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![Elmo_Rinaldi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1303713688369737729.png) Elmo Rinaldi [@Elmo_Rinaldi](/creator/twitter/Elmo_Rinaldi) on x XXX followers
Created: 2025-07-15 16:51:08 UTC

Macro snapshot. June CPI ticks up to XXX %, S&P slips while earnings roll in, $JPM & $C beat, $NVDA gets a fresh PT boost on China AI-chip chatter. Meanwhile $BTC is up almost 2× YoY, underscoring crypto’s maturation amid tightening liquidity.

Our desks are recalibrating Q3 plays, balancing rate-sensitive defensives with selective AI & crypto beta. Full positioning map and live earnings read outs inside #WeitzInvestsCommunity. Tap in, stay ahead. 📊💼


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945164237069750654/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[jpm](/topic/jpm)
[beta](/topic/beta)
[coins ai](/topic/coins-ai)
[cryptos](/topic/cryptos)
[$btc](/topic/$btc)
[china](/topic/china)
[$jpm](/topic/$jpm)

[Post Link](https://x.com/Elmo_Rinaldi/status/1945164237069750654)