The market is feeling a bit heavy here, but small- and mid-caps have been acting well. We’ve seen money rotating out of the mega-cap leaders and into smaller names. At some point, every investor has to shift their thinking away from what was working and simply follow the money.

Original source ↗ | January 21, 2026 at 18:09 UTC | Twitter - @markminervini

Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: US Treasuries (USTs) DIRECTION: Short / Avoid THESIS: US Federal debt growth and consistently low real yields (4-8% CAGR loss on a real basis since 2008) make USTs a losing investment compared to other assets. SPEAKER: @lukegromen TIMEFRAME: Long-term

IDEA [6] TICKER: Small-cap / Mid-cap stocks DIRECTION: Long THESIS: The market is showing a rotation of money out of mega-cap leaders and into smaller names, indicating strength and opportunity in small- and mid-cap segments. SPEAKER: @markminervini

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
SMALL	LONG	@markminervini	The market is showing a rotation of money out of mega-cap leaders and into smaller names, indicating strength and opportunity in small- and mid-cap segments.	—