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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 948.3K followers
Created: 2025-07-17 17:22:00 UTC

BREAKING: The semiconductor sector now reflects a record ~11% of total US market cap.

This percentage has TRIPLED since 2019, fueled by explosive growth in semiconductor stocks.

During this time, the Semiconductor Index, $SOX, has surged +393%, more than DOUBLE the S&P 500’s gain of +150%.

NVIDIA, $NVDA, alone has risen +5,100%.

For context, the sector's share was at ~7% at the peak of the 2000 Dot-Com Bubble.

Truly a historic run.

![](https://pbs.twimg.com/media/GwEm0PiWsAI6BP-.png)

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**Related Topics**
[market cap](/topic/market-cap)
[nvda](/topic/nvda)
[rating agency](/topic/rating-agency)
[$sox](/topic/$sox)
[stocks](/topic/stocks)
[$0981hk](/topic/$0981hk)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/KobeissiLetter/status/1945896782296183012)