"Yesterday Felt Like Proper FOMO": Goldman One-Delta Desk 'Took Some Chips Off The Table' But Sees 'Inference Economy' Accelerating

After weeks where everybody has been sitting around worrying about energy, rates, AI CapEx, politics, and everything else, Goldman Sachs one-delta desk-head, Rich Privorotsky said "yesterday felt like proper FOMO" as he noted what we pointed out in yesterday's EOD - the classic 'spot-up, vol-up' panic...