Decision-support · not investment advice

AI-Infra Portfolio Monitor

Generated USD/CHF 0.81Tracked 11
Zones armed
2
Trend breaks
1
Watchlist deep value
6
≥30% off high
Biggest move today
+15.0%
Siltronic · WATCH
Global scan

Deepest liquid bargains today: TTD −79% · FISV −70% · CSGP −70%

#TickerOff 52-wk highTrend 200d1-day
1TTD-78.8%
below−0.6%
2FISV-70.4%
below−4.0%
3CSGP-69.7%
below−1.8%
4CHTR-66.9%
below−3.2%
5INTU-66.1%
below−3.2%
6IT-65.9%
below−4.3%
7COIN-62.0%
below−2.5%
8BSX-58.6%
below−1.1%
9ORCL-56.9%
below−0.8%
10PODD-55.4%
below−2.5%

rule-based screen of ~520 large caps (S&P 500 + SMI), ≥25% off their 52-week high, deepest first — research list, not advice, not the whole world.

Prices are the latest available from the daily feed (delayed up to ~1 hour); refreshed through the trading day.

Today’s signals

what changed, and what the rules say to do about it

Sulzer (SUN.SW) — buy zone 1 (−20%) armed, but trend rule pauses addslast 138.90 ≤ 143.52, yet price is >1% below the 200-day average (trim rule active) — per the regime rule, no new buys until the trend recovers

Silver (ZKB ZSIL) — zones 1–3 armed: last 139.04 ≤ 149.58price is inside the staged buy zone; note it is also below its 200-day average

Mastercard (MA) — crossed below its 200-day average todaya clean break in trend; the regime rule pauses new adds

Belimo (BEAN.SW) — crossed above its 200-day average todayback above trend; the regime rule allows staged adds again

Gold (ZKB ZGLD) — trading below its 200-day averagebelow trend; the regime rule pauses new adds

How to read this report

Buy zones (Zone 1 / 2 / 3) — staged limit levels at −20% / −30% / −40% off the 52-week high. “armed ◀” means the last close has reached or dropped below that level, so the price is now inside the staged buy zone.

Trend 200d — whether the last close sits above or below the 200-day average — the long-run trend line.

Add OK — above the trend the regime rule allows adding to the position; below it, new buys wait.

Trim — the last close is more than 1% below the 200-day average — a clean break in trend. Nothing here is owned, so until a position exists this only marks a broken trend; the trim rule matters once you actually hold the name.

*proxy — priced through a US proxy ETF until the local (SIX) symbol is verified.

Last CHF — the last price converted to Swiss francs at today’s USD/CHF rate.

Watch-only tables — supply-chain names carry no buy levels — nothing is computed for them; they are shown for background context only.

Nothing here is a position — this page tracks a buy plan, not an owned portfolio.

Opportunity radar

How close each tracked name sits to its next buy zone, and which watch-only names are deepest on sale.

Buy list — distance to next buy zone

NameLastNext zoneDrop neededPosition
Silver (ZKB ZSIL)139.04all zones armed0% — armed ◀
Sulzer (SUN.SW)138.90Zone 2 −30%−9.6%
Gold (ZKB ZGLD)986.10Zone 1 −20%−0.3%
Intel (INTC)114.61Zone 1 −20%−1.6%
Belimo (BEAN.SW)823.50Zone 1 −20%−6.2%
Mastercard (MA)520.59Zone 1 −20%−8.0%
AMD (AMD)554.89Zone 1 −20%−16.2%
Visa (V)346.74Zone 1 −20%−16.4%
ABB (ABBN.SW)85.32Zone 1 −20%−17.0%
Zurich Insurance (ZURN.SW)612.00Zone 1 −20%−19.8%

Watch-only — deepest on sale

watch-only — no buy levels are computed; deep drawdowns flagged for research, not action

#CompanyLayerOff 52-wk highTrend 200d
1NuScale
NRC-certified SMR (SPECULATIVE)
I. Nuclear/SMR-83.5%
below
2Oklo
fast micro-reactors (SPECULATIVE)
I. Nuclear/SMR-72.6%
below
3Centrus Energy
HALEU fuel for SMRs (SPECULATIVE)
I. Nuclear/SMR-61.0%
below
4Super Micro
rack-scale liquid-cooled systems
F. Thermal/Cooling-53.1%
below
5Constellation
largest US nuclear fleet
I. Nuclear/SMR-38.9%
below
6NexGen Energy
Athabasca uranium dev (SPECULATIVE)
J. Raw Commodity-32.1%
below
7Cameco
tier-1 uranium miner
J. Raw Commodity-28.5%
below
8Expand Energy
upstream gas (Chesapeake+Southwestern)
J. Raw Commodity-27.2%
below

AI / Tactical — target 22%

Name90-dayLastLast CHFOff 52-wk highZone 1 −20%Zone 2 −30%Zone 3 −40%Trend 200dAdd OKTrim
Belimo823.50823.50-14.7%
772.40675.85579.30aboveyesno
ABB85.3285.32-3.7%
70.8561.9953.14aboveyesno
Sulzer138.90138.90-22.6%
143.52 ◀125.58107.64belownoyes
AMD554.89447.61-4.5%
464.73406.64348.55aboveyesno
Intel114.6192.45-18.7%
112.7598.6684.56aboveyesno

Income / Compounders — target 20%

Name90-dayLastLast CHFOff 52-wk highZone 1 −20%Zone 2 −30%Zone 3 −40%Trend 200dAdd OKTrim
Visa346.74279.70-4.2%
289.70253.49217.28above
Mastercard520.59419.94-13.1%
479.17419.27359.38below
Zurich Insurance612.00612.00-0.2%
490.72429.38368.04above

Precious Metals — target 13%

Name90-dayLastLast CHFOff 52-wk highZone 1 −20%Zone 2 −30%Zone 3 −40%Trend 200dAdd OKTrim
Gold (ZKB ZGLD)986.10986.10-19.8%
983.20860.30737.40below
Silver (ZKB ZSIL)139.04139.04-44.2%
199.44 ◀174.51 ◀149.58 ◀below

Core (ballast, tracked) — target 45%

Name90-dayLastLast CHFOff 52-wk highZone 1 −20%Zone 2 −30%Zone 3 −40%Trend 200dAdd OKTrim
Core World ETF147.94119.34-0.6%
above

Charts

Interactive — hover for values, pick a name to chart its price. The price line is tagged at the latest close.

