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Tech surge, February fears and big China

February fears

"The dichotomy between the first half of February and the second half from a seasonal perspective. For those worried about any froth in the US markets, the last two weeks in February are historically the worst 2 weeks of the year. Given how well markets followed the historical analog last year, it’s something to have on the radar."

Source: GS sales desk

They are long

Source: JPM

Shorts imploding

Source: JPM

In tech we trust

Source: BofA

What's "wrong"?

Source: Refinitiv

Bar is low

Source: GS

Spot up, volatility up - extreme edition

Source: GS

The big buy

Source: GS

but zooming out...

Source: GS PB