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 has led to a surge in high-capacity storage prices 3️⃣ Seagate ($STX) +226% One of the HDD duopoly, with a full recovery in the storage cycle 4️⃣ Micron ($MU) +222% HBM memory shortage, a key 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?