Goldman's Top Tech Trader: "What's Going On?"

Single-stock inbounds are (understandably) quieter today (with a few questions on MSFT, NVDA, MU weakness) amidst a  very "index"-heavy feel to the tape today, says Goldman Sachs TMT Sector trading specialist Peter Callahan as he tries to answer "what's going on!"

Most notably, the Russell 2000 is massively outperforming Nasdaq 100 (by 560bps)...