# ![@pierocingari Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::374408234.png) @pierocingari Piero Cingari

Piero Cingari posts on X about bitcoin, silver, stocks, inflation the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::374408234/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::374408234/c:line/m:interactions.svg)

- [--] Week [---] -76%
- [--] Month [-----] +128,750%
- [--] Months [-----] +2,757%
- [--] Year [-----] +3,064%

### Mentions: [--] [#](/creator/twitter::374408234/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::374408234/c:line/m:posts_active.svg)

- [--] Week [--] -71%
- [--] Month [--] +2,500%
- [--] Months [--] +540%
- [--] Year [--] +3,600%

### Followers: [---] [#](/creator/twitter::374408234/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::374408234/c:line/m:followers.svg)

- [--] Week [---] +0.40%
- [--] Months [---] -1.20%
- [--] Year [---] +2%

### CreatorRank: undefined [#](/creator/twitter::374408234/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::374408234/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [financial services](/list/financial-services)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [silver](/topic/silver), [stocks](/topic/stocks), [inflation](/topic/inflation), [gold](/topic/gold), [cryptocurrencies](/topic/cryptocurrencies), [ai](/topic/ai), [$spy](/topic/$spy), [wall street](/topic/wall-street), [bitcoin etf](/topic/bitcoin-etf)

**Top accounts mentioned or mentioned by**
[@benzinga](/creator/undefined) [@tavicosta](/creator/undefined) [@billackmans](/creator/undefined) [@abarnesnews](/creator/undefined) [@peterschiff](/creator/undefined) [@whitehouse](/creator/undefined) [@mr_westinghaus](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [SPX6900 (SPX)](/topic/$spx) [iShares BTC Trust (IBIT)](/topic/$ibit) [Intapp, Inc. (INTA)](/topic/$inta) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Bank of America (BAC)](/topic/bank-of-america) [Mario Coin (COIN)](/topic/$coin) [SPDR GOLD ETF (GLD)](/topic/$gld) [Vixco (VIX)](/topic/$vix) [Alien Base (ALB)](/topic/$alb) [Align Technology, Inc. (ALGN)](/topic/$algn) [Alaska Air Group, Inc. (ALK)](/topic/$alk) [Valkyrie BTC Fund (BRRR)](/topic/$brrr) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [WisdomTree BTC Trust (BTCW)](/topic/$btcw) [VanEck BTC Trust (HODL)](/topic/$hodl) [ARK 21Shares Bitcoin ETF (ARKB)](/topic/$arkb) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Invesco Galaxy BTC ETF (BTCO)](/topic/$btco) [Hashdex Bitcoin ETF (DEFI)](/topic/$defi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Unity Software Inc. (U)](/topic/$u) [Braze Inc. (BRZE)](/topic/$brze) [AppLovin Corporation (APP)](/topic/applovin) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Strategy (MSTR)](/topic/$mstr) [Varonis Systems, Inc. (VRNS)](/topic/$vrns)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The S&P [---] $SPX is flirting with its crucial 200-day moving average a steadfast support for 6+ months. 📊 Notably it aligns with 50% retracement of the [----] high-to-low range. Is it make-or-break time for the market 🔼🔽 #stockmarket #usmarket #sp500 #StocksInFocus #markets"  
[X Link](https://x.com/pierocingari/status/1707390706908848372)  2023-09-28T13:44Z [---] followers, [--] engagements


"Global fixed income market as gauged by Vanguard Total Bond Market ETF $BND is retesting [----] lows forming a 'double bottom' amidst U.S. Treasuries turmoil. Notably it's approaching levels last seen in [----] during the aftermath of the Lehman financial crisis"  
[X Link](https://x.com/pierocingari/status/1708879794237067417)  2023-10-02T16:21Z [---] followers, [--] engagements


"March 2020: A zero-interest-rate world and a 100-year Austrian bond yielding 0.4% annually. October 2023: that same bond now yields 2.9% but its value has dropped by a staggering 86% since then. A stark reminder of the concept of #duration in #bonds"  
[X Link](https://x.com/pierocingari/status/1710008660561121368)  2023-10-05T19:06Z [---] followers, [--] engagements


