“Maybe now we understand why NVDA has been de-rating to the extent it has."
GSTrader Rich P.
Zh write up of GsTrader1- Rich P’s post sent this morning.
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How Goldman Is Trading The DeepSeek Shock
As everyone knows by now, markets are tumbling driven by a wipeout in Mag7, and as Goldman's Delta One chief Rich Privorotsky writes this morning "Dee…