Top trades by global Sharesight users — January 2025

Welcome to the January 2025 edition of Sharesight’s monthly trading snapshot for global investors, where we look at the top 20 trades made by Sharesight users around the world, excluding Australia and New Zealand (which we cover separately). Below we will reveal the top trades by our global userbase, highlighting some of the most popular stocks and the market-moving news behind them.

Top trades in January 2025

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This month’s top trades were led by NVIDIA (NASDAQ: NVDA), which lost almost US$600 billion in market value as investors panicked over the potential impact of Chinese AI startup DeepSeek. The top trades were followed by Tesla (NASDAQ: TSLA), which missed Q4 earnings estimates, sending shares downwards. Overall, it was a strong month for tech stocks, with 14 of the top 20 trades consisting of stocks belonging to the tech, EV, semiconductor and e-commerce sectors.

Let’s look at the market-moving news behind some of this month’s top stocks:

NVIDIA (NASDAQ: NVDA)

• NVIDIA share price suffers biggest one-day loss ever as concerns mount over Chinese AI startup DeepSeek
• NVIDIA share price meltdown highlights uncertain future for AI stocks

Tesla (NASDAQ: TSLA)

• Tesla’s quarterly earnings miss expectations, with adjusted net income plummeting by 23%
• Pledges to build a cheaper vehicle

Apple (NASDAQ: AAPL)

• Will the Apple share price drop along with the plunging Chinese iPhone sales?
• Indonesia maintains ban on iPhone 16 despite Apple’s offer to build US$1.6 billion AirTag factory

Microsoft (NASDAQ: MSFT)

• Microsoft beats quarterly earnings estimates
• Share price falls on news of slowdown in cloud computing growth

Palantir Technologies (NASDAQ: PLTR)

• Palantir expected to deliver YoY increase in earnings in upcoming earnings report
• Declared the S&P 500’s top-performing stock of 2024

Bitcoin (BTC)

• Bitcoin price spikes following Fed decision to skip rate cut
• Czech central bank considering holding up to 5% of reserves in Bitcoin
• Bitcoin price recovers from DeepSeek shock to crypto

Rocket Lab (NASDAQ: RKLB)

• Rocket Lab to launch wildfire-monitoring satellites
• Signs 5-year contract to launch more hypersonic test vehicles for US military

Taiwan Semiconductor Manufacturing (NYSE: TSM)

• Trump threatens to impose 100% tax on foreign semiconductors
• Taiwanese govt. says semiconductor business between US and Taiwan is a “win-win” for both sides

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FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top trades – December 2024