The tape — 5 Oct 2026

28 of 44 names advanced today; 16 fell. 40 screen as buys, led by Broadcom, NVIDIA, Micron. The book's average reading is 78/100.

Your holdings today

• Tesla TSLA KEEP++4.65% · CHF 2,460
• ASML ASML.AS ADD+3.51% · CHF 4,605
• AMD AMD KEEP++2.95% · CHF 7,891
• Adobe ADBE KEEP+-1.49% · CHF 789
• NVIDIA NVDA ADD+1.34% · CHF 3,883
• Logitech LOGN.SW KEEP++1.24% · CHF 2,160
• Apple AAPL KEEP++1.02% · CHF 3,323
• Microsoft MSFT ADD+0.92% · CHF 2,577

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Semis (SMH) leading at +14.6% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,723+0.73%+0.7%▲ above 200d
• Nasdaq Comp.27,191+1.19%+3.7%▲ above 200d
• VIX (fear)15.31-6.59%+6.9%▼ below 200d
• US 10y yield5.28+0.76%+10.0%▲ above 200d
• Tech (XLK)199.81+1.01%+8.8%▲ above 200d
• Semis (SMH)630.60+2.07%+14.6%▲ above 200d
• Software (IGV)108.43+0.18%+4.8%▲ above 200d

Signal shifts since yesterday

• AMD AMDBUY → ACCUMULATE
• ams-OSRAM AMS.SWREDUCE → SELL

What to own now — the ranked book

1. 01
   Broadcom AVGO USBUY95

   below 200-day; RSI 57; -3.3% 1-mo; analysts: strong buy, +50% to target

   tren 33mome 76anal 96posi 40
   $355.14

   +3.35%
2. 02
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); overbought (RSI 83); +4.3% 1-mo; analysts: strong buy, +40% to target

   tren 100mome 73anal 96posi 55
   $233.95

   +1.34%
3. 03
   Micron MU USBUY94

   uptrend (above rising 50/200-day); overbought (RSI 75); +12.4% 1-mo; analysts: strong buy, +41% to target

   tren 100mome 82anal 94posi 85
   $1,075

   -2.05%
4. 04
   Amazon AMZN USBUY94

   above 200-day, mixed short term; RSI 47; -1.4% 1-mo; analysts: strong buy, +31% to target

   tren 67mome 44anal 95posi 85
   $251.52

   +1.33%
5. 05
   ASML ASML.AS EUBUY94

   uptrend (above rising 50/200-day); overbought (RSI 92); +16.1% 1-mo; analysts: strong buy, +24% to target

   tren 100mome 82anal 94posi 55
   €1,653

   +3.51%
6. 06
   Alphabet GOOGL USBUY93

   above 200-day, mixed short term; RSI 45; +1.9% 1-mo; analysts: strong buy, +25% to target

   tren 67mome 49anal 94posi 85
   $343.50

   +1.56%
7. 07
   Snowflake SNOW USBUY92

   uptrend (above rising 50/200-day); RSI 56; +11.5% 1-mo; analysts: strong buy, +25% to target

   tren 100mome 74anal 93posi 55
   $341.04

   -0.28%
8. 08
   Comet Holding COTN.SW CHBUY92

   uptrend (above rising 50/200-day); overbought (RSI 81); +13.4% 1-mo; analysts: strong buy, +35% to target

   tren 100mome 82anal 92posi 85
   CHF 382.40

   +1.97%
9. 09
   TSMC (ADR) TSM USBUY92

   uptrend (above rising 50/200-day); overbought (RSI 86); +13.8% 1-mo; analysts: none, +17% to target

   tren 100mome 82anal 92posi 55
   $472.78

   +2.96%
10. 10
    Infineon IFX.DE EUBUY92

    uptrend (above rising 50/200-day); overbought (RSI 77); +16.4% 1-mo; analysts: buy, +34% to target

    tren 100mome 82anal 92posi 85
    €64.64

    +8.78%
11. 11
    Oracle ORCL USBUY90

    downtrend (below 50/200-day); RSI 47; -2.4% 1-mo; analysts: buy, +67% to target

    tren 0mome 43anal 91posi 25
    $142.30

    +3.06%
12. 12
    Spotify SPOT USBUY89

    below 200-day; oversold (RSI 18); -15.5% 1-mo; analysts: buy, +25% to target

    tren 33mome 16anal 92posi 40
    $472.89

    -3.77%
13. 13
    CD Projekt 7CD.F EUBUY89

    above 200-day, mixed short term; RSI 65; +7.3% 1-mo; analysts: none

    tren 67mome 92posi 60
    €58.04

    -0.27%
14. 14
    SAP (ADR) SAP USBUY89

    uptrend (above rising 50/200-day); oversold (RSI 30); -0.5% 1-mo; analysts: buy, +21% to target