"The gold-to-S&P500 ratio is climbing up 6% since the start of the Israel-Hamas conflict. A similar spike occurred after the Russia's attack in February [----]. A test of the 200-day average looms potentially opening the door for the takeoff 📈✈ #Gold #SP500 #Markets $GLD $SPY"  
[X Link](https://x.com/pierocingari/status/1714724042299609174)  2023-10-18T19:24Z [---] followers, [---] engagements


"On October [--] US 10-year yields and $VIX displayed an almost perfect correlation. @BillAckman's decision to cover his short positions on US Treasuries had a significant impact leading to a sharp drop in yields and equity volatility. He gained twice 👏👏👏 $SPX"  
[X Link](https://x.com/pierocingari/status/1716525510975459832)  2023-10-23T18:42Z [---] followers, [---] engagements


"Austria's AAA 100-year sovereign bond has plunged 86% from its [----] peak signaling a 'gentle' shift away from the era of negative interest rates. #bonds #market #markets #EconTwitter"  
[X Link](https://x.com/pierocingari/status/1717879833198239859)  2023-10-27T12:24Z [---] followers, [--] engagements


"Euro area sovereign bond yields decline on ECB rate cut expectations @ABarnesNews"  
[X Link](https://x.com/pierocingari/status/1732769143084961816)  2023-12-07T14:28Z [---] followers, [---] engagements


"S&P 500's Hidden Gems: [--] Stocks With 30%+ Upside Potential According To Wall Street Analyst Targets $ALB $ALGN $ALK via @Benzinga"  
[X Link](https://x.com/pierocingari/status/1733195102170825012)  2023-12-08T18:41Z [---] followers, [--] engagements


"Why I believe #Bitcoin presents the most significant shorting opportunity since [----] market meltdown 🧵 1/"  
[X Link](https://x.com/pierocingari/status/1745066786230317354)  2024-01-10T12:55Z [---] followers, [--] engagements


"2) Cryptocurrencies were initially conceived to disrupt traditional finance. Now it appears that the approval of a #BitcoinETF which would integrate Bitcoin into the traditional financial system is the sole focus of crypto enthusiasts"  
[X Link](https://x.com/pierocingari/status/1745067232990728351)  2024-01-10T12:57Z [---] followers, [---] engagements


"Bitcoin and other cryptocurrencies lack the essential features of a currency. It doesn't serve as a unit of account; nothing is valued in Bitcoin. It's not a scalable payment method; the Bitcoin network can only handle SEVEN transactions per second whereas Visa can manage 65K"  
[X Link](https://x.com/pierocingari/status/1745067423642869798)  2024-01-10T12:57Z [---] followers, [--] engagements


"Traditional assets possess inherent cash flow or utility that determines their fundamental value. Stocks provide dividends bonds offer coupons loans generate interest and real estate provides rent or housing services. Commodities like oil copper have practical applications"  
[X Link](https://x.com/pierocingari/status/1745067743823475186)  2024-01-10T12:59Z [---] followers, [--] engagements


"Gold is used in industry and jewelry and has historically served as a stable store of value against various risks. Bitcoin and other cryptocurrencies lack income or utility making it impossible to establish their fundamental value"  
[X Link](https://x.com/pierocingari/status/1745068092646932944)  2024-01-10T13:00Z [---] followers, [--] engagements


"Limited supply alone does not automatically confer fundamental value. Creating something with scarcity doesn't inherently give it value. Art wine gold and non-yielding currencies also serve as stores of value. However these non-yielding assets have tangible uses"  
[X Link](https://x.com/pierocingari/status/1745068280878948789)  2024-01-10T13:01Z [---] followers, [--] engagements


"The Dollar took a century to lose 90% of its real value. In [----] thousands of cryptocurrencies collectively lost the same value in just [--] months with Bitcoin declining by over 80%"  
[X Link](https://x.com/pierocingari/status/1745068527202054272)  2024-01-10T13:02Z [---] followers, [--] engagements


