The surge in Chinese fx settlement (forward adjusted settlement is up over $200b in the last 2ms, so an annualized pace of $1.2 trillion) is a rebuke to all the China isn't buying Treasuries angst coming out of Bloomberg! 1/2 https://t.co/RoEWOEJOHF

Original source ↗ | February 13, 2026 at 19:31 UTC | Twitter - @brad_setser

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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