When does the music stop?

=== SUMMARY === - The author warns that QQQ’s 30% rally in 30 trading days and SOXX’s weekly overbought reading are historically extreme, comparing to the Covid bounce and last year’s recovery. - Thesis: The relentless AI/semiconductor mania cannot continue indefinitely, and a correction is likely, though the exact catalyst is unclear. - Quality assessment: This is speculative noise / cautionary commentary rather than well-researched DD. No data beyond price action is provided. === SENTIMENT === BEARISH === TRADE IDEAS === No actionable trade ideas in this post. === COMMENTS SUMMARY === The top comments reflect a split: some are trimming AI positions and rotating into undervalued names (u/acrossseasons), while u/AliveShyft continues daytrading MU, AMD, and NVDA with daily anxiety. Other comments are jocular (e.g., “nuclear war for a dip”), adding no counter-analysis. The community broadly mirrors the author’s unease but remains actively trading.