Asian equities were set to open higher Thursday after a rebound in tech and robust economic data lifted US stocks. Higher Treasury yields supported the dollar, while oil jumped. https://t.co/YsvnBbMjxO
Original source ↗  |  February 18, 2026 at 22:41 UTC  |  Twitter - @business

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-