The tape — 23 Sep 2026

36 of 44 names advanced today; 8 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 7,589
• Tesla TSLA KEEP++3.03% · CHF 2,468
• ASML ASML.AS ADD+2.45% · CHF 4,173
• NVIDIA NVDA ADD+2.30% · CHF 3,738
• Logitech LOGN.SW KEEP++1.88% · CHF 2,116
• Microsoft MSFT ADD+1.59% · CHF 2,474
• Apple AAPL KEEP++0.85% · CHF 3,344
• Adobe ADBE KEEP++0.24% · CHF 820

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.FACCUMULATE → BUY
• ams-OSRAM AMS.SWHOLD → SELL

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 ASML.AS EUBUY94

   above 200-day, mixed short term; RSI 56; -1.6% 1-mo; analysts: strong buy, +38% to target

   tren 67mome 79anal 94posi 85
   €1,481

   +2.45%
8. 08
   ASML (ADR) ASML USBUY93

   above 200-day, mixed short term; RSI 51; -2.2% 1-mo; analysts: strong buy, +24% to target

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

   +1.87%
9. 09
   Comet Holding COTN.SW CHBUY92

   above 200-day, mixed short term; RSI 60; +2.6% 1-mo; analysts: strong buy, +48% to target

   tren 67mome 85anal 92posi 85
   CHF 349.00

   +4.12%
10. 10
    Infineon IFX.DE EUBUY92

    above 200-day, mixed short term; RSI 56; +4.1% 1-mo; analysts: buy, +49% to target

    tren 67mome 87anal 92posi 60
    €58.29

    +4.35%
11. 11
    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%
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 29); -17.0% 1-mo; analysts: buy, +56% to target

    tren 0mome 16anal 91posi 25
    €891.00

    +1.35%
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
    STMicroelectronics STMPA.PA EUBUY88

    above 200-day, mixed short term; RSI 58; +3.6% 1-mo; analysts: buy, +52% to target

    tren 67mome 86anal 88posi 60
    €44.65

    +2.75%
17. 17
    SAP SAP.DE EUBUY87

    uptrend (above rising 50/200-day); RSI 48; -2.8% 1-mo; analysts: strong buy, +15% to target

    tren 100mome 42anal 89posi 60
    €182.86

    -0.14%
18. 18
    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%
19. 19
    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%
20. 20
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); RSI 43; -5.1% 1-mo; analysts: buy, +38% to target

    tren 0mome 29anal 89posi 25
    26.34

    -3.16%
21. 21
    Capgemini CAP.PA EUBUY87

    below 200-day; RSI 48; -5.1% 1-mo; analysts: buy, +33% to target

    tren 33mome 39anal 89posi 40
    €105.50

    +1.10%
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
    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%
25. 25
    Meta Platforms META USBUY78

    above 200-day, mixed short term; overbought (RSI 87); +35.8% 1-mo; analysts: strong buy, +3% to target

    tren 67mome 82anal 78posi 85
    $741.25

    +11.34%
26. 26
    CD Projekt 7CD.F EUBUY77

    below 200-day; RSI 58; -0.6% 1-mo; analysts: none

    tren 33mome 80posi 60
    €57.54

    +1.88%
27. 27
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); RSI 36; -9.1% 1-mo; analysts: buy, +20% to target

    tren 0mome 23anal 78posi 40
    CHF 68.20

    +0.07%
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
    VAT Group VACN.SW CHBUY74

    uptrend (above rising 50/200-day); RSI 62; +5.0% 1-mo; analysts: buy, +12% to target

    tren 100mome 89anal 74posi 85
    CHF 635.00

    +3.72%
31. 31
    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%
32. 32
    Lufthansa LHA.DE EUACCUMULATE71

    downtrend (below 50/200-day); RSI 51; +0.7% 1-mo; analysts: hold, +25% to target

    tren 0mome 70anal 71posi 40
    €7.66

    +0.98%
33. 33
    Dassault Systèmes DSY.PA EUACCUMULATE70

    above 200-day, mixed short term; RSI 37; -6.8% 1-mo; analysts: buy, +13% to target

    tren 67mome 26anal 71posi 40
    €20.90

    +1.65%
34. 34
    Logitech LOGN.SW CHACCUMULATE67

    uptrend (above rising 50/200-day); RSI 66; +10.3% 1-mo; analysts: buy, +7% to target

    tren 100mome 96anal 67posi 60
    CHF 84.62

    +1.88%
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
    Ericsson ERIC-B.ST EUHOLD50

    below 200-day; RSI 51; +0.1% 1-mo; analysts: none, -0% to target

    tren 33mome 69anal 49posi 60
    96.84

    -3.45%
42. 42
    Nokia NOKIA.HE EUREDUCE38

    uptrend (above rising 50/200-day); RSI 63; +10.4% 1-mo; analysts: hold, -22% to target

    tren 100mome 96anal 37posi 60
    €9.47

    -1.31%
43. 43
    ams-OSRAM AMS.SW CHSELL31

    uptrend (above rising 50/200-day); RSI 66; +21.0% 1-mo; analysts: hold, -18% to target

    tren 100mome 96anal 29posi 85
    CHF 21.12

    +22.93%
44. 44
    Divio Technologies DIVIO-B.ST EUSELL22

    downtrend (below 50/200-day); RSI 41; -9.4% 1-mo; analysts: none

    tren 0mome 22posi 25
    0.05

    -1.23%

Today's movers — the market

IPO radar

On the wire

• ams OSRAM Unveils Breakthrough Thin-Film VCSEL for AI Scale-Up, Showcasing Connectorized Multi-core Fiber Solution and Expanding Ecosystem Network
  AMS.SW · Mon, 21 Sep 2026
• ams OSRAM Extends CEO Aldo Kamper's Term Through 2031
  AMS.SW · Thu, 30 Jul 2026
• Arm Gains 1.5% as Agentic AI Multiplies CPU Cores
  ARM · Tue, 22 Sep 2026
• Arm Stock: Too Good to Sell, Too Expensive to Buy
  ARM · Tue, 22 Sep 2026
• Intel stock up 25% in last 5 days on CPU demand as AI agents gain traction
  INTC · Tue, 22 Sep 2026
• SK Hynix Is Eyeing Intel’s (INTC) Ohio Site. Why Micron (MU) Should Pay Attention
  INTC · Wed, 23 Sep 2026
• Meta doesn't need the best AI model — it has something better: you. While OpenAI and Anthropic compete on raw model performance, Meta's new agent wins on data. They know what you want to buy before you do, and now they can finally act on it, cutting out the middlemen and becoming the marketplace itself. Would you actually use an AI agent that knows you this well? Watch the full episode, In The Loop, on Youtube.
  META · Tue, 22 Sep 2026
• Meta’s new AI agent just got me $250 in flight credits
  META · Tue, 22 Sep 2026
• Pat Gelsinger Just Backed a $100 Million Challenge to Nvidia’s AI Networking Moat. AMD Could Benefit
  AMD · Wed, 23 Sep 2026
• AMD just hit a milestone that reshuffles the AI chip race
  AMD · Wed, 23 Sep 2026
• Meta’s Muse just changed the AI game
  QCOM · Tue, 22 Sep 2026
• Qualcomm CFO on agentic AI and the race to the edge
  QCOM · Tue, 22 Sep 2026