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"Top 10 US Stock Market Gains in 2025"
While Bitcoin fell 6% for the year, the S&P 500 rose +17%, and the following component stocks significantly outperformed the market:
1️⃣ SanDisk ($SNDK) +587%
Explosive demand for flash storage in AI data centers, the biggest dark horse of the year
2️⃣ Western Digital ($WDC) +283%
The era of AI inference, high-capacity storage prices soared
3️⃣ Seagate ($STX) +226%
One of the HDD duopoly, storage cycle fully recovered
4️⃣ Micron ($MU) +222%
HBM memory shortage, a core beneficiary of AI accelerators
5️⃣ Robinhood ($HOOD) +222%
Retail investor return + crypto recovery
6️⃣ Newmont ($NEM) +184% Gold prices hit record highs, the world's largest gold miner
7️⃣ Palantir ($PLTR) +156%
Government + Enterprise AI Contracts Accelerate
8️⃣ Warner Bros ($WBD) +180%+
M&A Expectations Rebound
9️⃣ Lam Research ($LRCX)
AI Chip Production Expansion Benefits Semiconductor Equipment
🔟 AppLovin ($APP) / Comfort Sys ($FIX)
AI Advertising / Data Center Infrastructure Demand Explodes
Analysis: AI concepts account for 70% (mainly in the storage sector), encryption concepts 10%, gold concepts 10%, and M&A expectations 10%.
Trend: AI is engulfing the world. Encryption concepts and gold as a hedge against risk have a small place, while others are disappearing.
What do you think?
The hope of the entire village of Robinhood
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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