The tape — 28 Sep 2026

25 of 44 names advanced today; 19 fell. 39 screen as buys, led by Broadcom, NVIDIA, Micron. The book's average reading is 78/100.

Your holdings today

• Microsoft MSFT ADD+3.66% · CHF 2,572
• Logitech LOGN.SW KEEP++1.67% · CHF 2,100
• Tesla TSLA KEEP+-1.54% · CHF 2,473
• Apple AAPL KEEP++1.53% · CHF 3,400
• Adobe ADBE KEEP+-1.45% · CHF 782
• ASML ASML.AS ADD+1.29% · CHF 4,315
• NVIDIA NVDA ADD+0.22% · CHF 3,739
• AMD AMD KEEP++0.22% · CHF 7,857

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (calm); Semis (SMH) leading at +9.1% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,743+0.51%+0.9%▲ above 200d
• Nasdaq Comp.27,069+0.48%+3.6%▲ above 200d
• VIX (fear)14.87-5.11%+2.5%▼ below 200d
• US 10y yield5.18+0.43%+11.1%▲ above 200d
• Tech (XLK)196.27+0.80%+7.3%▲ above 200d
• Semis (SMH)606.56+1.01%+9.1%▲ above 200d
• Software (IGV)106.01-1.06%+3.5%▲ above 200d

Signal shifts since yesterday

• Palo Alto Networks PANWACCUMULATE → BUY
• VAT Group VACN.SWBUY → ACCUMULATE
• CD Projekt 7CD.FBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STHOLD → REDUCE
• ams-OSRAM AMS.SWSELL → REDUCE

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY95

   below 200-day; RSI 47; -0.8% 1-mo; analysts: strong buy, +51% to target

   tren 33mome 68anal 96posi 40
   $352.81

   +0.70%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 44; +7.3% 1-mo; analysts: strong buy, +46% to target

   tren 100mome 70anal 96posi 85
   $225.07

   +0.22%
3. 03
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 59; +15.3% 1-mo; analysts: strong buy, +40% to target

   tren 100mome 96anal 94posi 85
   $1,082

   +0.16%
4. 04
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 61; +7.9% 1-mo; analysts: strong buy, +23% to target

   tren 100mome 93anal 94posi 85
   $450.61

   -0.12%
5. 05
   Alphabet GOOGL USBUY94

   above 200-day, mixed short term; RSI 54; +0.6% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 70anal 94posi 85
   $343.92

   +0.46%
6. 06
   Amazon AMZN USBUY93

   above 200-day, mixed short term; RSI 40; -4.1% 1-mo; analysts: strong buy, +32% to target

   tren 67mome 30anal 95posi 85
   $249.67

   +0.12%
7. 07
   ASML ASML.AS EUBUY93

   uptrend (above rising 50/200-day); RSI 53; +2.4% 1-mo; analysts: strong buy, +34% to target

   tren 100mome 73anal 94posi 85
   €1,523

   +1.29%
8. 08
   ASML (ADR) ASML USBUY93

   uptrend (above rising 50/200-day); RSI 53; -0.1% 1-mo; analysts: strong buy, +22% to target

   tren 100mome 69anal 94posi 85
   $1,744

   +1.24%
9. 09
   Comet Holding COTN.SW CHBUY92

   uptrend (above rising 50/200-day); RSI 51; +2.4% 1-mo; analysts: strong buy, +45% to target

   tren 100mome 73anal 92posi 85
   CHF 356.40

   +2.59%
10. 10
    Snowflake SNOW USBUY92

    uptrend (above rising 50/200-day); RSI 49; +6.5% 1-mo; analysts: strong buy, +27% to target

    tren 100mome 56anal 92posi 85
    $335.94

    +0.58%
11. 11
    Infineon IFX.DE EUBUY91

    above 200-day, mixed short term; RSI 41; -0.8% 1-mo; analysts: buy, +53% to target

