According to @KobeissiLetter, three of the S&P 500's top four performers in 2025 were data storage stocks as AI-driven spending accelerated, with Sandisk (SNDK) up 559%, Western Digital (WDC) up 284%, and Seagate (STX) also among the leaders (source: @KobeissiLetter). For traders, this underscores momentum and relative-strength setups in AI infrastructure beneficiaries, with WDC and STX remaining primary watchlist names for continuation on pullbacks to prior breakout zones and on fresh AI capex headlines (source: @KobeissiLetter). Cross-asset, crypto participants tracking the AI narrative can monitor whether risk-on flows from AI-equity rallies spill over into AI-linked tokens and broader market beta during headline spikes (source: @KobeissiLetter).

According to @StockMKTNewz, the top S&P 500 performers year-to-date in 2025 are HOOD +249%, WDC +180%, STX +161%, NEM +144%, MU +140%, PLTR +136%, LRCX +96%, AMD +93%, NRG +87%, APP +85%, INTC +85%, CVS +84%, GEV +82%, APH +81%, and GE +80% (source: @StockMKTNewz). The list is concentrated in semiconductors and data storage, alongside a leading retail broker, indicating leadership in high-beta risk exposures (source: @StockMKTNewz). For crypto traders, HOOD’s outsized move is noteworthy because Robinhood offers crypto trading alongside equities, making it a direct public-market proxy for retail crypto activity (source: Robinhood Markets, Inc., Crypto product and regulatory disclosures).