The tape — 2 Oct 2026

24 of 44 names advanced today; 20 fell. 40 screen as buys, led by TSMC (ADR), NVIDIA, Broadcom. The book's average reading is 79/100.

Your holdings today

• Logitech LOGN.SW KEEP++1.09% · CHF 2,134
• NVIDIA NVDA ADD+1.09% · CHF 3,828
• Apple AAPL KEEP+-0.81% · CHF 3,286
• AMD AMD ADD+0.65% · CHF 7,657
• Adobe ADBE KEEP++0.56% · CHF 800
• ASML ASML.AS ADD-0.27% · CHF 4,471
• Tesla TSLA KEEP+-0.20% · CHF 2,348
• Microsoft MSFT ADD-0.02% · CHF 2,551

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 16 (subdued); Semis (SMH) leading at +13.3% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,666+0.19%+0.5%▲ above 200d
• Nasdaq Comp.26,872+0.04%+3.0%▲ above 200d
• VIX (fear)16.39+0.31%+7.8%▼ below 200d
• US 10y yield5.24-1.06%+9.2%▲ above 200d
• Tech (XLK)197.81+1.05%+7.7%▲ above 200d
• Semis (SMH)617.81+1.45%+13.3%▲ above 200d
• Software (IGV)108.23+1.64%+1.9%▲ above 200d

Signal shifts since yesterday

• Nokia NOKIA.HEBUY → ACCUMULATE
• Divio Technologies DIVIO-B.STACCUMULATE → HOLD

What to own now — the ranked book

1. 01
   TSMC (ADR) TSM USBUY100

   uptrend (above rising 50/200-day); RSI 67; +10.9% 1-mo; analysts: none, +20% to target

   tren 100mome 96anal 100posi 85
   $459.20

   +0.66%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 66; +6.2% 1-mo; analysts: strong buy, +42% to target

   tren 100mome 90anal 96posi 55
   $230.86

   +1.09%
3. 03
   Broadcom AVGO USBUY95

   below 200-day; RSI 39; -7.0% 1-mo; analysts: strong buy, +55% to target

   tren 33mome 48anal 96posi 40
   $343.64

   -2.15%
4. 04
   Micron MU USBUY94

   uptrend (above rising 50/200-day); RSI 68; +17.6% 1-mo; analysts: strong buy, +39% to target

   tren 100mome 96anal 94posi 85
   $1,097

   +3.03%
5. 05
   ASML ASML.AS EUBUY94

   uptrend (above rising 50/200-day); RSI 67; +11.2% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 96anal 94posi 85
   €1,597

   -0.27%
6. 06
   Amazon AMZN USBUY94

   above 200-day, mixed short term; RSI 39; -2.6% 1-mo; analysts: strong buy, +33% to target

   tren 67mome 33anal 95posi 85
   $248.23

   -0.37%
7. 07
   Alphabet GOOGL USBUY93

   below 200-day; RSI 50; +1.0% 1-mo; analysts: strong buy, +27% to target

   tren 33mome 48anal 94posi 85
   $338.24

   -1.70%
8. 08
   Comet Holding COTN.SW CHBUY93

   uptrend (above rising 50/200-day); RSI 62; +13.9% 1-mo; analysts: strong buy, +39% to target

   tren 100mome 96anal 92posi 85
   CHF 371.40

   +0.70%
9. 09
   Snowflake SNOW USBUY92

   uptrend (above rising 50/200-day); RSI 59; +6.9% 1-mo; analysts: strong buy, +24% to target

   tren 100mome 69anal 93posi 55
   $341.99

   +0.72%
10. 10
    Infineon IFX.DE EUBUY92

    uptrend (above rising 50/200-day); RSI 58; +7.1% 1-mo; analysts: buy, +46% to target

    tren 100mome 92anal 92posi 60
    €59.50

    +0.34%
11. 11
    ASML (ADR) ASML USBUY90

    uptrend (above rising 50/200-day); RSI 62; +8.6% 1-mo; analysts: strong buy, +16% to target

    tren 100mome 94anal 90posi 85
    $1,808

    -0.18%
12. 12
    Spotify SPOT USBUY90

    below 200-day; RSI 38; -9.7% 1-mo; analysts: buy, +21% to target

    tren 33mome 22anal 92posi 40
    $491.40

    +0.82%
13. 13
    Oracle ORCL USBUY89

    downtrend (below 50/200-day); RSI 37; -2.3% 1-mo; analysts: buy, +72% to target

    tren 0mome 33anal 91posi 25
    $138.07

    +0.56%
14. 14
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); RSI 56; -0.6% 1-mo; analysts: buy, +19% to target

