3.07%
30. 30
    AMD AMD USBUY73

    uptrend (above rising 50/200-day); overbought (RSI 78); +31.1% 1-mo; analysts: strong buy, +0% to target

    tren 100mome 82anal 73posi 55
    $615.52

    +9.95%
31. 31
    Dassault Systèmes DSY.PA EUACCUMULATE71

    above 200-day, mixed short term; oversold (RSI 29); -7.5% 1-mo; analysts: buy, +15% to target

    tren 67mome 19anal 73posi 40
    €20.56

    -0.10%
32. 32
    Lufthansa LHA.DE EUACCUMULATE70

    downtrend (below 50/200-day); RSI 38; -0.5% 1-mo; analysts: hold, +27% to target

    tren 0mome 58anal 71posi 40
    €7.58

    -1.22%
33. 33
    Logitech LOGN.SW CHACCUMULATE69

    uptrend (above rising 50/200-day); RSI 62; +8.7% 1-mo; analysts: buy, +8% to target

    tren 100mome 94anal 68posi 60
    CHF 83.06

    -1.49%
34. 34
    CD Projekt 7CD.F EUACCUMULATE69

    below 200-day; RSI 57; -6.0% 1-mo; analysts: none

    tren 33mome 72posi 40
    €56.34

    +1.99%
35. 35
    Tesla TSLA USACCUMULATE66

    below 200-day; RSI 53; +8.7% 1-mo; analysts: buy, +6% to target

    tren 33mome 82anal 66posi 60
    $375.30

    +3.03%
36. 36
    Adobe ADBE USACCUMULATE64

    downtrend (below 50/200-day); oversold (RSI 27); -8.3% 1-mo; analysts: hold, +11% to target

    tren 0mome 18anal 65posi 40
    $249.52

    +0.24%
37. 37
    Apple AAPL USACCUMULATE59

    uptrend (above rising 50/200-day); overbought (RSI 71); +8.9% 1-mo; analysts: buy, -3% to target

    tren 100mome 80anal 59posi 55
    $338.98

    +0.85%
38. 38
    Qualcomm QCOM USHOLD58

    above 200-day, mixed short term; RSI 68; +20.8% 1-mo; analysts: hold, -0% to target

    tren 67mome 96anal 56posi 85
    $194.23

    +9.29%
39. 39
    Arm Holdings ARM USHOLD56

    uptrend (above rising 50/200-day); overbought (RSI 74); +28.8% 1-mo; analysts: buy, -11% to target

    tren 100mome 82anal 55posi 85
    $322.90

    +17.16%
40. 40
    Intel INTC USHOLD54

    uptrend (above rising 50/200-day); overbought (RSI 78); +32.2% 1-mo; analysts: buy, -4% to target

    tren 100mome 82anal 54posi 85
    $121.78

    +12.14%
41. 41
    ams-OSRAM AMS.SW CHHOLD48

    above 200-day, mixed short term; RSI 43; -0.9% 1-mo; analysts: hold, +1% to target

    tren 67mome 35anal 48posi 85
    CHF 17.18

    +2.94%
42. 42
    Ericsson ERIC-B.ST EUHOLD47

    below 200-day; RSI 57; +1.4% 1-mo; analysts: none, -1% to target

    tren 33mome 83anal 46posi 60
    97.96

    -2.02%
43. 43
    Nokia NOKIA.HE EUREDUCE38

    uptrend (above rising 50/200-day); RSI 64; +8.8% 1-mo; analysts: hold, -22% to target

    tren 100mome 94anal 37posi 60
    €9.53

    +1.79%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL21

    downtrend (below 50/200-day); RSI 36; -11.0% 1-mo; analysts: none

    tren 0mome 21posi 25
    0.05

    +4.29%

Today's movers — the market

IPO radar

On the wire

• AMD stock soars to new record as semiconductors bounce: Chart of the Day
  ARM · Mon, 21 Sep 2026
• ARM Stock Jumped 17% Yesterday After Its CEO Said Demand Is Off the Charts. Here’s What Got Investors So Excited.
  ARM · Tue, 22 Sep 2026
• Intel (INTC) Sees AI CPU Demand Squeeze As CEO Flags 50% Fulfillment
  INTC · Tue, 22 Sep 2026
• ARM, Intel, AMD Surge As Meta’s Muse AI Fuels Fresh Chip Demand Bets: Retail Turns Extremely Bullish
  INTC · Tue, 22 Sep 2026
• Meta Stock Is Still Too Cheap
  META · Tue, 22 Sep 2026
• Meta Jumps 11% As Muse Shines and Investors Show an Appetite for Advancing AI
  META · Tue, 22 Sep 2026
• AMD joins trillion-dollar chipmaker club as AI demand surges
  AMD · Tue, 22 Sep 2026
• Why Did AMD, WBD, MRNA Stocks Surge To 52-Week Highs Today?
  AMD · Tue, 22 Sep 2026
• Qualcomm Surges 7% as Amazon Validates Its Data-Center Pivot
  QCOM · Mon, 21 Sep 2026
• Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally
  QCOM · Mon, 21 Sep 2026