| Date | Ticker | Direction | Thesis | Source |
|---|---|---|---|---|
| Feb 14, 2026 | LONG | If only there were a company that could do this 🤔 https://t.co/K4dq9waPdH | ||
| Feb 13, 2026 | LONG | Medicaid data has been open sourced, so the level of fraud is easy to identify. @DOGE is not a department, it’s a state of mind. https://t.co/fCdhzhoZv2 |