$Tiger Brokers(TIGR)$ Defining moment of 2025
The event that most clearly defines 2025 is the convergence of political uncertainty with an unprecedented acceleration in computing investment. Trump’s return amplified policy risk, tariffs, and geopolitical noise, yet markets ultimately chose to price productivity over politics. The decisive shift was capital committing, at scale, to AI infrastructure. That commitment rewired earnings expectations, valuation frameworks, and even macro narratives. Gold rewriting history was a symptom of uncertainty. The computing boom was the structural change.
The trade that taught the most
The most instructive trade was staying long quality AI infrastructure while trimming euphoria at the margin. It reinforced three lessons. First, fundamentals dominate narratives over time, even in politically noisy regimes. Second, concentration risk is real, but abandoning structural winners too early is costlier than tolerating volatility. Third, risk management is not about calling tops. It is about sizing, rebalancing, and letting compounding work.
Takeaway
2025 reminded investors that markets reward conviction anchored in durable drivers, not constant reaction to headlines. The discipline to hold through discomfort proved more valuable than perfect timing.
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