Data Center

(Nathan Howard/Getty Images)

Crypto, AI dreams, and memes: The best stock trades of 2025

Being long crypto-sensitive companies and the nuke-powered AI and data-center trade has worked well.

1/22/25 11:43AM

Goldman Sachs’ curated baskets of thematically aligned stocks offer an interesting way of keeping tabs on the market. So far this year, they’re giving a pretty clear reading on parts of the market that are truly romping: stocks adjacent to crypto, data centers, and the power needed to run them.

As far as individual companies included in these baskets, MicroStrategy — the all-in bet on bitcoin that’s up more than 30% this year — is the most heavily weighted stock in the Bitcoin Sensitive equities basket.

Canadian uranium miner Cameco and modular nuclear-power company Nuscale are some of the bigger names in the Uranium basket. Utility Vistra is the top weighting in Power Up America basket. And the AI Data Center theme is one of biggest gainers on Wednesday following the announcement of a joint venture between Oracle, OpenAI, and SoftBank to invest some $500 billion in AI-related infrastructure.

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