When it comes to the fate of the all-important semiconductor sector, traders in the options market are faced with a classic investing dilemma: go with the crowd, or the big-money contrarian?According to options flows, the crowd is leaning the most heavily bullish since April. The catch is that the biggest single options trade in the entire market Monday – a $129 million trade that accounted for over a third of total premium in the VanEck Semiconductor ETF (SMH) – was