How will the US stock market perform in 2025? Many people haven't noticed this set of data.

While Bitcoin's annual decline was 6%, the S&P 500 index rose by 17%, and some constituent stocks performed even better than expected.

The storage chip sector was particularly impressive. SanDisk surged by 587% this year, becoming an undisputed dark horse—the logic behind it is clear: the demand for flash memory in AI data centers has exploded. Western Digital also didn't lag behind, with a 283% increase. As the era of AI inference arrives, the prices of high-capacity storage are rising accordingly. Seagate followed closely with a 226% increase, and the HDD market is also benefiting from this wave.

This comparison is quite interesting—while the crypto market experiences volatility, the traditional tech industry, especially infrastructure sectors, is entering a new growth cycle. Underlying demands like storage and computing power are becoming new engines of growth. For investors, this also signals a clear market message: the cycles of different asset classes are offset, and diversified allocation remains a wise risk-hedging strategy.