2025-12-10 16:23:54

2025 has been wild for US equities. Tech continues its dominance, up 28%, cementing its position as the year's champion. Communications sector isn't far behind at 21%—solid gains fueled by digital transformation.

Industrials climb 18%, showing resilience. Utilities? Up 15%, proving defensive plays still work. Financials add 11%, Healthcare ticks up 10%, and Energy manages 9% despite volatility.

The laggards tell a story too: Consumer Discretionary struggles with just 6%, Materials at 5%, Real Estate barely moves with 2%, and Consumer Staples limps forward at 1%.

What's the takeaway? Growth beats value this year. Tech and comms lead, while traditional safe havens like staples and real estate underwhelm. Sector rotation matters more than ever.

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GasWrangler

· 3h ago

nah, if you actually analyze the data, tech's 28% isn't even that impressive when you factor in the gas costs of rotating through all these positions. most retail traders hemorrhaging fees without realizing it.

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MEVHunterWang

· 12-10 16:51

Technology 28% is really amazing, but I think Communications 21% is the hidden winner. Real Estate only increased by 2%, are you joking... Fortunately, I didn't go all in on real estate. Consumer goods are so disappointing, retail friends must be feeling tough. 28%... Why didn't I get in on the trend? Finance 11%—this growth is a bit insignificant, I thought finance would turn around this year. Industrial 18%, the workers are making money. Energy up 9% is also decent, not as bad as I imagined. Communications and Technology are the two main drivers, everything else is just a supporting role. Consumer stocks are so miserable, indicating everyone is holding back on spending. Defensive assets are just so-so, not very useful. A 2% increase in real estate is really a joke, my friend has been urging me to buy the dip... Growth stocks are crushing value stocks; this trend should continue. Consumer Discretionary is only 6%, people are really reducing consumption. Communications + Technology make up the majority, everything else seems quite subtle. Power up 15% is pretty good, stability is definitely a strength. Healthcare at 10% feels a bit low; after the pandemic, it should be even stronger.

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CryptoTarotReader

· 12-10 16:48

Technology 28%? Ha, I knew that AI wave isn't over yet. The real money is all piled up here.

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PanicSeller

· 12-10 16:46

Technology 28% This move is really impressive, but I feel a bit hollow... Can it stay this strong in the second half of the year?

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