Remember, every utterance from BRICS & Global South regarding potential new system to bypass USD is to be treated as if already operational & making material difference. And every piece of evidence that USD system isnt going anywhere is to be treated with scepticism & amusement. https://t.co/ZQf2vboOJK

Original source ↗ | February 13, 2026 at 17:45 UTC | Twitter - @santiagoaufund

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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