"Talking about safe havens scarce assets inflation hedges you name them. Gold ETF $GLD is currently outperforming #BitcoinETF $IBIT by 11% in the last [--] hours @TaviCosta @PeterSchiff"  
[X Link](https://x.com/pierocingari/status/1745834845450744217)  2024-01-12T15:47Z [---] followers, [--] engagements


"#Bitcoin plummets over 6% on worst trading day since mid-August [----]. Brrrrr🥶 $BRRR $IBIT $GBTC $BTCW $HODL $ARKB $BTC $FBTC $DEFI $BTCO #Bitcoin When a short #BitcoinETF comes"  
[X Link](https://x.com/pierocingari/status/1745853635127640497)  2024-01-12T17:01Z [---] followers, [---] engagements


"- US Nonfarm Payrolls Actual 353k (Forecast 185k Previous 216k Revised 333k). - US Average Earnings YoY Actual 4.5% (Forecast 4.1% Previous 4.1%) - Fed Swaps no longer fully price in May rate cut"  
[X Link](https://x.com/pierocingari/status/1753420816601985241)  2024-02-02T14:11Z [---] followers, [--] engagements


"US 2-year bond yields spike by nearly 20bps on hot March #CPI marking the highest 1-day increase in a year. 🔥🚒 The tide is shifting. #inflation #markets #stocks #economy"  
[X Link](https://x.com/pierocingari/status/1778052508650197461)  2024-04-10T13:28Z [---] followers, [---] engagements


"Short-term corporate bonds (3 years) issued by Microsoft Corp. now yield less than equivalent-maturity U.S. Treasuries while the yield spread on 30-year maturities has narrowed to just [--] basis points the tightest level ever recorded"  
[X Link](https://x.com/pierocingari/status/1925922390623584581)  2025-05-23T14:30Z [---] followers, [--] engagements


"Are US consumers disconnected from inflation reality The gap between one-year inflation expectations and Aprils Personal Consumption Expenditures indexup just 2.1% year-over-yearstands at a historic [---] percentage points. This marks the widest spread ever recorded"  
[X Link](https://x.com/pierocingari/status/1928462361440002355)  2025-05-30T14:43Z [---] followers, [--] engagements


"As the U.S. dollar slumped to its lowest level in nearly three years emerging market stocks rallied in near-perfect inverse fashion. The iShares MSCI Emerging Markets ETF posted its 9th consecutive daily gain reaching levels last seen before Russias invasion of Ukraine. 👀"  
[X Link](https://x.com/pierocingari/status/1933244461129097312)  2025-06-12T19:26Z [---] followers, [--] engagements


"Just discovered a new cryptocurrency today: It's called platinum It's up 34% this month on track for the best month since [----] Read more: https://www.benzinga.com/markets/commodities/25/06/46120819/platinum-miners-forecasts-stocks https://www.benzinga.com/markets/commodities/25/06/46120819/platinum-miners-forecasts-stocks"  
[X Link](https://x.com/pierocingari/status/1938310981760815568)  2025-06-26T18:58Z [---] followers, [--] engagements


"@TaviCosta nailed the metal rally long before it took off"  
[X Link](https://x.com/pierocingari/status/1938311273764294726)  2025-06-26T18:59Z [---] followers, [--] engagements


"Polymarket shows a 33% chance of a U.S. recession in [----]. It made me wonder: can a country host a World Cup and fall into recession in the same year I dug into every World Cup host record since [----] and the results surprised me. https://www.benzinga.com/markets/economic-data/25/12/49267212/us-economy-recession-odds-hosting-the-world-cup-2026-growth-rates-midterms https://www.benzinga.com/markets/economic-data/25/12/49267212/us-economy-recession-odds-hosting-the-world-cup-2026-growth-rates-midterms"  
[X Link](https://x.com/pierocingari/status/1998402899445944478)  2025-12-09T14:42Z [---] followers, [--] engagements


