The tape — 29 Sep 2026

14 of 44 names advanced today; 30 fell. 41 screen as buys, led by NVIDIA, Broadcom, Micron. The book's average reading is 79/100.

Your holdings today

• Tesla TSLA KEEP+-3.94% · CHF 2,383
• AMD AMD ADD-3.61% · CHF 7,599
• Adobe ADBE KEEP+-1.89% · CHF 770
• NVIDIA NVDA ADD+1.68% · CHF 3,815
• Logitech LOGN.SW KEEP+-1.36% · CHF 2,072
• Microsoft MSFT ADD-1.35% · CHF 2,546
• ASML ASML.AS ADD+1.29% · CHF 4,325
• Apple AAPL KEEP+-0.78% · CHF 3,384

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Semis (SMH) leading at +4.7% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,684-0.77%-0.6%▲ above 200d
• Nasdaq Comp.26,820-0.92%+1.1%▲ above 200d
• VIX (fear)16.07+8.07%+11.4%▼ below 200d
• US 10y yield5.24+1.08%+12.2%▲ above 200d
• Tech (XLK)194.53-0.89%+3.1%▲ above 200d
• Semis (SMH)600.01-1.08%+4.7%▲ above 200d
• Software (IGV)105.43-0.55%-4.4%▲ above 200d

Signal shifts since yesterday

• AMD AMDACCUMULATE → BUY
• Palo Alto Networks PANWBUY → ACCUMULATE
• Qualcomm QCOMHOLD → ACCUMULATE
• Intel INTCHOLD → ACCUMULATE

What to own now — the ranked book

1. 01
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 54; +0.4% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 70anal 96posi 85
   $228.86

   +1.68%
2. 02
   Broadcom AVGO USBUY95

   below 200-day; RSI 38; -5.9% 1-mo; analysts: strong buy, +52% to target

   tren 33mome 50anal 96posi 40
   $349.57

   -0.92%
3. 03
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 57; +12.7% 1-mo; analysts: strong buy, +44% to target

   tren 100mome 96anal 94posi 85
   $1,054

   -2.61%
4. 04
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 58; +6.0% 1-mo; analysts: strong buy, +22% to target

   tren 100mome 90anal 94posi 85
   $452.88

   +0.50%
5. 05
   Alphabet GOOGL USBUY94

   above 200-day, mixed short term; RSI 53; +0.6% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 70anal 94posi 85
   $342.75

   -0.34%
6. 06
   Amazon AMZN USBUY93

   above 200-day, mixed short term; RSI 38; -3.9% 1-mo; analysts: strong buy, +34% to target

   tren 67mome 31anal 95posi 85
   $246.15

   -1.41%
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 51; +2.1% 1-mo; analysts: strong buy, +19% to target

   tren 100mome 72anal 93posi 85
   $1,771

   +1.58%
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 USBUY91

    uptrend (above rising 50/200-day); RSI 44; -0.3% 1-mo; analysts: strong buy, +29% to target

    tren 100mome 36anal 92posi 85
    $328.12

    -2.33%
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
    Spotify SPOT USBUY90

    below 200-day; RSI 39; -5.6% 1-mo; analysts: buy, +21% to target

    tren 33mome 28anal 92posi 40
    $497.51

    -2.45%
13. 13
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 47; -5.4% 1-mo; analysts: buy, +20% to target

    tren 100mome 38anal 91posi 60
    $209.31

    -0.65%
14. 14
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); oversold (RSI 22); -12.7% 1-mo; analysts: buy, +79% to target

    tren 0mome 16anal 91posi 25
    $132.60

    -3.28%
15. 15
    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%
16. 16
    Microsoft MSFT USBUY88

    uptrend (above rising 50/200-day); RSI 59; +0.8% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 60anal 88posi 85
    $509.22

    -1.35%
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
    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%
19. 19
    Salesforce CRM USBUY87

    uptrend (above rising 50/200-day); oversold (RSI 33); -9.8% 1-mo; analysts: buy, +24% to target

    tren 100mome 16anal 89posi 85
    $227.27

    -2.88%
20. 20
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); RSI 43; -8.3% 1-mo; analysts: buy, +43% to target

    tren 0mome 24anal 89posi 25
    25.34

    -2.01%
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 31); -13.3% 1-mo; analysts: buy, +34% to target

    tren 0mome 16anal 87posi 25
    $69.23

    -2.70%
23. 23
    Meta Platforms META USBUY85

    above 200-day, mixed short term; RSI 68; +25.3% 1-mo; analysts: strong buy, +11% to target

    tren 67mome 96anal 85posi 85
    $715.62

    -4.79%
24. 24
    ServiceNow NOW USBUY83

    uptrend (above rising 50/200-day); RSI 46; -5.0% 1-mo; analysts: strong buy, +10% to target

    tren 100mome 39anal 84posi 60
    $131.45

    -3.07%
25. 25
    Occidental OXY USBUY79

    above 200-day, mixed short term; oversold (RSI 34); -5.2% 1-mo; analysts: buy, +21% to target

    tren 67mome 23anal 80posi 85
    $56.10

    -1.34%
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
    Nokia NOKIA.HE EUBUY76

