According to The Kobeissi Letter, technology stocks' enterprise value has reached a record 62.5% of US GDP, highlighting a significant market concentration. This is particularly noteworthy as the ongoing trade war heavily targets these tech companies, potentially leading to increased volatility in the market. Retail traders should prepare for substantial market swings as developments unfold in 2025.

According to The Kobeissi Letter, technology stocks' enterprise value now equals a record 62.5% of US GDP. This valuation comes amid a trade war highly focused on these technology names, leading to expectations of larger market swings. Retail traders should prepare for significant volatility in 2025, as the market dynamics evolve.