So much for mighty industrial China! The CCP has never been shy about its commercial aviation ambitions. For decades, it has wanted to be the “C” in the ABCs of aerospace after Airbus SE and Boeing Co. But to achieve that goal, it must solve an engineering puzzle that only a https://t.co/bQitHa8utQ
Original source ↗  |  February 10, 2026 at 02:20 UTC  |  Twitter - @burggrabenh

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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