[Reward] Tariffs, AI, and the Trump-Musk Showdown: The 2025 We Experienced Together!
Looking back at 2025, Hotspot Jun has a deep feeling: this year, we were investing in a state of full emotions.
From the "New King Ascends" at the beginning of the year, to the AI frenzy in the middle of the year, and the "Bubble Debate" at the end of the year,
macro, technology, and emotions took turns, and every hotspot truly affected our decision-making.
In this article, Hotspot Jun will accompany you to walk through 2025 again.
Macro Trends｜Tariffs, the Keyword Throughout the Year
If we had to choose one core variable that ran through 2025, it would undoubtedly be—tariffs.
January, Trump declared in his inauguration speech: "The golden age of America starts now."
At the time, it sounded like a slogan, but later we realized that this statement almost set the tone for the entire year.
👉 Related Link: Full Text of Trump's Inauguration Speech: The Golden Age of America Starts Now!
March–April, the "Tariff Hammer" officially fell.
The community was busy dissecting Trump's true bargaining goals while discussing China's possible countermeasures.
The discussion clearly evolved from "reading the news" to "calculating the impact."
👉 Related Links:
Decoding Trump's Tariff Hammer
What's Trump Thinking? Just Tariffs. --@Miracle Trader cola
May, a brief reversal in the plot.
The China-US Geneva Trade Talks Joint Statement was released, and the real tone in the comments section those days was:
"Tariffs slashed, rejoice!"
👉 Related Links:
China-US Geneva Trade Talks Joint Statement
October–November, uncertainty returned.
Tariff threats escalated, the US government shutdown, and liquidity crises were repeatedly discussed.
Many began seriously researching: "How to protect my positions this time?"
👉 Related Links:
Trump's Tariff Threat Bloodbath on Friday: Your Portfolio Needs This Options Protection Guide! --@Options Jun
Is the US Heading Toward a 'Liquidity Crisis'?
Looking back at the year, the tariff discussion was no longer just about tariffs but a microcosm of how politics deeply intervenes in the market.
Tech & Capital｜AI Mainline + New Tech Sideline, Pushing Imagination to the Limit
If macro determines the boundaries of risk, what truly ignited market sentiment in 2025 was undoubtedly AI.
Early in the year, $Tesla(TSLA.US) became the first focus.
The grand AI narrative and the pressured fundamentals of car manufacturing were repeatedly compared.
👉 Related Link:
"Torn" Tesla: Grand AI Narrative vs. Collapsing Car Manufacturing Fundamentals
February, DeepSeek ignited the Hong Kong stock market.
"Hong Kong stock demand surged, leading to reduced interbank liquidity, with Hong Kong banks borrowing the largest overnight cash amount in over five years." Many felt the "speed of AI sentiment transmission" for the first time.
👉 Related Link:
Market Boils Over! DeepSeek Ignites Hong Kong Stock Buying Frenzy
June, Xiaomi's YU7 made a dazzling debut.
"Can new economic forces challenge Tesla head-on?" became one of the hottest discussions of the month. At the end of the year, let's revisit this March article by Dolphin Research: Xiaomi's Share Issuance Tactics, hmm, worth savoring～$XIAOMI-W(01810.HK)
👉 Related Link:
Xiaomi Cars: YU7's Explosive Debut—Will It Kick Tesla Off the 'Throne'?
July, the market began discussing "Will AI End in Just Two Years?"
Dan Bin's judgment was exceptionally clear:
Dan Bin: AI's Explosion Is Just Day One, It's a Decade-Long Cycle, Impossible to End in Two Years
September, How Will Chinese Tech Giants Participate in This AI Revolution?
$BABA-W(09988.HK) stopped talking about the distant future and answered with actions.
Can AI Truly Change the Valuation Logic of a Mature Internet Company?—Looking back at the end of the year, the answer is Yes!
👉 Related Link:
October, Tesla introduced the "World Simulator" concept:
Learning 500 years of human driving experience in 1 day, Optimus sharing the same brain—AI's imagination was pushed to new heights.
👉 Related Link:
November, another plot twist.
"The Big Short" vs. $NVIDIA(NVDA.US), the AI bubble debate kicked off on schedule.
