"Halftime": Goldman's Top Tech Trader On What's Next For The Best Performing Sector

After a 25% peak-to-trough NDX drawdown in Feb-April, we kick-off the second half of 2025 with the NDX on a 6-day winnings streak, and more importantly having recovered all of its recent losses and then some, up a stunning 37% from the low tick less than three months ago, and now solidly in overbought territory (14-day RSI of ~73 = highest since July’24).