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user-generated· macro

SOX index peaks by Q3 2026 and declines 30%

The Philadelphia Semiconductor Index (SOX) will peak by September 30, 2026, before declining by at least 30% due to overvaluation and Burry's warnings influencing market sentiment. The index has already shown parabolic movements, aligning with Burry's concerns about AI-driven speculation.

Implied probability (Yes)
72%
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