Perfectly manipulated CPI print by the Department of BS. Not too hot to annoy the Fed hawks. Not too cold to suggest AI deflationary fears accelerating. Under the hood, supercore month on month up 0.59%. Typically happens in January but still quite concerning

Original source ↗ | February 13, 2026 at 13:35 UTC | Twitter - @ces921

IDEA 1 TICKER: GDS, KC DIRECTION: Long THESIS: BofA Securities prefers these stocks due to strong AI demand and price hikes, indicating a positive outlook. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 8 TICKER: BABA DIRECTION: Avoid THESIS: US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 10 TICKER: BABA, BIDU, NIO, BYDDF DIRECTION: Avoid THESIS: Pentagon's actions (likely related to the list of firms aiding the

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