Will The Rally Stick? Here's What Goldman's Delta-One Desk Is Watching

NVDA didn’t disappoint… with a big beat and raise.

Goldman Sachs Delta-One desk-head, Rich Privorotsky was not surprised: we knew hyperscaler capex was ramping and NVDA would ride that wave…just the question of how “good enough” it needed to be.

First blush given post-market reaction it cleared the bar.