Goldman Top Tech Trader: Mega-Cap Tech Stocks Are Taking Turns Going On Runs To All Time Highs

By Peter Callahan, Goldman TMT Sector Specialist

Big Tech + Semis (again)

Tech is set to power higher again this morning as the Rates / Inflation narrative remains benign (US 10yr Real Yields ~2.07%) and the “big get bigger” narrative remains intact (chart below).