GLP-1 Anti-Obesity U.S. Drug Market In Four Charts https://t.co/kMdG9Ii1z2
Original source ↗  |  February 18, 2026 at 22:20 UTC  |  Twitter - @zerohedge

IDEA 1 TICKER: BAYN, MOS, NTR DIRECTION: long THESIS: A presidential order to ensure adequate supplies of elemental phosphorus and glyphosate-based herbicides suggests increased demand or strategic importance, potentially benefiting producers of these materials. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: LYV DIRECTION: short THESIS: Live Nation facing an antitrust trial for alleged monopolization creates significant legal and reputational risk, which could negatively impact its stock price. SPEAKER: @business TIMEFRAME: medium-term

IDEA 3 TICKER: BAYN, MOS, NTR DIRECTION: long THESIS: A presidential order to protect domestic supplies of elemental phosphorus and glyphosate-