    tren 100mome 58anal 90posi 60
    $210.79

    +1.11%
15. 15
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); RSI 41; -12.9% 1-mo; analysts: buy, +58% to target

    tren 0mome 21anal 91posi 25
    €876.60

    +0.76%
16. 16
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); RSI 62; +10.8% 1-mo; analysts: buy, +47% to target

    tren 100mome 96anal 88posi 85
    €46.88

    -0.33%
17. 17
    Microsoft MSFT USBUY88

    uptrend (above rising 50/200-day); RSI 60; +2.4% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 85anal 88posi 85
    $512.80

    -0.02%
18. 18
    Capgemini CAP.PA EUBUY88

    downtrend (below 50/200-day); RSI 56; -2.1% 1-mo; analysts: buy, +34% to target

    tren 0mome 55anal 89posi 40
    €104.40

    +0.87%
19. 19
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); RSI 35; -14.0% 1-mo; analysts: buy, +50% to target

    tren 0mome 21anal 89posi 25
    24.14

    -4.36%
20. 20
    SAP SAP.DE EUBUY86

    uptrend (above rising 50/200-day); RSI 63; +0.8% 1-mo; analysts: strong buy, +13% to target

    tren 100mome 60anal 87posi 60
    €185.66

    +0.18%
21. 21
    Salesforce CRM USBUY86

    uptrend (above rising 50/200-day); RSI 42; -8.3% 1-mo; analysts: buy, +19% to target

    tren 100mome 24anal 88posi 85
    $236.69

    +3.10%
22. 22
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); oversold (RSI 28); -16.0% 1-mo; analysts: buy, +37% to target

    tren 0mome 16anal 88posi 25
    $67.85

    -2.49%
23. 23
    CD Projekt 7CD.F EUBUY85

    above 200-day, mixed short term; RSI 68; +4.2% 1-mo; analysts: none

    tren 67mome 87posi 60
    €57.92

    -0.79%
24. 24
    Meta Platforms META USBUY84

    above 200-day, mixed short term; RSI 64; +25.5% 1-mo; analysts: strong buy, +10% to target

    tren 67mome 96anal 83posi 85
    $725.93

    +0.10%
25. 25
    ServiceNow NOW USBUY78

    uptrend (above rising 50/200-day); RSI 56; -3.6% 1-mo; analysts: strong buy, +5% to target

    tren 100mome 53anal 79posi 60
    $137.76

    +2.80%
26. 26
    Occidental OXY USBUY77

    above 200-day, mixed short term; RSI 39; -5.1% 1-mo; analysts: buy, +18% to target

    tren 67mome 29anal 78posi 85
    $57.84

    +4.56%
27. 27
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); RSI 37; -8.7% 1-mo; analysts: buy, +25% to target

    tren 0mome 23anal 78posi 40
    CHF 65.85

    -0.15%
28. 28
    AMD AMD USBUY74

    uptrend (above rising 50/200-day); overbought (RSI 74); +34.0% 1-mo; analysts: strong buy, +1% to target

    tren 100mome 82anal 73posi 55
    $615.73

    +0.65%
29. 29
    Nokia NOKIA.HE EUACCUMULATE72

    uptrend (above rising 50/200-day); RSI 46; +9.0% 1-mo; analysts: hold, +16% to target

    tren 100mome 60anal 72posi 60
    €9.27

    +2.82%
30. 30
    Lufthansa LHA.DE EUACCUMULATE71

    downtrend (below 50/200-day); RSI 50; +0.4% 1-mo; analysts: hold, +25% to target

    tren 0mome 70anal 71posi 40
    €7.67

    -0.70%
31. 31
    Tesla TSLA USACCUMULATE70

    below 200-day; RSI 41; -0.6% 1-mo; analysts: buy, +12% to target

    tren 33mome 36anal 71posi 40
    $354.11

    -0.20%
32. 32
    Palantir PLTR USACCUMULATE70

    uptrend (above rising 50/200-day); overbought (RSI 82); +5.6% 1-mo; analysts: buy, +3% to target

    tren 100mome 75anal 70posi 85
    $190.04

    +1.60%
33. 33
    Palo Alto Networks PANW USACCUMULATE70

    uptrend (above rising 50/200-day); overbought (RSI 74); +9.4% 1-mo; analysts: buy, -0% to target

