The tape — 9 Oct 2026

16 of 44 names advanced today; 27 fell. 42 screen as buys, led by NVIDIA, TSMC (ADR), Broadcom. The book's average reading is 79/100.

Your holdings today

• AMD AMD ADD-3.90% · CHF 7,737
• Adobe ADBE KEEP++3.56% · CHF 801
• NVIDIA NVDA ADD-2.94% · CHF 3,831
• ASML ASML.AS ADD-1.60% · CHF 4,506
• Microsoft MSFT ADD-1.35% · CHF 2,606
• Apple AAPL KEEP++1.11% · CHF 3,395
• Tesla TSLA KEEP+-0.74% · CHF 2,493
• Logitech LOGN.SW KEEP++0.00% · CHF 2,126

Market context

Risk-on Risk-on — 5/5 equity gauges above their 200-day line; VIX 15 (subdued); Software (IGV) leading at +7.6% 1-mo.

• Gauge Level1d1mo Trend
• S&P 5007,765-0.47%+1.7%▲ above 200d
• Nasdaq Comp.27,193-1.25%+3.6%▲ above 200d
• VIX (fear)15.41+2.19%-6.4%▼ below 200d
• US 10y yield5.23-0.87%+8.1%▲ above 200d
• Tech (XLK)197.78-1.79%+5.3%▲ above 200d
• Semis (SMH)607.27-2.84%+5.7%▲ above 200d
• Software (IGV)109.59-0.23%+7.6%▲ above 200d

Signal shifts since yesterday

• Divio Technologies DIVIO-B.STACCUMULATE → BUY

What to own now — the ranked book

1. 01
   NVIDIA NVDA USBUY95

   uptrend (above rising 50/200-day); RSI 61; +3.0% 1-mo; analysts: strong buy, +43% to target

   tren 100mome 86anal 96posi 85
   $230.48

   -2.94%
2. 02
   TSMC (ADR) TSM USBUY94

   uptrend (above rising 50/200-day); RSI 63; +5.2% 1-mo; analysts: strong buy, +21% to target

   tren 100mome 89anal 94posi 85
   $457.99

   -3.01%
3. 03
   Broadcom AVGO USBUY93

   below 200-day; RSI 51; -1.2% 1-mo; analysts: strong buy, +48% to target

   tren 33mome 67anal 96posi 60
   $360.14

   -4.35%
4. 04
   Alphabet GOOGL USBUY93

   uptrend (above rising 50/200-day); RSI 49; +5.3% 1-mo; analysts: strong buy, +23% to target

   tren 100mome 77anal 94posi 85
   $348.29

   -0.63%
5. 05
   Amazon AMZN USBUY93

   above 200-day, mixed short term; RSI 50; +0.7% 1-mo; analysts: strong buy, +30% to target

   tren 67mome 70anal 95posi 85
   $254.06

   -2.25%
6. 06
   ASML (ADR) ASML USBUY92

   uptrend (above rising 50/200-day); RSI 62; +2.3% 1-mo; analysts: strong buy, +19% to target

   tren 100mome 84anal 93posi 85
   $1,770

   -1.95%
7. 07
   ASML ASML.AS EUBUY92

   uptrend (above rising 50/200-day); overbought (RSI 80); +6.1% 1-mo; analysts: strong buy, +28% to target

   tren 100mome 76anal 94posi 85
   €1,610

   -1.60%
8. 08
   Comet Holding COTN.SW CHBUY92

   uptrend (above rising 50/200-day); RSI 62; +2.4% 1-mo; analysts: strong buy, +42% to target

   tren 100mome 85anal 92posi 85
   CHF 360.80

   -3.84%
9. 09
   Infineon IFX.DE EUBUY91

   uptrend (above rising 50/200-day); RSI 63; +4.3% 1-mo; analysts: buy, +42% to target

   tren 100mome 87anal 92posi 60
   €60.95

   -5.77%
10. 10
    Micron MU USBUY90

    uptrend (above rising 50/200-day); RSI 53; +0.8% 1-mo; analysts: strong buy, +50% to target

    tren 100mome 48anal 94posi 85
    $1,036

    -4.79%
11. 11
    Snowflake SNOW USBUY90

    uptrend (above rising 50/200-day); RSI 60; +3.6% 1-mo; analysts: strong buy, +24% to target

    tren 100mome 64anal 93posi 55
    $343.40

    +3.17%
12. 12
    Capgemini CAP.PA EUBUY88

    above 200-day, mixed short term; RSI 58; +5.1% 1-mo; analysts: buy, +27% to target

    tren 67mome 89anal 89posi 60
    €110.90

    +0.86%
13. 13
    SAP (ADR) SAP USBUY88

    uptrend (above rising 50/200-day); RSI 57; +1.6% 1-mo; analysts: buy, +21% to target

    tren 100mome 61anal 91posi 60
    $212.40

    +1.08%
14. 14
    STMicroelectronics STMPA.PA EUBUY88

    uptrend (above rising 50/200-day); overbought (RSI 74); +10.9% 1-mo; analysts: buy, +38% to target

    tren 100mome 82anal 88posi 85
    €49.90

    -4.05%
15. 15
    Microsoft MSFT USBUY87

    uptrend (above rising 50/200-day); overbought (RSI 71); +6.3% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 76anal 88posi 85
    $522.61

