Wall Street Whiz Tom Lee: A drop is coming by year-end! 1. In the second half of this year, a true bear market will sweep through U.S. stocks! Especially those with high valuations right now—they’ll be hit hard by the wave of new IPOs and secondary offerings. 2. The bear market for the Tech Big 7 and software stocks is over. These two sectors won’t lead the decline; instead, they’ll become safe havens. 3. Oil product shortages will be a deadly headwind in the second half. This black swan event will directly hit companies heavily reliant on energy and affected by the oil supply chain. 4. The chip sector as a whole hasn’t reached bubble territory yet, but some are ridiculously overpriced—be careful!