Geesh! Literally every single US tech major is aiding the military in some form or another. Not a great way to smoothen things ahead of a Trump-Xi meet. This is like goading China to do something to derail any possible deal. It’s nothing if not predictable. $BABA https://t.co/vaD3cwkLdT

Original source ↗ | February 13, 2026 at 13:39 UTC | Twitter - @briantycangco

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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Ticker	Direction	Speaker	Thesis	Time
BABA	AVOID	@briantycangco	US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk.	—