What will rally euphorically in 2022?

$NVIDIA(NVDA.US)$ $Advanced Micro Devices(AMD.US)$ 2021 was a year of euphoric rallies for semiconductor stocks and cyber security. Stocks in these sectors performed ridiculously well and led to overvalued valuations even though the companies were posting strong earnings. I'm talking about stocks like NVDA, AMD, NET, and PANW to name a few. Great companies no doubt but there's no denying how overvalued the stocks got.

What sectors do you think will rally in the same way in 2022?