The top themes of 2025:
Gold miners are on fire, up +116% YTD.Uranium has surged +83%, while global defense tech is close behind at +81%.Rare earths are up +72%, and AI remains strong at +50%.Blockchain (+49%), China tech (+48%), and Europe financials (+48%) are holding firm.Even distressed tech is up +44%, with global small-cap value +37%.The story of 2025 so far? Gold, uranium, and defense lead the way, while AI and rare earths keep the momentum alive.Source: StockMarket.News
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