    -1.35%
16. 16
    CD Projekt 7CD.F EUBUY87

    below 200-day; RSI 59; +5.8% 1-mo; analysts: none

    tren 33mome 90posi 60
    €57.50

    -2.41%
17. 17
    Adyen ADYEN.AS EUBUY86

    downtrend (below 50/200-day); RSI 39; -12.4% 1-mo; analysts: buy, +59% to target

    tren 0mome 44anal 91posi 25
    €867.20

    +0.02%
18. 18
    Netflix NFLX USBUY85

    downtrend (below 50/200-day); RSI 49; -5.9% 1-mo; analysts: buy, +29% to target

    tren 0mome 60anal 88posi 25
    $71.57

    +2.68%
19. 19
    Oracle ORCL USBUY85

    downtrend (below 50/200-day); RSI 35; -16.0% 1-mo; analysts: buy, +75% to target

    tren 0mome 21anal 91posi 25
    $135.69

    -5.48%
20. 20
    Xiaomi 1810.HK HKBUY85

    downtrend (below 50/200-day); RSI 46; -2.7% 1-mo; analysts: buy, +35% to target

    tren 0mome 42anal 89posi 25
    25.66

    +8.45%
21. 21
    Spotify SPOT USBUY84

    uptrend (above rising 50/200-day); RSI 56; +0.7% 1-mo; analysts: buy, +13% to target

    tren 100mome 82anal 85posi 60
    $526.42

    +2.63%
22. 22
    Meta Platforms META USBUY84

    uptrend (above rising 50/200-day); RSI 61; +10.3% 1-mo; analysts: strong buy, +11% to target

    tren 100mome 74anal 85posi 85
    $720.89

    -0.06%
23. 23
    Salesforce CRM USBUY83

    uptrend (above rising 50/200-day); RSI 40; -6.7% 1-mo; analysts: buy, +24% to target

    tren 100mome 26anal 89posi 85
    $227.80

    +1.44%
24. 24
    Divio Technologies DIVIO-B.ST EUBUY83

    below 200-day; RSI 69; +4.3% 1-mo; analysts: none

    tren 33mome 88posi 25
    0.05

    +6.45%
25. 25
    SAP SAP.DE EUBUY83

    uptrend (above rising 50/200-day); RSI 49; +3.3% 1-mo; analysts: strong buy, +12% to target

    tren 100mome 51anal 86posi 60
    €187.62

    -0.52%
26. 26
    ServiceNow NOW USBUY78

    uptrend (above rising 50/200-day); RSI 56; +6.6% 1-mo; analysts: strong buy, +5% to target

    tren 100mome 68anal 79posi 60
    $139.75

    +1.36%
27. 27
    AMD AMD USBUY77

    uptrend (above rising 50/200-day); RSI 66; +19.1% 1-mo; analysts: strong buy, +3% to target

    tren 100mome 96anal 75posi 55
    $620.68

    -3.90%
28. 28
    Temenos TEMN.SW CHBUY76

    downtrend (below 50/200-day); RSI 47; -5.6% 1-mo; analysts: buy, +24% to target

    tren 0mome 61anal 78posi 40
    CHF 66.70

    -0.15%
29. 29
    Occidental OXY USBUY75

    uptrend (above rising 50/200-day); RSI 56; -1.7% 1-mo; analysts: buy, +13% to target

    tren 100mome 79anal 75posi 85
    $60.28

    +3.56%
30. 30
    Nokia NOKIA.HE EUBUY73

    uptrend (above rising 50/200-day); RSI 48; -2.0% 1-mo; analysts: hold, +17% to target

    tren 100mome 66anal 73posi 60
    €9.20

    -3.63%
31. 31
    Palo Alto Networks PANW USACCUMULATE71

    uptrend (above rising 50/200-day); RSI 64; +18.9% 1-mo; analysts: buy, -0% to target

    tren 100mome 96anal 69posi 55
    $398.50

    -1.74%
32. 32
    Lufthansa LHA.DE EUACCUMULATE70

    downtrend (below 50/200-day); RSI 41; -4.5% 1-mo; analysts: hold, +27% to target

    tren 0mome 52anal 73posi 40
    €7.45

    -1.79%
33. 33
    Arm Holdings ARM USACCUMULATE70

    uptrend (above rising 50/200-day); RSI 50; +4.2% 1-mo; analysts: buy, +6% to target

