Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) reposted William Mougayar (@wmougayar) ETH Stablecoins at $160B is nothing. ETH DeFi at $100B is nothing. ETH RWA at $15B is nothing. We should aim a lot higher. These are trillion-dollar markets waiting to be acquired.
Original source ↗  |  February 19, 2026 at 00:01 UTC  |  Twitter - @fundstrat

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: FCT.MI DIRECTION: short THESIS: Fincantieri's plan to place new shares for up to 10% of its capital through an Accelerated Bookbuild (ABB) suggests potential dilution for existing shareholders, which could put downward pressure on the stock price in the short term. SPEAKER: @ReutersBiz TIMEFRAME: short-term

IDEA 2 TICKER: USO (or other oil ETFs/futures) DIRECTION: long THESIS: Oil prices are holding near recent highs above $65 due to elevated supply fears stemming from Iran conflict risks and uncertain nuclear talks, suggesting continued upward price pressure. SPEAKER: @FirstSquawk