NEWS
Investors Beef Up Their 2025 Portfolios

U.S. stocks took a bullish turn after several big tech headlines brought buyers out of the woodwork. During these first few trading days, investors are asking themselves whether the winners of 2023 and 2024 will remain so. Based on today’s price action, it appears many are betting on that exact thing happening. 👀

Today's issue covers last year’s winners catching a major bid, why traders are betting on higher beef prices, and other noteworthy pops & drops. 📰

Here’s the S&P 500 heatmap. 9 of 11 sectors closed green, with consumer discretionary (+2.02%) leading and consumer staples (-0.05%) lagging.

And here are the closing prices: 

Most bullish/bearish symbols on Stocktwits at the close: 📈 $FCUV, $CRNC, $MBOT, $IRBT, $EKSO 📉 $CVNA, $HEPA, $CELH, $FCX, $UPS

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STOCKS
Buyers Renew Bets On Biggest Winners 💵 

While many of the stock market’s strongest leaders experienced some weakness during December, investors are seemingly buying the dip to start 2025. Let’s review some of the biggest movers and themes from the day:

The Biden administration’s clean hydrogen tax credits caused a surge in nuclear energy stocks like Oklo, NuScale, Vistra, Constellation Energy, and more. Traditional oil and gas stocks were also in focus, with oil prices breaking out of their recent consolidation. ⚡️ 

MicroStrategy, Marathon Digital, and other crypto-related stocks rebounded alongside Bitcoin, despite its spot ETFs experiencing over $325 million in outflows to start 2025. 🪙 

Nvidia shares popped 5% ahead of CEO Jensen Huang’s presentation at the Consumer Electronics Show (CES 2025) on Monday evening. The company is widely expected to unveil its next-generation GeForce RTX 5000 series of graphics cards. On top of that, Microsoft said it expects to spend $80 billion on AI-enabled data centers in fiscal 2025, reinforcing the bullish outlook for the entire space. 💾 

Commercial drone stocks like Ondas Holdings remain in the spotlight. The company announced it has secured a Federal Aviation Administration (FAA) Beyond Visual Line of Sight (BVLOS) waiver for its drone maker subsidiary, American Robotics. Drones, robots, and rockets remain a key theme for investors into 2025. 🤖 

We’ll have to see if this trend continues. For now, the first couple of days of 2025 have been good for last year’s big winners. We’re crowdsourcing the community’s best trade ideas for the year ahead; share yours down below! 👇️ 

STOCKTWITS COMMUNITY INSIGHTS
Share Your Top Trade Ideas For 2025! 🧠 

Hundreds of Stocktwits users have shared their best ideas as we gather the community’s views and give out Stocktwits Edge to some of our favorites! While many fan favorites have been mentioned, dozens of under-followed stocks and ideas are being discussed. So come check’em out and share your top picks!