Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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What Stocks are Saxo clients buying and selling? Week 5
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: Primech Holdings has integrated NVIDIA technology into its new Hytron bathroom cleaning robot. Price target has been increased to 175 by Barclays.
- Rigetti Computing: One of the most eyed companies in the Quantum sector, but also extremely volatile. The stock dropped around 13% at market close on Friday.
- Eli Lilly: one of the market leader in the production of weight loss drugs. The stock dropped some 4% on Friday, clients may potentially look to buy the dip.
- AMD: The stock has felt 30% year to date, but many see the stock has very undervalued and one of the key players in the semiconductor industry.
- Quantum Computing: Another popular quantum stock. Most of the quantum names feel after Zuckeberg’s comments that are very similar to Jensen Huang’s, saying that useful quantum computers could be 20 years away. However many see the industry as the next big investment opportunity.
Sell Side:
1. BP: the company recently slashed its workforce by 5%, some 4700 positions and eliminated more than 3000 contractor jobs.
2. Alphabet, Crowdstrike: There are no major news on these stocks, this may be some profit taking by investors.
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