    tren 100mome 53anal 72posi 60
    $275.29

    -6.48%
34. 34
    Palantir PLTR USACCUMULATE70

    uptrend (above rising 50/200-day); overbought (RSI 80); +17.3% 1-mo; analysts: buy, +1% to target

    tren 100mome 82anal 68posi 85
    $198.78

    +2.40%
35. 35
    VAT Group VACN.SW CHACCUMULATE69

    uptrend (above rising 50/200-day); overbought (RSI 75); +8.3% 1-mo; analysts: buy, +5% to target

    tren 100mome 79anal 68posi 55
    CHF 682.20

    -2.29%
36. 36
    Logitech LOGN.SW CHACCUMULATE68

    uptrend (above rising 50/200-day); RSI 52; +7.0% 1-mo; analysts: buy, +7% to target

    tren 100mome 80anal 67posi 60
    CHF 85.04

    +0.00%
37. 37
    Intel INTC USACCUMULATE67

    uptrend (above rising 50/200-day); RSI 49; +0.8% 1-mo; analysts: buy, +10% to target

    tren 100mome 48anal 68posi 85
    $107.08

    -5.34%
38. 38
    Adobe ADBE USACCUMULATE66

    below 200-day; RSI 43; -5.4% 1-mo; analysts: hold, +14% to target

    tren 33mome 51anal 68posi 40
    $241.05

    +3.56%
39. 39
    Tesla TSLA USACCUMULATE66

    below 200-day; RSI 57; +2.0% 1-mo; analysts: buy, +5% to target

    tren 33mome 84anal 64posi 60
    $375.00

    -0.74%
40. 40
    Qualcomm QCOM USACCUMULATE65

    uptrend (above rising 50/200-day); RSI 49; -0.2% 1-mo; analysts: hold, +10% to target

    tren 100mome 46anal 67posi 60
    $176.01

    -0.63%
41. 41
    Dassault Systèmes DSY.PA EUACCUMULATE65

    uptrend (above rising 50/200-day); overbought (RSI 71); +5.6% 1-mo; analysts: hold, +8% to target

    tren 100mome 75anal 64posi 60
    €21.61

    +0.46%
42. 42
    Apple AAPL USACCUMULATE60

    uptrend (above rising 50/200-day); RSI 55; +8.0% 1-mo; analysts: buy, -4% to target

    tren 100mome 70anal 58posi 55
    $340.42

    +1.11%
43. 43
    Ericsson ERIC-B.ST EUHOLD46

    below 200-day; RSI 42; +0.2% 1-mo; analysts: hold, -0% to target

    tren 33mome 59anal 45posi 60
    97.00

    +2.21%
44. 44
    ams-OSRAM AMS.SW CHREDUCE35

    uptrend (above rising 50/200-day); overbought (RSI 71); +27.5% 1-mo; analysts: hold, -24% to target

    tren 100mome 82anal 30posi 55
    CHF 24.04

    -3.76%

Today's movers — the market

IPO radar

On the wire

• Xiaomi shares surge as SkyNomad EV lineup clocks strong orders
  1810.HK · Fri, 09 Oct 2026
• NIO Stock Hits The Brakes After 3-Day Rally: Xiaomi Reportedly In Talks Over Last German Hub Amid 90% Sales Crash
  1810.HK · Fri, 09 Oct 2026
• ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?
  ARM · Thu, 08 Oct 2026
• Wall Street May Be Underestimating Arm’s AI Opportunity
  ARM · Thu, 08 Oct 2026
• Are Computer and Technology Stocks Lagging Infineon Technologies (IFNNY) This Year?
  IFX.DE · Wed, 07 Oct 2026
• Infineon Opens Bangkok Semiconductor Manufacturing Hub With Capacity for Major Expansion
  IFX.DE · Thu, 01 Oct 2026
• Chip, Cloud Stocks Edge Up Overnight After OpenAI’s $50B Revenue Figure Sparks Selloff: Analyst Calls Reaction ‘Overblown’
  ORCL · Fri, 09 Oct 2026
• Why Oracle (ORCL) Shares Are Trading Lower Today
  ORCL · Thu, 08 Oct 2026
• AMD CEO delivers stark warning on chip market’s future
  INTC · Fri, 09 Oct 2026
• Intel CEO Lip-Bu Tan Says Company Will Keep Working on Terafab — Elon Musk Confirms TSMC May Only Sublease Part of the Fab, Not Own It
  INTC · Thu, 08 Oct 2026