What are the best sectors to invest in in 2025?

I'm looking at different sectors and industries, and he are my thoughts. Very interested in your feedback.

IT & industrials
Even if AI will eventually flop, it's still going. However, with Mag7 valuations and EPS projections being far from perfect, I prefer looking at those who sell timber and iron to the shovel makers: COMM, STRL etc.

Aerospace&Defense look really good considering ongoing conflicts and lack of tariff exposure.

Great sectors overall, but picking is a key.

Comms
They are beating expectations harder what tech. Some great regional diversification, too, with VEON or IHS.

Materials
Despite a bull market, gold skyrocketed. Most of gold diggers though are still priced like an ounce is worth $2k, despite their margins are wide af. And with growing inflation, crappy bond yields, and high uncertainty, it's hard to imagine what could go wrong for gold. It's literally almost impossible to pick a bad stock there, an average gold stock has made 70% over a year.

Financials
Banks should benefit from the falling interest rates. BNPL should benefit from this and reducing in consumer buying power.

Energy
Nuclear is overbought, and oil seems to be on the downward trend, nothing to fish here.

Consumer Staples
Not a bad choice with purchase power dropping. I really like CALM, for instance

Consumer Discretionary
Not sure I get a point why invest into them. Tech/Comms/Industrials will do better in a bull market, and this sector will be hurt just as much in the bear market.

Utilities
Kinda same as with energy, I don't see green to be taking cash. I do like SBS though. Maybe hidden tech stocks like VTOL

Healthcare
I don't believe in biotech at large, but some pragmatic things like hospitals or telemedicine could be great

REIT
Nah, not with BBB 🙂

Do you agree or disagree? What are your thoughts?