    tren 67mome 58anal 92posi 60
    €56.71

    +0.80%
12. 12
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); oversold (RSI 29); -7.9% 1-mo; analysts: buy, +74% to target

    tren 0mome 19anal 91posi 25
    $137.10

    -1.75%
13. 13
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 29); -18.9% 1-mo; analysts: buy, +58% to target

    tren 0mome 16anal 91posi 25
    €875.50

    +3.79%
14. 14
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 44; -0.5% 1-mo; analysts: buy, +19% to target

    tren 100mome 36anal 90posi 60
    $210.68

    +0.75%
15. 15
    Spotify SPOT USBUY88

    above 200-day, mixed short term; RSI 38; -7.3% 1-mo; analysts: buy, +18% to target

    tren 67mome 26anal 90posi 40
    $510.01

    -0.27%
16. 16
    Salesforce CRM USBUY88

    uptrend (above rising 50/200-day); oversold (RSI 31); +13.8% 1-mo; analysts: buy, +20% to target

    tren 100mome 46anal 89posi 85
    $234.02

    -1.76%
17. 17
    STMicroelectronics STMPA.PA EUBUY87

    above 200-day, mixed short term; RSI 45; +3.5% 1-mo; analysts: buy, +51% to target

    tren 67mome 64anal 88posi 60
    €45.10

    +0.50%
18. 18
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); RSI 43; -6.8% 1-mo; analysts: buy, +40% to target

    tren 0mome 26anal 89posi 25
    25.94

    +0.15%
19. 19
    Capgemini CAP.PA EUBUY87

    downtrend (below 50/200-day); RSI 49; -4.6% 1-mo; analysts: buy, +34% to target

    tren 0mome 40anal 89posi 40
    €104.50

    +0.72%
20. 20
    Microsoft MSFT USBUY86

    uptrend (above rising 50/200-day); RSI 60; +4.0% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 64anal 87posi 85
    $516.17

    +3.66%
21. 21
    SAP SAP.DE EUBUY86

    uptrend (above rising 50/200-day); RSI 55; -2.1% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 43anal 87posi 60
    €185.92

    +0.94%
22. 22
    Netflix NFLX USBUY85

    downtrend (below 50/200-day); oversold (RSI 32); -12.7% 1-mo; analysts: buy, +31% to target

    tren 0mome 16anal 87posi 25
    $71.15

    -0.79%
23. 23
    Meta Platforms META USBUY80

    above 200-day, mixed short term; overbought (RSI 77); +30.5% 1-mo; analysts: strong buy, +5% to target

    tren 67mome 82anal 80posi 85
    $751.66

    -3.33%
24. 24
    ServiceNow NOW USBUY80

    uptrend (above rising 50/200-day); RSI 43; +7.8% 1-mo; analysts: strong buy, +7% to target

    tren 100mome 48anal 80posi 60
    $135.62

    -1.57%
25. 25
    Occidental OXY USBUY79

    above 200-day, mixed short term; RSI 39; -3.0% 1-mo; analysts: buy, +20% to target

    tren 67mome 32anal 80posi 85
    $56.86

    -2.05%
26. 26
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); RSI 39; -12.0% 1-mo; analysts: buy, +23% to target

    tren 0mome 21anal 78posi 40
    CHF 67.15

    +0.07%
27. 27
    Palo Alto Networks PANW USBUY76

    uptrend (above rising 50/200-day); RSI 67; +10.4% 1-mo; analysts: buy, +6% to target

    tren 100mome 96anal 75posi 85
    $374.74

    -3.89%
28. 28
    Nokia NOKIA.HE EUBUY75

    uptrend (above rising 50/200-day); RSI 48; -0.4% 1-mo; analysts: hold, +19% to target

    tren 100mome 68anal 75posi 60
    €9.02

    -1.14%
29. 29
    VAT Group VACN.SW CHACCUMULATE71

    uptrend (above rising 50/200-day); RSI 57; +8.0% 1-mo; analysts: buy, +8% to target

