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Charu Chanana
Saxo chief investment strategist
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Record S&P close on semis + Hormuz optimism; leadership rotating from chips to adoption winners like Palantir.
So I do not expect that straight line higher in AI stocks as we've seen in the last few years. A much more volatile market but it's still a very structurally strong trend and there will be pockets of gains that we will continue to see here.
S&P 500 since this was said: ▼ -1.7% · 7,724 → 7,592 · as of 2026-09-10
KOSPI a pure-play memory story; hyperscaler capex restraint would confirm the peak.
if I talk about the memory segment in itself I do think that there is a risk of a cyclical peak here especially because supply is catching up in a big way.
S&P 500 since this was said: ▼ -1.7% · 7,724 → 7,592 · as of 2026-09-10
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