    tren 100mome 81anal 69posi 55
    $396.25

    -0.27%
34. 34
    Dassault Systèmes DSY.PA EUACCUMULATE69

    above 200-day, mixed short term; RSI 52; -7.9% 1-mo; analysts: hold, +14% to target

    tren 67mome 35anal 70posi 40
    €20.49

    -0.73%
35. 35
    VAT Group VACN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 67; +12.0% 1-mo; analysts: buy, +5% to target

    tren 100mome 96anal 67posi 55
    CHF 680.40

    -0.06%
36. 36
    Logitech LOGN.SW CHACCUMULATE67

    uptrend (above rising 50/200-day); RSI 55; +7.9% 1-mo; analysts: buy, +6% to target

    tren 100mome 81anal 66posi 60
    CHF 85.34

    +1.09%
37. 37
    Adobe ADBE USACCUMULATE66

    downtrend (below 50/200-day); RSI 42; -15.7% 1-mo; analysts: hold, +14% to target

    tren 0mome 21anal 67posi 40
    $241.28

    +0.56%
38. 38
    Arm Holdings ARM USACCUMULATE66

    uptrend (above rising 50/200-day); RSI 57; +24.5% 1-mo; analysts: buy, -1% to target

    tren 100mome 96anal 65posi 85
    $292.34

    +0.93%
39. 39
    Qualcomm QCOM USACCUMULATE63

    uptrend (above rising 50/200-day); RSI 50; +9.3% 1-mo; analysts: hold, +7% to target

    tren 100mome 60anal 63posi 60
    $182.09

    -1.06%
40. 40
    Apple AAPL USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 48; +1.6% 1-mo; analysts: buy, -1% to target

    tren 100mome 49anal 61posi 85
    $330.32

    -0.81%
41. 41
    Intel INTC USHOLD56

    uptrend (above rising 50/200-day); RSI 66; +34.9% 1-mo; analysts: buy, -3% to target

    tren 100mome 96anal 55posi 85
    $120.00

    -0.19%
42. 42
    Divio Technologies DIVIO-B.ST EUHOLD52

    downtrend (below 50/200-day); RSI 42; -2.4% 1-mo; analysts: none

    tren 0mome 55posi 25
    0.05

    +3.35%
43. 43
    Ericsson ERIC-B.ST EUHOLD49

    downtrend (below 50/200-day); RSI 35; -3.7% 1-mo; analysts: hold, +4% to target

    tren 0mome 31anal 50posi 40
    93.02

    +1.06%
44. 44
    ams-OSRAM AMS.SW CHREDUCE34

    uptrend (above rising 50/200-day); RSI 61; +23.5% 1-mo; analysts: hold, -18% to target

    tren 100mome 96anal 32posi 85
    CHF 21.56

    -2.18%

Today's movers — the market

IPO radar

On the wire

• Occidental to Announce Third Quarter Results Monday, November 9, 2026; Hold Conference Call Tuesday, November 10, 2026
  OXY · Thu, 01 Oct 2026
• 3 Reasons We Love Occidental Petroleum (OXY)
  OXY · Thu, 01 Oct 2026
• Is Xiaomi (SEHK:1810) A Bargain Or Fully Priced Following Its Recent Pullback?
  1810.HK · Sun, 27 Sep 2026
• Xiaomi (SEHK:1810) Stock Could Be 17% Undervalued As Cash Flow Recovers
  1810.HK · Sat, 26 Sep 2026
• Salesforce (CRM) Adds Fresh AI Deals, Is The Stock Still A Bargain?
  CRM · Fri, 02 Oct 2026
• IBM Jumps 5% as Bob Coding Agent Gains Self-Hosted Deployment; Salesforce Rises 3%, Palantir Inches Higher
  CRM · Thu, 01 Oct 2026
• Micron Says Memory Supply Will Be Much Tighter in 2028. Sandisk's Contracts Limit How Much It Can Gain.
  MU · Fri, 02 Oct 2026
• Dow Jones Futures: Stocks Rise Off Support As Yields Skid, Micron In Buy Area; Tesla, Jobs Report Due
  MU · Fri, 02 Oct 2026
• Nokia, ICEYE Take On SpaceX’s Starlink With Sovereign LEO Network For Defense Customers
  NOKIA.HE · Thu, 01 Oct 2026
• Inseego Completes Acquisition of Nokia’s Fixed Wireless Access Business
  NOKIA.HE · Thu, 01 Oct 2026