This is the most critical question facing U.S. investors right now — and it has nothing to do with Iran

the most critical question for us investors right now isn't iran — it's whether chip stocks keep falling. the sector has pulled back from a parabolic rally, and there are technical and historical reasons to worry a deeper selloff could drag the broader market down with it. the rally in chip names had been extreme, and pullbacks from that kind of move have a track record of turning into something worse. if the selling continues, it won't stay contained to semiconductors. the broader market is leaning on those stocks more than most investors realize.