According to The Kobeissi Letter, there is a significant concentration of buying in technology stocks, driven by the fact that 30% of US imports from China are in the computer and electronic category. Additionally, US chip exports to China and Singapore are gaining attention, indicating a highly tradable market.

According to The Kobeissi Letter, there is a significant concentration of buying in technology stocks. With 30% of US imports from China being in the computer and electronic category, and US chip exports to China and Singapore drawing attention, the market presents highly tradable opportunities. These dynamics suggest that traders should focus on tech stocks and related import-export activities for potential gains.