SCHWAB CLIENTS IN JULY WERE NET BUYERS BY A 2:1 RATIO IN ETFS AND EQUITIES. Top stocks bought: - $SPCX - $MU - $INTC - $ORCL - $TSLA Top stocks sold: - $AAPL - $AVGO - $ADBE - $PYPL - $AMD
· 113K Views
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SCHWAB CLIENTS IN JULY WERE NET BUYERS BY A 2:1 RATIO IN ETFS AND EQUITIES. Top stocks bought: - $SPCX - $MU - $INTC - $ORCL - $TSLA Top stocks sold: - $AAPL - $AVGO - $ADBE - $PYPL - $AMD
· 113K Views
@amitisinvesting Last month was one of those rare months where I was buying $VOOG over individual equities
@amitisinvesting Appreciate you posting this. Really liked how straightforward and useful your analysis was. You and @meghaan_s are my top two must-reads.
@amitisinvesting Solid share. Love the clear 2:1 net-buying data and the shift into MU, INTC, ORCL & TSLA. Trustworthy as always.
@amitisinvesting Pretty telling that Schwab clients bought at a 2:1 clip while rotating out of familiar winners and into the next AI infrastructure trade.
@amitisinvesting Interesting—retail still loves semiconductors while trimming the mega-cap leaders. x.com/i/grok/share/df177d526d5…
@amitisinvesting The selling of $AAPL and $AMD while buying INTC and MU tells you retail is rotating hard into beaten-down semis, not chasing strength. My current stance on the market rhythm this afternoon → sessionlevels.com/t/tier1-v1-2…
@amitisinvesting I refuse to believe this is correct. Who is buying Tesla and oracle
@amitisinvesting Interesting split. 👀 Retail buying $MU and $INTC while selling $AMD and $AAPL. Sometimes the crowd tells you where expectations are shifting before the headlines do. 📈🩸🚀
@amitisinvesting Thank you for providing your thoughts. Your insights benefit us a lot. Like @orlandorae , you are one of the leading figures in this financial market.
@amitisinvesting Capital rotation tells the story before the headlines do 👀 Great data here. Investors who enjoy this style of market analysis should follow @jstudda_ as well.
@amitisinvesting the rotation out of names like AAPL and AVGO into MU and INTC feels like a bet on the next leg of the chip cycle rather than a risk-off move, since the buy list isn't exactly defensive
@amitisinvesting Micron (MU): There is actually money flowing into the stock! Charles Schwab is one of the biggest buyers. So why does the stock look like it's in the red? Look into the concept of "dark pools." There is hidden buying going on here—100% certain.
@amitisinvesting $SPCX My stock portfolio 📈 🔻 x.com/i/grok/share/695e331f628…
@amitisinvesting INTC just diluted their stock with 20B stock sale.. Wasn't too smart to buy in July nor it is now imo.
@amitisinvesting It’s meaningless focusing on such news as it’s delayed/old news. It does not represent what’s happening in the moment.
@amitisinvesting @grok where does this data come from? Is it public?