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![KennethGoodreau Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1523815760925188096.png) Kenneth Goodreau [@KennethGoodreau](/creator/twitter/KennethGoodreau) on x XXX followers
Created: 2025-07-26 11:57:48 UTC

@TheShortBear The outlier is market cap to GDP.

I traded through 2000. Tech was straight up, value was straight down  

$CSCO was XXX% of GDP, 
$NVDA is XX%

so the concentration risk is higher than we have ever seen... ever. 

Will it end at XX% or 18%? When it breaks it breaks.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949076686860918891/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[csco](/topic/csco)
[gdp](/topic/gdp)
[$csco](/topic/$csco)
[stocks technology](/topic/stocks-technology)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/KennethGoodreau/status/1949076686860918891)