The Nasdaq Composite (NASDAQINDEX: ^IXIC) has had a monster two-year run. After gaining 43% in 2023, the index put up around 30% gains in 2024, marking one of the best-performing periods in its history.

Wedbush analyst Dan Ives remains bullish and expects Tesla's market cap to hit $2 trillion in 2025, saying the coming four years will be a "total game changer" for Tesla. He expects the Trump administration to fast-track full self-driving (FSD), paving the way for the company's robotaxi agenda.

Fintech, or financial technology, has become an integral part of everyday life, and many US fintech stocks are seeing success. Firms like Boston Consulting Group and Silicon Valley Bank are projecting growth in the market,

Bullish market trends suggest the Nasdaq has additional upside over the coming year. These two stocks could help lead the rally higher.