Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
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What Stocks are Saxo Clients Buying and Selling – 11 November
Neil Wilson
Investor Content Strategist
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.
Most Bought and Sold Stocks Last Week Meta remained on the watchlist for clients last week as investors bought into recent weakness in the shares, which broke below the 200-day moving average. Here’s a rundown of the top 30 most actively traded stocks and ETFs with the percentage of buys. Source: Saxo
Chip stocks and AI plays were strong - Nvidia, Broadcom and AMD all seeing strong net buys as investors bought the dip as the Nasdaq Composite posted its worst week since April.
Strong buying was seen with some of the most popular tech stocks - Amazon (75% net buys) and Netflix (80%)
Among the biggest position changes we saw week-on-week was in Duolingo after the stock plunged 25% in a single day despite beating expectations for user growth, though this was not one of the most actively traded names.
There was a significant positive position shift in the iShares Bitcoin ETN in absolute terms - however this may be skewed by the fact that these cryptoassets have only recently been made available to UK retail investors. The Global X Uranium ETF made our top 30 most traded, with two-thirds net buys.
For UK stocks, Diageo stood out, heavily sold by clients after it posted a profits warning and shares fell to a 10-year low. ITV and BT attracted attention as they posted results.
Top Stocks Buy% Palantir Technologies Inc. 49% Tesla Inc. 61% Meta Platforms Inc. 58% NVIDIA Corp. 63% Advanced Micro Devices Inc. 63% Microsoft Corp. 44% Apple Inc. 50% Alphabet Inc. Class A 58% Micron Technology Inc. 68% MP Materials Corp. 59% ITV Plc 36% Netflix Inc. 80% Oracle Corp. 43% Amazon.com Inc. 75% Eli Lilly & Co. 65% Robinhood Markets Inc. 43% SoundHound AI Inc 40% Archer Aviation Inc. 57% Arista Networks Inc. 60% Arm Holdings Limited - ADR 60% Bloom Energy Corp. 56% Broadcom Inc. 71% BT Group PLC 48% Coeur Mining Inc. 50% Coinbase Global Inc 67% CoreWeave Inc. 40% Credo Technology Group Holding Ltd. 50% Diageo Plc 6% Fiserv Inc. 75% Global X Uranium ETF 67%
Quarterly Outlook
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Quarterly Outlook
Q4 Outlook for Traders: The Fed is back in easing mode. Is this time different?
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