"4. A search for undervalued assets Investors are rotating into things that haven't already gone parabolic. In a world where AI stocks energy names and crypto have all had their run silver suddenly looks cheap"  
[X Link](https://x.com/pierocingari/status/1998694420929999086)  2025-12-10T10:00Z [---] followers, [--] engagements


"If Silver Were A Stock It Would Be A Star Only nine S&P [---] companies have outperformed silver this year as of Dec. [--] and those include some of the biggest comeback or AI-leverage stories in the index https://www.benzinga.com/markets/commodities/25/12/49292938/silver-2025-performance-gold-bitcoin-sp500-comparisons-best-asset-this-year-robinhood-palantir-nvidia-amd https://www.benzinga.com/markets/commodities/25/12/49292938/silver-2025-performance-gold-bitcoin-sp500-comparisons-best-asset-this-year-robinhood-palantir-nvidia-amd"  
[X Link](https://x.com/pierocingari/status/1998694422649688386)  2025-12-10T10:00Z [---] followers, [--] engagements


"🚨 The Fed cuts rates by 0.25% to 3.5%-3.75% its third straight cut but the split is growing. 📉 Goolsbee Schmid vote to pause 🔥 Miran wanted a 50bps cut 📊 GDP revised up for [----] 🧊 Core PCE inflation slides to 2% by [----] https://www.benzinga.com/markets/economic-data/25/12/49315728/fed-december-meeting-fomc-meeting-rate-cuts-dot-plot-economic-projections https://www.benzinga.com/markets/economic-data/25/12/49315728/fed-december-meeting-fomc-meeting-rate-cuts-dot-plot-economic-projections"  
[X Link](https://x.com/pierocingari/status/1998834254910746792)  2025-12-10T19:16Z [---] followers, [---] engagements


"Silver trades around $63 per ounce while oil sits below $60 per barrel. One ounce of silver can now buy more than one barrel of oil. Outside of the technical distortion during April [----] when WTI futures briefly went negative this relationship hasnt existed in [--] years"  
[X Link](https://x.com/pierocingari/status/1999562790218981454)  2025-12-12T19:31Z [---] followers, [--] engagements


"Cash levels has fallen to just 3.3% the lowest on record according to the latest Bank of Americas Global Fund Manager Survey. When everyone crowds into risk at once the question isnt why its what comes next"  
[X Link](https://x.com/pierocingari/status/2000906881200455772)  2025-12-16T12:32Z [---] followers, [--] engagements


"@WhiteHouse @Benzinga https://www.benzinga.com/markets/macro-economic-events/26/01/50075018/us-economy-2026-goldilocks-growth-low-inflation-markets https://www.benzinga.com/markets/macro-economic-events/26/01/50075018/us-economy-2026-goldilocks-growth-low-inflation-markets"  
[X Link](https://x.com/pierocingari/status/2014416047411962145)  2026-01-22T19:13Z [---] followers, [--] engagements


"The week global commodities went wild 👇 Silver hits ATH @$102 (+233% YoY) Gold nears $5000 best week since March [----] Platinum hits ATH @$2777 (+20% w/w) Natural gas +72% w/w best week ever BBG Commodity Index +5.4% w/w best since Russias invasion of Ukraine"  
[X Link](https://x.com/pierocingari/status/2014809319057850835)  2026-01-23T21:15Z [---] followers, [--] engagements


"🚨Dow Jones just hit record highs 📈 while the software trade is falling apart. 🔵 Blue chips have outperformed the tech-heavy Nasdaq [---] for [--] straight sessions the longest streak since [----]. Capital is rotating. Wall Street ➝ Main Street. #MarketRotation #AITrade"  
[X Link](https://x.com/pierocingari/status/2019801551955537932)  2026-02-06T15:53Z [---] followers, [---] engagements


