Bill Ackman (@BillAckman) reposted Kevin O'Leary aka Mr. Wonderful (@kevinolearytv) If I have to raise $300 million, half debt, half equity for a 35 story building, you’re telling me before I build it, you're putting rent controls on it. That means if the cost of maintaining it's 3.5%, which is a good number for CapEx, I can't raise my rates 3.5% each year. You're telling me no raise. Why would I ever do that? Why would anybody? There's not a single dollar in the market that is gonna run to thi

Original source ↗ | February 18, 2026 at 23:00 UTC | Twitter - @BillAckman

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: Software Sector (e.g., IGV, XSW) DIRECTION: long THESIS: Despite a recent selloff, the acceleration of AI suggests a strong underlying growth trend for software companies, potentially making the current valuation an attractive entry point. SPEAKER: @SeekingAlpha TIMEFRAME: medium-term

IDEA [5] TICKER: TOTO Ltd. (5332.T) DIRECTION: long THESIS: An activist investor identifies Japan's top toilet maker as an undervalued and overlooked AI play due to its cryogenic etching technology, suggesting significant upside potential. SPEAKER: @zerohedge TIMEFRAME: medium-term