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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: 2025-07-16 12:26:36 UTC

Desk rotation in play, trimming cyclicals after CPI tick-up (US XXX %, UK XXX %), leaning into cash-flow tech while it’s on sale. $NVDA props the S&P, yet Dow’s -300pt fade tells the risk mood. Strong trading beats from $GS $MS vs mixed $BAC keep us selective, short-duration IG + AI beta barbell for Q3. #Macro #Earnings


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945460052904534340/c:line.svg)

**Related Topics**
[macro](/topic/macro)
[nvda](/topic/nvda)
[beta](/topic/beta)
[coins ai](/topic/coins-ai)
[$ms](/topic/$ms)
[$gs](/topic/$gs)
[rating agency](/topic/rating-agency)
[inflation](/topic/inflation)

[Post Link](https://x.com/Elmo_Rinaldi/status/1945460052904534340)