Group 1: Market Trends and Predictions - The S&P 500 closed at 6,896, up from 6,100 at the beginning of 2025, indicating a positive market trend [2] - The best-performing AI stock in 2025 was Palantir (PLTR), which saw a 139% increase, followed by Broadcom (AVGO) at 51% and Microsoft (MSFT) at 16% [2] - A survey indicated that 2026 is the earliest expected time for lower mortgage rates to make homeownership more affordable [2] Group 2: Sector Performance - In the nuclear power sector, Oklo (OKLO) gained 28%, Constellation Energy (CEG) increased by 11%, and Cameco (CCJ) rose by 23%, while NuScale Power (SMR) experienced a decline of 64% [4] - The sentiment around Trump's trade strategy was split, with opinions divided on its effectiveness [4] Group 3: Future Outlook - The next quarterly rebalance for the S&P 500 is scheduled for March 2026, with companies like Strategy (MSTR), Reddit (RDDT), and SoFi Technologies (SOFI) being considered for inclusion [5] - Potential candidates for the next Federal Reserve Chair include Kevin Hassett, Kevin Warsh, Christopher Waller, Michelle Bowman, and Rick Rieder [5]
The Best WSB Surveys Of The Year
Seeking Alpha·2025-12-31 12:20