"US Value Stocks Trail Growth Stocks By An Alarming 8% In 2023: Why Is The Value Style Underperforming Again $IUSG $IUSV $SPY via @Benzinga https://www.benzinga.com/etfs/sector-etfs/23/05/32397681/us-value-stocks-trail-growth-stocks-by-an-alarming-8-in-2023-why-is-the-value-style-underperform https://www.benzinga.com/etfs/sector-etfs/23/05/32397681/us-value-stocks-trail-growth-stocks-by-an-alarming-8-in-2023-why-is-the-value-style-underperform"  
[X Link](https://x.com/pierocingari/status/1658154228559364096)  2023-05-15T16:55Z [---] followers, [--] engagements


"🚨 Gold +28% in a single month. Biggest surge since JANUARY [----] the end of Bretton Woods. Currencies wobble. Trust shifts. Is a new monetary regime taking shape"  
[X Link](https://x.com/pierocingari/status/2016860665059664102)  2026-01-29T13:07Z [---] followers, [--] engagements


"Silver eyes its best month since the [----] American Civil War. Back then debt and money printing crushed faith in paper currency pushing investors into silver and gold. Fast-forward: soaring debt inflation fears currency debasement. History doesnt repeat but it rhymes.🥈"  
[X Link](https://x.com/pierocingari/status/2016863850344124695)  2026-01-29T13:19Z [---] followers, [--] engagements


"@Benzinga Silver is staging a rally not seen in more than [---] years reaching back to one of the most extreme monetary stress episodes in U.S. history: the American Civil War. https://www.benzinga.com/markets/commodities/26/01/50234481/silver-price-move-2026-record-high-1864-powell-trump https://www.benzinga.com/markets/commodities/26/01/50234481/silver-price-move-2026-record-high-1864-powell-trump"  
[X Link](https://x.com/pierocingari/status/2016901822183543084)  2026-01-29T15:50Z [---] followers, [---] engagements


"3/ The real question isnt how much metals rose versus Bitcoin its why. This is a monetary moment of historic proportions. U.S. debt: $38.7T Debt/GDP: 122% Americas exorbitant privilege issuing the worlds reserve currency is fraying. Central banks run into gold"  
[X Link](https://x.com/pierocingari/status/2016951964383297909)  2026-01-29T19:09Z [---] followers, [--] engagements


"4/ Washington's fiscal crisis shows no sign of restraint. FY2025: Spending: $7.01T Revenue: $5.23T Deficit: $1.78T When fiscal holes widen this fast the temptation is always the same: 👉 force easier money"  
[X Link](https://x.com/pierocingari/status/2016952318885765481)  2026-01-29T19:11Z [---] followers, [--] engagements


"5/ The Fed has already cut rates: [----] bps since Sept [----] [---] bps since Sept [----] And yet it still isnt enough. Why Because the core of the deficit is now interest expense. FY2025 interest payments: $1.2T an all-time high. Debt is feeding on itself"  
[X Link](https://x.com/pierocingari/status/2016952320873861318)  2026-01-29T19:11Z [---] followers, [--] engagements


"6/ This is the backdrop for Trumps repeated attacks on Fed Chair Jerome Powell. Not a personal feud but a desperate demand for relief from a system under strain. But easy money doesnt cure the disease. It weakens the patient"  
[X Link](https://x.com/pierocingari/status/2016952499618324516)  2026-01-29T19:12Z [---] followers, [--] engagements


"7/ This is about whether the Fed will continue to set policy based on evidence and economic conditions or whether monetary policy will be directed by political pressure or intimidation Powell said on Jan. [--] following the DoJ criminal investigation"  
[X Link](https://x.com/pierocingari/status/2016952575640101082)  2026-01-29T19:12Z [---] followers, [--] engagements


"8/ Investors increasingly expect Powell's successor to be more aligned with presidential preferences and that expectation alone matters. Gold and silver are reacting to the risk of lost monetary independence. Bitcoin is not"  
[X Link](https://x.com/pierocingari/status/2016952690836676733)  2026-01-29T19:12Z [---] followers, [--] engagements


"9/ When the real stress test arrived metals passed. Bitcoin didnt. Jan 2026: - Gold +28% (best month since 1973) - Silver +60% (best month since the American Civil War of 1864) - Bitcoin -5%"  
[X Link](https://x.com/pierocingari/status/2016952755533816156)  2026-01-29T19:13Z [---] followers, [--] engagements