    tren 100mome 30anal 91posi 60
    $208.57

    -1.05%
15. 15
    Adyen ADYEN.AS EUBUY89

    downtrend (below 50/200-day); oversold (RSI 30); -17.6% 1-mo; analysts: buy, +61% to target

    tren 0mome 16anal 91posi 25
    €859.40

    +0.44%
16. 16
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); overbought (RSI 84); +14.3% 1-mo; analysts: buy, +37% to target

    tren 100mome 82anal 88posi 85
    €50.34

    +6.54%
17. 17
    Capgemini CAP.PA EUBUY88

    above 200-day, mixed short term; RSI 49; -1.0% 1-mo; analysts: buy, +29% to target

    tren 67mome 68anal 89posi 40
    €108.90

    -2.85%
18. 18
    Xiaomi 1810.HK HKBUY87

    downtrend (below 50/200-day); oversold (RSI 26); -13.6% 1-mo; analysts: buy, +53% to target

    tren 0mome 16anal 89posi 25
    23.72

    -2.15%
19. 19
    Microsoft MSFT USBUY87

    uptrend (above rising 50/200-day); RSI 58; +4.2% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 87anal 87posi 85
    $517.53

    +0.92%
20. 20
    SAP SAP.DE EUBUY87

    uptrend (above rising 50/200-day); RSI 45; -0.9% 1-mo; analysts: strong buy, +14% to target

    tren 100mome 45anal 88posi 60
    €183.92

    -1.51%
21. 21
    Salesforce CRM USBUY87

    uptrend (above rising 50/200-day); oversold (RSI 28); -8.7% 1-mo; analysts: buy, +21% to target

    tren 100mome 18anal 89posi 85
    $234.69

    -0.84%
22. 22
    Netflix NFLX USBUY86

    downtrend (below 50/200-day); oversold (RSI 16); -18.9% 1-mo; analysts: buy, +39% to target

    tren 0mome 16anal 88posi 25
    $67.06

    -1.16%
23. 23
    ASML (ADR) ASML USBUY86

    uptrend (above rising 50/200-day); overbought (RSI 87); +11.0% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 82anal 86posi 85
    $1,867

    +3.25%
24. 24
    Meta Platforms META USBUY83

    above 200-day, mixed short term; RSI 62; +22.8% 1-mo; analysts: strong buy, +9% to target

    tren 67mome 74anal 83posi 85
    $728.08

    +0.30%
25. 25
    ServiceNow NOW USBUY80

    uptrend (above rising 50/200-day); RSI 39; -1.7% 1-mo; analysts: strong buy, +8% to target

    tren 100mome 34anal 81posi 60
    $134.38

    -2.45%
26. 26
    Occidental OXY USBUY78

    above 200-day, mixed short term; RSI 39; -4.6% 1-mo; analysts: buy, +18% to target

    tren 67mome 30anal 79posi 85
    $58.08

    +0.41%
27. 27
    Temenos TEMN.SW CHBUY77

    downtrend (below 50/200-day); oversold (RSI 23); -9.5% 1-mo; analysts: buy, +25% to target

    tren 0mome 16anal 78posi 40
    CHF 66.05

    -0.83%
28. 28
    Palantir PLTR USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 75); +11.4% 1-mo; analysts: buy, +4% to target

    tren 100mome 82anal 71posi 85
    $188.75

    -0.68%
29. 29
    AMD AMD USACCUMULATE71

    uptrend (above rising 50/200-day); overbought (RSI 84); +38.7% 1-mo; analysts: strong buy, -2% to target

    tren 100mome 82anal 70posi 55
    $633.91

    +2.95%
30. 30
    Lufthansa LHA.DE EUACCUMULATE71

    downtrend (below 50/200-day); RSI 51; -1.4% 1-mo; analysts: hold, +26% to target

    tren 0mome 67anal 71posi 40
    €7.60

    +0.11%
31. 31
    Nokia NOKIA.HE EUACCUMULATE70

    uptrend (above rising 50/200-day); RSI 63; +9.8% 1-mo; analysts: hold, +13% to target

    tren 100mome 96anal 69posi 60
    €9.51

    +1.06%
32. 32
    Palo Alto Networks PANW USACCUMULATE69

    uptrend (above rising 50/200-day); RSI 65; +22.8% 1-mo; analysts: buy, -2% to target

