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![PortfolioParrot Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1772575176808374272.png) Portfolio Parrot 💸 → Investing Made Simple [@PortfolioParrot](/creator/twitter/PortfolioParrot) on x 2810 followers
Created: 2025-07-22 08:14:29 UTC

Happy Tuesday ☀️

What’s moving markets in 2025?

It’s more than just rate cuts and earnings beats.

Here are XX forces driving capital, policy & momentum this year👇

X. AI Is Now a Utility
No longer hype—AI is embedded in everything.
Winners: $NVDA $SNOW $TER
ETF: $AIQ

X. Deregulation Is Back
Post-election, M&A is heating up.
Winners: $EVR $C
ETF: $KCE

X. Spending Shift: Experiences > Stuff
Consumers want travel, not TVs.
Winners: $UBER $NCLH $BURL
ETF: $XLY

X. Cybersecurity = Core Infra
AI + Cloud = Bigger attack surface.
Winners: $PANW $CRWD
ETF: $IHAK

X. Energy & Infra Are Hot Again
AI demands power. Grid needs upgrades.
Winners: $CEG $GEV
ETF: $GII

X. Small & Mid Caps Rise
Big tech is stretched. Others catching up.
ETF: $IWM $TSPA

X. Crypto Infra > Coins
Forget the hype. Focus on pipes.
Winners: $SQ $SOFI $HOOD
ETF: $BLOK

X. Tariffs = Strategic Rebuilds
Manufacturing is coming home.
Winners: U.S.-centric firms
ETF: $TSPA

X. Healthcare’s Long-Term Tailwind
Aging boomers + biotech = demand
ETF: $IBB

XX. Scarcity Premium Is Back
Silver, copper, lithium = New oil
ETF: $SLV + mining plays

💥 The big takeaway?
2025 is not just about what to invest in, but where capital is shifting.

What's your favourite theme in 2025?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947570933880729838/c:line.svg)

**Related Topics**
[ter](/topic/ter)
[nvda](/topic/nvda)
[cybersecurity](/topic/cybersecurity)
[$kce](/topic/$kce)
[$aiq](/topic/$aiq)
[fund manager](/topic/fund-manager)
[$ter](/topic/$ter)
[$snow](/topic/$snow)

[Post Link](https://x.com/PortfolioParrot/status/1947570933880729838)