Dan Ives, a technology analyst from CSI All Share Investment Banking &, announced on X on Wednesday the "Top 10 Christmas Wishlist for the Technology Industry in 2025," predicting that technology stocks will further rise by 25% in the coming year, and the market caps of Apple, NVIDIA, and Microsoft will reach 4 trillion dollars for the first time.
These top ten wishes include:
1. It is expected that the scale of mergers and acquisitions in the technology industry will soar by 50%.
2. Technology stocks will rise another 25%.
3. The 4 trillion dollar market cap club will welcome its first three members: Apple, NVIDIA, and Microsoft.
4. Capital spending in the AI sector alone will exceed 1 trillion dollars.
5. Tesla will reach the 2 trillion dollar market cap milestone by the end of 2025.
6. The headwinds against technology antitrust will weaken.
7. Cybersecurity has become a powerful sub-industry.
8. Palantir will become the next Oracle.
9. The iPhone will enter a super cycle.
10. Elon Musk is expected to play an important role in tariff negotiations.