What were the best public equities to hold in 2025? A brief breakdown across chips, memory, AI software, energy, and healthcare here:
> AI Chips: Broadcom (AVGO) Surged +100% in 2025. Major hyperscalers are quietly replacing NVIDIA with Broadcom's custom silicon
> Memory: Micron Technology (MU) NVIDIA's confirmed HBM supplier, sold out through all of 2026 before January started. Had approximately 239% rise in 2025.
> AI software: Palantir (PLTR) The AI platform that runs on data governments can't share with anyone else. Had a +135% run in 2025.
> Energy: Vistra (VST) AWS and Meta are signing 20-year nuclear deals with Vistra. Serves the need for power that never goes offline for AI. Price went up +165% in 2025.
> Healthcare: Eli Lilly (LLY) FDA approved their oral GLP-1 pill on April 1st. The barrier of not being able to take injections for 70% of eligible patients is now gone. +21% rise in 2025.
These assets are now available for spot trading using Felix spot equities. With the IGV (Software sector ETF), XLV (Health Care sector ETF) and XLU (Energy sector ETF) coming in the next listing batches soon.
Trade equities onchain here:
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📈WRAP UP: EARNINGS REPORTS 📉
Key Takeaways
🟢Palantir Technologies (PLTR): 85% growth, 🔴shares -0.25%
🟢Duolingo (DUOL): $292M Q1 revenue, 🔴 shares -3.45.%
🟢Shopify (SHOP): $3.17B growth in revenue 🔴shares -2.76%
🟢Pfizer (PFE): $14.45B in revenue 🔴shares -1.06%
🟢AMD (AMD): $10.25B in revenue 🟢shares +9.05%
🟢Uber (UBER): $13.20 in revenue 🔴shares -1.90%
🟢Walt Disney (DIS): Q2 7% growth $25.17B revenue 🔴shares -0.45%
🔴Novo Nordisk (NVO): 10% decline in overall sales 🟢shares +0.09%
🟢ARM (ARM): Q4 $1.49B in revenue 🟢shares +0.86%
🟢Shell (SHEL): adjusted Q1 earnings under $7B 🟢shares +0.04%
🟢Mc Donald’s (MCD): +9% revenue +6% net income 🔴shares -2.39%
🟢Air BnB (ABNB): $2.68B in revenue 🟢shares +1.69%
🟢Monster (MNST): $2.35B in revenue 🟢shares +16.65%
🔴Toyota (TM): profits declined 21.5%🔴shares -0.54%
🟢Sony (SONY): record 2025 sales of ¥12,479.6B (+4% YoY)🟢shares +1.89%
🟢Enbridge (ENB): reported strong Q1 results 🔴shares -0.74%
❓ Which one surprised you the most?
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This chart on Agentic Performance (τ-Voice) provides a snapshot of the current landscape for full-duplex voice models in customer service scenarios. While Grok’s performance is impressive, the fact that the top score is only 52.1% suggests that "AI Agents" still have a long way to go before fully mastering the complexities of human-level customer support.
Key Insights:
• xAI Dominance: Grok Voice Think Fast 1.0 leads the pack significantly with a 52.1% resolution rate, making it the only model to cross the 50% threshold.
• The Competitive Gap: OpenAI’s GPT-Realtime-2 (39.8%) and Google’s Gemini 3.1 Flash Live (37.7%) follow behind, revealing a notable performance gap between Grok and its primary rivals.
• Agentic Evolution: The data highlights a shift from simple transcription to "agentic" capability—the power to actually resolve tasks autonomously.
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Greg Abbott is the strong and highly respected Governor of Texas, a State I love and WON BIG three times, including with 6.4 Million Votes in 2024 (The most Votes in History, BY FAR)!
Thanks to Greg’s bold and effective Leadership, the wonderful people of Texas will have the opportunity to elect 5 new MAGA Republicans in the 2026 Midterm Elections with the passage of their new, fair, and much improved, Congressional Map — A BIG WIN for Republicans in The Lone Star State, and across the Country! As Governor, Greg is also fighting tirelessly to Champion Texas Values, Grow the Economy, Cut Taxes and Regulations, Support our Amazing Farmers and Ranchers, Advance MADE IN THE U.S.A., Unleash American Energy Dominance, Promote School Choice, Keep our now very Secure Border, SECURE, Stop Migrant Crime, Murderers, and other Criminals from illegally entering our Country, Ensure LAW AND ORDER, Protect our Brave Military, Veterans, and Law Enforcement, and Defend our always under siege Second Amendment.
Greg Abbott has my Complete and Total Endorsement for Re-Election. He is an exceptional Governor and man — HE WILL NEVER LET YOU DOWN!
( TruthSocial Post: May 4 2026, 2:39 PM ET )
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