"In January [----] one bitcoin bought roughly [----] ounces of silver. Today it buys about [---]. Thats a 79% collapse in silver terms. . Why Gold And Silver Step Forward And Bitcoin Steps Back 👇 @Benzinga https://www.benzinga.com/markets/commodities/26/01/50245377/gold-silver-versus-bitcoin-price-inflation-hedge-fed-independence-monetary-history-donal-trump-powell https://www.benzinga.com/markets/commodities/26/01/50245377/gold-silver-versus-bitcoin-price-inflation-hedge-fed-independence-monetary-history-donal-trump-powell"  
[X Link](https://x.com/pierocingari/status/2016969579872846251)  2026-01-29T20:19Z [---] followers, [---] engagements


"Wall Street fears Kevin Wash is a hawk. Fed futures arent buying it. After Trump nominating him interest markets barely moved. 👉 [--] rate cuts are still fully priced in for this year"  
[X Link](https://x.com/pierocingari/status/2017212161664139762)  2026-01-30T12:23Z [---] followers, [---] engagements


"🧵 The Software Crash In Numbers: Is the Trade Dead The software trade is suffering one of its worst and fastest drawdowns in years 👇 [--] The iShares Expanded Tech-Software ETF $IGV is down 16% in [--] days the sharpest collapse since the COVID panic of March 2020"  
[X Link](https://x.com/pierocingari/status/2019111434341274055)  2026-02-04T18:10Z [---] followers, [---] engagements


"2 YTD the software sector is in deep red. Out of [---] names in IGV: [---] are down in [----] [--] have plunged over 30% Wall Street's growth darlings are now bleeding capital"  
[X Link](https://x.com/pierocingari/status/2019112180679876808)  2026-02-04T18:13Z [---] followers, [--] engagements


"3 Biggest YTD losers: Intapp $INTA down 49.7% Braze $BRZE down 45.7% Unity $U down 45.3% AppLovin $APP down 42.2% HubSpot $HUBS down 39.2% ServiceTitan $TTAN down 38.9% Klaviyo $KVYO down 38.4% A graveyard 🪦 of growth names"  
[X Link](https://x.com/pierocingari/status/2019112182710157391)  2026-02-04T18:13Z [---] followers, [---] engagements


"4Technical breakdown: A stunning [--] out of [---] IGV stocks are trading below their 200-day moving average. Worst: Strategy Inc $MSTR 59.9% below PAR Tech $PAR 52.2% below Varonis $VRNS 49.5% below HubSpot $HUBS 49.1% below Intapp $INTA 48.9% below"  
[X Link](https://x.com/pierocingari/status/2019112469155770556)  2026-02-04T18:15Z [---] followers, [---] engagements


"7 🧨 Bottom line: Software's reign is under assault. AI is redrawing the value chain. Investors are rethinking what growth and margins really look like in this new world. What's your take"  
[X Link](https://x.com/pierocingari/status/2019113493694435731)  2026-02-04T18:19Z [---] followers, [--] engagements


"🚨 Bitcoin $BTC just broke below its 1000-DAY MOVING AVERAGE for the first time since [----]. Thats not noise. Thats a long-term regime line snapping. AI is turning code into a commodity and crypto is crumbling in real time"  
[X Link](https://x.com/pierocingari/status/2019368109606617265)  2026-02-05T11:10Z [---] followers, [--] engagements


"🚨 Slumdog Billionaires alert 🚨 Since Trumps inauguration: 🧢 Bro Billionaires basket $NVDA $META $PLTR $TSLA $ARKK $APO $BX $ORCL $COIN $XBT) +6% 🏭 Russell [----] +13% From code & hype to old-school cyclicals and real economy. Chart: Bank of America"  
[X Link](https://x.com/pierocingari/status/2019757936512291203)  2026-02-06T12:59Z [---] followers, [---] engagements