    tren 100mome 93anal 71posi 85
    CHF 654.80

    +1.46%
30. 30
    Palantir PLTR USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 69; +6.9% 1-mo; analysts: buy, +3% to target

    tren 100mome 91anal 71posi 85
    $189.67

    -1.52%
31. 31
    AMD AMD USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 80); +31.1% 1-mo; analysts: strong buy, -2% to target

    tren 100mome 82anal 71posi 55
    $630.63

    +0.22%
32. 32
    Lufthansa LHA.DE EUACCUMULATE70

    downtrend (below 50/200-day); RSI 44; -4.6% 1-mo; analysts: hold, +26% to target

    tren 0mome 52anal 71posi 40
    €7.64

    +0.82%
33. 33
    Adobe ADBE USACCUMULATE70

    downtrend (below 50/200-day); oversold (RSI 29); -13.9% 1-mo; analysts: hold, +18% to target

    tren 0mome 16anal 72posi 40
    $235.47

    -1.45%
34. 34
    Logitech LOGN.SW CHACCUMULATE69

    uptrend (above rising 50/200-day); RSI 58; +6.1% 1-mo; analysts: buy, +8% to target

    tren 100mome 90anal 68posi 60
    CHF 84.00

    +1.67%
35. 35
    Tesla TSLA USACCUMULATE67

    below 200-day; RSI 64; +7.6% 1-mo; analysts: buy, +7% to target

    tren 33mome 92anal 66posi 60
    $372.11

    -1.54%
36. 36
    CD Projekt 7CD.F EUACCUMULATE66

    downtrend (below 50/200-day); RSI 47; +1.5% 1-mo; analysts: none

    tren 0mome 71posi 40
    €55.70

    -1.73%
37. 37
    Dassault Systèmes DSY.PA EUACCUMULATE66

    above 200-day, mixed short term; RSI 58; -8.7% 1-mo; analysts: hold, +11% to target

    tren 67mome 68anal 66posi 60
    €21.07

    -0.47%
38. 38
    Arm Holdings ARM USACCUMULATE60

    uptrend (above rising 50/200-day); RSI 66; +23.6% 1-mo; analysts: buy, -7% to target

    tren 100mome 96anal 59posi 85
    $310.32

    +1.30%
39. 39
    Apple AAPL USACCUMULATE59

    uptrend (above rising 50/200-day); overbought (RSI 74); +8.8% 1-mo; analysts: buy, -4% to target

    tren 100mome 80anal 58posi 55
    $341.07

    +1.53%
40. 40
    Qualcomm QCOM USHOLD54

    uptrend (above rising 50/200-day); overbought (RSI 73); +23.4% 1-mo; analysts: hold, -4% to target

    tren 100mome 82anal 53posi 85
    $201.97

    +3.97%
41. 41
    Intel INTC USHOLD53

    uptrend (above rising 50/200-day); overbought (RSI 72); +39.4% 1-mo; analysts: buy, -5% to target

    tren 100mome 82anal 53posi 85
    $123.00

    -3.45%
42. 42
    Ericsson ERIC-B.ST EUHOLD49

    downtrend (below 50/200-day); RSI 40; -3.2% 1-mo; analysts: hold, +4% to target

    tren 0mome 32anal 49posi 40
    93.62

    -1.41%
43. 43
    Divio Technologies DIVIO-B.ST EUREDUCE44

    downtrend (below 50/200-day); RSI 42; -8.2% 1-mo; analysts: none

    tren 0mome 47posi 25
    0.05

    -1.61%
44. 44
    ams-OSRAM AMS.SW CHREDUCE40

    uptrend (above rising 50/200-day); RSI 54; +10.7% 1-mo; analysts: hold, -11% to target

    tren 100mome 84anal 39posi 85
    CHF 20.10

    -2.99%

Today's movers — the market

IPO radar

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