The always insightful @Evan_ss6 has countered saying that the next great companies are being formed and built, and the very best of them will succeed despite everything else. This is definitely true, and of course I deeply wish I had blasted into the Anthropic rounds. That said,
Original source ↗  |  February 09, 2026 at 17:51 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces

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