Year-End Review | Top 10 Investment Topics of 2025
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!
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.
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
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
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
特朗普迴歸重燃政策不確定性，AI競爭重塑資本配置，黃金改寫歷史，巨型股拓展想象極限。
市場在關稅威脅下顫抖，但卻在前所未有的計算熱潮中慶祝。