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Felix
@felixprotocol
Modern financial account, powered by stablecoins
가입 October 2024
8 팔로잉 중    22.1K
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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