    tren 100mome 96anal 68posi 55
    $403.24

    +1.76%
33. 33
    Adobe ADBE USACCUMULATE68

    downtrend (below 50/200-day); oversold (RSI 26); -15.0% 1-mo; analysts: hold, +16% to target

    tren 0mome 16anal 69posi 40
    $237.69

    -1.49%
34. 34
    Dassault Systèmes DSY.PA EUACCUMULATE68

    above 200-day, mixed short term; RSI 36; -8.2% 1-mo; analysts: hold, +13% to target

    tren 67mome 24anal 69posi 40
    €20.63

    +0.29%
35. 35
    Tesla TSLA USACCUMULATE66

    below 200-day; RSI 58; +3.8% 1-mo; analysts: buy, +7% to target

    tren 33mome 64anal 67posi 60
    $370.59

    +4.65%
36. 36
    Logitech LOGN.SW CHACCUMULATE66

    uptrend (above rising 50/200-day); RSI 61; +5.7% 1-mo; analysts: buy, +5% to target

    tren 100mome 90anal 65posi 85
    CHF 86.40

    +1.24%
37. 37
    VAT Group VACN.SW CHACCUMULATE65

    uptrend (above rising 50/200-day); overbought (RSI 89); +17.3% 1-mo; analysts: buy, +2% to target

    tren 100mome 82anal 64posi 55
    CHF 699.40

    +2.79%
38. 38
    Qualcomm QCOM USACCUMULATE62

    uptrend (above rising 50/200-day); RSI 53; +8.8% 1-mo; analysts: hold, +5% to target

    tren 100mome 60anal 61posi 60
    $184.87

    +1.53%
39. 39
    Arm Holdings ARM USACCUMULATE61

    uptrend (above rising 50/200-day); RSI 69; +30.9% 1-mo; analysts: buy, -6% to target

    tren 100mome 96anal 60posi 85
    $307.49

    +5.18%
40. 40
    Apple AAPL USACCUMULATE60

    uptrend (above rising 50/200-day); RSI 51; +2.7% 1-mo; analysts: buy, -2% to target

    tren 100mome 51anal 60posi 55
    $333.69

    +1.02%
41. 41
    Intel INTC USHOLD56

    uptrend (above rising 50/200-day); overbought (RSI 72); +32.5% 1-mo; analysts: buy, -2% to target

    tren 100mome 82anal 55posi 85
    $119.33

    -0.56%
42. 42
    Divio Technologies DIVIO-B.ST EUHOLD52

    downtrend (below 50/200-day); RSI 46; -8.7% 1-mo; analysts: none

    tren 0mome 56posi 25
    0.05

    -5.10%
43. 43
    Ericsson ERIC-B.ST EUHOLD48

    downtrend (below 50/200-day); RSI 39; -3.4% 1-mo; analysts: hold, +3% to target

    tren 0mome 31anal 49posi 40
    93.74

    +0.60%
44. 44
    ams-OSRAM AMS.SW CHSELL32

    uptrend (above rising 50/200-day); overbought (RSI 75); +45.8% 1-mo; analysts: hold, -29% to target

    tren 100mome 82anal 30posi 55
    CHF 24.82

    +15.44%

Today's movers — the market

IPO radar

On the wire

• What Is Behind ams-OSRAM (SWX:AMS) Stock Dropping Today?
  AMS.SW · Thu, 01 Oct 2026
• 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
• Infineon Opens Bangkok Semiconductor Manufacturing Hub With Capacity for Major Expansion
  IFX.DE · Thu, 01 Oct 2026
• Zephyr Project Expands Semiconductor Industry Support as Texas Instruments and Infineon Technologies Upgrade to Platinum Membership
  IFX.DE · Thu, 01 Oct 2026
• STMicroelectronics announces timing for third quarter 2026 earnings release and conference call
  STMPA.PA · Mon, 05 Oct 2026
• 3 AI Chip Stocks To Watch After Nvidia Stock Hit A Fresh All Time High
  STMPA.PA · Sat, 03 Oct 2026
• Arm Holdings Stock Closed Above Wall Street’s $289 Target. Here’s the Margin Math That Decides What Comes Next
  ARM · Sun, 04 Oct 2026
• Will Selling Chips Strengthen Arm’s Moat or Put It at Risk?
  ARM · Sun, 04 Oct 2026
• Why ordinary investors struggle to buy into the robotics boom
  TSLA · Mon, 05 Oct 2026
• Tesla Stock Rises Overnight After Musk Says ‘Something May Come Of’ TSMC Talks On Terafab
  TSLA · Mon, 05 Oct 2026