@seekingalpha (6 trade ideas)

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Date Ticker Direction Thesis Source
Feb 18, 2026 LONG Microsoft and CrowdStrike's expanded partnership, allowing Falcon on Microsoft Marketplace, is a positive development for both companies, enhancing market access and product offerings. Twitter - @seekingalpha
Microsoft, CrowdStrike expand deal to allow a...
Feb 18, 2026 LONG Palo Alto Networks set strong FY 2026 targets, including $11.3B revenue and 53% NGS ARR growth, driven by AI and identity security, suggesting significant future upside. Twitter - @seekingalpha
Palo Alto Networks targets $11.3B revenue and...
Feb 18, 2026 LONG Microsoft's Azure cloud service is expected to reaccelerate, which could positively surprise Wall Street and drive the stock higher. Twitter - @FirstSquawk
Hong Kong plots student housing buildup as la...
Feb 17, 2026 LONG Apple's reported push into AI with new and updated devices suggests potential for future growth and innovation, which could be positive for the stock. Twitter - @stockjabber
Great news for prediction markets, and bad ne...
Feb 17, 2026
XLK
LONG Seeking Alpha identifies these Infotech ETFs as bullish due to high year-over-year capex growth, suggesting strong investment in future growth and potential for continued outperformance. Twitter - @seekingalpha
Top 10 bullish Infotech stocks with highest y...
Feb 17, 2026 SHORT SoftBank exited its Nvidia stake in Q4, suggesting a potential bearish view or profit-taking from a major institutional investor. Twitter - @fundstrat
BitMine latest release but in Korean 🇰🇷 👇 htt...