Been gradually getting long gold, in more modest size than before. Again and again, I am surprised and impressed by how quickly it recovers from blowoffs and deleveragings that would nuke any other asset. It feels like real buyers of size showed up to take advantage of the
Original source ↗  |  February 10, 2026 at 14:18 UTC  |  Twitter - @plur_daddy

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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