Top trades by global Sharesight users — February 2025

Welcome to the February 2025 edition of Sharesight’s monthly trading snapshot for global investors, where we look at the top 20 trades made by Sharesight users around the world, excluding Australia and New Zealand (which we cover separately). Below we will reveal the top trades by our global userbase, highlighting some of the most popular stocks and the market-moving news behind them.

Top trades in February 2025

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This month’s top trades were led by NVIDIA (NASDAQ: NVDA), which reported record-breaking Q4 earnings. The top trades were followed by Tesla (NASDAQ: TSLA), which saw its share price plummet on the back of controversy surrounding CEO Elon Musk. Overall, it was a very strong month for tech stocks, with 16 of the top 20 trades consisting of stocks belonging to the tech, EV, semiconductor and e-commerce sectors.

Let’s look at the market-moving news behind some of this month’s top stocks:

NVIDIA (NASDAQ: NVDA)

• Could NVIDIA shares benefit from the rise of DeepSeek?
• NVIDIA could be severely affected by Chinese AI trade restrictions
• Share price remains flat despite record-breaking earnings

Tesla (NASDAQ: TSLA)

• Protests erupt across the US in “Tesla takedown” movement
• Tesla’s European sales plummet as EV competition grows
• Tesla shares nosedive following Elon Musk controversy, poor sales figures

Apple (NASDAQ: AAPL)

• Apple pledges to invest $500 billion in US production
• Partners with Alibaba to bring AI services to Chinese devices

Palantir Technologies (NASDAQ: PLTR)

• Palantir shares plunge 32% from record high as investors fret over upcoming tariffs
• Will Palantir’s AI shift result in a share price boost?

Microsoft (NASDAQ: MSFT)

• Microsoft cancels data centre plans, raises prices to recoup AI costs
• Plans to shut down Skype to focus on Teams

Amazon (NASDAQ: AMZN)

• Amazon share price rises as Alexa gets generative AI update
• Amazon’s Australian sales soar, fuelled by Prime subscriptions

Bitcoin (BTC)

• Trump announces plan to create “crypto strategic reserve”
• Bitcoin price plunges 17.5%, recording biggest monthly loss since June 2022

Alibaba (NYSE: BABA)

• Alibaba share price surges on news of Apple AI partnership
• Alibaba’s Q3 revenue beats analysts’ expectations
• Share price drops in response to Trump’s tariff plans

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FURTHER READING

• Subscribe to Sharesight20 trading snapshots
• How Sharesight calculates your investment performance
• Sharesight users' top trades – January 2025