…and just like that, ~300 years of Mahan Doctrine (“control naval chokepoints and you control the world”) gets turned on its head (naval chokepoints become kill zones for naval assets). Investor consensus has only just begun discounting the macro implications. https://t.co/xmAwNnM0S6

Original source ↗ | February 10, 2026 at 14:02 UTC | Twitter - @lukegromen

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: BABA DIRECTION: Long THESIS: Alibaba released its Qwen Image 2.0 model, which could be a positive catalyst for the stock. SPEAKER: @briantycangco TIMEFRAME: Short-term

IDEA [3] TICKER: Gold (e.g., GLD, IAU) DIRECTION: Long THESIS: Gold prices holding above a significant level (5,000) indicates underlying strength and potential for further upside. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA [4] TICKER: PMRTY DIRECTION: Long THESIS

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