"🚨 Goldman Sachs flagging a major rotation 🚨 Industries least exposed to software disruption and AI automation risk are now outperforming the market. As AI commoditizes code capital is rotating toward: 👉 real assets 👉 physical constraints 👉 pricing power"  
[X Link](https://x.com/pierocingari/status/2019760203256734114)  2026-02-06T13:08Z [---] followers, [--] engagements


"Long $GM / Short $COIN = +225% since Trumps inauguration"  
[X Link](https://x.com/pierocingari/status/2019772932445065326)  2026-02-06T13:59Z [---] followers, [--] engagements


"🚨 U.S. inflation fears plunge to lowest of Trumps 2nd term University of Michigan survey shows year-ahead inflation expectations drop to 3.5% lowest since January 2025"  
[X Link](https://x.com/pierocingari/status/2019791169610268713)  2026-02-06T15:11Z [---] followers, [--] engagements


"🚨 $IGV vs. $SPY: 21% in [--] weeks (worst on record) 🚨 The software selloff is now worse than: Dot-com GFC Covid [----] rate-hike shocks 📉 14-day RSI (IGV/SPY): [--] Is this peak fear Or is software still repricing to a new reality"  
[X Link](https://x.com/pierocingari/status/2020846207996727726)  2026-02-09T13:04Z [---] followers, [--] engagements


"Bank of America says a new global industrial cycle may be starting. South Korea exports 🌍 Global PMI new orders 💾 Analog chip sales 📊 Hard data beating soft data [--] trade ideas for industrial growth 👇🧵"  
[X Link](https://x.com/pierocingari/status/2022304892115710158)  2026-02-13T13:40Z [---] followers, [--] engagements


"2/ International Small Cap Value $AVDV $DISV Do the opposite of crowded US large-cap growth. Over the past [--] years intl small value outperformed US growth by +26ppt. Valuations: 12x earnings vs. 27x for US large growth. Overweight Japan = reform tailwinds"  
[X Link](https://x.com/pierocingari/status/2022304894485426365)  2026-02-13T13:40Z [---] followers, [--] engagements


"3/ Emerging Markets ex-China $EMXC $XCEM BofA FX team says USD still 20% overvalued (trade-weighted). If the dollar mean-reverts EM ex-China could be a major beneficiary. Already outperforming broad EM YTD & +4ppt annualized over [--] years"  
[X Link](https://x.com/pierocingari/status/2022304896549072924)  2026-02-13T13:40Z [---] followers, [--] engagements


"5/ US Banks $KBWB $FTXO $IAT Lower rates + capital reform = real-economy accelerator. Regional banks trade near historical avg valuations. $KBWB up 100% over [--] years"  
[X Link](https://x.com/pierocingari/status/2022304900479078412)  2026-02-13T13:40Z [---] followers, [--] engagements


"6/ Yield plays $MORT $JAAA $SRLN Mortgage REITs yield 12% AAA CLOs yield 57% with minimal credit risk"  
[X Link](https://x.com/pierocingari/status/2022304902282686836)  2026-02-13T13:40Z [---] followers, [--] engagements


"7/ Commodities (dynamic exposure) $HGER Industrial expansion = commodity demand tailwind"  
[X Link](https://x.com/pierocingari/status/2022304904493056413)  2026-02-13T13:40Z [---] followers, [--] engagements


"8/ Big picture: If this is the start of a real industrial cycle leadership rotates: From crowded US mega-cap growth To cyclicals value banks EM & real assets [----] earnings upside may surprise a still-cautious consensus"  
[X Link](https://x.com/pierocingari/status/2022304906476920921)  2026-02-13T13:40Z [---] followers, [--] engagements


"🚨 Inflation breaks lower Headline CPI: 2.4% vs. 2.5% exp. (lowest since May 25) Core CPI: 2.5% (lowest since March 21) The disinflation trend is intact. Yet markets price only [--] cuts in [----]. Too conservative or is the Fed about to blink 👀"  
[X Link](https://x.com/pierocingari/status/2022314017314763043)  2026-02-13T14:16Z [---] followers, [--] engagements

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