It is estimated that the total profits of Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA, and Tesla, the seven major technology giants in 2025, will only increase by 18%, much lower than the 34% in 2024. Excluding NVIDIA, the largest beneficiary of the AI frenzy, the total profits of the other six companies in 2025 will only increase by 3%. As a result, investors have begun to look for new investment targets, such as energy and biotechnology stocks. An 18% profit growth rate may be considered good performance for almost all industries, except for these large technology companies. Meanwhile, the profit growth rate of the S&P 500 Index is expected to reach 13%, higher than this year's 10%. In other words, these technology giants will no longer be the growth benchmarks of American companies. Julian McManus, Portfolio Manager at investment firm Janus Henderson, said, 'The seven giants in the US stock market may not be the growth engine of the market as they were in the past year.' In response to this, investors have taken action. Data from EPFR Global shows that in the week ending December 4, the IT sector experienced the largest outflow of funds in six weeks, amounting to $1.4 billion, while small-cap stocks attracted an inflow of $4.6 billion.
Let's look at the potential development of the seven major technology giants in the US stock market in 2025 from a fundamental perspective:
From a policy perspective, after Trump took office, there is a greater probability of fulfilling his campaign promise to implement an interest rate reduction policy. In this case, investors...

Apple and Microsoft have both introduced features like Rewind and Recall, which can analyze and trace back users' memories of what they see and hear on the screen within 24 hours.
In 2011, the British series "Black Mirror" Season 1 Episode 3 "The Entire History of You" explored the story of what happens when people can rely on AI assistants to retrace all their memories. This episode reveals the profound impact of technology on personal privacy and social relationships, as well as the ethical and psychological challenges people may face in memory reconstruction.
In 2023, Season 6 Episode 1 of "Black Mirror", "Joan Is Awful", goes further, describing bolder scenarios. In this story, the combination of memory recall and Artificial Intelligence Generated Content (AIGC) explores how this technology permeates the cultural and entertainment fields, changing people's lives and perceptions. This plot not only sparks deep reflection, but also prompts viewers to reconsider the potential consequences brought by technology.
One day, I suddenly had this idea: (Netflix + ai) * 24 hours = Matrix.
Therefore, I began to gradually accumulate some positions in the US stock $NFLX.
Although there has been much discussion about AGI, autonomous driving, and the replacement of human work, similar to Matrix in "The Matrix", using "streaming" technology to completely control the lives of people who do not need to work may be the most "non-consensual" super application of ai...

At 6 AM, Bitcoin plummeted by 0.1 million in an instant, reaching close to $0.09 million and quickly rebounding, back to $97,000. This sharp 10,000-point drop in just one hour brought the liquidation amount of the entire network in 24 hours to $1.04 billion. In fact, from the funding rates of major platforms yesterday, it was already clear that too many people were hoping for Bitcoin to continue rising, or chose to chase long positions when Bitcoin rapidly reached the $0.1 million price.
Avoid contracts; this is the biggest lesson I believe cryptocurrencies have taught us.
The cryptocurrency community is filled with many myths of getting rich quick, but those are survivorship biases. If you want to achieve stable income, there are generally two ways. One is to take idle assets for long-term investment under the premise of stable income. If you don't have time to research altcoins, opt for regular investment in major cryptocurrencies, which can outperform many investment methods. Of course, appropriate investment in altcoins may provide higher returns, which we can discuss later; the other way is to focus on day trading with Bitcoin. I suggest those interested try simulated trading first before participating in some proprietary trading challenges. The costs are low but can help you train your management and trading skills with large funds. However, this requires long-term practice, and we still do not know how long the cryptocurrency boom will last.
Let me explain why I mentioned "confirmed as a crypto bull market" in the title?
In fact, this rapid injection directly indicates that the big players want to liquidate the leverage and liquidity brought by Bitcoin...

From the 12-hour candlestick chart, bitcoin broke through the upper boundary of the converging triangle, retraced, and then broke through the key level of $0.1 million. Structurally, as long as bitcoin does not show weakness, it is expected to continue to push upwards. Compared to bitcoin's strength, the price of ethereum is relatively weak, still about $1200 away from the all-time high of 4880.
However, from the trend perspective, ethereum has completed the exchange of support and resistance, retraced to confirm around $3520 support. With bitcoin reaching $0.1 million, ethereum is expected to see a rebound, hoping it can break through the all-time high.
As for other altcoins, as bitcoin rises, it gathers a lot of market liquidity, causing most altcoins to be in a downtrend. When the market takes liquidity away from bitcoin and enters a period of bitcoin consolidation, it will herald the altcoin season of this bull market. Personally, I think meme coins and AI projects will be key players in this crypto bull market.
—— The Trader Funds Trader's Perspective

December 3: The U.S. government transferred nearly 2 billion USD worth of Bitcoin, causing market concerns about potential sell-off risks.
On-chain data shows that part of the Bitcoin seized by the U.S. government in the dark web Silk Road case was transferred to Coinbase Prime in the early hours of the 3rd, with a quantity of up to 19,800 coins, worth nearly 2 billion USD. This news sparked various speculations in the market, fearing that these bitcoins would be sold.
This move is interpreted by the market as the U.S. government possibly preparing to sell these assets, or having already partially cashed out. In the past, when the U.S. government sold Bitcoin, it often caused significant market fluctuations. However, after the news was announced, the Bitcoin price only slightly declined by 1%, settling at around $95,900 usd.
Subsequently, BTC hit a pressure of 97,000 but continued to fluctuate in the range of 94,500-96,500.
Night of December 3: South Korea's sudden martial law caused market turmoil, with a large influx of funds to bottom fish.
South Korea experienced a farce of a martial law order lasting only 6 hours after 44 years.
Late on December 3, South Korean President Yoon Suk-yeol suddenly declared a state of emergency, accusing the country's largest opposition party of hijacking the parliament, disrupting the country's operations, causing the administrative system to collapse, and claiming to eliminate 'anti-state forces.' Subsequently, the South Korean National Assembly building was sealed off, a large number of armored vehicles drove into the city center, and the South Korean market sentiment quickly plunged into panic. It should be noted that the last time South Korea announced martial law was in 1980...