Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Chief Macro Strategist
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What Stocks are Saxo clients buying and selling? Week 28th of January 2025
Saxo
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Buy Side:
- NVIDIA: The stock fell 17% yesterday, along with Broadcom, AMD, and Intel, due to competition from DeepSeek, a Chinese AI startup, affecting the US tech sector.
- Oracle: The stock declined yesterday but surged 3% today. HSBC recently raised its price target from $216 to $227 and maintained a buy rating.
- Tempus AI: The stock rose 51% following the launch of an AI-Powered Health App.
- Microstrategy: The stock has dropped nearly 12% over the past week.
- Rigetti Computing: Noted for its volatility, the stock gained 30% since last week but is down 24% over the last month.
Sell Side:
- Bionano Genomics: The stock has dropped over 52% in the last month, following the announcement of a 1-for-60 reverse stock split.
- Apple: Concerns about the company's ability to innovate in the AI space have led to a 10% drop in the stock over the last month.
- Crowdstrike: Announced a partnership with Commvault yesterday, focusing on threat detection and safe recovery.
Please remember, this is not financial advice, and investing involves risks.
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