SOXX will see an insane rally then a pullback causing sector-wide sell-off and collateral damage to individual semiconductor names.

SOXX is the semiconductor ETF created by iShares. It tracks the semiconductor index, very simple. You can see the meteoric rise that semiconductor stocks experienced in April, May, and June, peaking, I think, on June 19th or June 17th, roughly mid-June, is when I set this record.

The SOXX index has risen by 100 % since the beginning of the year." More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'