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Heath Moss from HLM Investments states that 2025 is set to be a year of increased market volatility and uncertainty under Trump's influence. Trump's grand gestures often lead to market shifts through social media activity. Heath notes the impact on policies, particularly tariffs.
Heath highlights the AI sector's potential for continued growth beyond major players like Nvidia ($NVDA) and Microsoft ($MSFT), extending to companies like Tesla ($TSLA), Broadcom ($AVGO), and Marvell Technology ($MRVL). The sector's broadening horizon points to significant investment flows into AI infrastructure.
Heath envisions positive momentum for resource stocks, driven by Chinese stimulus measures boosting consumer activity and commodity demand. Companies like BHP ($BHP), Rio Tinto ($RIO), and Fortescue ($FMG) stand to gain. Key commodities for 2025 include aluminium, uranium, and copper.
