I'm joining the Topics a little late. I've only been doing it for about 3-4 years, but I'm tired of sticking to the market movements, so I'm thinking of switching to a strategy of holding shares for the medium to long term.
Not limited to 2025, but I consider quantum, AIoT, bio, nuclear, robotics, and agents as topics to watch in the future. These are quite risky areas, but I will challenge them with surplus funds as satellites.
Regarding agents, it is one step towards AGI and ASI. I actually feel a significant impact as I am involved in development in my work. However, while agents can replace tasks with defined flows, I feel that they still lag behind humans in decision-making and creativity, and there is still room for growth.
There are commonalities between AIoT and robotics, but I believe that the era of enabling autonomous behavior through advancements in Edge AI and energy efficiency is quickly approaching. Intelligence that blends into the environment is also attracting attention in the Gartner report, but in the investor community, I think AIoT is still relatively undervalued and therefore offers interesting opportunities.
Nuclear power is undoubtedly necessary, and the same goes for bio. Looking ahead, expecting growth while hedging...

Retail long-term interest rates are reacting a lot, but stock reaction is slow.

This year ended with better results than expected, which was good.
Not good, but due to my profession, I have no interest or knowledge other than in the Technology industry, so I mainly focus on Technology.

I arrived but was late to enter.
I think that quantum computing will have an incredible impact once it becomes widespread as a technology, with a tremendous increase in computing power. If it seems to be starting to become popular, I would like to pay attention to emerging Security technologies.
The Self-Driving Cars technology of Tesla and Luminar is not necessarily bad, but caution is advised regarding speculative frenzy in thematic stocks.