Jan. 30 at 3:49 AM
$CABA $PLUG $FVRR $SKIN $QBTS Capital rotation has been underway for months, not days 🔄📈 We’ve watched money steadily move out of crowded large caps while small caps and rate-sensitive names build bases. The tape is now confirming it: gold and silver rolling over 🥇⬇️🥈⬇️, 2-yr / 10-yr / 30-yr yields easing 📉, and megacaps losing momentum 🏦⬇️. That combination points to discount-rate relief, not risk-off.
Layer in the macro catalyst with Trump signaling a new Fed pick announcement 🇺🇸🏛️. Markets are reading this as reinforcing a more growth-friendly, rate-cut trajectory ✂️📉. Liquidity expectations matter more than headlines — when yields compress, valuation math changes fast 🧮⚡. This setup didn’t appear overnight; it’s been building steadily, and if the flow continues, tomorrow could be a big day for small caps 🚀📊