👉 Related Link:
On Schedule! 'The Big Short' vs. NVIDIA, the 'AI Bubble' Debate Begins
This year, we repeatedly asked: Is AI a revolution or a bubble?
The story continues, and this question may be left for 2026.
Beyond AI, new technologies and perspectives kept rotating—China concept revaluation, new consumption, Crypto, RWA, AI + Web3…
Which one will lead humanity's future?$Coinbase(COIN.US) $Circle(CRCL.US)
👉 Related Links:
'Ask Me Anything' About Crypto Stocks --@lyhalfway
Coinbase: On-Chain Is Hot, Can the 'Water Seller' Really Win Lying Down?
🍉 Do You Remember? Drama Moments of the Year Rivaling Short Plays
There were also moments that came suddenly, with extreme impact—truly the drama plots of the year!
June, Tesla vs. Musk War, Emotions Before Fundamentals
During that time, the "Tesla vs. Musk War" flooded the community, and emotions heavily impacted Tesla's stock price. Who remembers this meme?
👉 Click to revisit the journey of trading stocks while eating melons 🍉: Article Link—>Public Feud! Full Record of the Tesla vs. Musk War
September, A 'Bloodbath' Triggered by a Portfolio Adjustment$TRANSTHERA-B(02617.HK)
👉 Related Link: Yaojie Ankang's 200B 'Vanished'—The Full Story of the Hong Kong Stock Connect Biotech Adjustment Incident
November, The Trillion-Dollar Pay Package—Countless Investors Worried for Musk, Finally…
📈 The Investor's Self-Cultivation｜Slowly Cultivating Beyond the Hype
Of course, 2025 wasn't just about grand narratives. May, the Berkshire Hathaway Annual Meeting provided rare "long-term perspectives" on retirement, trade, cash deployment, and cycles in a turbulent market.$Berkshire Hathaway(BRK.A.US)
How long has it been since you calmly read a 10,000-word article? Come 👉 2025 Berkshire Hathaway Annual Meeting 10,000-Word Summary
In the community, many discussions were actually "quieter"—from research and learning to personal reviews and investment methodologies—forming another undercurrent of the community.
This year, while chasing hotspots, what else were Qiaoyou (Longbridge community members) doing?
🤔 Researching 'Can This New Stock Really Be Rushed?' ⬇️$MIXUE GROUP(02097.HK) $Figma(FIG.US)
[New Stock Hype] Snow King Is Here! Mixue Bingcheng Entry Fee 20K+, Expensive but Worth It?
Figma Lists on NYSE Today! IPO Valuation Reaches $19.3B
🧘 Researching 'The Investor's Self-Cultivation,' While Honing 'Inner Skills' ⬇️
Following @NobodycareS's review: A 24-Year-Old Trader's Self-Summary
Following @Red & Green's classic investment wisdom: 18 Suggestions for Beginner Investors
@Value & Investment 's unique trading techniques: Summary of Long-Term Options Operations
Final Words
In 2025, we experienced the twists and turns of tariffs, the fervor of AI, and witnessed the transition between old and new forces. Every discussion, every debate, formed our shared investment memories and fueled our imagination for 2026:
In the new year, can Trump's policy combinations keep US stocks soaring 🚀?
Can the space narrative officially take over from AI, opening new expectations for MAG7?
In a future where everything is on-chain, can stablecoins truly replace fiat?
……
The answers remain unknown.
Perhaps, this is the beauty of investing—we keep questioning, keep imagining. What remains unchanged is the exploratory desire to open our minds and embrace new things, and the quality of reshaping cognition and continuous learning.
The comments section is yours—let's discuss: If you could only pick one most memorable hotspot event of 2025, what would it be?
A. The Grudges of the Tesla vs. Musk War
B. Buffett's Succession and Retirement
C. The Back-and-Forth Trade War
D. 'The Big Short' Shorting NVIDIA
E. Other—Waiting for Your Comments
Event Rules:
[Hotspot Sharp Review Award] Comment on the 2025 hotspot event that left the deepest impression on you. High-quality sharp reviews will receive 2️⃣8️⃣8️⃣ task coins.
[ROI Showdown] Post your annual ROI and compete for the strongest. The top 3 most-liked entries will win 5️⃣ HKD cash vouchers.
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