    uptrend (above rising 50/200-day); RSI 47; -1.4% 1-mo; analysts: hold, +20% to target

    tren 100mome 44anal 77posi 60
    €8.93

    -2.13%
28. 28
    AMD AMD USBUY75

    uptrend (above rising 50/200-day); overbought (RSI 71); +27.5% 1-mo; analysts: strong buy, +2% to target

    tren 100mome 82anal 74posi 55
    $607.87

    -3.61%
29. 29
    Palantir PLTR USACCUMULATE72

    uptrend (above rising 50/200-day); overbought (RSI 73); +0.8% 1-mo; analysts: buy, +4% to target

    tren 100mome 68anal 72posi 85
    $187.48

    -1.15%
30. 30
    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%
31. 31
    Adobe ADBE USACCUMULATE71

    downtrend (below 50/200-day); oversold (RSI 31); -20.1% 1-mo; analysts: hold, +19% to target

    tren 0mome 16anal 73posi 40
    $231.01

    -1.89%
32. 32
    Logitech LOGN.SW CHACCUMULATE71

    uptrend (above rising 50/200-day); RSI 58; +3.7% 1-mo; analysts: buy, +10% to target

    tren 100mome 87anal 70posi 60
    CHF 82.86

    -1.36%
33. 33
    Palo Alto Networks PANW USACCUMULATE70

    uptrend (above rising 50/200-day); overbought (RSI 70); +2.4% 1-mo; analysts: buy, +1% to target

    tren 100mome 71anal 70posi 55
    $392.09

    +4.63%
34. 34
    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%
35. 35
    Tesla TSLA USACCUMULATE70

    below 200-day; RSI 42; +0.7% 1-mo; analysts: buy, +11% to target

    tren 33mome 38anal 71posi 40
    $357.45

    -3.94%
36. 36
    Arm Holdings ARM USACCUMULATE69

    uptrend (above rising 50/200-day); RSI 55; +11.0% 1-mo; analysts: buy, +2% to target

    tren 100mome 96anal 68posi 60
    $283.33

    -8.70%
37. 37
    CD Projekt 7CD.F EUACCUMULATE67

    downtrend (below 50/200-day); RSI 48; +2.0% 1-mo; analysts: none

    tren 0mome 72posi 40
    €56.00

    -1.20%
38. 38
    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%
39. 39
    Qualcomm QCOM USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 58; +13.8% 1-mo; analysts: hold, +4% to target

    tren 100mome 96anal 60posi 60
    $187.48

    -7.17%
40. 40
    Apple AAPL USACCUMULATE60

    uptrend (above rising 50/200-day); overbought (RSI 76); +7.6% 1-mo; analysts: buy, -3% to target

    tren 100mome 78anal 59posi 55
    $338.40

    -0.78%
41. 41
    Intel INTC USACCUMULATE59

    uptrend (above rising 50/200-day); RSI 60; +26.0% 1-mo; analysts: buy, +0% to target

    tren 100mome 96anal 58posi 85
    $116.03

    -5.67%
42. 42
    Ericsson ERIC-B.ST EUHOLD49

    downtrend (below 50/200-day); RSI 38; -4.1% 1-mo; analysts: hold, +4% to target

    tren 0mome 30anal 50posi 40
    92.82

    -2.25%
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 CHREDUCE41

    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

On the wire

• Chip stocks fall as AI breach fuels safety concerns, but Nvidia bucks the trend: Chart of the Day
  ARM · Mon, 28 Sep 2026
• Is Arm (ARM) Quietly Becoming the Linchpin of Nvidia’s AI Security and Compute Strategy?
  ARM · Tue, 29 Sep 2026
• The AI Hacks Are Way Worse Than We Thought
  QCOM · Mon, 28 Sep 2026
• Why Qualcomm (QCOM) Stock Is Down Today
  QCOM · Mon, 28 Sep 2026
• Chip stocks fall as AI breach fuels safety concerns, but Nvidia bucks the trend: Chart of the Day
  INTC · Mon, 28 Sep 2026
• Intel (INTC) Shared Its Factory Bill. Did It Give Up Too Much Flexibility?
  INTC · Tue, 29 Sep 2026
• Stock-Split Watch: Is Meta Platforms Next?
  META · Tue, 29 Sep 2026
• Meta Hasn't Split Its Stock Since Its IPO. Would a Stock Split Get It Into the Dow?
  META · Tue, 29 Sep 2026
• PANW, CRWD, ZS Lead Nasdaq-100 Gains As Nvidia's AI Agent Safety Push, Security Scares Lift Cybersecurity Stocks
  PANW · Tue, 29 Sep 2026
• Palo Alto Networks (PANW) Stock Trades Up, Here Is Why
  PANW · Tue, 29 Sep 2026
• Nvidia boosts stock buyback program, how AI will change the advertising landscape
  TSLA · Mon, 28 Sep 2026
• TSLA Stock Slides As Retail Turns Cautious Ahead Of Q3 Deliveries — But Musk’s Terafab Is Moving Fast
  TSLA · Tue, 29 Sep 2026