Diversification

How the tracked names move relative to one another. Names that rise and fall together give less real diversification.

Pairs that move together (|r| ≥ 0.70)

these add little diversification — avoid adding to both at once

pairs where both names are on the buy list come first — buying both would double the same bet

Name AName BCorrelation
VisaMastercard ● both on buy list+0.85
Gold (ZKB ZGLD)Silver (ZKB ZSIL) ● both on buy list+0.75
Applied MaterialsLam Research+0.89
Lam ResearchKLA Corp+0.88
Applied MaterialsKLA Corp+0.87
CamecoNexGen Energy+0.83
ASMLLam Research+0.83
OkloNuScale+0.80
EQTExpand Energy+0.80
ConstellationVistra+0.79
ASMLApplied Materials+0.79
ASMLKLA Corp+0.79
ABBSchneider Electric+0.79
Samsung ElectronicsSK Hynix+0.77
Lam ResearchMicron+0.75
ABBLegrand+0.74
BWX TechnologiesCurtiss-Wright+0.74
VertivEaton+0.73
OkloCentrus Energy+0.72
Schneider ElectricLegrand+0.72
EatonCaterpillar+0.71

Supply-chain (watch-only)

watch-only — context for the tracked names above; no buy levels are computed

LayerCompanyLastOff 52-wk highTrend 200d
A. Wafers/substrateShin-Etsu Chemical
#1 silicon wafer + photoresist
7,010.00-10.2%above
SUMCO
#2 silicon wafer maker
4,544.00-12.1%above
Siltronic
European 300mm wafers
92.20-11.9%above
B. Equipment (SME)ASML
EUV lithography monopoly
1,834.95-7.8%above
Applied Materials
deposition/etch, node-agnostic
618.22-14.5%above
Lam Research
etch monopoly
359.11-17.1%above
Tokyo Electron
coat/develop, etch
71,060.00-9.8%above
KLA Corp
process control/metrology
240.45-20.3%above
C. FoundryTSMC
leading-edge foundry + CoWoS
441.45-7.6%above
Samsung Electronics
#2 foundry + memory
278,000.00-23.3%above
Intel Foundry
18A western alternative
114.61-18.7%above
D. Memory/HBMSK Hynix
#1 HBM
2,186,000.00-25.1%above
Micron
HBM + DRAM
1,017.71-16.1%above
E. Designers/accel.Nvidia
~80% AI accelerator share
199.92-15.2%above
Broadcom
custom AI ASICs + networking
390.23-19.0%above
Arm Holdings
energy-efficient CPU IP
332.17-24.4%above
Qualcomm
edge/on-device AI
190.17-24.2%above
Marvell
custom silicon + optical
245.52-22.4%above
F. Thermal/CoolingVertiv
pure-play DC power + liquid cooling
327.00-13.1%above
Alfa Laval
plate heat exchangers (loop separation)
560.20-4.9%above
Modine
chillers + precision cooling units
242.88-20.9%above
nVent Electric
D2C manifolds + server enclosures
159.67-13.4%above
Super Micro
rack-scale liquid-cooled systems
28.48-53.1%below
G. Power DistributionEaton
power distribution + heavy switchgear
406.75-6.7%above
Schneider Electric
energy mgmt, UPS, DCIM
270.70-7.5%above
Hubbell
grid-to-substation hardware
487.73-12.6%above
Legrand
busbar / high-amperage delivery
143.25-10.5%above
H. Interim GenerationGE Vernova
aeroderivative gas turbines
1,077.39-8.3%above
Siemens Energy
heavy gas turbines + grid tech
156.92-16.4%above
Bloom Energy
solid-oxide fuel cells (baseload)
262.39-24.1%above
Caterpillar
diesel/gas backup gensets
954.93-10.3%above
Williams Cos
midstream gas pipelines to DCs
76.00-4.3%above
I. Nuclear/SMRConstellation
largest US nuclear fleet
246.95-38.9%below
Vistra
nuclear + gas operator
159.35-26.9%below
PSEG
East-Coast nuclear operator
80.84-10.3%below
Oklo
fast micro-reactors (SPECULATIVE)
47.72-72.6%below
NuScale
NRC-certified SMR (SPECULATIVE)
8.81-83.5%below
BWX Technologies
reactor pressure vessels (heavy forging)
186.12-21.9%below
Curtiss-Wright
zero-leak nuclear valves/pumps
766.94-3.3%above
Centrus Energy
HALEU fuel for SMRs (SPECULATIVE)
170.06-61.0%below
J. Raw CommodityEQT
largest US natural-gas producer
50.85-25.1%below
Expand Energy
upstream gas (Chesapeake+Southwestern)
89.51-27.2%below
Freeport-McMoRan
premier copper miner (grid + busbar)
59.91-16.5%above
Cameco
tier-1 uranium miner
95.87-28.5%below
NexGen Energy
Athabasca uranium dev (SPECULATIVE)
9.44-32.1%below