2025 Recap | Top 10 Investment Topics of 2025

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2025-12-25
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2025 came to a close with global markets swinging between political shocks and technological breakthroughs.

Trump’s return reignited policy uncertainty, AI competition reshaped capital allocation, gold rewrote history, and megacaps expanded the limits of imagination.

Markets trembled under tariff threats — yet celebrated amid an unprecedented computing boom.

Let’s look back at the Top 10 Investment Topics of 2025.

1. Trump Returns: Global Tariff Turmoil & “TACO Trades”

Trump officially returned to the White House, pushing markets into a new phase of policy-driven repricing, with tariffs, fiscal stimulus, and geopolitical uncertainty back.

2. SPX Hits Record Highs for 39th Time

$S&P 500(.SPX)$ is on pace for a solid year of record closing highs. As of Thursday’s close, the benchmark index has scored 39 record closing highs in 2025, with the most recent being yesterday at 6,932.

3. Gemini 3 & the Rise of “Google Chain”

$Alphabet(GOOG)$’s Gemini 3 reignited competition in AI models and chips, challenging Nvidia’s dominance and giving rise to a new “Google ecosystem” trade.

4. Nvidia Crosses $5 Trillion 👑

Nvidida became the first company in history to surpass $5 trillion in market cap, cementing its role as the operating system of the AI era.

5. Gold Breaks $4,500 🏆

$XAU/USD(XAUUSD.FOREX)$ surged past $4,500/oz, driven by geopolitical risk, de-dollarization narratives, central bank buying, and hedging against AI-era uncertainty.

6. OpenAI Universe: AI Closed-Loop or Just a Bubble?

The Oracle–OpenAI mega contract marked the rise of AI closed-loop economics, where compute, capital, and models intertwined — raising both growth hopes and bubble concerns.

7. Rate Cuts Are Back

Powell’s dovish turn confirmed the easing cycle. By year-end, the Fed delivered its third rate cut, restoring liquidity expectations and lifting growth stocks.

8. Buffett Leaves the Investment Stage

Warren Buffett announced his impending retirement, marking the end of his legendary 60-year career leading Berkshire Hathaway.

Buffett confirmed that his successor, Greg Abel, would take over, while Buffett would remain involved in philanthropy through annual letters.

This year, $Berkshire Hathaway(BRK.B)$ also invests in $UnitedHealth(UNH)$

9. China Stock Repricing

China’s DeepSeek open-source breakthrough disrupted the AI narrative, triggering a sharp rethink of global AI leadership and sparking a rally in China tech assets. $Alibaba(BABA)$ $TENCENT(00700)$

10. Bitcoin Breaks $120K and Pulls back

$Bitcoin(BTC.USD.CC)$ surged to new all-time highs of $120K this year, fueled by renewed institutional interest and positive regulatory signals. However, after reaching these record levels, the cryptocurrency has experienced a notable pullback, prompting investors to reassess its short-term price action while long-term narratives around digital gold and blockchain adoption remain intact.

Beyond these ten themes, 2025 was packed with unforgettable moments: sector rotations, repeated short attacks on high-growth names, nonstop AI hype cycles, and markets constantly repricing “the future.”

Which event truly defines 2025 in your view?

What trade taught you the most this year?

Share your thoughts in the comments — and let’s step into a more uncertain, yet more imaginative 2026.

Leave your comments to win at least 10 tiger coins!

2025 Recap | Sum Up Your 2025 Investment Journey In One Sentence!
2025 came to a close with global markets swinging between political shocks and technological breakthroughs. Trump’s return reignited policy uncertainty, AI competition reshaped capital allocation, gold rewrote history, and megacaps expanded the limits of imagination. Markets trembled under tariff threats — yet celebrated amid an unprecedented computing boom. What trade taught you the most this year? How do you review your 2025 performance?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • Shyon
    2025-12-26
    Shyon
    For me, 2025 is best defined by the AI-driven shift in capital allocation, highlighted by Nvidia surpassing $5 trillion. It wasn’t just about one stock, but about markets recognizing compute power as core infrastructure. Even with tariffs, geopolitics, and policy noise, money consistently flowed toward AI enablers.

    The most valuable lesson came from managing volatility rather than chasing returns. With constant headline shocks — from Trump tariffs to China’s AI breakthroughs and crypto swings — reacting emotionally often hurt performance. Focusing on market structure, liquidity, and defined risk mattered far more than predicting news.

    Ultimately, 2025 showed that markets now price narratives as much as fundamentals. AI, geopolitics, and digital assets blended into a powerful expectation engine. As we move into 2026, uncertainty remains high, but so does imagination — and that balance defines the year for me.

    @TigerStars @Tiger_comments @TigerClub

  • Aqa
    2025-12-28
    Aqa
    🚀🚀 Spot Gold $XAU/USD(XAUUSD.FOREX)$ has blasted through $4,532/oz, above the psychological barrier of $4500 per ounce. It was driven by looming rate cuts, geopolitical risk, de-dollarization narratives, central bank buying, and hedging against AI-era uncertainty. It is never wrong to stock up gold!🤭 Thanks @Tiger_comments @TigerStars @Tiger_SG
  • BTS
    2025-12-27
    BTS
    As 2025 draws to a close, the year has been marked by bold moves, disruptions, and paradigm shifts across the financial markets, from record-breaking stock performances to global economic pivots that have reshaped the investment landscape

    In 2025, key investment trends included the return of Trump sparking trade tensions, record highs for the S&P 500, Nvidia surpassing $5 trillion, gold hitting $4500, the rise of Google blockchain, OpenAI advancements, rate cuts boosting tech stocks, the retirement of Buffett, China stock repricing, and the volatile surge of Bitcoin past $120K。。。

    These events have underscored the growing importance of adapting investment strategies to an ever-evolving market environment

    As 2025 concludes, a year defined by technological innovation and trade disruption, the evolution of AI and shifting central bank policies highlight the need for a balanced perspective on risk and opportunity to navigate the future investment landscape
    Tag :
    @Huat99
    @Snowwhite

  • koolgal
    2025-12-26
    koolgal
    🌟2025 was defined by "The Great Diversification". This is a massive shift where the world realises that leaning solely on US Big Tech was no longer enough. While 2024 was about AI Hype, 2025 was the year economic reality & geopolitical shocks forced investors to look elsewhere.

    The Defining Event of 2025 was April 2025 - Trump's Liberation Day & the tariff shock which revealed a sweeping regime of tariffs, up to 145% on Chinese goods.  This sent the global markets into a literal meltdown.

    However 2025 is also the year that the S&P500 and Gold hit their all time highs.

    The most valuable lesson I learnt this year was to expect the unexpected. Fortunately diversification saved the day.  Diversification isn't about lack of conviction.  It is about humility.  It is admitting that while we don't have the crystal ball, we have the common sense to protect our hard earned capital.

    The storm maybe coming or the sun may shine.  Either way We are ready .

    @Tiger_comments @TigerStars

  • 北极篂
    2025-12-26
    北极篂
    2025年不是简单的牛或熊,而是一年关于选择、耐心与想象力的考验。走向2026,我更相信:真正的机会,往往诞生在不确定性被误读的地方。
  • 北极篂
    2025-12-26
    北极篂
    中国资产与比特币则提醒我,叙事并不会消失,只会被反复验证与修正。DeepSeek重塑了AI话语权,比特币在冲高回调中完成去泡沫,两者都在逼投资者更诚实地面对周期。
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