r/Stocks Daily Discussion Wednesday - Feb 18, 2026

[+17] u/Able_Show_8560: mutaliskgluon is going get hulk dildo'd on his covered calls [+9] u/_hiddenscout: Still cracks me up that if you bought some fuse company or hvac companies 5 years ago, would have like 10x your money. [+9] u/_hiddenscout: EBAY reports Q4 adjusted EPS $1.41, consensus $1.35 Reports Q4 revenue $2.97B, consensus $2.87B. "2025 was a milestone year for eBay, and our results reflect the strength of our strategy and the disciplined execution behind it," said Jamie Iannone, Chief Executive Officer at eBay. "We have built significant momentum across our strategic priorities, delivering meaningful growth and reinforcing our leadership in recommerce. As we continue to harness AI to elevate the customer experience worldwide, eBay is in the strongest position it has been in years." eBay to acquire Depop from Etsy for $1.2B in cash [+8] u/elgrandorado: From what I've observed in the past few months, a lot of people have really jumped into semiconductor plays the same way people would jump into traditional commodity plays like oil. I hope there is an understanding that most semiconductor firms in the supply chain go through brutal boom and bust cycles like any cyclical industry. An AI CapEx supercycle will eventually have that outcome as well, the question is when not if. [+8] u/_hiddenscout: Missed this little tid bit from this morning: >U.S. industrial output charged ahead in January, according to data published by the Federal Reserve Wednesday morning. >Production rose by 0.7% last month, after rising by 0.2% in December—a third straight month of higher output. Analysts polled by The Wall Street Journal were expecting a 0.3% increase. >Manufacturing activity rose by 0.6%, and output from utilities increased by 2.1%. Mining output declined by 0.2%. >Utilization of U.S. industrial capacity increased to 76.2%, from 75.7% in December. Over the past 12 months, U.S. industrial capacity has increased by 1.4%, driven by a 1.1% increase in manufacturing capacity and a 4.3% increase in utilities capacity. [+7] u/jnas_19: Can we fast forward to the half-assed framework of a deal with Iran and get it over with please. I need Dow 50k and S&P 7000 [+7] u/InternetSlave: So many wizards predicting the future in here today. [+6] u/AntoniaFauci: Joe Kernen on one of his classic blizzard of lies/dementia rants. CNBC cannot be considered financial news as long as he’s their figurehead. [+6] u/InvestigatorPlus3229: what a collapse, not very bullish when it cant maintain even a little green. [+6] u/iamatoad_ama: Have MSFT and RDDT bottomed out? Wondering whether to buy before they rocket up. [+5] u/Able_Show_8560: very bearish in here lol...same on x. I scooped some msft and nflx calls today. I'm seeing bounces soon on both names [+5] u/MutaliskGluon: I dont trust this rally one bit. Selling CCs aggressively on my positions here [+5] u/_hiddenscout: More battery news: >Battery storage costs fell more than a quarter to a record low last year, improving the economics of projects to pair the equipment with renewables and which can help tackle curtailment of solar and wind [https://www.bloomberg.com/news/articles/2026-02-18/costs-of-big-batteries-are-tumbling-and-can-boost-clean-power](https://www.bloomberg.com/news/articles/2026-02-18/costs-of-big-batteries-are-tumbling-and-can-boost-clean-power) [+5] u/jnas_19: Fed Vice Chair for Supervision Bowman says latest jobs report a bit strange, most other indicators don't show as strong a labor market